Application Integration
- Application Integration
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Asset Name
| Asset Type
| Description
|
|---|---|---|
Dynamics365Account
| Process Object
| Dynamics 365 Account entity.
|
Dynamics365Contact
| Process Object
| Dynamics 365 Contact entity.
|
MySQLConnectionCustomer
| App Connection
| MySQL connection with the schema database customer.
|
Dynamics365ConnectionAccount
| App Connection
| Dynamics 365 connection based on the Table API.
|
SalesforceConnectionAccount
| App Connection
| Salesforce connection with the account filter.
|
Process Accounts
| Process
| Subprocess to search for an account, update it in Salesforce, and save the results with Dynamics 365 IDs and Salesforce IDs in the database.
|
Process Contact
| Process
| Subprocess to search for a contact, update it in Salesforce, and save the results with Dynamics 365 IDs and Salesforce IDs in the database.
|
Dynamics 365 to Salesforce (Sync Account, Contact)
| Process
| When the
Account or
Contact entity is created or updated, the process is called by a webhook from Dynamics 365, and then a subprocess is called. The subprocess searches for an account in Salesforce based on the
new_salesforceid field value. If the account exists, the process updates the Salesforce account data. If the account does not exist, the process creates a new account in Salesforce and assigns the
new_salesforceid field value to the ID of the new account. The process creates a record in the Salesforce database. The subprocess for contact entities uses the same steps as the subprocess for account entities. It also creates an account to which the contact is associated.
|
