Customer 360 Extension for Salesforce > Customizing Customer 360 Extension for Salesforce > Extending the real-time integration capability of Customer 360 Extension for Salesforce
  

Extending the real-time integration capability of Customer 360 Extension for Salesforce

When you create a record in Salesforce, you can search for matching records in Salesforce in real-time . You can add additional attributes from Customer 360 records to populate in Salesforce.

Adding attributes from Customer 360 to populate in Salesforce

To add additional attributes from Customer 360 records to populate in Salesforce, you can update the Salesforce connection and Cloud Application Integration service guide.
The following table lists the Cloud Application Integration assets for the Organization and Person business entities:
Business Entity
Guide
Organization
infac360sf_guide_OrganizationSearch
Person
infac360sf_guide_personAccountSearch

Creating fields in Salesforce

Create fields that you want to populate with Customer 360 values in Salesforce.
For more information about creating fields, see Configuring Salesforce for Business 360.

Configuring the Salesforce connection

After you create the field that you want to populate with Customer 360 values in Salesforce, configure the Salesforce connection.
For more information about configuring Salesforce connection, see Configuring the Salesforce connection.

Configuring the Cloud Application Integration service guide

After you configure the process, configure the Cloud Application Integration service guide.
    1In Application Integration, select Explore > Customer 360 > Salesforce Extension.
    2Select the guide for the business entity.
    3From the Design section, click the Start step.
    4From the properties panel, click the Temp Fields tab.
    5Add the field that you want to use to search for matching records.
    6Select the To find matching records in Customer 360, click Search. To create a record in Customer 360, click Create. step.
    7From the properties panel, click Screen > Edit Screen.
    8From the properties panel, click Edit Screen.
    9Add the temporary field from the Read-only Fields picklist.
    10To open the Field Properties dialog box, click the Field Properties icon.
    11To make the field mandatory, enable the Required checkbox.
    12From the Properties panel, select Input Fields.
    13Select the field that you created in step 8.
    14To open the Expression Editor and map the input field, click the f(x) icon.
    15Map the input field to the GetOrg output.
    16Save and publish the guide.
    17From the Explore page, select Customer 360 > Salesforce > infac360sf_guide_account_search.
    18Publish the guide.