Embedded Interface with parameters

RE: Embedded Interface with parameters

Mathieu Drouin — Wed, 21 Feb 2024 04:24:35 GMT

Technically, if you have a synched Salesforce record the Appian Record identifier should be the same as Salesforce.

RE: Embedded Interface with parameters

Konduru Chaitanya — Wed, 21 Feb 2024 04:18:27 GMT

Hello priyankag5235

Please refer this documentation on How to use records when you have external data in Salesforce that you want to use in a record type.

Salesforce object-Records

RE: Embedded Interface with parameters

priyankag5235 — Wed, 21 Feb 2024 03:15:59 GMT

Our use case is to use embedded interface.

RE: Embedded Interface with parameters

priyankag5235 — Wed, 21 Feb 2024 03:15:15 GMT

But this record Identifier is Appian’s record ID, right? I want parameter from external system (in our case it’s Salesforce) to pass to Appian when we embed the interface.

RE: Embedded Interface with parameters

Mathieu Drouin — Tue, 20 Feb 2024 22:28:34 GMT

Closest thing is to use a Record View and pass the Record Identifier.

docs.appian.com/.../Embedded_Interfaces.html

RE: Embedded Interface with parameters

Abhay Dalsaniya — Tue, 20 Feb 2024 21:46:40 GMT

I think you will have to use Web API and Integration objects to exchange the information between two systems.