Sample INtegration & Cookbook Intro

This page provides links to the cookbook articles for common Salesforce integration scenarios and links to each of the step-by-step guides for the sample Salesforce integrations.

SaLESFORCE iNTEGRATION Cookbook

This section describes common integration scenarios and patterns for integrating with Salesforce.

• Adding fields to Salesforce Objects
  • Learn how to add fields to Salesforce objects. Necessary for storing foreign record references such as order numbers and for adding 'has integrated' type flags.
• Salesforce Object Ids and API Usage Reduction
  • Learn about Salesforce Object Ids and various strategies for minimising Salesforce API Usage.
• Loop Back Integration Pattern
  • The loop back pattern write generated object ids back to their source system, for more efficient future object updates.

Samples

The sample integrations for both Sage200 and Sage300 are equivalent in the data they transfer between Sage and Salesforce.

Each of the step-by-step guides below correspond to the Salesforce integrations installed with Samples, when creating the IMan database.

Salesforce & Sage Setups

In order to use the samples you must first setup the Salesforce and Sage connection details.

Salesforce Setup

Connect the sample Salesforce connector to your Salesforce instance, folowing the Salesforce Setup and IMan System Connector Setup steps.

Sage Setup

• Database Setup
  • Connect the sample database connections to the target Sage200 & Sage300 databases.
    
• Sage System Connector Setup
  • Connect the sample Sage200 & Sage300 connectors to the relevant companies using the corresponding setups.
  • Sage200 - Sage200 Connector Setup
  • Sage300 - System Connector Setup

Sage200 Samples

• Sage200 Customer/Supplier & Contact Upload To Salesforce
  • Upload Customer and Vendor records from Sage200 to Salesforce.
• Sage 200 Item & Pricing Upload
  • Upload Stock Items and Pricelists from Sage200 to Salesforce.
• Salesforce to Sage200 Opportunity to Order Download
  • Download opportunities from Salesforce to Sage200.

Sage300 Samples

• Sage300 Customer/VEndor & Contact Upload to Salesforce
  • Upload Customer and Vendor records from Sage300 to Salesforce.
• Sage 300 Item & Pricing Upload To Salesforce
  • Upload I/C Items and Pricelists from Sage300 to Salesforce.
• Salesforce to Sage300 Opportunity to Order Download
  • Download opportunities from Salesforce to Sage300.