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Need some assistance on creating a flow to integrate from CRM to FinOp.
1. CRM potential customer as Prospect in FinOp
2. CRM opportunity as Opportunity in FinOp
was trying to do so, but did not get any reference link showing step by step instruction.
Many a times got error stating "invalid party tye"
Was not sure what to put the type ID .
If anyone can guide .
Did you try this
I did try that and in the CRM entity i changed it to contacts instead of account.
And in Finop i changed to prospects instead of customers.
however i am asked type ID
As shown in your screenshot, Type ID is "Prospect Relations Type ID"
quick google search shows me, you can find the value here:
Sales & marketing | Setup | Prospects | Relation type
Choose appropriate value from there
Thank you for your reply,
Please check the below screenshot with the values provided.
And while i tested it i got the following error.
Try type id = 2
Tried both did not work.
In prospect will be = contact right ?
Type ID tried both did not work.
Read through this once.
Based on this the type ID is prospect.
Are all values in sync. As per the above Post
Hi, I created a new look up field in contacts called relationship type with these three options, still not working , type ID , not sure whats going wrong
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