Custom Functions

Custom Functions

You can set up custom functions in three steps:

  • Create a custom function.
  • Associate custom function to a workflow rule.
  • Test custom functions integration.

To create a custom function

  1. Click Setup > Automation > Workflow > Custom Function.
  2. In the Custom Functions page, click the Configure Custom Function.
  3. In the Configure Custom Function page, select a function from Gallery, existing function or write a new one using Deluge Script.

    Custom Function
  4. Click Save.

To associate custom function to a workflow rule

  1. Click Setup > Automation > Workflow Rules.
  2. In the Workflow Rules page, click the Create a Workflow Rule.
  3. In the Workflow Rule page, specify workflow rule parameters.
  4. Under Workflow Actions, select the custom function to be triggered.
  5. Click Save.
Custom Function

 

To test the custom function integration

  1. Add test data in CRM according to your workflow rule criteria.
  2. Check for the data received from  CRM via custom function, in your application.
  3. Modify your custom function code in  CRM, if there data is not received or a data mismatch
  4. Continue this test until you obtain the required data from CRM to your Application.

Important Notes

  • You can associate up to 6 (1 Instant Action and 5 Time-Based Actions) custom functions per workflow rule.
  • You can transfer data for a maximum of 10 CRM fields from CRM to third-party applications using custom function.
  • You can retrieve data from other Apps to CRM using custom function.
  • You must update the API ticket regularly according to limits in third-party applications.
  • You will not receive any email notification, if the custom function integration stopped functioning due to any issue in a third-party API.
  • If there is any failure while connecting to Creator service, custom function will send the second notification after 15 min. Thereafter, the system will not send any notifications for that particular workflow trigger. Errors returned from Creator are shown under Reason for Failures section.
  • If you exceed the maximum count per day, the system will not send remaining custom function notifications to third-party applications and will notify the failure to Administrator. 
  • CRM will the send the data in following standard format for Date and Date Time fields to third-party applications:
    • Date: yyyy-MM-dd
    • Date Time: yyyy-MM-dd hh:mm
  • Limits for Custom Functions:
    • Calls per Day - 10000 calls/day or 200 calls per user license for the org. (whichever is lower)
    • Integration Tasks - 25000 Zoho API calls/day using deluge.
    • Get Data - 25000 calls/day
    • Post Data - 2 calls/day
    • Send Email - 1000 emails/day

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