Creating a Salesforce Change Data Source

  1. On the left side options column expand Data Sources, expand Change Triggers, and click on Trigger.

  2. On the Change Triggers page click Create Change Trigger button.

  3. On the New Change Trigger page click the Salesforce Change Data Source button.

  4. The Salesforce Change Data Source page opens.

  5. Enter a Description for the data source.
  6. Connection – select the Salesforce connection to be used from the dropdown list.
  7. Click the Validate button – this will verify the Connection is successful and enable the Salesforce Object field.
  8. Salesforce Object – select the object(s) to be used in the data source.
  9. Trigger On Column Change – select the column(s) that will cause the trigger to run when changed.
  10. View/Edit SOQL – allows the user to view the SOQL query for the data source and to make any changes to the query.
  11. Click Save to save the change data source.

Creating a Salesforce Bulk Data Source

  1. On the left side options column expand Data Sources, expand Bulk Sources, and click on Query.

  2. On the Query Data Sources page click Create Bulk Query button.

  3. On the New Query Data Source page click the Salesforce Query button.

  4. The page to configure the Salesforce query opens.

  5. Enter a Name for the query.
  6. Connection – select the Salesforce connection to be used from the dropdown list.
  7. Click Validate.
  8. If the validation is successful, the Base Object field becomes active.
  9. From the dropdown list select the object to be used as the Base Object in the query.
  10. Enter the SOQL Query.
  11. Click Preview to see the data that will be returned.
  12. Save the Query.

Setting up a Salesforce Connection

  1. On the left side options column click Connections.
  2. On the Connections page click on Create Connection button.

  3. On the New Connection page click on the Salesforce icon.

  4. The page to configure the Salesforce connection opens.

  5. Description – enter a description of the connection.
  6. Service URL – enter the URL to connect to Salesforce.
  7. Organization Name – this field will default with the Organization Name during the connection validation and cannot be edited.
  8. Organization Type – this field will default with the Organization Type during the connection validation and cannot be edited.
  9. Default Security – enter the Username, Password, and Security Token used to connect to Salesforce.
  10. Click Validate.
  11. If the validation is successful and the Default Security and Administration Security user will be the same, click Save to save the connection.
  12. If the validation is successful and the Default Security and Administration Security will be different users, enter the Administration Security Username, Password, and Security Token and click Validate.
  13. Save the connection.

Creating a XML File Source

  1. From the left side options column navigate to Date Sources > Bulk Sources > File.

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  2. On the File Data Sources window click on the Create Bulk File button.

  3. On the New File Data Source window click on the XML File icon.

  4. This will open the XML File Data Source window.

  1. Enter a Description for the data source.
  2. Select source file at runtime – when this checkbox is marked, the uploaded file will be used as a template to define the column headers and no data from it will be processed.
  3. Source File – select the xml file that will be used as the data source.
  4. Transform File – select an xsl transformation.
  5. Edit Format button – clicking on this button will open a popup window that allows the user to edit the format of the xml file.
  6. Validate button – validates the xml data source and, if successful, activates the Save button.
  7. Clicking on Save will save the data source and make the data source available to be selected when creating an Integration Process.
  8. After the XML File source has been saved, the Preview button will become active.
  9. Click on the Preview button will open a pop-up window that displays the first few records contained in the xml file.

Creating a Text File Source

  • From the left side options column navigate to Date Sources > Bulk Sources > File.

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  • On the File Data Sources window click on the Create Bulk File button.

  • On the New File Data Source window click on the Text File.

  • This will open the Text File Data Source window.

  • Enter a Description for the data source.
  • Column Separator – choose the type of column separator from the drop down list. The options are:
    • CSV Delimited
    • Tab Delimited
    • Pipe Delimited
    • Customer Delimited – selecting this option will activate the adjoining text field where the user can enter a column separator other than CSV, Tab, or Pipe.
  • Character Set – the two options are ANSI or OEM.
  • Has Column Headers – mark this checkbox if the source file has column headers.
  • Select file at runtime – when this checkbox is marked, the uploaded file will be used as a template to define the column headers and no data from it will be processed.
  • Source File – select the text file that will be used as the data source.
  • Source Schema – if the source file does not have column headers they can be defined here by clicking on Add Column.
    • Row No – automatically populated.
    • Column Name – user enters the name of the added column here.
    • Type – user defines the data type by selecting one of the dropdown list options.
    • Length – user defines the length of the field.
  • Once all the fields have been populated, the Save button becomes active.
  • Clicking on Save will save the data source and make the data source available to be selected when creating an Integration Process.
  • After the Text File source has been saved, the Preview button will become active.
  • Click on the Preview button will open a pop-up window that displays the first few records contained in the spreadsheet.

Creating an Excel Source

  • From the left side options column navigate to Date Sources > Bulk Sources > File.

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  • On the File Data Sources window click on the +Create Bulk File button.

  • On the New File Data Source window click on the Microsoft Excel icon.

  • The Microsoft Excel Data Source window contains the following fields:
    • Description – allows the user to enter a description of the spreadsheet being imported.
    • Select file at runtime – When this checkbox is marked, the uploaded file will be used as a template only and no data from it will be processed. The files chosen at runtime will need the same headers as the uploaded source file.
    • Source File – Click on the Select File … button to select the Excel file to be used as the data source.
    • Excel Sheet – After the Source File is selected, the Excel Sheet field will become active. Use this field to select the worksheet in the Excel file to be used as the data source.

  • Once all the fields have been populated, the Save button becomes active.
  • Clicking on Save will save the data source and make the data source available to be selected when creating an Integration Process.
  • After the Excel source has been saved, the Preview button will become active.
  • Click on the Preview button will open a pop-up window that displays the first few records contained in the spreadsheet.

  • Closing the Data Preview window and Excel Data Source window returns the user to the File Data Sources window where existing data sources can be edited or deleted by clicking on the respective icons.

Setting up a FTP Server Connection

  • On the left side options column click Connections.
  • On the Connections page click on Create Connection button.

  • On the New Connection page click on the FTP Server icon.

  • The FTP Server page opens where the FTP Server connection is configured.

  • Enter a Description of the server configuration.
  • Enter the Host Name.
  • The Server Type drop down list has two options:
    • Select FTP (no encryption) if SSL will not be used with this connection.
    • Select FTPS (SSL encryption) if SSL will be used with this connection.
  • Port
    • The default Port number is 21.
    • To use a different Port number, unmark the Use Default checkbox and enter the Port number that will be used for this connection in the Port field.
  • From the Data Connection Type drop down list, select the Type that will be used.
    • The Data Connection Types that are available are:
      • Auto Active
      • Auto Passive
      • EPRT
      • EPSV
      • PASV
      • PASVEX
      • PORT
  • Enter the User Name and Password of the FTP Server.
  • Click Validate to test the connection to the FTP Server.
  • Once the connection has been validated, Save the connection.

Setting up an Integration to SQL Server

  • On the Target tab of an Integration Process, choose Microsoft Sql Server for the Target.

  • Choose a SQL Server connection for the Destination. The database for that connection will automatically be populated.
  • Choose either a Table destination or a Procedure destination for the Type.
  • Select the object(s) from the Select dropdown to use in your integration.
    • You can highlight an object and use the arrows to move an object up or down in the list. This will change the order of how the objects are processed, start with the top first.
    • After fields have been mapped, you can delete the mapping by highlighting a line and click the trash icon.
  • Move over to the Integration tab to begin mapping source fields to your target SQL objects.
  • Choose an object to map using the Target Lines dropdown.
  • On the Source Grouping tab mark Group By for fields as a way of grouping data source records to obtain unique combinations.
  • On the Target Integration Tab select the source field in the Source name field that will be matched to the Target Name field.
  • If the integration is intended to update records that are already in the SQL table, mark the Update Existing checkbox.
  • If the integration is intended to remove records that are in the destination SQL table, mark the For Delete checkbox.
  • Update Blank Data not available for this destination.

Creating a SQL Server Real-Time Data Source

  • From the main Navigation Menu, select Data Sources>>Realtime Triggers.
  • On the Realtime Triggers page, click the Create Realtime Trigger Button.
  • On the New Realtime Trigger page, click MSSQL Table Real-Time Data Source.
  • Enter a Description for the MSSQL Table Real-Time Data Source.
  • Select a Connection to a MSSQL Connector.
  • Click Validate.
  • Select a table to add a real time trigger to.
  • If you only want to trigger the source on certain columns, mark those in the Restrict Table Columns.
  • Set the Log action as needed.
    • Save Failures: Will log only failed records.
    • Always Save: Will log successes and failures.
    • Save Successes: Will log only successes.
    • None: will not log any records.
  • Click Save. This will save the source with all columns from the table. If you do not need to modify the query the real time source is ready to be used on an integration.
  • If you need to modify the query, click the Edit Query.
  • By default, the chosen table from step 7 will automatically be loaded with all columns selected. Any modification to the query can be done at this time. See query builder use here. Needs to link to article on query builder.
  • Click Save Query.
  • Click Validate.
  • Click Save.

Creating a SQL Server Change Data Source

  1. From the main Navigation Menu, select Data Sources>>Change Triggers>>Trigger.
  2. On the Change Triggers page, click the Create Change Trigger Button.
  3. On the New Change Trigger page, click MSSQL Table Change Data Source.
  4. Enter a Description for the MSSQL Table Change Data Source.
  5. Select a Connection to a MSSQL Connector.
  6. Click Validate.
  7. Select a Table to track changed records.
  8. Click Save.
  9. Click Edit Query to launch the query builder.
  10. By default, the chosen table from step 7 and the tracking table generated by SmartConnect will automatically be loaded with all columns selected. Any modification to the query can be done at this time. See query builder use here. Needs to link to article on query builder.
  11. Click Save Query.
  12. Click Validate.
  13. Click Save.