Posts Tagged ‘SalesForce’
Global Variables in SmartConnect.com
The purpose of this post is to provide a thorough walk-through of Global Variables and how to use them when building a SmartConnect process. Table of Contents What are Global Variables? Default Values vs. Map Values Default Values Map Values System vs. User Defined Variables System Defined Variables Example User Defined Variables Example Global Variables…
[Read More]
Throwback Thursday: Salesforce Queries
While we’re taking a Summer Break from live SmartConnect Office Hours, we will be revisiting some of our most popular sessions from the last couple of years. This week’s Throwback Thursday edition is from a session originally on Friday, January 3rd, 2020.Our topic for this session was Salesforce Queries.Our topics included:How to use the Template…
[Read More]
RECORDED WEBINAR: Business Central and Salesforce Integration
Business Central is one of the fastest-growing ERPs for small-to-mid market businesses. As those customers continue their migration to the cloud, the desire to integrate D365 Business Central and Salesforce is a natural next step.Watch the recording of this webinar, D365 Business Central and Salesforce Integration. Using SmartConnect, integrating Business Central and Salesforce is easy and requires…
[Read More]
SmartConnect Office Hours: Clearing Values from Destination Fields
If you missed out on SmartConnect Office Hours last week, here is a quick summary of what we covered on Friday, January 17th, 2020:Our topic of the day was clearing values from destination fieldsWe discussed the process of clearing values in Dynamics GP, Dynamics CRM, Dynamics NAV & D365 Business Central, and Salesforce.We also had questions about updating…
[Read More]
SmartConnect Office Hours: Salesforce Queries
If you missed out on SmartConnect Office Hours last week, here is a quick summary of what we covered on Friday, January 3rd, 2020:Our topic of the day was Salesforce QueriesWe discussed:No SELECT *No ViewsNo JoinsSOQL is read-onlyAll relationships are pre-defined by object creationWe also had a question about connecting to CDSHere is the link to the recording.Here…
[Read More]Salesforce Objects or fields are not available in SmartConnect
OverviewSmartConnect will automatically find new Objects and fields added to SalesForce by parsing the metadata provided by the Salesforce web services. This article will go through the steps to resolve cases where an Object or field is not visible for use in SmartConnect.Connector SetupCheck the following settings in the Salesforce Connector, SmartConnect > Setup >…
[Read More]
Salesforce Integration Projects with eOne
The SmartConnect team and eOne’s network of partners are cranking out more Salesforce integration projects than ever before. As we dive in with customers, we see integration scenarios across every aspect of the Salesforce ecosystem. Today, we want to share a few of the most popular examples we’ve been working on recently.Salesforce – Business CentralBusiness…
[Read More]
Join an eOne Summer Webinar!
As summer rolls on, so does our summer webinar series. It has already been an exciting summer for us here at eOne, and we’re prepared to deliver a diverse slate of webinars for the rest of July and continuing into August. Whether you are interested in SmartConnect, Popdock, or any Microsoft product, we have something…
[Read More]
2019 Summer Webinar Schedule
It’s shaping up to be a busy summer for us here at eOne! After spending the winter fine tuning our processes, you will want to check out some of our favorite topics. Whether you’re a Microsoft or Salesforce user, you’re a master list builder, or you’re a Popdock novice, there is definitely something for you…
[Read More]
Tech Tuesday: SalesForce Notes and Attachments
SalesForce allows files to be attached to records. These files are stored as Base64 encoded data in the ‘Content Version’ object. SmartConnect can be used to encode these files and upload them to SalesForce. Once the attachment is imported, we will need to use the ‘Content Document Link’ object to link the document to the…
[Read More]