1) EDI Standard. For example: X12, EDIFACT, etc

2) Communication Protocol: How are we going to retrieve the EDI document? Is it through FTP, local disk or AS2?

3) EDI Document version: For example: 4030. 4050, 5010, etc

4) EDI Document type: This is depending on the integration flow and the standard. Take X12 for example, 850 (Purchase Order), 856 (Shipment), 861 (Receipt), etc

Who are them looking for? They are looking for Integration Developer.

For more details about the job application, please visit here.

The diagram below shows the first level eCommerce data model and the relationships between each object:

Business Catalyst can be integrated via SOAP web service, however, Company info is not available in the API most likely because Business Catalyst is more contact centric.

Guess what? WDCi is going to release a Business Catalyst related integration product soon! Want to know more? Stay tuned with Tim as more information will be announced.

For example, if we are integrating Bugzilla with Salesforce, we can create a custom field called “Sync to Salesforce”, it can be set to True or False. If the value is set to True, it will trigger the integration process to create/update a Salesforce Case.

Below is the screenshot of the part of Bugzilla xml response:

If you are interested in getting the Bugzilla custom values to be synced over to another system and need help on that, feel free to contact us.

We can integrate SmartTurn with an ERP system, let us take an example of integrating SmartTurn and Netsuite:

1. User can create a purchase order in Netsuite for purchasing items.

2. The purchase order will then be created in SmartTurn automatically.

3. Once the user received the goods, a receipt will be created in SmartTurn and the inventory status will also be updated.

4. This will then update the status of the purchase order and a receipt will be created in Netsuite automatically.

Below is a diagram illustrates the above scenario:

Besides integrating with ERP system, SmartTurn can also be integrated with accounting system, E-Commerce system and etc. You can save time and effort by automating the inventory status update between the systems, automate purchase order creation when inventory is running low.

Under this advanced setup, you can add, remove or replace the name of the campaign member status for the current campaign. You can also globally rename and replace the campaign member values, to do that, you will need to go to the campaign member “Status” field setting (Setup > Customize > Campaign > Campaign Members > Field > Status).

Each campaign has its own set of picklist values of the campaign member status. This means that each time you created a campaign, you will need to enter the campaign status values to update the picklist.

]]> http://blog.wdcigroup.net/2011/08/salesforce-campaign-advanced-setup/feed/ http://blog.wdcigroup.net/2011/08/salesforce-quotes-custom-fields-sync/ http://blog.wdcigroup.net/2011/08/salesforce-quotes-custom-fields-sync/#comments Wed, 10 Aug 2011 09:02:15 +0000 TIM http://blog.wdcigroup.net/?p=219 In one of our recent projects, we are dealing with Quotes and Opportunities in Salesforce. We find that the Quote feature useful when it comes to creating quotation and opportunity data sync.

Within an opportunity, you can create multiple quotes which consist of quote details and quote line items. You can also save the quote as a PDF and send it to the customer. Let’s say if the customer has agreed to the quote, you can then sync the quote line items to update the opportunity line items. After the initial sync, updates to the quote line items and opportunity products will automatically be synced in bidirectional.

However, custom field sync between Quote and Opportunity is not supported out-of-box. You can see the feature request here:

http://success.salesforce.com/ideaview?id=08730000000HpBHAA0

Let’s hope that Salesforce will enhance this feature soon. Meanwhile, we just have to use a workaround to achieve this.

The Trading Partner functionality can be configured with the details for both your company and your trading partners in terms of document standards and communication types.

For more details or information about Trading Partner configuration in Boomi, you can check out the documentation.