Thank you for supporting the Cloud Customer Connect Community in 2024. It's a gift to work with you!

Look back
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Does CX Sales support pulling external data via webservice and display it at the same time

in Sales 3 comments

Summary:

Does CX Sales support pulling external data via webservice and display it at the same time "upon opening an account record"

Content (required):

We have a client requirement to pull external data(billing, payment, other data coming from legacy systems) and then display it in the simplified UI upon opening an Account Record.

 

We are limited to only use what is delivered with CX Sales (Simplified UI, App Composer). We would like to ask:

  • Is there a way for us to trigger a groovy script "upon opening an account record". The groovy script will call 3rd party webservices(these webservice connects to different legacy applications).

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!