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For more information, click here.
Field (Account) Information
While configuring the Source or Destination of a Template or Transaction, you find an Account option to need to create an account to configure your application with Adeptia Connect. Using Account configurationWhile creating an account, you need to specify the location from where Adeptia Connect will access 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.
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Action Name
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Description
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Create Note
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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
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Create Case
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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
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Create Account
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Creates an account.
An account is an organization or person involved with your business (such as customers, competitors, and partners).
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Create Contact
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Creates a contact.
A contact is an individual associated with an account.
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Create Lead
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Creates a lead.
A lead is a prospect or potential Opportunity.
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Create Document
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Creates a document.
A document is a file that a user has uploaded.
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Create Opportunity
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Creates an opportunity.
An opportunity is a sale or a pending deal.
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Create Event
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Creates an event.
Represents an event in the calendar.
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Update Note
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Updates a note.
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Update Case
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Updates a case.
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Update Account
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Updates an account.
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Update Contact
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Updates a contact.
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Update Lead
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Updates a lead.
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Update Document
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Updates a document.
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Update Opportunity
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Updates an opportunity.
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Update Event
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Updates an event.
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Delete Note
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Deletes a note.
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Delete Case
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Deletes a case.
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Delete Account
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Deletes an account.
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Delete Contact
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Deletes a contact.
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Delete Lead
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Deletes a lead.
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Delete Document
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Deletes a document.
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Delete Opportunity
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Deletes an opportunity.
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Delete Event
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Deletes an event.
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Before creating a SharePoint account, it is recommended to do the following:
- Create an app in SharePoint
- Open the browser and type the URL: https://<domain>.sharepoint.com/_Layouts/15/AppRegNew.aspx where <domain> is the SharePoint domain.
Click Generate in the Client Id and Client Secret.
Tip Copy the generated Client ID and Client Secret for future use. - Type the app name in the Title.
- Type the Adeptia Connect URL without protocol in the App Domain. For instance, if the Adeptia Connect URL is https://ac2.adeptia.com then App Domain is ac2.adeptia.com.
- Type the callback URL in the Redirect URL in the format: https://<AdeptiaConnectURL>/rest/applications/microsoftsharepoint/account.
- Click Create.
This creates an app identifier.
- Open the browser and type the URL: https://<domain>.sharepoint.com/_Layouts/15/AppRegNew.aspx where <domain> is the SharePoint domain.
- After creating the app, register your app.
- Type the URL: https://<domain>.sharepoint.com/_layouts/15/AppInv.aspx where <domain> is the SharePoint domain.
- Type the Client Id, generated while creating an app, in the App Id and then click Lookup.
- The data in the Title, App Domain, and Redirect URL is populated automatically.
Type the XML code giving permissions. For information on URI and rights, click here. The sample XML code is:
Code Block <AppPermissionRequests AllowAppOnlyPolicy="true"> <AppPermissionRequest Scope="http://sharepoint/content/sitecollection" Right="FullControl" /> <AppPermissionRequest Scope="http://sharepoint/content/sitecollection/web" Right="FullControl" /> <AppPermissionRequest Scope="http://sharepoint/content/sitecollection/web/list" Right="FullControl" /> </AppPermissionRequests>- Click Create.
- Trust the app permission and then click Trust it.
- Type the URL: https://<domain>.sharepoint.com/_layouts/15/AppInv.aspx where <domain> is the SharePoint domain.
- After registering an app, now create an account.
Click to add an account.
Specify the following information for Microsoft SharePoint:
Field Name | Description |
|---|---|
Account Name | A short, descriptive name that helps you re-use this account in future |
| Domain Name | SharePoint domain name you are using, for example, adeptiainc. Hence, the domain name will be http:/adeptiainc.sharepoint.com. |
| Client ID | ID generated while creating an app. |
| Client Secret | Secret code generated while creating an app. |
| Realm ID | To know the Realm Id or Tenant Id, do either of the following: 1. Log in to Microsoft Azure as an administrator. |
Triggers
A Trigger specifies when a particular Transaction will start executing. While configuring the Source of a Template, you need to choose an event.
Following triggers are available for Microsoft SharePoint at Source.
Trigger Name | Description |
|---|---|
All Folders in a Folder | Triggers and retrieves the metadata of all folders in a folder. |
| All Files in a Folder | Triggers and process all files in a folder |
| All Groups | Triggers and retrieves all groups. |
| Get a Specific Group | Triggers and retrieves a specific group. |
| All Group Users | Triggers and retrieves all users of a group. |
| All Lists | Triggers and retrieves all lists. |
| Get a Specific List | Triggers and retrieves a specific list. |
| All List Items | Triggers and retrieves all list items from a list. |
Actions
An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) of a Template, you need to choose an action.
Following actions are available for Microsoft SharePoint at Destination.
Action Name | Description |
|---|---|
Create List | Creates a new list. |
| Update List | Updates an existing list. |
| Delete List | Deletes an existing list. |
Create List Item | Creates a new list item. |
| Update List Item | Updates an existing list item. |
| Delete List Item | Deletes an existing list item. |
| Create Folder | Creates a new folder at the specified URL. |
| Delete Folder | Deletes an existing folder from the specified URL. |
| Create File | Creates a new file and add it to a folder. |
| Update File | Updates an existing file. |
| Delete File | Delete an existing file from a folder. |
| Check Out File | Check out a file to start editing. While you edit, others cannot make changes to the file you are editing. |
| Check In File | Check in a file to save the changes you have made. |