Customer 360 Extension for Salesforce > Installing Customer 360 Extension for Salesforce manually > Processing data in real time
  

Processing data in real time

You can synchronize Salesforce contact records, person account records, and account to contact relationships with Customer 360 in real time. Records created or updated in Salesforce can be accessed in Customer 360 SaaS in real time.
To configure Salesforce to process records in real time, perform the following tasks:
  1. 1Install the Salesforce managed package in the Salesforce organization. For more information, see Installing the Salesforce Managed Package.
  2. 2Import the Application Integration assets. For more information about importing Application Integration assets, see Importing the Application Integration assets.
  3. 3Configure the Salesforce connection. For more information about configuring Salesforce connection, see Configuring the Salesforce connection.
  4. 4Configure the Customer 360 connection. For more information about configuring Customer 360 connection, see Configuring the Customer 360 connection.
  5. 5Publish the Application Integration assets. For more information about publishing the Application Integration assets, see Publishing the assets for real time synchronization.
  6. 6Create Salesforce flows for each asset. For more information about creating Salesforce flows, see Creating Salesforce flows.

Importing the Application Integration assets

After you install the Salesforce managed package, import the Application Integration assets to Customer 360 SaaS. Ensure that you extracted the extension package. For more information about extracting the extension package, see Downloading and extracting the Customer 360 Extension for Salesforce package.
  1. 1In Application Integration, click Explore > Import.
  2. 2Navigate to the following file:
    3. <Extracted extension package>/4_CAI_Assets.zip
  3. 3Click Open.
    4. The Import Assets page lists the assets in the file.
  4. 4Ensure that all the assets are selected, and click Import.
  5. 5On the My Import/Export Logs page, verify that the import job is successful.

Configuring the Salesforce connection

After importing the assets, configure the Salesforce connection.
  1. 1In Application Integration, click Explore > Customer360 > Salesforce Extension > Salesforce.
  2. 2On the Properties tab, provide the following details:
  3. 3Click Save.
  4. 4Test the connection, and ensure that the connection is successful.
  5. 5Expand the Actions menu, and select Publish.

Configuring the Customer 360 connection

After you configure the Salesforce connection, configure the Customer 360 connection.
  1. 1In Application Integration, click Explore > Customer360 > Salesforce Extension > Customer360.
  2. 2On the Properties tab, provide the following details:
  3. 3Click Save.
  4. 4Expand the Actions menu, and select Publish.

Configuring the Cloud Application Integration URN Mappings

To deploy the assets to the cloud, map a URN to a URL.
    1In Application Integration Console, click Deployed Assets, and select Cloud.
    2Click the URN Mappings tab.
    3Create the following URN mappings:
    URN
    Sample URL
    Customer360URL
    https://<POD name>-mdm.dm-<POD region>.informaticacloud.com
    Reference360URL
    https://<POD name>-mdm.dm-<POD region>.informaticacloud.com/rdm-service
    For more information, see URN mappings.

Updating the runtime environment

Update the runtime environment to run the Secure Agent on the Cloud Server.
    1In Application Integration, click Explore > Customer360 > Salesforce Extension > infac360sf_proc_GetCrosswalkId.
    2Expand the Actions menu, and select Publish.
    The infac360sf_proc_GetCrosswalkId guide publishes successfully.
    3On the Design page, click Start.
    4In the infac360sf_proc_GetCrosswalkId Properties section, click Start.
    5Set the Run On field value to Cloud Server.
    6Click Save.

Publishing the assets for real time synchronization

After you configure the Customer 360 URLs in the Cloud Application Integration assets, publish them.
Note: To avoid any caching issues, ensure that you use the incognito mode of your browser while working with the Cloud Application Integration assets.
  1. 1In Application Integration, click Explore > Customer360 > Salesforce Extension.
  2. 2To publish an asset, select the asset to publish, expand the Actions menu, and select Publish.
    3. Publish the assets in the following order:
    1. aC360SaaSConnector_ListRefDataSets
    2. binfac360sf-app-conn-ListRefDataSets
    3. cinfac360sf_proc_GetCrosswalkId
    4. dC360SaaSConnector_GetCrosswalkMapping
    5. einfac360sf-app-conn-GetCrosswalkMapping
    6. finfac360sf_proc_GetCrosswalkMapping
    7. ginfac360sf_proc_GetTargetValueFromCrosswalkMapping
    8. hinfac360sf_srvconn_salesforce_account_inbound_rt
    9. iinfac360sf-appconn-salesforce-account-inbound-rt
    10. jinfac360sf_proc_salesforce_account_organization_inbound_rt
    11. kinfac360sf_srvconn_salesforce_personaccount_inbound_rt
    12. linfac360sf-appconn-salesforce-personaccount-inbound-rt
    13. minfac360sf_proc_salesforce_personaccount_person_inbound_rt
    14. ninfac360sf_srvconn_salesforce_contact_inbound_rt
    15. oinfac360sf-appconn-salesforce-contact-inbound-rt
    16. pinfac360sf_proc_salesforce_contact_person_inbound_rt
    17. qinfac360sf_srvconn_salesforce_contact_contactrel_inbound_rt
    18. rinfac360sf-appconn-salesforce-contact-contactrel-inbound-rt
    19. sinfac360sf_proc_salesforce_contact_contactrel_inbound_rt

Creating Salesforce flows

After you publish the assets, specify Salesforce outbound messages, and create the Salesforce flows for each process as the workflow action.

Setting up Salesforce outbound messages

Before you configure the Salesforce flows, set up the outbound messages for each Salesforce object.
  1. 1Log in to your Salesforce account.
  2. 2Click the quick access menu (The image shows the quick access menu.), and then click Setup.
    3. The Setup Home page appears.
  3. 3Under PLATFORM TOOLS, click Process Automation > Workflow Actions > Outbound Messages.
    4. The Understanding Workflow page appears.
  4. 4Select Don't show me this page again, and click Continue.
    5. The Outbound Messages page opens.
  5. 5Click New Outbound Message.
    6. The New Outbound Message page opens.
  6. 6Select the object with the fields that you want to include in the message.
    7. The following table lists the Salesforce objects and the corresponding processes for which you must create outbound messages:
    Salesforce Object
    Process
    Account
    infac360sf_proc_salesforce_account_organization_inbound_rt
    Person account
    infac360sf_proc_salesforce_personaccount_person_inbound_rt
    Contact
    • - infac360sf_proc_salesforce_contact_person_inbound_rt
    • - infac360sf_proc_salesforce_contact_contactrel_inbound_rt
  7. 7Click Next.
    8. The Configure Outbound Message page appears.
  8. 8Configure an outbound message for the Salesforce objects.
    9. For more information, see Configuring an outbound message for Salesforce objects.

Configuring an outbound message for Salesforce objects

After you select the Salesforce object, enter the details of an outbound message and select the fields that you want to include in the message.
    1In the Configure Outbound Message page, for the Name field, enter a name for the outbound message.
    For example, enter the name infac360sf_msg_account_outbound.
    2In the Unique Name field, enter a unique name for the outbound message.
    3In the Description field, enter a description for the outbound message.
    4In the Endpoint URL field, enter the endpoint URL. To get the endpoint URL from Application Integration, perform the following tasks:
    1. aIn Application Integration, click Explore > Customer360 > Salesforce Extension.
    2. bExpand the Actions menu, and select Properties Detail.
    3. cCopy the Salesforce Outbound Message URL.
    5Select Send Session ID.
    6In the Account fields to send section, add the required fields from Available Fields to Selected Fields.
    7Click Save.

Building Salesforce flows

After you specify Salesforce outbound messages for the workflow action, create Salesforce flows for each process.
  1. 1Log in to your Salesforce account.
  2. 2Click the quick access menu (The image shows the quick access menu.), and then click Setup.
    3. The Setup Home page appears.
  3. 3Under PLATFORM TOOLS, click Process Automation > Flows.
    4. The Flows page opens.
  4. 4Click New Flow.
    5. The New Flow dialog box appears.
  5. 5Select Record-Triggered Flow and click Create.
  6. 6Select the object whose records trigger the flow.
  7. 7To configure the trigger, enable A record is created or updated.
  8. 8To set the entry conditions, select Formula Evaluates to True.
  9. 9In the Formula field, enter a condition for the object.
    10. For more information about the processes for Salesforce objects, see the table in Setting up Salesforce outbound messages.
    The following table lists the conditions that you can configure for each process:
    Application Integration Process
    Condition
    infac360sf_proc_salesforce_account_organization_inbound_rt
    OR( AND( ISNEW(), RecordType.DeveloperName = 'Business_Account', Customer360_Id__c='' ), AND( NOT ISNEW(), RecordType.DeveloperName = 'Business_Account', NOT ISCHANGED(Customer360_Sync_Date__c), NOT ISCHANGED(Customer360_Id__c) ) )
    infac360sf_proc_salesforce_personaccount_person_inbound_rt
    OR( AND( ISNEW(), RecordType.DeveloperName = 'PersonAccount', Customer360_Id__c='' ), AND( NOT ISNEW(), RecordType.DeveloperName = 'PersonAccount', NOT ISCHANGED(Customer360_Id__c), NOT ISCHANGED(Customer360_Sync_Date__c) ) )
    infac360sf_proc_salesforce_contact_person_inbound_rt
    OR( AND( ISNEW(), Customer360_Id__c='' ), AND( NOT ISNEW(), NOT ISCHANGED(Customer360_Sync_Date__c), NOT ISCHANGED(Customer360_Id__c) ) )
    infac360sf_proc_salesforce_contact_contactrel_inbound_rt
    OR (AccountId <> '', ISCHANGED(AccountId))
  10. 10To validate the syntax, click Check Syntax.
  11. 11Click Done.
  12. 12To add an action to run immediately after the flow is triggered, click Add element icon.
  13. 13Click Action.
    14. The New Action dialog box appears.
  14. 14Select Outbound Message.
  15. 15From the Action bar, select the outbound message.
  16. 16Enter the label and API name.
    17. For example, enter infac360sf_msg_account_outbound.
  17. 17Click Done, and click Save.
    18. The Save the flow dialog box appears.
  18. 18Enter the flow label and flow API name.
    19. For example, enter infac360sf_msg_account_outbound.
  19. 19Click Save, and then click Activate.
  20. 20Repeat steps 3 through 19 for all Salesforce objects.

Testing the integration

After you create Salesforce flows, test the integration between Salesforce and Customer 360.
To test the integration between Salesforce and Customer 360, you can create or update data in Salesforce. If the integration is successful, the Customer 360 data gets updated.