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SharePoint is Microsoft's document management and collaboration tool with a software-as-a-service strategy at its core. It keeps your work moving forward by providing quick access to your team sites, organization portals and resources, and the people you work with – across online in Office 365 and on-premises. You can see the site activities, get quick access to recent and popular files, and view and arrange lists on your team sites.

For more information, click here.

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 ContactContract, 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 ContactContract, 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).

See: https://www.salesforce.com/developer/docs/api/index_Left.htm#CSHID=sforce_api_objects_case.htm|StartTopic=Content%2Fsforce_api_objects_case.htm|SkinName=webhelp

Create Contact

Creates a contact.

 A contact is an individual associated with an account.

See: https://www.salesforce.com/developer/docs/api/index_Left.htm#CSHID=sforce_api_objects_case.htm|StartTopic=Content%2Fsforce_api_objects_case.htm|SkinName=webhelp

Create Lead

Creates a lead.

A lead is a prospect or potential Opportunity.

See https://www.salesforce.com/developer/docs/api/index_Left.htm#CSHID=sforce_api_objects_case.htm|StartTopic=Content%2Fsforce_api_objects_case.htm|SkinName=webhelp

Create Document

Creates a document.

A document is a file that a user has uploaded.

See https://www.salesforce.com/developer/docs/api/index_Left.htm#CSHID=sforce_api_objects_case.htm|StartTopic=Content%2Fsforce_api_objects_case.htm|SkinName=webhelp

Create Opportunity

Creates an opportunity.

An opportunity is a sale or a pending deal.

See https://www.salesforce.com/developer/docs/api/index_Left.htm#CSHID=sforce_api_objects_case.htm|StartTopic=Content%2Fsforce_api_objects_case.htm|SkinName=webhelp

Create Event

Creates an event.

Represents an event in the calendar.

See https://www.salesforce.com/developer/docs/api/index_Left.htm#CSHID=sforce_api_objects_case.htm|StartTopic=Content%2Fsforce_api_objects_case.htm|SkinName=webhelp

Create CampaignCreates a campaign. 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.
Create QuestionCreates a question.
Create SolutionCreates a solution. A solution is a detailed description of a customer issue and the resolution of that issue.
Create TaskCreates a task. 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.
Create ProductCreates a product. 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.
Create Price BookCreates a price book. A price book is a list of products and their associated prices. Each product and its price is called a price book entry.
Create UserCreates a user.
Create or Update CampaignCreates or updates a campaign.
Create or Update QuestionCreates or updates a question.
Create or Update SolutionCreates or updates a solution.
Create or Update TaskCreates or updates a task.
Create or Update ProductCreates or updates a product.
Create or Update Price BookCreates or updates a price book.
Create or Update UserCreates or updates a user.

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.

Update CampaignUpdates a campaign.
Update QuestionUpdates a question.
Update SolutionUpdates a solution.
Update TaskUpdates a task.
Update ProductUpdates a product.
Update Price BookUpdates a price book.
Update UserUpdates a user.

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.

Delete CampaignDeletes a campaign.
Delete QuestionDeletes a question.
Delete SolutionDeletes a solution.
Delete TaskDeletes a task.
Delete ProductDeletes a product.
Delete Price BookDeletes a price book.
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