Submissions: Exporting To Salesforce.com

Requirements


In order to connect Sync & Save to SalesForce, the following is required:
  • A license for Sync & Save that includes SalesForce.
  • A license for SalesForce that includes API access.
  • A user account for SalesForce that can be used for integration. See here for instructions on selecting a user account.

Settings


  • Enter statement(s) for Sync & Save to execute against Salesforce.
    • Parameters should begin with @ and should match the name of a field configured on the format tab.
    • Separate multiple statements with semicolons.
    • See below for more information on statement syntax.
  • Enter the username and password of a Salesforce account that has rights to the fields and objects the statement(s) will affect by clicking Login Settings.
    • Note that if you are outside your organization's trusted networks, you must include a security token in the password. For instance, if your password is "mypassword" and your security token is "1234asdf" then the password field should contain the value "mypassword1234asdf". In Salesforce, go to My Settings | Personal | Reset My Security Token to get your security token.
    • Follow these directions when choosing a user account.
  • Build the format as usual.

Statement Syntax


Sync & Save can execute three different types of commands against Salesforce data:
  1. INSERT
    • Use this command to add new records to a table.
    • Example: "INSERT INTO Lead (Company, FirstName, LastName, Description) VALUES (@Company, @First_Name, @Last_Name, @Description)"
    • This command will add a new Lead with the Company, FirstName, LastName and Description fields populated by the values present in the Company, First_Name, Last_Name and Description columns configured on the Format tab.
  2. UPDATE
    • Use this command to update existing records.
    • The WHERE clause is required.
    • The field used in the WHERE clause must be a unique field in Salesforce. Normally this will be the Id field, but it could also be a custom field that has been marked unique.
    • Example: "UPDATE Contact SET FirstName = @FirstName, LastName = @LastName WHERE Id=@ContactId"
    • This command will update the Contact whose Id is equal to the value in the ContactId column configured on the Format tab.
  3. UPSERT
    • Use this command if you are unsure if the record exists. If it does not exist it will be created, if it exists, it will be updated.
    • Example: "UPSERT Account SET Name = @Name, Phone = @Phone, Fax=@Fax WHERE MyCustomId__c = @CustomId"
    • If an Account exists where MyCustomId__c is equal to the value in the CustomId column, then the account Name, Phone and Fax fields will be updated. If there is no match with MyCustomId__c, then an Account will be created with the values for Name, Phone and Fax.
    • UPSERT statements can also use the standard Id field for a table in the WHERE clause.

You can mix command types in a single submissions job by separating commands with a semicolon.

Note that if you are using a Table, Grid or Repeatable in your form, Sync & Save might create multiple data records from a single submission. Check the "One Record Per Submission" option to avoid this. Each Salesforce statement will be executed once for each data record.

Sync & Save PLUS Salesforce supports a simple CASE statement format (example below).

Sync & Save PLUS Salesforce does NOT support any of the following Sql syntax elements:
  • Multiple fields in the WHERE clause
  • JOIN, GROUP BY or HAVING clauses
  • Any Sql language functions such as REPLACE or GETDATE
See here for a list of available Salesforce objects and fields. See here for diagrams relating the different Salesforce data objects.

Statement Examples

  • "INSERT INTO Contact (FirstName, LastName, Phone, AccountId) VALUES (@First_Name, @Last_Name, @Phone_Number, @AccountId)"
    • This statement will add a contact and assign it to the Account whose Id field is populated into the AccountId field.
  • "INSERT INTO Lead (FirstName, LastName, Phone, Email, LeadSource, Company) VALUES (@First_Name,@Last_Name,@Phone_Number,@Email, 'Other', @Company)"
    • This statement will add a lead and set the Lead Source to Other.
  • "UPDATE Task SET Status = CASE @TaskStatus WHEN 1 THEN 'In Progress' WHEN 2 THEN 'Deferred' WHEN 3 THEN 'Completed END WHERE Id = @TaskId
    • This statement will update the status of a specific task, translating the numeric values of @TaskStatus into text values that match the available status values.

Attachments



  • Beginning with version 1.11 attachments can be exported directly to Salesforce.com
  • Instead of configuring an export path, configure the file name. No extension is needed. In this example the file name will be "Case 1 Sketch".
  • If an edited submission is being exported the file will be uploaded as a new version.
  • All attachments will be added to the Salesforce Chatter feed and attached to the last record affected by the Execute Statement (in the object designated in the Object Name field) configured on the Settings tab.

Walkthrough

  1. Introduction
  2. System Requirements
  3. Main Screen
  4. Submissions: Adding A New Job
  5. Submissions: Configuring the Export Settings
  6. Submissions: Setting Up the Export Format
  7. Submissions: Using The Submissions Tab
  8. Submissions: Dealing With Errors
  9. Submissions: Handling Repeating Data
  10. Submissions: Exporting To Text Files
  11. Submissions: Exporting To Sql Server, MySQL, Oracle, Access, Sybase ASE, or ODBC
  12. Submissions: Exporting To Excel
  13. Submissions: Exporting To PowerPivot For Excel
  14. Submissions: Exporting to Word
  15. Submissions: Exporting To QuickBooks
  16. Submissions: Exporting To QuickBooks Customer
  17. Submissions: Exporting To QuickBooks Estimate, Sales Order, Invoice, Sales Receipt
  18. Submissions: Exporting To QuickBooks Vendor
  19. Submissions: Exporting To QuickBooks Purchase Order
  20. Submissions: Exporting To QuickBooks Item Receipt
  21. Submissions: Exporting To QuickBooks Bill
  22. Submissions: Exporting to QuickBooks Receive Payment
  23. Submissions: Exporting To QuickBooks Time Entry
  24. Submissions: Exporting To QuickBooks Online
  25. Submissions: Exporting To QuickBooks Online Customer
  26. Submissions: Exporting To QuickBooks Online Estimate, Invoice, Sales Receipt
  27. Submissions: Exporting To QuickBooks Online Vendor
  28. Submissions: Exporting To QuickBooks Online Purchase Order
  29. Submissions: Exporting To QuickBooks Online Bill
  30. Submissions: Exporting to QuickBooks Online Time Activity
  31. Submissions: Exporting To Sage 50 (Peachtree)
  32. Submissions: Exporting To Sage 50 Quote, Sales Order, Sales Invoice
  33. Submissions: Exporting To Sage 50 Customer
  34. Submissions: Exporting To Sage 100 (MAS 90 / MAS200)
  35. Submissions: Exporting To Sage 100 Sales Order, SO Invoice, AR Invoice
  36. Submissions: Exporting To SharePoint
  37. Submissions: Exporting To Salesforce.com
  38. Submissions: Exporting To Evernote
  39. Submissions: Exporting Attachments
  40. Submissions: Exporting PDF Report
  41. Submissions: Exporting A Specific Date Range
  42. Submissions: Filtering Submissions
  43. Submissions: Archive
  44. Submissions: Approve Before Exporting
  45. Submissions: Working With Date And Time Values
  46. Submissions: Working With Select One and Select Multiple fields
  47. Submissions: System Fields
  48. Submissions: Handling New Versions Of A Form
  49. Submissions: Networkfleet
  50. Submissions: Fleetmatics
  51. Lookup Table: Adding A New Job
  52. Lookup Table: Settings
  53. Lookup Table: From A Sql Source
  54. Lookup Table: From A File Source
  55. Lookup Table: From QuickBooks
  56. Lookup Table: From QuickBooks Online
  57. Lookup Table: From Sage 50
  58. Lookup Table: From SalesForce.com
  59. Lookup Table: From A SharePoint List
  60. Lookup Table: From NetworkFleet
  61. Lookup Table: From Fleetmatics
  62. Lookup Table: Filtering Records
  63. Dispatch: Adding A New Job
  64. Dispatch: Settings
  65. Dispatch: Format
  66. Dispatch: From An SQL Source
  67. Dispatch: From QuickBooks
  68. Dispatch: Tables And Repeating Sections From An SQL Source
  69. Dispatch: From A File Source
  70. Dispatch: Tables And Repeating Sections From An XML Source
  71. Dispatch: From Salesforce.com
  72. GPS: Adding A New Job
  73. GPS: Configuration
  74. Options: Calculations
  75. Options: Encryption
  76. Options: Proxy Server
  77. Options: Email Notifications
  78. Connecting to Sharepoint.com
  79. Connecting to Sharepoint
  80. Connecting To Cloud File Systems
  81. Connecting To SFTP
  82. Connecting To QuickBooks
  83. Connecting To QuickBooks: User Account
  84. Calculating tax on a form for QuickBooks
  85. Scheduling Jobs
  86. Job Log
  87. Run Jobs From An External Application
  88. Sending Information To Support
  89. Sending Job Configuration to Support
  90. Licensing
  91. Upgrading
  92. Backing Up And Restoring
  93. Webservice Quota
  94. Release Notes
  95. Release Notes 1.15.x
  96. Release Notes 1.14.x
  97. Release Notes 1.13.x
  98. Release Notes 1.12.x
  99. Release Notes 1.11.x
  100. Third Party Software

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