Salesforce integration - Reportong

[MarceloTe]

Hello everyone! Workfront has recently released the integration with Salesforce. We were making some tests and trying to figure out how we could benefit from it and then we stumbled upon a problem: Is there a way to make a report that shows only projects created from Salesforce? I browsed through all the report fields but was unable to find anything. Does anyone know if if is possible? Best, Marcelo Marcelo Teixeira Dentsu Aegis Network - Brazil

[feleqyan]

Hi Marcelo, Thanks for the great question! Although there is not a reportable field associated with Salesforce, you can create a report that shows only projects created from Salesforce. To do so: Create a new Project report, In filters tab, select Project Name, Select "Contains" and type " (via Salesforce) " That's it! All projects created from Salesforce have that (via Salesforce) suffix in their names, so this filter will give you an accurate list. Hayk Falakyan Workfront

[MarceloTe]

Hi Hayk, thanks for the reply! Another question: is there any way to automatically find the Opportunity related to a Project, or vice-versa? Maybe via API? Marcelo Teixeira Pauleti AgenciaClick Isobar