Salesforce integration with Forecast
How to Create Forecast projects from Salesforce opportunities reaching a certain stage
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create Forecast projects from Salesforce opportunities reaching a certain stage" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Forecast integrations
Forecast actions
Nekton can use any feature that is available in Forecast API.
Using our advanced AI, you can easily create custom automations for Forecast.
Here are some typical actions you can do in your automated workflows.
Create Task
Creates a task.
Find a Project
Search for project by name.
Create Project
Creates a project.
Find or Create Project
Find or Create a Project
About Forecast
Forecast is a full-suite business platform that enables professional service organizations to run efficiently and predictably in one AI-powered software.