Can Notes and/or Attachments from Salesforce Opportunity be added to a Workfront Project via Fusion?

[AllisonSi]

My teams utilize notes and attachments sections on Salesforce Opps, sometimes, we'd like those notes/attachments to automatically be added to the Documents section of a Workfront project.

Has anyone tried this/knows if it's possible to do?

Thanks so much!

[kynabaker16]

Hey Allison!

Just seeing this post again and realized we have a Fusion 2.0 group that would be a great place to ask this question!

Have you joined @Workfront Fusion 2.0‚ yet?

Thanks!

Kyna

[SamTa1]

Hi Allison

You can definitely add notes and attachments from SF to a Workfront project. The following scenario illustrates:

The first module watches for attachments. You could do the same with notes.

The second module downloads the data, be sure to select attachment for attachment or document if it's a SF document:

The third module is where I get a projectID. This could be accomplished in many different ways like a search module that returns project ID(s).

The fourth module uploads to WF:

Notice the "Source file" field. Fusion is smart enough to recognize what modules have file outputs and you just need to select the SF download module.

Hope that helps

[AllisonSi]

Thanks Sam!

This is very helpful. I'm specifically trying to get Notes from certain Opps to be moved to certain projects, as part of an already existing scenario.

How can I integrate this? My current scenario has a trigger module already, so I can't use the "watch for record"

I'd like to take Notes from the Opp that triggers the scenario and upload it to the created project.

Thanks!

[aearle]

Have you used the scenario where you "search for a document vs watching a record after creating a project? I am not getting my scenario to work.

 

My search module is failing as I have an attachment added to the Opportunity, but I am unsure what needs to connect to upload to the WF project in the beginning of the scenario.