Hi there,
I have a flow that triggers when an opp record stage is marked WON.
1) Create Quip folder (works fine)
2) Create Quip document in the new Quip folder (works fine)
3) Insert the salesforce_record quip feature. (not working fine)
In the flow configuration, I cannot figure out how to:
1) Pull data from the salesforce opp record
2) Define the fields to be used with the salesforce_record
So right now, it is inserting the default salesforce_record Fields, with nothing in them.
Thank you,
David
So I have been guessing through the Action Set Input values and was able to get to a point where I am pulling data from the opp object.
Next and hopefully last issue, is where do I customize the fields I am looking to pull from the opp object. Right now, the liveapp/salesforce_record function in Flows is using the default salesforce_record fields.
Another option, would be to use a Quip template for this, but I am unable to find any help files for this
