One of the biggest strengths of Workato is in handling App customizations. Users of Salesforce, for example, customize extensively. Other apps, such as QuickBooks, Xero, InfusionSoft, Eventbrite, Zendesk are also customized by users. The great thing is that Workato is able to recognize these customizations and show them to you as you are building your integration recipes and use these mappings at run time to access these custom fields.
How do I customize my apps?
Each app is different in how you customize them. For Salesforce, you can add custom fields to existing objects, or create new objects. Companies have even created custom Force.com Apps. All these are available via Workato. For other Apps, like EventBrite, you configure and add custom fields to existing objects. Same with QuickBooks, InfusionSoft etc. Refer to the App's customization docs to find out more.
Note: You will not be able to customize your apps through Workato. Your desired customizations should be done directly in the app you wish to add them to.
How to make Workato work with your customizations
When you are building your recipes, here are the steps you follow to make the customizations visible.
- Create the connection to the App instance that you have customized.
- When you are building your recipe, make sure you are using the right connection. Select the right connection before you start building the recipe.