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Extending the search capability of Customer 360 Extension for Salesforce

You can extend the search capability of Customer 360 Extension for Salesforce to search for matching records in Customer 360 to avoid creating duplicate records in Salesforce.
When you create a record in Salesforce, if the record exists in Customer 360 SaaS, you can choose to import the existing record into Salesforce. If the record exists in Salesforce, you can view and update the record. You can avoid creating duplicate records in Salesforce.

Adding search criteria

Customer 360 Extension for Salesforce includes attributes to search for matching records when you create records in Salesforce. To add an additional attribute to the search, you can update Cloud Application Integration service process, guide, and connector. Also, you can update the search properties for business entity fields.
The following table lists the Cloud Application Integration assets for the Organization and Person business entities:
Business Entity
App Connection
Guide
Process
Service Connector
Organization
infac360sf-app-conn-GetOrganization
infac360sf_guide_OrganizationSearch
infac360sf_proc_OrganizationSearch
C360SaaSConnector_GetOrganization
Person
infac360sf-app-conn-get-person
infac360sf_guide_personAccountSearch
infac360sf_proc_PersonAccountSearch
C360SaaSConnector_GetPersonAccount

Configuring search properties for a field

In Business 360 Console, configure a field to be searchable and facetable in the search results.
    1From the Explore page, find and open a business entity.
    2Select a field from the canvas, and click Search in the Properties section.
    3Configure the following search properties:

Configuring the Cloud Application Integration service process

After you configure the search properties for fields, configure the Cloud Application Integration service process.
    1In Application Integration, select Explore > Customer 360 > Salesforce extension.
    2Select the process for the business entity.
    3From the Design section, click the Start step.
    4From the Properties panel, click the Input Fields tab.
    5Add the field that you want to display in the search layout.
    6Select the AssignInput step.
    7From the AssignInput Properties panel, click the Assignments tab.
    8To open the formula editor, click the f(x) icon for the searchInput field.
    9Edit the expression with the following values:
    Expression
    Values
    <fieldName>
    Internal ID of the field that you want to add, such as c360organization.X_infac360sf_Account.X_infac360sf_accountNumber.
    Note: If the field is a reference data field such as Country or State, you can use the name or code value based on the Salesforce value, such as c360organization.PostalAddress.country.Name.
    <fieldValue>
    Name of the field that you want to add, such as accountNumber.
    From the Fields tab, select the field from the list of available fields.
    Note: You can use the internal ID from Business 360 Console.
    The Process Designer uses an operator to compare the field values on the left with values on the right. You can edit the operators. By default, all filters use 'OR'.
    10Click OK.
    11Save and publish the process.

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.
    8Add the temporary field from the Editable Fields picklist.
    9To open the Field Properties dialog box, click the Field Properties icon.
    10To make the field mandatory, select Required.
    11Add the conditions and values that you want the Decision step to base a decision on.
    12Select the process step.
    13From the Properties panel, select Input Fields.
    14Add the temporary field that you created in step 8.
    15Save and publish the guide.
    16From the Explore page, click Customer 360 > Salesforce Extension > infac360sf_guide_account_search.
    17Publish the guide.

Configuring the Cloud Application Integration service connector

After you configure the Cloud Application Integration service process and guide, configure the Cloud Application Integration service connector.
    1In Application Integration, select Explore > Customer 360 > Salesforce Extension > C360SaaSConnector_Search.
    2Click Actions > Output.
    3Add the field that you want to display in the search layout.
    4Enter the field name.
    5To open the Expression Editor, click the f(x) icon.
    6Edit the expression with the following values:
    Expression
    Values
    <fieldName>
    Internal ID of the field that you want to add, such as c360organization.X_infac360sf_Account.X_infac360sf_accountNumber.
    Note: If the field is a reference data field such as Country or State, you can use the name or code value based on the Salesforce value, such as c360organization.PostalAddress.country.Name.
    <fieldValue>
    Name of the field that you want to add, such as accountNumber.
    From the Fields tab, select the field from the list of available fields.
    Note: You can use the internal ID from Business 360 Console.
    The Process Designer uses an operator to compare the field values on the left with values on the right. You can edit the operators. By default, all filters use 'OR'.
    7Click OK.
    8In the Process Objects tab, click the Add new object icon.
    9In the Properties section, enter the name of a process object.
    10From the Fields tab, enter the name of the field.
    Note: The name of the field must be the same as in step 6.
    11Click Save.
    12To edit the OrgRecord process object, select OrgRecord > Fields.
    13Add the field from step 6.
    14Save and publish the connector.
    15Publish the infac360sf-app-conn-search application connection.
    16Publish the service process.
    17From Explore, select the service guide.
    18Select the To find matching records in Customer 360, click Search. To create the account, click Create. screen.
    19From the Properties panel, click Screen > Edit Screen.
    20From the Read-only Fields picklist, select Org.
    21Select the field name and click Add.
    22Configure the Org (temporary) field properties.
    23In the Display Fields property, select Add Fields.
    24Select the field name and set the label.
    25Click OK.
    26Save and publish the guide.
    27From the Explore page, click Customer 360 > Salesforce Extension > infac360sf_guide_account_search.
    28Publish the guide.

Adding attributes to display search results

Customer 360 Extension for Salesforce includes attributes to display search results when you search for matching records in Salesforce. You can add additional attributes to appear in search results.
To add an attribute to search results, update the Cloud Application Integration service connector and guide.
The following table displays the Cloud Application Integration assets for the Organization and Person business entities:
Business Entity
App Connection
Guide
Process
Service Connector
Organization
infac360sf-app-conn-GetOrganization
infac360sf_guide_OrganizationSearch
infac360sf_proc_GetOrganization
C360SaaSConnector_GetOrganization
Person
infac360sf-app-conn-get-person
infac360sf_guide_personAccountSearch
infac360sf_proc_get_person
C360SaaSConnector_GetPersonAccount

Configuring the Cloud Application Integration service connector

Configure the Cloud Application Integration service connector.
    1In Application Integration, select Explore > Customer 360 > Salesforce Extension.
    2Open the service connector for the business entity.
    3Click Actions > Output.
    4Add the field you want to include in the search layout.
    5Enter the field name.
    6To open the Expression Editor, click the f(x) icon.
    7Edit the expression with the following values:
    Expression
    Values
    <fieldName>
    Internal ID of the field that you want to add, such as c360organization.X_infac360sf_Account.X_infac360sf_accountNumber.
    Note: If the field is a reference data field such as Country or State, you can use the name or code value based on the Salesforce value, such as c360organization.PostalAddress.country.Name.
    <fieldValue>
    Name of the field that you want to add, such as accountNumber.
    From the Fields tab, select the field from the list of available fields.
    Note: You can use the internal ID from Business 360 Console.
    The Process Designer uses an operator to compare the field values on the left with values on the right. You can edit the operators. By default, all filters use 'OR'.
    8Click OK.
    9In the Process Objects tab, click the Add new object icon.
    10In the Properties section, enter the name of a process object.
    11From the Fields tab, enter the name of the field.
    Note: The name of the field must be the same as in step 6.
    12Click Save.
    13To add the field to the root process object, select root > Fields.
    14Add the field from step 6.
    15Save and publish the connector.
    16From the Explore page, click Customer 360 > Salesforce Extension.
    17Select and publish the application connection.
    18From the Explore page, click Customer 360 > Salesforce Extension.
    19Select and publish the process.

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.
    8Add the temporary field from the Read-only Fields picklist.
    9To open the Field Properties dialog box, click the Field Properties icon.
    10To make the field mandatory, select Required.
    11Save and publish the guide.
    12From the Explore page, select Customer 360 > Salesforce Extension > infac360sf_guide_account_search.
    13Publish the guide.