Posts Tagged ‘SalesForce’
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…
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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 >…
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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…
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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…
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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…
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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”)
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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…
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