Form - Prebuild - SalesForce structure
From All n One's bxp software Wixi
Revision as of 12:39, 15 August 2017 by Philip Lacey (talk | contribs) (Created page with "= Overview = When loading data from SalesForce there are a number of fields and sources of data. Exporting from SalesForce is easy and provides a number of templated files....")
Overview
When loading data from SalesForce there are a number of fields and sources of data. Exporting from SalesForce is easy and provides a number of templated files.
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Not all of these files are used. It depends on how you use your SalesForce account. In size however the most common used files (ones with the most data ) are usually.
By uploading key files into bxp and specifying a number of parameters, bxp can auto-build a number of structures, link the data and import the data from SalesForce. The data is then bxp forms and can be used and manipulated as per system requirements.
- Account = company
- Contact = contacts (link contacts to companies)
- Opportunity = sales opportunity (link to account)
- Notes = attached to account (loaded as ccls or as separate form)
- Task = attacked to account (loaded as ccls or as a separate form)
- User = System Access Management mapping to bxp users (the Client table field will contain their SalesForceId)
