-
On the left side options column expand Data Sources and click on Realtime Triggers.
-
On the Realtime Triggers page click Create Realtime Trigger button.
-
On the New Realtime Trigger page click the SalesForce Real-Time Data Source button.
-
The Salesforce Real-Time Data Source page opens.
- Enter a Description for the data source.
- Connection – select the connection to be used from the dropdown list.
- Click the Validate button – this will verify the Connection is successful and enable the Salesforce Entity field.
- Salesforce Entity – select the entity to be used.
- Trigger On Column Change – select the column(s) that will cause the trigger to run when changed.
- View/Edit SOQL – allows the user to view the SOQL query for the data source and to make any changes to the query.
-
Log Action – use this option to select what, if anything, should be logged when the trigger runs. The options are:
- Always Save
- Save Failures
- Save Successes
- None
- Click Save to save the data source.
- Register button – this button will become active after an Integration Process (mapping) is created that uses the data source. After the Integration Process is created, the user will need to go back to the data source in order to do the registration.
- Knowledge Base
- SmartConnect
- Creating a Salesforce Real-Time Data Source
-
Popdock
-
Account
- Purchasing Popdock
- Creating your Popdock Account
- Adding a Popdock user from your eOne Account
- How to Invite a User to be Added to your Popdock Account
- How to Configure Locale for your Popdock Application
- How to configure locale settings on your Popdock widget
- What are the locale URL query parameters you can use on Popdock widgets?
- Activating SmartList Builder and SmartView
-
Adding Connectors
- Adding an Acumatica Connector
- Adding an Amazon S3 Connector
- Adding an Azure Data Lake Connector
- Adding an Azure Tables Connector
- Adding a Bit.ly Connector
- Adding a Bugsnag Connector
- Adding a Capsule CRM Connector
- Adding a NetSuite Connector
- Adding a Close.io Connector
- Adding a Dynamics 365 Business Central Connector
- Adding a Constant Contact Connector
- Adding a Cosmos DB Connector
- Adding a Microsoft Dataverse Connector
- Adding a Drip Connector
- Adding a Dynamics 365 Finance & Operations Connector
- Adding a Dynamics 365 Sales Connector
- Adding a Dynamics GP Connector
- Adding a Dynamics NAV Connector
- Adding a Dynamics SL Connector
- Adding a Freshdesk Connector
- Adding a GitHub Connector
- Adding a HubSpot Connector
- Adding an Insightly Connector
- Adding a Magento Connector
- Adding a Mailchimp Connector
- Adding a MySQL Connector
- Adding an Oracle Database Connector
- Adding a Pipedrive Connector
- Adding a Popdock Connector
- Adding a PostgreSQL Connector
- Adding a PowerGP Online Connector
- Adding a QuickBooks Connector
- Adding a Salesforce Connector
- Adding a Sample Data Connector
- Adding a ShipStation Connector
- Adding a Shipping Connector
- Adding a Shopify Connector
- Adding a SmartConnect Connector
- Adding a SQL Server Connector
- Adding a Stripe connector
- Adding a Wasabi Connector
- Adding a WooCommerce Connector
- Adding a Xero Connector
- Adding a Zendesk Connector
- Adding a Zendesk Sell Connector (if registered after January 2020)
- Adding a Dynamics GP Sample Connector for Testing Popdock
- ADFS on premise
- FedEx Tracking
- API Endpoints
-
Business Central
- Installing the Popdock Extension from AppSource for Business Central
- Find the Tenant ID in Dynamics 365 Business Central
- Finding Your Company Information Inside Business Central
- Adding a Dynamics 365 Business Central Connector
- Configuring the Main Popdock Widget for Business Central
- Get your Business Central Popdock Widget ID and Widget Region
- Publishing FastTab and FactBox Widgets to your Business Central Sandbox from Popdock
- How to Create a Query Builder List
- Promoting an Extension from a Business Central Sandbox to Production
- Adding Dimensions to Your Business Central Lists
- Adding Existing Lists to Your Business Central Main Widget
- How to Embed Widgets in your Business Central FactBox Using AL Code
- How to Embed Widgets in your Business Central FastTab Using AL Code
- How to Embed Widgets on your Business Central Role Center
- Bookmarking the Main Popdock Widget on Your Business Central Home Page
- Finding Your Business Central Dependencies for Popdock Query Builder
- How To Add a Permission Set in Business Central for Users to Access Popdock
- Calculated Field
-
Connector Setup
- Installing the Popdock Extension from AppSource for Business Central
- Find the Tenant ID in Dynamics 365 Business Central
- Finding Your Company Information Inside Business Central
- How to Setup a Shipping Carrier Connector to Show Tracking Information
- How to Find the TCP Port Number your SQL Instance is Listening on
- What IP Addresses To Allow Popdock Through Your Firewall
- Changing the Name of a Connector
- How to Configure Locale for your Popdock Application
- Azure Authorization Error When Creating a Connection to Popdock
- How to Connect Popdock to your Local Database on your Computer
- How to Identify your Salesforce Edition and API Version
- Data Lake
- Edit Connector
- Favorites
- Filtering
- Gateways
- General
- Grouping
-
Lists
- Getting to know Custom Lists
- How to Create a Compare List
- How to Create a Joined List
- How to Create a Monthly Sales by Customer Matrix Report
- How to Create a Merged List
- How to Create a summarized list
- Adding a SmartList Builder List to Popdock
- How to Add Color Coding to a List
- How to Create a Query Builder List
- Adding Dimensions to Your Business Central Lists
- Using Export/Import to Move Custom Lists
- Finding Your Business Central Dependencies for Popdock Query Builder
- Solution for Browsers on Android Devices not Scrolling Down on your List
- Mobile
- NetSuite
- Query Builder
- Querying Data
-
Security
- Understanding Popdock Security options for Users, Teams, and Roles
- Setting Up Password Policy and MFA in Popdock
- Understanding API Users – Applying Security to Popdock Widgets and API Calls
- Adding a User to a Team
- Creating Tokens for Users in Popdock
- Granting Security access to a Connector
- Granting Security Access to a List
- Tags
-
Widgets
- How to Create a Popdock Widget
- How to Embed a Widget on a Dynamics 365 Finance and Operations Dashboard
- How to Embed a Popdock Widget on a HubSpot Dashboard
- How to Embed a Popdock Widget on a Custom Tab in Salesforce
- Embedding a Popdock Widget on a Salesforce Page
- How to Embed a Popdock Widget in Dynamics 365 CE/CRM
- How to Embed a Widget On An Acumatica Dashboard
- Configuring the Main Popdock Widget for Business Central
- Get your Business Central Popdock Widget ID and Widget Region
- Publishing FastTab and FactBox Widgets to your Business Central Sandbox from Popdock
- Adding Existing Lists to Your Business Central Main Widget
- How to Embed Widgets in your Business Central FactBox Using AL Code
- How to Embed Widgets in your Business Central FastTab Using AL Code
- How to Embed Widgets on your Business Central Role Center
- Bookmarking the Main Popdock Widget on Your Business Central Home Page
- What are the locale URL query parameters you can use on Popdock widgets?
-
Account
-
SmartConnect
- Adding Tasks to an Integration
- Creating an Integration Process
- Getting Started with SmartConnect.com
- Importing and Exporting Integrations
- Installing and Configuring SmartConnect 21
- Maintaining Setup Options
- Navigating the Dashboard
- Setting Up Additional Functionality
-
Working with Dynamics 365 Business Central
- Setting up a Dynamics 365 Business Central Connection
- Creating a Dynamics 365 Business Central Bulk Data Source
- Setting up an Integration to Dynamics 365 Business Central
- Connecting to Dynamics 365 Business Central using an OAuth Token
- Creating a Dynamics 365 Business Central Real-time Data Source
- Creating a Dynamics 365 Business Central Change Data Source
- Using an Odata Field Lookup
- Working with Dynamics 365 Finance
-
Working with Dynamics 365 Sales
- Setting up a Dynamics 365 Sales Connection
- Connecting to Dynamics 365 Customer Engagement using an OAuth Token
- Creating a Dynamics 365 Sales Bulk Data Source
- Creating a Dynamics 365 Sales Real-Time Data Source
- Creating a Dynamics 365 Sales Change Data Source
- Setting up an Integration to Dynamics 365 Sales
- Using an Activity Party
- Using an Entity Reference
- Using an Entity Lookup
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
-
Working with Dynamics CRM
- Setting up a Dynamics CRM Connection
- Creating a Dynamics CRM Bulk Data Source
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Setting up an Integration to Dynamics CRM
- Using a MultiList Option Lookup
- Using an Activity Party
- Using an Entity Reference
- Using an Entity Lookup
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
-
Working with Dynamics CRM On-Prem
- Setting up a Dynamics CRM Connection
- Creating a Dynamics CRM Bulk Data Source
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Setting up an Integration to Dynamics CRM
- Using a MultiList Option Lookup
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Lookup
- Using an Activity Party
- Using an Entity Lookup
- Using a Relationship
- Working with Dynamics NAV
- Working with Dynamics NAV OData On-Prem
- Working with Dynamics NAV Soap On-Prem
- Working with File Options
- Working with Generic Connections
- Working with Microsoft Graph
- Working with NetSuite
- Working with Popdock
- Working with Pre-Defined Connectors
- Working with Salesforce
- Working with Slack
- Working with SQL Server
-
Working with the REST Connector
- Configuring Base Settings
- Configuring Service Entities for Data Sources
- Creating a REST Service Definition
- Adding a REST Service Connection
- Configuring Exchange Token Authentication
- Configuring OAuth2 Authentication
- Creating a Service Data Source Definition
- Adding a Bulk Service Data Source
- Configure Data Source Paging
- Creating a Service Destination Definition
- Setting up an Integration to a REST Service
- Creating a Service Lookup
- Using a Service Lookup
- Using Service Variables
- Using Error Handling
- Working with Trello
Creating a Salesforce Real-Time Data Source
Feeling stuck? Get the support and guidance you need to help you power through any data challenge
We're on your integration team. Connect with our people and let us know how we can help you.
