ScribeOnlineIntegrationSolutionTutorial

4/10/2017

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Disclaimer

Thenamesofcompanies,products,people,and/ordatausedinwindowillustrationsandsampleoutput
arefictitiousandareinnowayintendedtorepresentanyrealindividual,company,product,orevent,
unlessotherwisenoted.

Trademarks

ScribeOnlineisatrademarkofScribeSoftwareCorporation.Allotherproductsorservicesmentionedin
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PublishingInformation

Copyright1996-2017ScribeSoftwareCorp.Allrightsreserved.
Contents

IntegrationSolutionHands-OnTutorial 1
Requirements 1

InstallAScribeOnlineOn-PremiseAgent 2
Objectives 2
StartTheScribeOnlineOn-PremiseAgentInstallation 2
CheckTheSystemConfiguration 4
InstallTheScribeOnlineAgent 5

InstallConnectorForSalesforce 7
Objectives 7
StartTheSalesforceConnectorInstallation 7

ConfigureASalesforceConnection 8
Objectives 8
AddASalesforceConnection 9

ConfigureATextSourceConnection 11
Objectives 11
AddATextSourceConnection 12

CreateAMapToIntegrateLeadsIntoSalesforce 17
Objectives 17
AddAnIntegrationMap 17

CreateAMapToDeleteTutorialDataFromSalesforce 28
Objectives 28
AddAMap 28
DebugAMap 35

ConfigureARecurringScheduleForASolution 38

2.0 Contents

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 Objectives 38
ConfigureSchedule 38

Tutorial 2.0

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 Integration Solution Hands-On Tutorial

IntegrationSolutionHands-OnTutorial

Thistutorialprovidessimple,hands-onexperienceusingScribeOnlinetodevelopan
IntegrationSolutionthatintegratesdatafromasourcetextfiletoaSalesforcetarget
datastore.Itprovidesstep-by-stepinstructionsforthefollowingseriesoflessons.

BeforegoingthroughtheTutorial,reviewtheNavigationandDashboardintheHelpfor
informationonhowtonavigateinScribeOnlineandhowtolocatespecificmenuand
Dashboarditems.

1. InstallAnOn-PremiseAgentInstallanAgentonyourcomputertorunyourIntegration
Solution.SeeInstallAScribeOnlineOn-PremiseAgent.
2. SalesforceConnector InstallaConnectoronyourcomputertoaccessSalesforce.See
InstallConnectorForSalesforce.
3. SalesforceConnection ConfigureaConnectiontoSalesforcetoreceivetheleadsfrom
thesampletextfile.SeeConfigureASalesforceConnection.
4. TextConnection ConfigureaConnectiontoasampletextfilecontainingtheleadstobe
migratedintoSalesforce.SeeConfigureATextSourceConnection.
5. IntegrationMapCreateLeadsCreateaMaptointegratedatafromthetextfileinto
Salesforce.SeeSeeCreateAMapToIntegrateLeadsIntoSalesforce.
6. IntegrationMapDeleteLeadsCreateaMapwithinstructionsforremovingthetutorial
datafromSalesforce.SeeCreateAMapToDeleteTutorialDataFromSalesforce.
7. DebugAMap UsetheDebugoptioninaMaptoprocessonerecordandreviewthe
results.SeeDebugAMap.
8. ScheduleTheSolution ScheduletheSolutiontorunautomatically.SeeConfigureA
RecurringScheduleForASolution.

Requirements
l ApaidortrialsubscriptiontoScribeOnlineIntegrationServices(IS).
l AccesstoanexistingSalesforceaccountorrequestatrialaccountfrom
www.salesforce.com.
l AScribeOnlineOn-PremiseAgent.SeeInstallAScribeOnlineOn-PremiseAgent.

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Install A Scribe Online On-Premise Agent

InstallAScribeOnlineOn-PremiseAgent

TheScribeOnlineAgentfacilitatessecurecommunicationbetweenthedatasourcesusedby
aSolution.DuringtheAgentinstallationprocess,boththeAgentandsupportingfilesforthe
defaultTextConnectorsareinstalledonyourmachine.TheSalesforceConnectorusedfor
thistutorialmustbeinstalledfromtheMarketplace.

Objectives
Learnhowto:

l InstallanOn-PremiseAgentonacomputeronyournetwork
l DeterminetheAgent'sstatus

StartTheScribeOnlineOn-PremiseAgentInstallation
NavigatetotheAgentsDashboardWidget,selectAdd ,andchooseOn-PremiseAgent.If
youalreadyhaveaCloudAgentinstalled,Add takesyoudirectlytotheInstallOn-Premise
Agentdialog.

InstallOn-PremiseAgentDialog

Tutorial 2.0

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 Install A Scribe Online On-Premise Agent

CopyAgentKey

1. SelectInstallOn-PremiseAgenttodownloadtheAgentinstaller.
2. SelectCopytocopytheAgentKey.TheAgentKeyisrequiredinalaterstep.
3. LocatetheScribeInstaller.exe fileinyourdefaultdownloadsfolder.
4. Right-clicktheinstallerfileandselectRuntobegintheinstallation.Youmayseeoneor
moreSecurityWarningmessages.SelectRun orYesasneededtoopentheSystem
ConfigurationCheck page.

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Install A Scribe Online On-Premise Agent

CheckTheSystemConfiguration

AgentSystemConfigurationCheck

TheSystemConfigurationCheckpagedisplays,ensuringthatalloftheScribeOnline
prerequisiteshavebeenmet:

1. IfanyAgentRequirementshavenotbeenmet,youarepromptedtoinstallthemnow.

IfMicrosoft.NETFramework4.5orlaterisnotinstalled,anerrormessage
displays.Ifneeded,install.NETFramework4.5.2(fullversion)

2. Ifalloftheprerequisiteshavebeenmet,selectNext.TheS
cribeOnlineAgentSetup
wizardopens.

Tutorial 2.0

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 Install A Scribe Online On-Premise Agent

InstallTheScribeOnlineAgent

AgentInstallWizard

1. FromtheWelcometotheScribeOnlineAgentSetup page,selectNext.
2. PasteintheAgentKeythatyoucopiedearlier,thenselectNext.

Ifnecessary,movetheWizardwindowtocopythekey.

3. DecidewheretoinstalltheScribeOnlineAgent.
l Tousethedefaultlocation,selectNext.
l Toselectadifferentlocation,selectChange ,browsetothenewlocation,andselect
Next.
4. SelectInstallAgenttoinstalltheScribeOnlineAgent,thenselectFinish .
5. AfteryouselectFinish ,theAgentconnectswiththeScribeOnlinecloud,whichmaytakea
fewminutes.Whentheconnectionissuccessful,thefollowingmessagedisplaysonthe
InstallOnPremiseAgentdialogbox:

Agentsuccesfullyinstalled.

6. SelectClosetoclosetheInstalldialogbox.

AfteranAgentisinstalledorprovisioned,itsstatusdisplaysintheAgentspage,the

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Install A Scribe Online On-Premise Agent

AgentsDashboardwidget,andtheAgentdrop-downlistinSolutionsandConnections.
Agentsthatarereadytousedisplayagreencheckmark( ).

AgentInstallSuccess

AgentsDashboardWidget

Tutorial 2.0

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 Install Connector For Salesforce

InstallConnectorForSalesforce

AConnectorisapieceofsoftwareusedtomovedatabetweenspecificapplicationsusing
thoseapplications'APIs.Forexample,theSalesforceConnectorconnectstotheSalesforce
APItoreadandwritedata.

Objectives
Learnhowto:

l InstallaConnectorfromtheMarketplace
l DeterminetheConnector'sstatus

StartTheSalesforceConnectorInstallation
1. SelectMarketplace fromthemenu.
2. IntheleftpaneoftheMarketplace,scrolldowntoSalesforceandselectit.
3. Intheright-paneselectInstall.

TheConnectorisinstalledonallAgentsinthisOrganization.WhentheConnectorhas
finishedinstalling,agreenstatus checkdisplays.

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Configure A Salesforce Connection

ConfigureASalesforceConnection

ConnectionsinScribeOnlineareglobalandcanbeusedinmultipleMaps.Connections
containthecredentialsandinstructionsneededtoaccessaparticulardatastore.Inthis
sectionofthetutorialyoulearnhowtoconfigureaConnectiontoaSalesforceorganization.

BeforeconfiguringtheSalesforceConnectionmakesureyouhaveaccesstoaSalesforce
organization.TrialorganizationscanbecreatedontheSalesforcewebsite,
www.salesforce.com.

YoumusthaveasecuritytokenfromSalesforcetoallowathird-partyproducttoaccessyour
Salesforceorganization.Ifyoudonothaveoneorcan'trememberwhatitis,gotothesettings
foryourSalesforceaccountandselectRequestaSecurityToken .Thetokenissenttoyouvia
email.

IfyouareusinganexistingSalesforceorganization,remembertodeletethesampledata
addedtothatorganizationaftercompletingthetutorial.SeeCreateAMapToDeleteTutorial
DataFromSalesforceformoreinformation.

Objectives
Learnhowto:

l CreateaSalesforceConnection
l TesttheConnection

Tutorial 2.0

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 Configure A Salesforce Connection

AddASalesforceConnection

1. SelectMore>Connectionsfromthemenu.
2. FromtheConnectionspageselectAdd toopentheAddaNewConnection dialog.

3. SelecttheConnectionType drop-downandselectSalesforce .

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Configure A Salesforce Connection

4. SelecttheName fieldandtypeSFTutorial.TheAliasfieldisautomaticallycompleted.

5. TheSalesforce URL fieldispre-populatedwithadefaultURLfortheversionofthe

SalesforceAPIthatiscurrentlysupportedbytheSalesforceConnector.Ifyour
organizationusesadifferentSalesforceURLtoconnecttotheAPI,enterthatURL
instead.
6. IntheUser fieldenteryourSalesforceusername.Thismustbeintheformofanemail
address.

ThisSalesforceusermusthavecreateandupdatepermissionsinSalesforce.

7. InthePassword fieldenteryourSalesforcepassword.
8. IntheSecurityToken field,enterthetokenemailedtoyoubySalesforcewhenyou
selectedRequestaSecurityToken onyourSalesforcesettings.
9. Forthepurposesofthistutorial,itisnotnecessarytoenableanyofthespecialoptions.
Formoreinformationaboutintegrationoptions,seeScribeOnlineConnectorForSalesforce.
10. SelectTesttotesttheConnectionbetweenScribeOnlineandSalesforce.
11. Oncethetestissuccessful,selectOKtosavetheConnection.

Tutorial 2.0

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 Configure A Text Source Connection

ConfigureATextSourceConnection

ConnectionsinScribeOnlineareglobalandcanbeusedinmultipleMaps.Connections
containthecredentialsandinstructionsneededtoaccessaparticulardatastore.Inthis
sectionofthetutorialyoulearnhowtoconfigureaConnectiontoasourcetextfilestoredon
yourlocaldrive.Thesourcetextfilereferencedinthesestepsisasampletextfileinstalled
withtheAgentinthe..\ProgramFiles(x86)\ScribeSoftware\ScribeOnline
Agent\DataExchange\SampleLeads folder.

TextfilesaretheequivalentoftablesinadatabaseorentitiesinScribeOnline.Theheader
rowatthetopofthetextfilecontainsthefieldnamesandsubsequentrowscontainthedata.
TextfilesmustexistbeforeyouconfigureaTextConnection.

Textfilesareaspecialtypeofdatastore.Youcannotfilterdatainatextfile.TextConnections
containinformationabouttheconfigurationofthespecifictextfilestowhichtheyconnect.

Youcancreateadditionaltextfilesandfoldersunderthe\DataExchange\folderreferenced
above,butyoumustaddthosefolderstotheFolderAccess.txtfile.SeeProvidingAccessTo
LocalTextFiles .

Objectives
Learnhowto:

l CreateaConnectiontoatextsourcefile.
l Definetheformatofthedatainthatfilesoitcanbeparsed.
l TesttheConnection.

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Configure A Text Source Connection

AddATextSourceConnection

ConnectionsPage

Tutorial 2.0

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 Configure A Text Source Connection

1. SelectMore>Connectionsfromthemenu.
2. FromtheConnectionspageselectAdd toopentheAddaNewConnection dialog.

3. SelecttheConnectionType drop-downandselectTextfileasasource .
4. IntheName field,typeTextISTutorial.TheAliasfieldisautomaticallycompleted.
5. UnderFileLocation selectLocalDirectory.Thisindicatesthatthetextfileusedforthis
Connectionislocatedontheharddriveofyourcomputer.

TextSourceConnectionLocationTab

6. TheDirectoryPath fieldcontainsthedefaultpath.\DataExchange\.Thisindicateswhere
thetextfileislocatedontheharddriveofyourcomputer.AppendSampleLeads\tothe
endoftheexistingpath.Theentirepathshouldbeasfollows:

.\DataExchange\SampleLeads\

7. SelecttheEntitiestabtospecifythenamesoftheentities,associatedtextfiles,textfile
format,andpostprocessingoptionsforthisConnection.EachEntitynamerepresentsthe
individualtextfileorsetsofrelatedfilesthatcontainyourLeaddataforthistutorial.The
EntitynamesontheEntitiestabdonotneedtomatchthetextfilenames.
8. Toaddanentity,selectAdd .AnewrowdisplaysintheEntitiescolumn,labeled
NewEntity.

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Configure A Text Source Connection

9. SelectNewEntityintheEntitiescolumnontheleft.TheEntitypropertiesdisplayonthe
right.IfyouhavemultipleEntitieslistedontheEntitiestab,youmustselecteachone
individuallyandconfigureparametersforthatspecificentity.Forthistutorial,youonly
havetheLeadsentity.
10. IntheEntityName fieldtypeLeads.LeadsdisplaysastheentitynameinanyMapsthat
usethisConnectionanditsassociatedtextfile.
11. IntheFileFormatfieldmakesurethatDelimited isselected.
12. IntheFileName fieldenterTextLeads.txt.Thisisthenameofthetextfilethatcorresponds
totheLeadsentity.

TextSourceConnectionEntitiesTab

13. IntheFieldDelimiter fieldselectTab ,becausethefieldsinthesampleTextLeads.txtfile

areseparatedbytabs.
14. IntheTextQualifier fieldselectDoublequote .
15. InthePostProcessingRule fieldselectMovethefileto:.IntheassociatedLocation field,
leavethedefaultfilelocation.Thisoptionmovesthetextfiletoanotherdirectorywhen
ScribeOnlinerunstheSolutionandassociatedMapstointegratethedatainthetextfile
intothetargetdatastore.Movingthefiledoesnotguaranteethatthedatawas
successfullyintegrated.

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 Configure A Text Source Connection

EntityPropertiesEntityTab

16. SettheFailRecordOnMetadataMismatch fieldtoYes.Thispreventsrecordsthatare

incorrectlyformattedfrombeingprocessed.
17. IntheFirstRow fieldselectFieldNames.Thisindicatesthatthereisaheaderrowinthe
textfilethatdesignatesthenamesofthefields.
18. SelecttheFieldstab.

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Configure A Text Source Connection

19. SelecttheLeadsentity,andthenselecttheGeneratefieldsschemafromyourdata linkin

therightpanetodisplaytheassociatedfields.

TextSourceConnectionFieldsTab

20. SelectTesttotesttheConnectionbetweenScribeOnlineandthetextfile.
21. Oncethetestissuccessful,selectOKtosavetheTextConnection.

Tutorial 2.0

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 Create A Map To Integrate Leads Into Salesforce

CreateAMapToIntegrateLeadsIntoSalesforce

IntegrationMapsareusedforsourcetotargetintegrations.InanIntegrationMapyou
configureConnectionstoyoursourceandtargetdatastores,addoperationBlockstoyour
Map,andlinkdatafieldsbetweenthetwodatastores.Usetheinstructionsbelowtocreatean
IntegrationMap.

MapsarecontainedwithinSolutionsthatconsistoftheAgentusedtoexecutetheMaps,the
Mapsthemselves,andtheScheduleforrunningtheSolution.

Objectives
Learnhowto:

l AddaSolution.
l CreateanIntegrationMaptomoveleaddatafromyourtextfileintoSalesforce.
o ConfigureConnectionsfortheMap.
o AddandconfigureoperationBlocks.
o Matchsourceandtargetfieldstodeterminehowthedatashouldbemoved.
l ReviewErrorsandWarnings.
l UsetheFormulaEditor.
l RunasinglemapfromwithinaSolution.
l ViewtheSolutionExecutionHistorytoseeifrecordsweresuccessfullyprocessed.

AddAnIntegrationMap
1. SelectSolutionsfromtheMenubar.
2. OntheSolutionspage,selectAdd andthenIntegration tostartyournewSolution.

SolutionsPageAddSolution

3. AtthetopoftheSolutionEditpageenterIntegrateLeadsintheName fieldforthe
Solution.

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Create A Map To Integrate Leads Into Salesforce

4. SelectyourOn-PremiseAgentfromtheAgentdrop-down.

TheOn-PremiseAgentisnamedusingthenameofyourcomputer.Forexample,
ifthenameofyourcomputerisFerrari,thenthenameofyouragentisFerrari
Agent.IfyouhavemorethanoneAgentinstalled,anumberisappendedtothe
name.

5. IntheMapssection,selectCreateIntegrationMap fromtheMenu todisplaythe

CreateMapdialog.

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 Create A Map To Integrate Leads Into Salesforce

6. IntheName fieldenter,InsertLeads.
7. IntheDescription fieldenter,MigratingLeadsintoSalesforce .
8. IntheConnectionpanelontheleft,selecttheAddConnection link.

9. OntheAddaConnectiondialogselecttheSFTutorialConnectioncreatedinthelesson
titledConfigureASalesforceConnection.
10. SelectOKtoaddtheConnectiontotheMap.

11. SelecttheAddConnectionlinkagain,andthistimeaddtheTextISTutorialConnection
createdinthelessontitledConfigureATextSourceConnection.
12. SelectOKtoaddtheConnectiontotheMap.
13. UndertheTextISTutorialConnectionontheleft,selecttheQueryBlockanddragitonto
theMapworkspace.

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Create A Map To Integrate Leads Into Salesforce

14. SelecttheGenerallinkonthePropertiestabontherightsideoftheworkspace.The
QueryBlockPropertiesdialogdisplayswiththeGeneraltabselected.

15. IntheEntityfieldselectLeads.
16. SelectOKtosavetheQueryBlock.

17. IntheConnectionspanelontheleft,scrolluptotheControlssectionandselecttheFor
EachResultBlock .
18. DragtheForEachResultBlockontotheMapandputitundertheQueryBlock.Makesure
theBlocksareattached.IftheForEachResultBlockistransparent,asshowninthe
imagebelow,itisnotattachedtotheQueryBlockandtheMapcannotexecute.

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 Create A Map To Integrate Leads Into Salesforce

19. UndertheSFTutorialConnection ontheleft,selecttheUpsertBlockandplaceitinside

theForEachResultBlock.TheUpsertBlockhasanerroricon indicatingthatithasnot
beenconfiguredorcontainsinvalidinformation.

20. SelecttheErrorsandWarningstabintheMapworkspaceontherightpaneltoreviewthe
causeoftheError.Theerrorinformationindicatesthatyouhavenotselectedanentityfor
theUpsertBlock.YoucanseethesameinformationontheErrorsandWarningstabinthe
BlockProperties.

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Create A Map To Integrate Leads Into Salesforce

ErrorsAndWarningsTabMapWorkspace

ErrorsAndWarningsTabBlockProperties

21. SelecttheerrorintheErrorsandWarningstabontheMapworkspacetohighlightthe
Blocktowhichitrefers.
22. OpentheBlockPropertiesfortheUpsertBlockandselecttheLead entity.TheError,
Warningstabindicatesthereareproblems.Thisisnormalbecauseyouarestillmissing
configurationinformation.
23. SelecttheFieldstabtodisplaythesourceandtargetfieldsassociatedwiththeentities
youselectedintheQ ueryandUpsertBlocks.UsetheFieldstabtolinkfieldsfromthe
sourcetofieldsinthetarget.Linkscanbesimpleorcontaincomplexformulasthatusethe
ScribeOnlinefunctionlibrary,operators,sourcefields,andconstantstotransformdata
duringanintegration.

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 Create A Map To Integrate Leads Into Salesforce

UpsertBlockFieldsTab

24. SelecttheInfoicon nexttothetargetCompanyfieldtodisplaythedetailspanelwith

additionalinformationaboutthefield.Thisfieldisboldinthefieldlistindicatingthatitis
required.Thedetailspanelalsoindicatesthatthefieldisrequired.
25. SelectBUSINESSNAMEinthesourcelist,dragittothetargetlistanddropthefieldonto
theCompanyfield.Nowthosetwofieldsarelinked.Whenthemapruns,datainthe
BUSINESSNAMEfieldisplacedintheCompany fieldinSalesforce.
26. InthetargetpanelselectSelectAll,thenselectAutolink.Thisselectsallofthetargetfields
andlinksthemtosourcefieldswithmatchingnames.SelectOKonthewarningmessage
displayed.

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Create A Map To Integrate Leads Into Salesforce

Insomecases,youmayneedtoclearfieldspopulatedbyAutolink,suchaswhen
acreatedon ormodifiedon fieldisinvolved.

Populatingthosefieldsfromthesourcedatapreventsthemfrombeingupdated
withthecorrectdatetimestampwhentherecordiswrittentothetargetdatastore.
Forthistutorial,therearenofieldsthatneedtobeclearedafterusingAutolink.

27. Linkthefollowingfieldsmanuallyasfollows:
A. DragADDRESStoStreet.
B. DragZIPCODEtoPostalCode .
28. IntheSource,theCONTACTNAMEfieldcontainstheLead'sFirst,Middle,andLast
names.IntheTarget,eachpartoftheLead'snameisstoredinaseparatefield.To
integratethedatacorrectly,youmustuseaFormulatoreturnindividualpartsofthename,
andplaceFirst,Middle,andLastnamesintheappropriatetargetfields.Drag
CONTACTNAMEtoLastname,whichisarequiredfield.
A. SelecttheFormulaicon nexttoL eads.CONTACTNAMEintheFormula columnto
displaytheFormulaeditor.
B. HighlightLeads.CONTACTNAMEintheFormula panel.
C. IntheCategoriespanelselectFunctions>All.
D. IntheFunctionspanellocatePARSENAMEandselecttheInserticon .
E. TheDescription panelprovidesinformationabouthowtousethePARSENAME
function.

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 Create A Map To Integrate Leads Into Salesforce

F. TheFormula panelcontainsthePARSENAMEfunctionwiththe
Leads.CONTACTNAMEfieldinparenthesis.
G. AfterLeads.CONTACTNAMEtypeacommaand"L"forLastName.Thisindicates
thatthePARSENAMEfunctionshouldreturntheLastNameinformationfromthe
CONTACTNAMEfield.Theentirefunctionshouldbeasfollows:

PARSENAME(leads.CONTACTNAME, "L")

H. SelectValidate tomakesuretheformatoftheformulaiscorrect.
I. ReviewthemessageabovetheFormulafield.
J. SelectOKtosavetheformulainthetargetLastname field.

FormulaEditor

29. DragCONTACTNAMEtoFirstname andrepeattheprocessforaddingaformulatoreturn

justtheFirstname.Whenyouarefinishedmappingfields,theTargetpanelshouldhave
linksforalloftheSourcefieldsexceptGENDERandLOCEMP.

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Create A Map To Integrate Leads Into Salesforce

LinkedFields

30. IntheTargetfieldlist,scrolldowntothewebsitefieldandintheFormulafieldtype"Scribe
Tutorial",includingthequotationmarks.Adding"ScribeTutorial"tothisfieldmarksthe
recordsaddedtoSalesforceaspartoftheTutorial.Lateryoucanusethisfieldasafilter
tolocateanddeletetherecordsaddedduringtheTutorial.
31. SelectOKtosavetheInsertLeadsMapandreturntotheMapslistontheSolutionpage.
32. SelecttheRun optionfromtheGear menu fortheInsertLeadsMaptorunthissingle
Map.
33. ScrolltothebottomoftheSolutionpage,toviewtheExecutionHistoryforyourMap.The
ExecutionHistoryindicatesthat15recordsweresuccessfullyprocessed.

IntegrationLeadsSolutionViewExecutionHistory

34. ChangestoSolutionsaresavedwhenyoumovefromonefieldtothenext.Select
Dashboard fromthemenu.

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 Create A Map To Integrate Leads Into Salesforce

35. LogintoSalesforceandgototheLeadspage.OpentherecordforJohnThibideauand
verifythathisWebsitefieldcontainshttp://ScribeTutorial.Thisindicatesthattherecords
weresuccessfullyimportedfromtheSourceTextfile.

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Create A Map To Delete Tutorial Data From Salesforce

CreateAMapToDeleteTutorialDataFromSalesforce

IntegrationMapscanbeusedtointegratedatafromonedatastoretoanotherwhile
simultaneouslytransformingthatdatausingformulas,suchasmergingfields,addingasuffix,
modifyingadatatype,truncatingafield,orremovingwhitespace.Inthislessonweneedto
deleteunwanteddatafromadatastore.CreateanIntegrationMaptofilterSalesforcelead
recordsandremovethetutorialdataaddedfromtheTextSourcefilesinthepreviouslessons.

Objectives
Learnhowto:

l CreateanIntegrationMap
l UsethesameconnectionforbothSourceandTargettodohousekeeping
l Filterdata
l UsetheBatchProcessingoption
l UseMatchingCriteria
l DebugtheIntegrationMap

AddAMap
1. SelectSolutionsfromtheMenubar.
2. OntheSolutionspage,selectAdd andthenIntegration tostartyournewSolution.

SolutionsPageAddSolution

3. AtthetopoftheSolutionEditpage,enterDeleteTutorialLeadsintheName field.
4. SelectyourOn-PremiseAgentfromtheAgentdrop-down.

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 Create A Map To Delete Tutorial Data From Salesforce

5. IntheMapssection,selectCreateIntegrationMap fromtheMenu todisplaythe

CreateMapdialog.

6. IntheName fieldontheMapdialog,enterDeleteTextLeads.
7. IntheDescription fieldenter,RemovingLeadsFromSalesforce .
8. IntheConnectionpanelontheleft,selecttheAddConnection link.

9. OntheAddaConnectiondialogselecttheSFTutorialConnectioncreatedinthelesson
titledConfigureASalesforceConnection.
10. SelectOKtoaddtheConnectiontotheMap.

Inthiscase,youonlyneedoneConnection.TheSFTutorialConnectionservesas
boththeSource,whenyouQuery,andtheTarget,whenyouDelete.

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Create A Map To Delete Tutorial Data From Salesforce

11. UndertheSFTutorialConnectionselectanddragaQueryBlockontotheworkspace.
12. SelecttheGenerallinkonthePropertiestabontherightsideoftheworkspace.The
QueryBlockPropertiesdialogdisplayswiththeGeneraltabselected.

13. OntheGeneraltab,selectLead intheEntitydrop-down.

14. SelecttheFilter tabandselecttheAdd button.

15. IntheField drop-downselectWebsite .

16. MakesuretheOperator issettoequals.
17. IntheValue fieldtype"ScribeTutorial",includingthequotes.

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 Create A Map To Delete Tutorial Data From Salesforce

EditQueryBlockFilterTab

18. SelectthePreview tab.Youshouldhave15records.Thesearetherecordsaddedinthe

previouslessons,locatedbythefilterfor"ScribeTutorial".

EditQueryBlockPreviewTab

19. SelectOKtosaveyourchangestotheQueryBlockproperties.

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Create A Map To Delete Tutorial Data From Salesforce

20. DragtheForEachResultBlockontotheMapandputitundertheQueryBlock.Makesure
theBlocksareattached.IftheForEachResultBlockistransparent,asshowninthe
imagebelow,itisnotattachedtotheQueryBlockandtheMapcannotexecute.

21. UndertheSFTutorialConnectionselectaDelete BlockanddropitinsidetheForEach

ResultBlock.TheDeleteblockhasaredicononthecornerbecauseithasnotbeen
configured.

MapDeleteBlock

22. SelecttheGenerallinkonthePropertiestabtoopentheBlockPropertiesdialogforthe
Delete Block.
23. OntheGeneraltab,selectLead intheEntitydrop-down.
24. EnabletheBatchProcessing checkbox.Batchprocessingreducesthenumberof
APIcallsbygroupingrecordstogetherinabatchbeforeupdatingthetarget.SeeBatch
Processingforadditionalinformation.

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 Create A Map To Delete Tutorial Data From Salesforce

EditDeleteBlockGeneralTab

25. SelecttheMatchingCriteria tab.MatchingCriteriaisusedtolocatethespecificrecordin

thetargetdatathatmatchesthesourcerecordbeingprocessed.Thisensuresthatthe
correctrecordinthetargetisupdatedordeleted.
26. SelecttheAdd buttontoaddMatchingCriteria.

27. IntheField drop-downselectId .ThisistheIdfieldfortherecordinthetargetdatastore.

28. MakesuretheOperator issettoequals.
29. SelecttheFormulaicon Value fieldtoopentheFormulaEditor.

FormulaEditorSourceFieldForMatchingCriteria

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Create A Map To Delete Tutorial Data From Salesforce

30. IntheCategoriespanelselectSource>Lead .
31. IntheFieldspanellocateId andselecttheInserticon .Lead.Id displaysintheFormula
field.ThisistheIdfieldforthesourcerecord.
32. SelectOK.

TheMatchingCriteriaisusedtomakesurethatthesourcerecordmatchesthetarget
recordbeforeanyactionistakenonthetargetrecord.

Inthiscase,wecouldnotuse"ScribeTutorial"asourMatchingCriteriabecause
15recordswouldmatchthesinglerecordgiventotheDeleteBlock.Bytakingthe
Lead.Id fieldinthesourcerecord,andmatchingittotheId fieldofarecordinthe
target,ScribeOnlinecannarrowdownthe15recordsreturnedbytheQueryto
thespecificrecordthatshouldbemodifiedordeleted.

EditDeleteBlockMatchingCriteria

33. SelectOKtosavetheDeleteblockconfiguration.
34. SelectOKtosaveandclosetheMap.

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DebugAMap
UsetheMap,DeleteTextLeads,createdintheprevioussection,tolearnaboutDebug.
DebuggoesthroughtheMaponeBlockatatimeanddisplaystheresultsofeachstepfora
singlerecordfromtheQuery.IftheMapexecutessuccessfully,therecordusedfordebugis
modifiedinthetargetdatastore.

1. OntheSolutionspage,opentheDeleteTutorialLeadsSolution.
2. IntheMapssection,selecttheDeleteTextLeadsMaptoopenit.
3. SelectDebugMode atthetopoftheworkspace.
4. SelectStarttobegintheDebugprocess.DebuggoesthroughtheQueryBlock,selects
thefirstrecordthatmatchesthecriteriaconfiguredforQuery,anddisplaystherecord
informationintheInputspanel.

DebugInputsForQueryBlock

5. SelectNexttomovethroughthenextBlockintheMap.DebugstopsaftertheForEach
ResultBlockanddisplaysthelookupresultsusedtofulfilltherequirementsoftheDelete
Block.

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Create A Map To Delete Tutorial Data From Salesforce

DebugResultsForDeleteBlockMatchingCriteria

6. ClicktheNextbuttontomovethroughtheDeleteblockinthemap.Debugstopsafterthe
Deleteblock.SelecttheResultstabtodisplaytherecordthatwasdeletedintheresults
panel.OnlyfieldsusedintheMaparedisplayed.Fieldsassociatedwiththedeleted
record,butnotusedintheMap,arenotdisplayed.

DebugResultsDeletedRecord

7. SelectStop tostoptheDebugprocess.
8. SelectOKtocloseandsavetheMap.
9. SelecttheRun buttonatthetopoftheDeleteTutorialLeadsSolution.Anyremaining
TutorialLeadsrecordsstoredinSalesforcearedeletedastheSolutionexecutes.
10. ScrolltothebottomoftheSolutionpage,toviewtheExecutionHistoryforyourSolution.
Thetotalrecordsprocessedshouldmatchtheoriginal15recordsfromtheQuery
Preview,minusthenumberofrecordsdeletedduringyourDebugsession.

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 Create A Map To Delete Tutorial Data From Salesforce

EachtimeyousuccessfullyranDebug,youdeletedonerecord.Ifyouencountered
errorsduringyourDebugsession,thoseerrorsdisplayintheExecutionHistorywhen
youselecttheInfoicon .

DeleteTutorialLeadsSolutionExecutionHistoryDetail

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Configure A Recurring Schedule For A Solution

ConfigureARecurringScheduleForASolution

IntegrationandReplicationSolutionscanbescheduledfromtheTriggersectionofthe
SolutionEditpage.Scheduleoptionsinclude:

l OnDemand RunswhentheRun buttonatthetopoftheSolutionpageisselectedor

fromtheSolutionspagewhentheRunGear menu optionisselectedforaspecific
Solution.
l RunOnce Runsonetimeatauser-specifieddateandtime.
l Recurring Runsmorethanonceonauser-specifiedscheduleofdaysandtimes.

TheamountoftimerequiredtorunaSolutionandintegratedatavariesdependingonthe
numberofrecordsbeingintegrated.RunningtheSolutionatatimewhentherearefewer
usersonthenetworkmayimproveperformanceandminimizethewaittimeforyourusers.In
thislesson,weconfigureaSolutiontoruneveryweekend.Inareal-worldscenario,youmay
needtoruntheSolutionmorefrequently.

Objectives
Learnhowto:

l Configurearecurringschedule

ConfigureSchedule
1. OntheSolutionspage,selecttheIntegrationLeadsSolutioncreatedintheCreateAMap
ToIntegrateLeadsIntoSalesforcelesson.
2. SelectScheduled intheTriggersection.
3. SelectRecurring intheSchedulesection.
4. SelecttheEditlink.
5. IntheSchedulingdialog,selectEveryweekon ,thenenablethecheckboxforSaturday.
6. Belowthecalendar,selectAt.
7. Inthetimedrop-down,selecttheClockicontodisplayalistoftimesandchoose1:00AM.
8. IntheTimeZone drop-downselectyourtimezone.
9. SelectSave tosavethenewschedule.

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 Configure A Recurring Schedule For A Solution

RecurringSchedule

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