Salesforce Exports
System Maintenance Menu -> Configure
System Settings -> System -> Company &
Divisions -> Company Parameters ->
Software Integration -> Salesforce
Exports
The Salesforce feature provides the ability to export data
tables from Texada SRM in a CSV (Comma Separated Values) format so
the information can then be pulled into other software
applications.
For more information on this feature refer to Web
Services Overview.
- ACTIVATE SALESFORCE EXPORTS
- Check this box if your firm wants to regularly export certain
data tables using the Automatic Job
Scheduling process where all eligible records will be exported
if not yet marked as processed.
Uncheck this box to prevent data from being exported using this
feature.
Note: Activating this process will require DBA assistance to
enable database triggers.
FTP SERVER, SFTP PORT, USERNAME, AND PASSWORD
- Enter the FTP credentials for where files are placed when
generated.
Note: The SFTP PORT can be left blank to utilize FTP but
entering the correct Port enables secure FTP.
EMAIL ERRORS TO
- Any errors during the export process are mailed to this
address.
ORGANIZATION ID
- The API tasks can be assigned are currently under software
development.
- API USERNAME
- The API tasks can be assigned are currently under software
development.
- API PASSWORD
- The API tasks can be assigned are currently under software
development.
- API SECURITY TOKEN
- The API tasks can be assigned are currently under software
development.
- API ENDPOINT URL
- The API tasks can be assigned are currently under software
development.
API X-REF FIELD NAME
- The API tasks can be assigned are currently under software
development.
- API X-REF PREFIX
- The ID field is currently under software development.
When this Salesforce Export feature is activated, then
every time a row is added, changed, or deleted from ARCF, ARST,
ARNC, RSPC, or RSGF, a record is written to a corresponding
LOG file (e.g. ARCF_LOG).
All changes to the same record in a file will be included in a
single line in the export file.
Note: Records for customer number blank are suppressed
when exporting changes to customers, sites and names checklist
files.
The SFEX01 automated job will then process these records in
Automatic Job Scheduling.
The database housekeeping scripts will purge all records more than
90 days old.
Topic Keyword: GLCN90N (5842)