Quick Start Guide

Description

In this quick start guide, you will configure a link to sync SAP Customer data into your Salesforce Account objects. The data displayed in the screenshots is test data only, and you should expect to see your own data. The Customer Sync link will make use of the EnosixCustSync RIO.

Prerequisites

Check If needed packages are installed in the Sandbox.
Go to Setup->Home->Installed Packages.

How to launch the ‘enosix Sync’ app

Go to App launcher -> Search for enosix Sync.
Select the enosix Sync app.

enosix Sync dashboard

If you are running sync for the very first time, you will receive a guided wizard to create your first link.

If you already have links configured, you will see the enosix Sync dashboard

Create a New Link

Select the enosix SAP adapter

Choose a Named Credentials (i.e., a callout endpoint).

Choose the Customer Sync as the source table

Click on the Next Step button.

Select the Local Salesforce.

Search and select the Account SObject as the target

Click on the Next Step button.

Enter Customer Sync as your Link Label, and set the Batch Size Limit to 100.
- Depending on your use case, either turn on Testing Mode to only simulate a sync without updating data in Salesforce, or turn off Testing mode to sync data to your Account objects right away.
Set Record Snapshot Logging Level to All in order to see your Source and Target data in the Sync Event batches view.
Click on the Create Link button.

You will now be on your newly created Customer Sync link's detail page.
Click on the Configure button under Data Source.

Enter the connection info for your RIO. These adapter settings will be very specific to your RIO and SAP configuration. See the Reference Documentation for more information.

The SAP Language Code and SAP Client options are override options that are not required to be set, as the sync process will automatically select whatever language and client the SAP user is configured for. The Minimum Date From option allows the user to set a date to be used as the minimum date from date. The CID option is only required if using a custom RIO that has a CID. The Filter Class allows the user to specify a custom callable class that specifies any parameters desired to be inserted within the HTTP request body.

Selection for Mapping Fields of Source and Destination

Choose Configure under transformation.

Click on Browse Source Schema link.

One at a time, select your Source Fields i.e., RIO fields (e.g., Name) and click on the Start Mapping button.

Select the Target i.e., SObject fields on which data is to be mapped.
Click on the Keep button.

Click on the ‘Save Changes’ button.

Selection of unique upsert key

After configuring all of your Mappings in Transformations, you can choose a unique upsert key from the list of mapped fields.
Click on the Configure button under Data Target to define the upsert key to avoid duplicate records creation every time sync is performed. Here you will see an orange banner if you have previously turned on Testing Mode.

Select a field as upsert key.

Click on the ‘Save Changes’ button.
Upsert key successfully set.

Perform Delta load

Click on the ‘Run Now’ button.

Click on the ‘Last Run’ button to check the Sync details.

All details for the record number and status are displayed.
Click on the batch number to check record details. To see all records instead of only errors, change the toggle under Batches to switch it to All Batches.