Capturing a Salesforce Event

In this section:

Before capturing a Salesforce event, you must create the following:

  1. An open port.
  2. An adapter for a Salesforce service and connection for the event.
  3. A synonym for an event.
  4. A Direct Load flow that uses the synonym as a source.
  5. On Salesforce, an Outbound Message and Workflow Ruler.

Top of page

x
Creating An Open Port

You need an open http port that Salesforce can use to send SOAP requests. The Salesforce system sends a SOAP message to this port. You may need to contact your system administrator to open a port and forward the port to your system.

For security reasons, Salesforce restricts the outbound ports you may specify to one of the following:


Top of page

x
Adding an Adapter and Connection to a Salesforce Event

You will need to add an adapter and connection to a Salesforce event, as described in Adding an Adapter and Connection to a Salesforce Event.


Top of page

x
Creating a Synonym for an Event

You will need to create a synonym for an event, as described in Creating a Synonym for a Salesforce Event.


Top of page

x
Creating a Direct Load Flow
  1. In the DMC, right-click an application directory, select New, and then Direct Load Flow.
  2. Drag the synonym notify_account, which was created in Chapter 3, to the left side of the flow as the source.
  3. Drag the synonym accounts, which was created in Retrieving Data From Salesforce, to the right side of the flow as the target, as shown in the following image.

  4. Right-click the target and select Target Transformations. Map the source to the target, as shown in the following image.

    Click OK.

  5. Submit the flow and wait for it to process.
  6. Click Save, select an application directory, and enter a flow name.

Top of page

x
Creating a Salesforce Workflow and Rule

Workflows and rules are created so that when a change is made to an Account, a message is sent to the listener on the DataMigrator server. For more details on how to create a workflow and rule, see Creating Workflow Rules and Outbound Messages in Salesforce.


Top of page

x
Testing Your Event
  1. On the Salesforce web page, click the Account tab. Under Quick Create, enter a Name, phone number and Web site. Click Save.
  2. In the DMC, right-click the Data Flow you created and select Submit.
  3. Wait 60 seconds (the default timeout interval) for the flow to complete.
  4. Right-click the flow name and select Logs, Last Log. You should see that one row was loaded.
  5. Right-click the target synonym name and select Sample Data. The output shows the fields you added.

WebFOCUS