A Salesforce real time data source may be used pull data from Salesforce every time an entity is updated (create or edit) within Salesforce.
To create Salesforce real time data source:
| 1. | Select the Real Time Data Sources Quick Link. |
| 2. | Select Salesforce Real Time Data Source as the real time data source type. |
| 3. | If prompted enter Salesforce login details and select OK. |
| 4. | Double click the data source to be edited or select the Add button on the toolbar. |
| 5. | Select the Salesforce entity to trigger the real time data source. |
| 6. | If more than just the base Salesforce entity is required for the SmartConnect integration, select the Define button at the bottom of the window to access query builder. |
| 7. | Select the Edit SOQL button if the user has appropriate access, and wishes to manually edit the SOQL query. |
| 8. | Select OK to save the data source. |
To add a Salesforce real time data source to a map:
| 1. | Select create or select the Maps Quick Link and double click on the map to be edited. |
| 2. | If a new map enter the map id and description. |
| 3. | Select the Data Source area of the map setup window. |
| 4. | Select Real Time Event as the data source type. |
| 5. | Select Salesforce.com Real Time Data Source as the Data Source. |
| 6. | Use the lookup to select the required real time data source. Note: the real time data must already have been created using the steps above. |
| 7. | To preview the columns that would be returned by this data source select the Preview button on the toolbar. |
| 8. | To validate the query select the Validate button. |
To register a Salesforce real time data source:
| 1. | Open the SmartConnect map setup window. Select Create / Update on the maps tab, or select the Maps Quick Link and double click on the map to be edited. |
| 2. | If not already selected select the map to be registered. |
| 3. | Select the Register button on the map toolbar to open the Real Time Map List window. All maps linked the real time data source used in this map will be displayed. |
| 4. | Select the map(s) and event(s) that should trigger this real time data source. Note: delete events are not supported for Salesforce real time data source maps. |
| 5. | If more than one map is linked to this real time data source, and the order the maps are required to run is important, select the Map Sequence button on the toolbar. This will open the Real Time Registration window and allow the order of maps to be specified. Specify the required map order and select OK to close the window. Note: maps must be selected in the real time map list window before they will appear in the real time registration window. |
| 6. | Select Process to update your changes. This will save your changes in SmartConnect and make the required changes to Salesforce. |
Notes:
| • | More information on SOQL and SOQL formats can be found here. |
| • | When editing the query through query builder the statement where <EntityName>.Id = '000000000000000000' (where <EntityName> is the name of the entity triggering the real time data source) must remain in the query. It is this statement that is used to limit the real time data source to the record(s) that have been inserted or updated. |
| • | More information on the objects created by SmartConnect within Salesforce to manage real time data sources can be found in the Salesforce Real Time Data Source Objects section. |