Posts Tagged ‘SalesForce’
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]New Feature: Sales Force.com as a source and destination
Oh My – now this is getting wild!You speak – we listen. We have always positioned SmartConnect as the one stop integration and automation tool for Microsoft Dynamics GP. We always have been and remain 100% focused on GP. To achieve this goal we listened to our partners who said ‘not all our customers use…
[Read More]