Posts Tagged ‘SalesForce’

Popdock, The Best Salesforce Tool You Need to Hear About

What is Popdock? Popdock is BI for the end user and those who need to get the job done. It’s real-time data from 60+ applications in a single interface and external data embedded inside Salesforce without integration. Popdock delivers you all this information on any device. Simply put, Popdock makes data accessible and actionable for…

[Read More]

SalesForce update map returning the message ‘No record was found to update.’

A quick article to assist in resolving a common error message when creating a map to SalesForce.First, we should address how SmartConnect sends data to SalesForce. SmartConnect connects to SalesForce using the SOAP API. For every record SmartConnect makes two calls to the web service. The first call is a SOQL query to check if…

[Read More]

SalesForce Date Field Imports

SalesForce will want “Date” and “Date Time” fields to be sent in the correct format.SalesForce “Date” acceptable formatyyyy-MM-ddyyyy-MM-ddThh:mm:ssSalesForce “Date Time” acceptable formatyyyy-MM-ddThh:mm:ssExample conversion scriptsreturn DateTime.Now.ToString(“yyyy-MM-dd”)return DateTime.Now.ToString(“yyyy-MM-ddThh:mm:ss”)return Convert.ToDateTime(_SOURCEFIELD).ToString(“yyyy-MM-dd”)return Convert.ToDateTime(_SOURCEFIELD).ToString(“yyyy-MM-ddThh:mm:ss”)

[Read More]

Connecting SmartConnect to Salesforce without a Security Token

With the latest released version of SmartConnect you can connect to Salesforce without using the Salesforce security token. This allows the Salesforce connector to be setup using just the Salesforce login and password. You will want to have a static IP address, otherwise you will need to be updating the Trusted IP Ranges in Salesforce…

[Read More]

Tech Tuesday: SmartConnect & Salesforce: External ID Fields

Watch as our Senior Consultant, Chris Hanson, takes us through a video on SmartConnect and Salesforce integrations. Salesforce provides an option to simplify integrations to its multiple objects by allowing users to create and modify External ID fields. The following video illustrations how to leverage an existing External ID to integrate into Salesforce.For more information…

[Read More]

Tech Tuesday: Creating a Task in SmartConnect to get a file from an FTP site

This weeks Tech Tuesday is from our very own Chris Dew, our Director of Product Management, who will explain how to create a task in SmartConnect to get a file from an FTP site. We get quite a few customers that want to take files from a FTP site and utilize this file as the…

[Read More]

Release Info on SmartConnect 2013, Service Pack 1

SmartConnect 2013 Service Pack 1 We are very excited to release SmartConnect today!Service Pack 1 for SmartConnect 2013 has over 40 new features added along with several fixes. Here are a few of the really exciting features and the download below:http://www.eonesolutions.com/Downloads/SmartConnect.aspxMultiple Datasources – You can use the feature to pull data from an Excel Sheet, a…

[Read More]

Integrations with SalesForce.com

Did you know SmartConnect has a connector with SalesForce.com? Take a look at our 3 minute demo video showing an integration between SalesForce.com and Microsoft Dynamics GP. If you have any questions or want to learn more about the SalesForce connector for SmartConnect, please email sales@eonesolutions.com.

[Read More]

RECENT POSTS


US Memorial Day eOne Office Hours - May 27th, 2019
SmartConnect Bootcamp in St. Louis - Don't Miss It!
Directions North America 2019: We Loved It!
Tech Tuesday: Creating a Popdock endpoint to use with Power BI
SmartConnect Office Hours Recap for May 17th, 2019

POPULAR POSTS


2016 SmartConnect Integration Bootcamps
Tech Tues: Automatically refreshing Pivot Tables in Excel Refreshable Reports
Happy Thanksgiving from the eOne team!
New Releases of Extender and SmartList Builder
2017 SmartConnect Integration Bootcamps

CATEGORIES

ARCHIVES

open all | close all

TAGS

CRM Dynamics 365 dynamics crm Dynamics GP Dynamics NAV Econnect Employee Spotlight eone eOne News eOne Spotlight ERP Events Excel Excel Report Builder Extender Extender Enterprise Flexicoder GP GPUG integration integration manager Meet the Team Microsoft dynamics crm Microsoft Dynamics GP Office Relationships partners Popdock release Reporting SalesForce SalesForce.com scripting SmartConnect SmartConnect.com SmartConnect Office Hours SmartList SmartList Builder SmartList Designer SmartView SQL Support Tech Tuesday Templates training Zendesk