Asset Name | Asset Type | Description |
|---|---|---|
infac360sf_guide_OrganizationSearch | Guide | Set of steps that lets you search for matching organization records in Customer 360 or Salesforce before creating a record in Salesforce. |
infac360sf_guide_personAccountSearch | Guide | Set of steps that let you search for matching account or person account records in Customer 360. |
infac360sf_proc_OrganizationSearch | Process | Process that enables the Business 360 search API to search for organization records. |
infac360sf_proc_GetOrganization | Process | Process that retrieves the organization record details from Customer 360. |
infac360sf_proc_OrganizationXrefCheck | Process | Process that checks whether the selected organization record is present in Salesforce by searching in Customer 360 using the product's Salesforce cross reference ID. |
infac360sf_proc_get_person | Process | Process that retrieves the person record details from Customer 360. |
infac360sf_proc_PersonAccountSearch | Process | Process that enables the Business 360 search API to search for person records. |
infac360sf_proc_PersonXrefCheck | Process | Process that checks whether a person account record is present in Salesforce by searching in Customer 360 using the record's Salesforce cross reference ID. |
C360SaaSConnector_GetPersonAccount | Service Connector | Service connector that connects to the Business 360 GET request to retrieve the person record details. |
C360SaaSConnector_Search | Service Connector | Service connector that connects to the Business 360 search API to search for records. |
C360SaaSConnector_GetOrganization | Service Connector | Service connector that connects to the Business 360 GET request to retrieve the organization record details. |
infac360sf-app-conn-search | App Connection | App connection that defines the actions to use with the Business 360 search API or the C360SaaSConnector_Search service connector. |
infac360sf-app-conn-GetOrganization | App Connection | App connection that defines the actions to use with the Business 360 GET request or the C360SaaSConnector_GetOrganization connector. |
infac360sf-app-conn-get-person | App Connector | App connection that defines the actions to use with the Business 360 GET request or the C360SaaSConnector_GetPersonAccount connector. |
Salesforce | App Connection | App connection that connects to the Salesforce organization. |
Customer360 | App Connection | App connection that connects to Customer 360. |