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SalesForce Reference Fields - Best Practices (1 reply)

Randy
4 years ago
Randy 4 years ago

We’re working with a client on a SalesForce integration and I had a quick question on getting started.

  • How do you recommend to retrieve and then store the Object IDs in Sage, particularly for reference fields?

 

Our client is selling Items that come in different sizes, let’s say EACH, PACK, and CASE.  They represent the size in Sage via an Optional Field “SIZE”.  The SalesForce connector requires that the SalesForce Object ID be passed when attempting to set this field. 

 

Is the best way to handle this mapping simply to create a local mapping table in SQL?  Secondly, how do you recommend to populate this table?  Is the SalesForce Reader a good/possible solution?

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Support
4 years ago
Support 4 years ago

Randy, it depends:

  1. If you are updating/inserting a large number of objects and there are a small number of reference objects (such as packs) we recommend you store the id's either against the source record or within IMan.

    You could do a GET request to obtain the values and then store as necessary.

  2.  If there are a small number of objects then you can perform a lookup. Please note the values are not cached, so every lookup will invoke a request to Salesforce.

Thanks

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Realisable Software Ltd provides code-free, cost-effective applications integration solutions for SMEs. Our core IMan product is designed to integrate almost any application with a number of Sage solutions and online payment processors.

Looking to purchase IMan, please see our resellers here.

Realisable Software
Ph: +44 (0) 208 123 1017

Copyright © Realisable. All rights reserved.
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Realisable Software Ltd provides code-free, cost-effective applications integration solutions for SMEs. Our core IMan product is designed to integrate almost any application with a number of Sage solutions and online payment processors.

Looking to purchase IMan, please see our resellers here.

Realisable Software
Ph: +44 (0) 208 123 1017

Copyright © Realisable. All rights reserved.
Realisable is a registered trademark

Close