Importing Salesforce Data Overview
Updates Allowed
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An internal flag _CSUpdateAllowed is used to determine if Salesforce data is allowed to be imported into ClientSpace. This is a configurable setting that changes programmatically depending on the state of the Client Master Status. |
Work Queue
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Object must be named Work_Queue__c |
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Must contain OpportunityID__c and Complete__c fields |
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Complete__c must be set to false when the record is created in Salesforce |
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Duplicate Opportunities in multiple Work Queue records are ignored |
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If the import is successful, |
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Work Queue OpportunityID__c is set to Empty |
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Complete__c is set to true |
Organization
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Creates new Org or updates an existing Org |
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General Notes marked Updated/Created from the SalesforceAPI |
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Org ImportID is set to Salesforce Account ID |
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Only updates existing Org data with Salesforce data if _CSUpdateAllowed |
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Org is saved from the database, no biz logic executed |
Org Other Info
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Creates new Org Other Info or updates existing Org Other Info |
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All fields and values are retrieved from the current installation (custom fields are available) |
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Only updates existing Org Other Info data with Salesforce data if _CSUpdateAllowed (or when creating a new record) |
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Org Other Info is saved from the database, no biz logic executed |
Client Master
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Creates new Client Master and workspace if associated Org has no workspace (must have client template configured for this to function) |
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Updates Client Team Sales Admin User after workspace is created (to Org Assigned To) |
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The new Client Master is saved using the dataform pipeline Default |
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After the new Client Master is created (or Client Master exists) |
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fkParentCompanyID is set to Salesforce Account/ParentId associated CS Organization (if exists) |
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All fields and values are retrieved from the current installation (custom fields are available) |
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Adds Org Node for Biz Logic access (similar to a Client Master save from the UI) |
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Only updates existing Client Master data with Salesforce data if _CSUpdateAllowed |
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Updated Client Master is saved from the dataform pipeline SalesforceAPI |
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Creates new Client Location or updates existing Client Location |
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If new, sets LocationName("MAIN"), luLocationType("Main"), SyncToM("P"), SyncToB("P") |
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All fields and values are retrieved from the current installation (custom fields are available) |
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Only updates existing Client Location data with Salesforce data if _CSUpdateAllowed (or when creating a new record) |
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Client Location is saved from the dataform pipeline SalesforceAPI |
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Retrieves all Salesforce Contacts associated with Salesforce Account |
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Looks up each contact by ClientSpace ImportID |
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Creates new Contact if ImportID not found |
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Always set IsActive(True), SyncWithOrganizationAddress(false), ImportID(SF Contact ID) |
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Ignores _CSUpdateAllowed (always syncs Salesforce data) |
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Contact is saved from the database, no biz logic executed |
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Updates or creates Contact Other Info for each Salesforce Contact (from Contacts above) |
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All fields and values are retrieved from the current installation (custom fields are available) |
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Ignores _CSUpdateAllowed (always syncs Salesforce data) |
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Contact Other Info is saved from the database, no biz logic executed |
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Any Dataform mapped (Import Map Header) is included |
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Iterates through each mapped Dataform |
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Retrieves existing Dataform from Workspace associated with Salesforce Account (CS Organization) |
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Creates dataform if one does not exist in Workspace |
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Dataform is saved from the dataform pipeline SalesforceAPI |
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Only updates existing dataform data with Salesforce data if _CSUpdateAllowed (or when creating a new record) |
Related Topics:
Help Center Build Date: Tuesday November 12, 2024 Last Article Update: Thursday August 22, 2024
Sprint R145 ClientSpace Help