Hey all,
Relatively new to Asana but getting the hang of creating projects, tasks, templates etc.
I have integrated Salesforce with Asana and have been building out Customer Fields and Rules through the builder to make it work, in Asana.
My issue is this:
-In Salesforce, I have an opportunity. This is the Customer and all of their infomation.
-“Under” the opportunity, I have an Order come in. That order spells out a sale of certain SKUs. The information in the Order page isnt on the Opportunity page, but its a link/tab click above.
-Once an order is in, a Project is auto created with certain information that is not included on the Opportunity as it pertains to a Project for a different organization.
-And within that Project are Project Tasks based on the information in the order(ie SKUs,Quanitities etc) as well as Task Owner , hours needed etc.
So I have (4) levels of scope here in cascading order(Oppo,Order,Project,Task) and each scope has different information that I need.
Getting back to Asana - When I create an external trigger and have it connect to Salesforce, I can really only add one “level/scope” to integrate. And most would assume that its at the Opportunity level. So how do I have Asana able to see the information from the other 3 levels natively?
I recognize that I can make fields in Salesforce to mimic the information and pop it all on the top level page for reference, but thats not going to work in the short term. Is there a way that I can tell Asana to “see” fields in different scopes but have it create tasks off of the top level Opportunity?
Thank you much