CRM On Demand - Administration (MOSC)

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Help needed with Workflow expression

edited Jan 23, 2013 11:32AM in CRM On Demand - Administration (MOSC) 4 commentsAnswered ✓
Hi,

I need help in evaluting and writitng a workflow expression that would trigger an integration event when a particular field is updated through import process.

We have around 400 opportunity records that we need to re-trigger and send them to the integration queue, since we cant use / update the exixting fields because updating them could trigger other integrations and could possibly effect our reports as well.

I was thinking of creating a brand new custom field (check box) in the opportunity object and then updating that field using the import process. I just wanted to see if this is the right approach or is there any other way of doing it? And also when should the workflow be triggered ? "When modified record saved" or "Before modified record saved".

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