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)