Asset Name | Asset Type | Description |
---|---|---|
Dynamics365ConnectionAccount | App Connection | Dynamics 365 connection based on the Table API. |
SalesforceConnectionAccount | App Connection | Salesforce connection with the account filter. |
Salesforce to Dynamics365 (Sync Account) | Process | The process synchronizes the Salesforce account with the Dynamics 365 account and populates custom ID fields. The process is called by an HTTP request with the Salesforce account ID as an incoming parameter. If validation is successful with ID and name, the process creates an account in Dynamics 365 and populates the Dynamics_ID field with the value from the Salesforce Dynamics_ID custom field. If an account with a Dynamics ID value from Salesforce already exists in Dynamics 365, the process updates the account with Salesforce account data. The process then returns the Account ID from Dynamics 365. |