Salesforce game-changing technology and Customer Relationship Management cloud software address all your customer interface concerns.
With Salesforce CRM, you can collect customer support requests from different channels, assign cases to the appropriate team or agent, easily recall the best solutions to customer problems, escalate support cases when necessary, direct customers towards web-based solutions, conform to service-level agreements, and identify areas where service can be improved.
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Field (Account) Information
While configuring the Source or Destination of a Transaction, you find an Account option to configure your application with Adeptia Connect. Using Account configuration, you need to specify the location from where the data is to be accessed. In this process, provide the details of the application account to grant permission to access data.
Specify the following information for Salesforce:
Field | Description |
|---|---|
Account Name | A short, descriptive name that helps you re-use this account in future |
Enter a name and select the Salesforce environment. Click Continue. The Salesforce login screen appears
Field | Description |
|---|---|
Username | User ID to log into your Salesforce account. |
Password | Password to log into your Salesforce account. |
If you do not have a Salesforce account, click Sign up now. The registration screen appears:
Triggers
A Trigger specifies when a particular Transaction will start executing. While configuring the Source application, you find a Trigger drop-down list.
Following triggers are available for Salesforce at Source.
Trigger Name | Description |
|---|---|
New Opportunity | Triggers when an opportunity is created. An opportunity is a sale or pending deal. |
New Opportunity Or Updated Opportunity | Triggers when an opportunity is created or an existing opportunity is modified. |
New Event | Triggers when an event is created. Represents an event in the calendar. |
New Event Or Updated Event | Triggers when an event is created or an existing event is modified. |
New Case | Triggers when a case is created. A case is a customer issue or problem. |
New Case Or Updated Case | Triggers when a case is created or an existing case is modified. |
New Account | Triggers when an account is created. An account is an organization or person involved with your business (such as customers, competitors, and partners). |
New Account Or Updated Account | Triggers when an account is created or an existing account is modified. |
New Task | Triggers when a task is created. A task represents a business activity such as making a phone call or other to-do items. Task and Event records are collectively referred to as activities. |
New Task Or Updated Task | Triggers when a task is created or an existing task is modified |
New Lead | Triggers when a lead is created. A lead is a prospect or potential Opportunity. |
New Lead Or Updated Lead | Triggers when a lead is created or an existing lead is modified. |
New Note | Triggers when a note is created. A note is a text associated with a custom object or a standard object, such as a Contact, Contract, or Opportunity. |
New Note Or Updated Note | Triggers when a note is created or an existing note is modified. |
New Contact | Triggers when a contact is created. A contact is an individual associated with an account. |
New Contact Or Updated Contact | Triggers when a contact is created or an existing contact is modified. |
New Campaign | Triggers when a campaign is created. A campaign is an outbound marketing project that you want to plan, manage, and track within Salesforce. It can be a direct mail program, seminar, print advertisement, email, or another type of marketing initiative. |
New Campaign Or Updated Campaign | Triggers when a campaign is created or an existing campaign is modified. |
New Product | Triggers when a product is added. Products are the individual items or services that you sell to customers through your opportunities and quotes. You can create a product and associate it with a price in a price book. Each product can exist in many different price books with many different prices. |
New Product Or Updated Product | Triggers when a product is added or an existing product is modified. |
New Price Book | Triggers when a price book is created. A price book is a list of products and their associated prices. Each product and its price is called a price book entry. |
New Price Book Or Updated Price Book | Triggers when a price book is created or an existing price book is modified. |
New Question | Triggers when a question is created. |
New Question Or Updated Question | Triggers when a question is created or an existing question is modified. |
New Solution | Triggers when a solution is created. A solution is a detailed description of a customer issue and the resolution of that issue. |
New Solution Or Updated Solution | Triggers when a solution is created or an existing solution is modified. |
New User | Triggers when a user is created. |
New User Or Updated User | Triggers when a user is created or an existing user is modified. |
Actions
An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) application, you find an Action drop-down list.
Following actions are available for Salesforce at Destination.
...
Action Name
...
Description
...
Create Note
...
Creates a note.
A note is a text associated with a custom object or a standard object, such as a Contact, Contract, or Opportunity.
See: https://www.salesforce.com/developer/docs/api/Content/sforce_api_objects_note.htm
...
Create Case
...
Creates a case.
A case is a customer issue or problem.
See: https://www.salesforce.com/developer/docs/api/Content/sforce_api_objects_case.htm
...
Create Account
...
Creates an account.
An account is an organization or person involved with your business (such as customers, competitors, and partners).
...
Create Contact
...
Creates a contact.
A contact is an individual associated with an account.
...
Create Lead
...
Creates a lead.
A lead is a prospect or potential Opportunity.
...
Create Document
...
Creates a document.
A document is a file that a user has uploaded.
...
Create Opportunity
...
Creates an opportunity.
An opportunity is a sale or a pending deal.
...
Create Event
...
Creates an event.
Represents an event in the calendar.
...
Update Note
...
Updates a note.
...
Update Case
...
Updates a case.
...
Update Account
...
Updates an account.
...
Update Contact
...
Updates a contact.
...
Update Lead
...
Updates a lead.
...
Update Document
...
Updates a document.
...
Update Opportunity
...
Updates an opportunity.
...
Update Event
...
Updates an event.
...
Delete Note
...
Deletes a note.
...
Delete Case
...
Deletes a case.
...
Delete Account
...
Deletes an account.
...
Delete Contact
...
Deletes a contact.
...
Delete Lead
...
Deletes a lead.
...
Delete Document
...
Deletes a document.
...
Delete Opportunity
...
Deletes an opportunity.
...
Delete Event
...
Deletes an event.
...
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SAP system consists of a number of fully integrated modules, which covers virtually every aspect of the business management. As the market leader in enterprise application software, SAP is at the center of today’s business and technology revolution. SAP helps you streamline your processes, giving you the ability to use live data to predict customer trends – live and at the moment.
For more information, click here.
This application is available at Destination only and is accessible to licensed users only. Contact Adeptia Support Team for the license.
Configuring SAP in Adeptia Connect
Adeptia SAP Accelerator uses SAP Java Connector (SAP JCo and SAP IDoc) to communicate with SAP server. If you have a marketplace account, you can download SAP installation files from http://service.sap.com/connectors. After installing SAP Java connectors, you need to configure Adeptia Connect. To communicate with SAP Server and to process IDocs, Adeptia's SAP Integration service provides several business processes that work together. These business processes use activities to retrieve documents, perform IDoc translations, and send documents. These business processes must be used together in a sequence.
- Go to SAP Market Place http://service.sap.com/connectors.
- Sign in with your username and password.
- Download SAP Java Connector.
- Copy the following native files from the downloaded package at the mentioned locations.
For Windows
Copy sapjco.dll to C:/Windows/System32 and C:/Windows/SysWOW64
For Linux- Copy libsapjco3.so to usr/libs and .../<AdeptiaInstallDir>/Serverkernel/ext/SAP/native (create folders - SAP and native, if doesnot exist).
- Copy sapjco3.jar and sapidoc3.jar to .../<AdeptiaInstallDir>/Serverkernel/ext/SAP directory.
- Go to .../<AdeptiaInstallDir>/Serverkernel/etc directory, open launcher.properties file in the Text Editor, and add the following entries for the native SAP files.
#Kernel JVM parametersKN:JVM: -Xms512M -Xmx2048M -Xrs -Djava.library.path=[AdeptiaInstallDirectory]/ServerKernel/ext/SAP/native#Webrunner JVM parametersWB:JVM: -Xms128M -Xmx2048M -Xrs -Djava.library.path=[AdeptiaInstallDirectory]/ServerKernel/ext/SAP/native
Creating SAP Client
Click to create SAP Client account.
| Field Name | Description |
|---|---|
Name | Name of the SAP client. |
| Description | Description of the SAP client. |
| Destination Name | Client destination from which to obtain the repository. |
| Destination Client | SAP Client. |
| Connection Type | The number of connections that should be registered at the gateway. |
| Instance | |
| Destination Host | SAP application server host. |
| Destination System Number | SAP system number. |
| Destination Routing String | SAP router string to use for networks being protected by a firewall. |
| Destination Username | SAP Username. |
| Destination Password | SAP password. |