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Stender Salesforce to Salesforce - Automatic updates to Case when Shared
Hello,
I am setting up a S2S connection that will share cases (and only SPECIFIC cases) to a partner Org (as well as Case Comments and Attachments). The sharing of the cases will be done manually using the "External Sharing" related list as only some cases will need to be submitted to the partner. However, I need to find a way to make some automatic updates to the case when it is first shared to the partner org, is there a way I can detect a case has been shared and make these updates using workflow? Basically, is there a field on cases that is populated when they are shared that I can use to trigger the WF to fire or is this something I will have to write a trigger on the PartnerNetworkRecordConnection object creation to get to happen?
I am setting up a S2S connection that will share cases (and only SPECIFIC cases) to a partner Org (as well as Case Comments and Attachments). The sharing of the cases will be done manually using the "External Sharing" related list as only some cases will need to be submitted to the partner. However, I need to find a way to make some automatic updates to the case when it is first shared to the partner org, is there a way I can detect a case has been shared and make these updates using workflow? Basically, is there a field on cases that is populated when they are shared that I can use to trigger the WF to fire or is this something I will have to write a trigger on the PartnerNetworkRecordConnection object creation to get to happen?
Workflow field update will not be possible here. You will have to go the Trigger way!
Thanks,
Shashank