- \n
- Customer Master Administrator<\/strong>\n
- \n
- A person who manages the transaction server master used in Questetra<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n<\/span>Business Flow (Complexity of Workflow: 11)<\/div>\n\n\n\n
- \n
- 1. Manual Start<\/strong>\n
- \n
- When the Questetra Master Administrator wants to change the Customer Master data, the automatic update process will be started.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Customer Name Master Update<\/strong>\n
- \n
- The workflow platform will update (refresh) the customer name master.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Get Salesforce integration transaction master information<\/strong> <\/li>\n\n\n\n
- Parsing the Response<\/strong>\n
- \n
- The workflow platform analyzes the Salesforce response and formats it into data that can be used in the option master.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Salesforce Receive all transaction master records<\/strong>\n
- \n
- The workflow platform receives the Salesforce customer master (JSON format) and stores it in the data item “Salesforce response”.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Set Title<\/strong>\n
- \n
- The workflow platform sets the subject.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Supplier Information Master Update<\/strong>\n
- \n
- The workflow platform updates (refreshes) the business partner information master.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n<\/span>Workflow Diagram (click to open)<\/div>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/09\/auto-update-customer-master-20211031-diagram-en2.png?ssl=1\")
<\/figure>\n\n\n\n- \n
- BPMN Icons\n
- \n
- Start Event<\/li>\n\n\n\n
- End Event<\/li>\n\n\n\n
- XOR-Merge Gateway<\/li>\n\n\n\n
- Timer Start Event<\/a><\/li>\n\n\n\n
- Human Task<\/a><\/li>\n\n\n\n
- Update Data<\/a><\/li>\n\n\n\n
- Script Task<\/a><\/li>\n\n\n\n
- Update Choices<\/a><\/li>\n\n\n\n
- Service Task (Start Child Process)<\/a><\/li>\n\n\n\n
- Receive Task (HTTP)<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n
<\/span>Business Process Variables (#of Data Item: 6)<\/div>\n\n\n\n- \n
- <\/i><\/span>Salesforce Response<\/strong>q_sf_response<\/span>
0<\/code>\n- \n
- Salesforce customer master (JSON format) is stored.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Customer ID List<\/strong>q_customer_ids<\/span>
2<\/code>\n- \n
- This stores a list of IDs for salesforce customer master data.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>List of Business Partners<\/strong>q_customer_names<\/span>
3<\/code>\n- \n
- This stores a list of transaction names from the salesforce customer master.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Client Information List<\/strong>q_customer_values<\/span>
6<\/code>\n- \n
- A list of information such as customer name, website, corporate number, etc. from the Salesforce customer master is stored.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Customer Name Data (to be updated)<\/strong>q_customer_names_master<\/span>
4<\/code>\n- \n
- Questetra Choice Master “Customer Name Master-on-salesforce” is stored.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Customer Information Data (scheduled to be updated)<\/strong>q_customer_values_master<\/span>
7<\/code>\n- \n
- Questetra Choice Master “Customer Information Master-on-salesforce” is stored.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n\n
<\/i> Field Name<\/span>,
num<\/code>, Initial Value<\/span><\/p>\n\n\n\n<\/i> Download<\/h3>\n\n\n\n
- \n
- Automatic_Update_Salesforce_Customer_Master.qar<\/a> (Latest)<\/li>\n\n\n\n
- auto-update-customer-master-20211031-en.qar<\/a>\n
- \n
- auto-update-customer-master-20211031-en.xml.csv<\/a> (for Importing Data Item Definitions)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
<\/i> This archive contains the BPMN icon, which is only available in the Professional edition.<\/p>\n\n\n
<\/div>\n\n\n\n<\/i> Notes<\/h3>\n\n\n\n
- \n
- You need to associate the Swimlane settings according to your organizational structure upon import<\/li>\n\n\n\n
- The following preparations are required before configuring this workflow.\n
- \n
- It is necessary to import, configure, and deploy the Salesforce Cooperation Process<\/a>.\n
- \n
- Please configure communication with Salesforce and OAuth2.0.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- By making the Salesforce Cooperation Process available, you can set up the “Get Salesforce integration transaction master information” auto step.<\/li>\n<\/ul>\n\n\n\n
<\/i> Arrangement Tips<\/h3>\n\n\n\n
- \n
- It corresponds to the following data items defined in the Salesforce Account object (standard: Account).\n
- \n
- Customer name: Standard field: API name<\/li>\n\n\n\n
- Website: Standard item: API name Website<\/li>\n\n\n\n
- Phone number: Standard item: API name Phone<\/li>\n\n\n\n
- Number of employees: Standard item: API name NumberOfEmployees<\/li>\n\n\n\n
- Corporate number: Unique item: API name CorporateNumber__c<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- If you want to retrieve other defined data items, you will need to change the settings of the automated steps “Get Salesforce integration transaction master information” and “Parsing the Response”.<\/li>\n<\/ul>\n\n\n<\/span>Parsing the Response Auto Step Script (click to open)<\/div>\n\n\n\n
var text = engine.findDataByNumber("0");\nvar result = JSON.parse(text); \/\/ JSON Parsing\n\nvar ids = "";\nvar labelsForName = "";\nvar labelsForAllInfo = "";\nfor (var i = 0; i < result.records.length; i++) {\n\tvar account = result.records[i];\n\tids += account.Id + "\\n"; \/\/ Get ID\n\tlabelsForName += account.Name + "\\n"; \/\/ Get Name\n\t\/\/ Get all information\n\tlabelsForAllInfo += account.Name + "|:|" + account.Website + "|:|" + account.Phone + "|:|" + account.NumberOfEmployees + "|:|" + account.CorporateNumber__c + "\\n"; \n}\n\nlabelsForAllInfo = (new java.lang.String(labelsForAllInfo)).replaceAll("\\\\|null\\\\|","\\\\|\\\\|");\nlabelsForAllInfo = (new java.lang.String(labelsForAllInfo)).replaceAll("\\\\|undefined\\\\|","\\\\|\\\\|");\n\nengine.setDataByNumber("2", ids);\nengine.setDataByNumber("3", labelsForName);\nengine.setDataByNumber("6", labelsForAllInfo);<\/code><\/pre><\/div>\n\n\n<\/div><\/div>\n\n\n\n<\/i> Capture<\/h3>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/09\/auto-update-customer-master-20211031-img2-en.png?resize=960%2C540&ssl=1\")
<\/a><\/figure>\n\n\n\n![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/09\/auto-update-customer-master-20211031-img1-1-en-252x315.png?resize=252%2C315&ssl=1\")
<\/a>Example of the automated process of”Get Salesforce integration transaction master information”<\/figcaption><\/figure>\n\n\n\n - \n
- Configuration example supplement\n
- \n
- A12: API key to Return with: Please enter the contents of “API key” in the “Salesforce Transaction Master Receive All Records” event setting of this Workflow App.<\/li>\n\n\n\n
- A1: Access URL: The URL for your Salesforce REST API.<\/li>\n\n\n\n
- A7: Query: The Salesforce SOQL search query.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
<\/p>\n\n\n\n
<\/i> See also<\/h3>\n\n\n\n
- Configuration example supplement\n
- It corresponds to the following data items defined in the Salesforce Account object (standard: Account).\n
- It is necessary to import, configure, and deploy the Salesforce Cooperation Process<\/a>.\n
- auto-update-customer-master-20211031-en.qar<\/a>\n
- Automatic_Update_Salesforce_Customer_Master.qar<\/a> (Latest)<\/li>\n\n\n\n
- Questetra Choice Master “Customer Information Master-on-salesforce” is stored.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n\n
- Human Task<\/a><\/li>\n\n\n\n
- BPMN Icons\n
- The workflow platform updates (refreshes) the business partner information master.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n
- Parsing the Response<\/strong>\n
- 1. Manual Start<\/strong>\n
- A person who manages the transaction server master used in Questetra<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n