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Customize your Adaptive Insights and SAP Sales Cloud integration with the following
triggers and actions.
Triggers
When this happens…
SAP Sales Cloud
- New recordNew record in SAP Sales Cloud
- New/updated recordNew/updated record in SAP Sales Cloud
Any other trigger you can think up
Actions
Do this…
Adaptive Insights
- Custom reportCustom report values in Adaptive Insights
- Erase actualsErase actuals in Adaptive Insights
- Export configurable model dataExport configurable model data in Adaptive Insights
- Export dataExport data in Adaptive Insights
- Export modeled sheetExport modeled sheet in Adaptive Insights
- Export objectExport object in Adaptive Insights
- Import objectImport object in Adaptive Insights
- Recalculate sheetRecalculate sheet in Adaptive Insights
- Upsert objectUpsert object in Adaptive Insights
Any other action you can think up
SAP Sales Cloud
- Custom actionCustom action in (Custom)
- Create recordCreate record in SAP Sales Cloud
- Get record detailsGet details of specific record in SAP Sales Cloud
- Search recordsSearch records in SAP Sales Cloud
- Update recordUpdate record in SAP Sales Cloud
Any other action you can think up
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