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workflow actions on Financial object

edited May 16, 2014 1:51PM in CRM On Demand - Administration (MOSC) 5 commentsAnswered

Is integration event an action that is available for Workflows on the Financial Account object (financial vertical object)?

If not is there any way to send it to a queue or have an external application query the complete data set on the object?

Basically I have repurposed the object and use it for customer error count and rollups.

I have multiple records created and linked to the same account.

Based on certain rules I want a total count of the records for that Account and display it on the Account page in a field.

I know I can do a report and show the summary/count, but I need it on a field because I need to trigger a workflow based on the field value and whenever it changes.

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