Scribe Online Integration Solution Tutorial · 2.0 Tutorial-1-Integration Solution Hands-On Tutorial This tutorial provides simple, hands-on experience using Scribe Online to develop

Scribe Online Integration Solution Tutorial

4/10/2017

Important Notice

No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, photocopying, recording, or otherwise, without prior written consent of Scribe Software Corporation. No patent liability is assumed with respect to the use of the information contained herein. While every precaution has been taken in the preparation of this book, Scribe Software Corporation assumes no responsibility for errors or omissions. This publication and features described herein are subject to change without notice. Scribe Software Corporation makes no representations or warranties, either expressed or implied, by or with respect to anything in this manual, and shall not be liable for any implied warranties of merchantability or fitness for a particular purpose or for any indirect, special or consequential damages.

Disclaimer

The names of companies, products, people, and/or data used in window illustrations and sample output are fictitious and are in no way intended to represent any real individual, company, product, or event, unless otherwise noted.

Trademarks

Scribe Online is a trademark of Scribe Software Corporation. All other products or services mentioned in this document are identified by the trademarks or service marks of their respective companies or organizations. Scribe Software Corporation disclaims any responsibility for specifying which marks are owned by which companies or organizations.

Publishing Information

Copyright © 1996-2017 Scribe Software Corp. All rights reserved.

Contents

Integration Solution Hands-On Tutorial 1

Requirements 1

Install A Scribe Online On-Premise Agent 2

Objectives 2

Start The Scribe Online On-Premise Agent Installation 2

Check The System Configuration 4

Install The Scribe Online Agent 5

Install Connector For Salesforce 7

Objectives 7

Start The Salesforce Connector Installation 7

Configure A Salesforce Connection 8

Objectives 8

Add A Salesforce Connection 9

Configure A Text Source Connection 11

Objectives 11

Add A Text Source Connection 12

Create A Map To Integrate Leads Into Salesforce 17

Objectives 17

Add An Integration Map 17

Create A Map To Delete Tutorial Data From Salesforce 28

Objectives 28

Add A Map 28

Debug A Map 35

Configure A Recurring Schedule For A Solution 38

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Tutorial 2.0

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Objectives 38

Configure Schedule 38

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Integration Solution Hands-On Tutorial

This tutorial provides simple, hands-on experience using Scribe Online to develop an Integration Solution that integrates data from a source text file to a Salesforce target datastore. It provides step-by-step instructions for the following series of lessons.

Before going through the Tutorial, review the Navigation and Dashboard in the Help for information on how to navigate in Scribe Online and how to locate specific menu and Dashboard items.

1. Install An On-Premise Agent — Install an Agent on your computer to run your Integration Solution. See Install A Scribe Online On-Premise Agent.

2. Salesforce Connector — Install a Connector on your computer to access Salesforce. See Install Connector For Salesforce.

3. Salesforce Connection — Configure a Connection to Salesforce to receive the leads from the sample text file. See Configure A Salesforce Connection.

4. Text Connection — Configure a Connection to a sample text file containing the leads to be migrated into Salesforce. See Configure A Text Source Connection.

5. Integration Map Create Leads — Create a Map to integrate data from the text file into Salesforce. See See Create A Map To Integrate Leads Into Salesforce.

6. Integration Map Delete Leads — Create a Map with instructions for removing the tutorial data from Salesforce. See Create A Map To Delete Tutorial Data From Salesforce.

7. Debug A Map — Use the Debug option in a Map to process one record and review the results. See Debug A Map.

8. Schedule The Solution — Schedule the Solution to run automatically. See Configure A Recurring Schedule For A Solution.

Requirements l A paid or trial subscription to Scribe Online Integration Services (IS). l Access to an existing Salesforce account or request a trial account from

www.salesforce.com. l A Scribe Online On-Premise Agent. See Install A Scribe Online On-Premise Agent.

Integration Solution Hands-On Tutorial

https://help.scribesoft.com/scribe/en/home/navigation.htm

https://help.scribesoft.com/scribe/en/home/dashboard.htm

http://www.salesforce.com/

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Install A Scribe Online On-Premise Agent

The Scribe Online Agent facilitates secure communication between the data sources used by a Solution. During the Agent installation process, both the Agent and supporting files for the default Text Connectors are installed on your machine. The Salesforce Connector used for this tutorial must be installed from the Marketplace.

Objectives

Learn how to:

l Install an On-Premise Agent on a computer on your network l Determine the Agent's status

Start The Scribe Online On-Premise Agent InstallationNavigate to the Agents Dashboard Widget, select Add , and choose On-Premise Agent. If

you already have a Cloud Agent installed, Add takes you directly to the Install On-Premise

Agent dialog.

Install On-Premise Agent Dialog


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Copy Agent Key

1. Select Install On-Premise Agent to download the Agent installer.

2. Select Copy to copy the Agent Key. The Agent Key is required in a later step.

3. Locate the ScribeInstaller.exe file in your default downloads folder.

4. Right-click the installer file and select Run to begin the installation. You may see one or more Security Warning messages. Select Run or Yes as needed to open the System Configuration Check page.


https://help.scribesoft.com/scribe/en/bits/agentkey.htm

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Check The System Configuration

Agent System Configuration Check

The System Configuration Check page displays, ensuring that all of the Scribe Online prerequisites have been met:

1. If any Agent Requirements have not been met, you are prompted to install them now.

If Microsoft .NET Framework 4.5 or later is not installed, an error message displays. If needed, install .NET Framework 4.5.2 (full version)

2. If all of the prerequisites have been met, select Next. The Scribe Online Agent Setup wizard opens.


https://help.scribesoft.com/scribe/en/sol/agent/agentrequirements.htm

https://www.microsoft.com/en-us/download/details.aspx?id=30653

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Install The Scribe Online Agent

Agent Install Wizard

1. From the Welcome to the Scribe Online Agent Setup page, select Next.

2. Paste in the Agent Key that you copied earlier, then select Next.

If necessary, move the Wizard window to copy the key.

3. Decide where to install the Scribe Online Agent. l To use the default location, select Next. l To select a different location, select Change, browse to the new location, and select

Next. 4. Select Install Agent to install the Scribe Online Agent, then select Finish.

5. After you select Finish, the Agent connects with the Scribe Online cloud, which may take a few minutes. When the connection is successful, the following message displays on the Install On Premise Agent dialog box:

Agent succesfully installed.

6. Select Close to close the Install dialog box.

After an Agent is installed or provisioned, its status displays in the Agents page, the


https://help.scribesoft.com/scribe/en/sol/agent/agentmain.htm

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Agents Dashboard widget, and the Agent drop-down list in Solutions and Connections. Agents that are ready to use display a green checkmark ( ).

Agent Install Success

Agents Dashboard Widget


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Install Connector For Salesforce

A Connector is a piece of software used to move data between specific applications using those applications' APIs. For example, the Salesforce Connector connects to the Salesforce API to read and write data.

Objectives

Learn how to:

l Install a Connector from the Marketplace l Determine the Connector's status

Start The Salesforce Connector Installation 1. Select Marketplace from the menu.

2. In the left pane of the Marketplace, scroll down to Salesforce and select it.

3. In the right-pane select Install.

The Connector is installed on all Agents in this Organization. When the Connector has finished installing, a green status check displays.

Install Connector For Salesforce

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Configure A Salesforce Connection

Connections in Scribe Online are global and can be used in multiple Maps. Connections contain the credentials and instructions needed to access a particular datastore. In this section of the tutorial you learn how to configure a Connection to a Salesforce organization.

Before configuring the Salesforce Connection make sure you have access to a Salesforce organization. Trial organizations can be created on the Salesforce web site, www.salesforce.com.

You must have a security token from Salesforce to allow a third-party product to access your Salesforce organization. If you do not have one or can't remember what it is, go to the settings for your Salesforce account and select Request a Security Token. The token is sent to you via email.

If you are using an existing Salesforce organization, remember to delete the sample data added to that organization after completing the tutorial. See Create A Map To Delete Tutorial Data From Salesforce for more information.

Objectives

Learn how to:

l Create a Salesforce Connection l Test the Connection


http://www.salesforce.com/

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Add A Salesforce Connection

1. Select More > Connections from the menu.

2. From the Connections page select Add to open the Add a New Connection dialog.

3. Select the Connection Type drop-down and select Salesforce.


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4. Select the Name field and type SF Tutorial. The Alias field is automatically completed.

5. The Salesforce URL field is pre-populated with a default URL for the version of the Salesforce API that is currently supported by the Salesforce Connector. If your organization uses a different Salesforce URL to connect to the API, enter that URL instead.

6. In the User field enter your Salesforce user name. This must be in the form of an email address.

This Salesforce user must have create and update permissions in Salesforce.

7. In the Password field enter your Salesforce password.

8. In the Security Token field, enter the token emailed to you by Salesforce when you selected Request a Security Token on your Salesforce settings.

9. For the purposes of this tutorial, it is not necessary to enable any of the special options. For more information about integration options, see Scribe Online Connector For Salesforce.

10. Select Test to test the Connection between Scribe Online and Salesforce.

11. Once the test is successful, select OK to save the Connection.


https://help.scribesoft.com/scribe/en/sol/conn/sfdc.htm

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Configure A Text Source Connection

Connections in Scribe Online are global and can be used in multiple Maps. Connections contain the credentials and instructions needed to access a particular datastore. In this section of the tutorial you learn how to configure a Connection to a source text file stored on your local drive. The source text file referenced in these steps is a sample text file installed with the Agent in the ..\Program Files (x86)\Scribe Software\Scribe Online Agent\DataExchange\Sample Leads folder.

Text files are the equivalent of tables in a database or entities in Scribe Online. The header row at the top of the text file contains the field names and subsequent rows contain the data. Text files must exist before you configure a Text Connection.

Text files are a special type of datastore. You cannot filter data in a text file. Text Connections contain information about the configuration of the specific text files to which they connect.

You can create additional text files and folders under the \DataExchange\ folder referenced above, but you must add those folders to the FolderAccess.txt file. See Providing Access To Local Text Files.

Objectives

Learn how to:

l Create a Connection to a text source file. l Define the format of the data in that file so it can be parsed. l Test the Connection.


https://help.scribesoft.com/scribe/en/sol/general/folderaccess_txt.htm

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Add A Text Source Connection

Connections Page


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1. Select More > Connections from the menu.

2. From the Connections page select Add to open the Add a New Connection dialog.

3. Select the Connection Type drop-down and select Text file as a source.

4. In the Name field, type Text IS Tutorial. The Alias field is automatically completed.

5. Under File Location select Local Directory. This indicates that the text file used for this Connection is located on the hard drive of your computer.

Text Source Connection — Location Tab

6. The Directory Path field contains the default path .\DataExchange\. This indicates where the text file is located on the hard drive of your computer. Append Sample Leads\ to the end of the existing path. The entire path should be as follows:

.\DataExchange\Sample Leads\

7. Select the Entities tab to specify the names of the entities, associated text files, text file format, and post processing options for this Connection. Each Entity name represents the individual text file or sets of related files that contain your Lead data for this tutorial. The Entity names on the Entities tab do not need to match the text file names.

8. To add an entity, select Add . A new row displays in the Entities column, labeled

NewEntity.


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9. Select NewEntity in the Entities column on the left. The Entity properties display on the right. If you have multiple Entities listed on the Entities tab, you must select each one individually and configure parameters for that specific entity. For this tutorial, you only have the Leads entity.

10. In the Entity Name field type Leads. Leads displays as the entity name in any Maps that use this Connection and its associated text file.

11. In the File Format field make sure that Delimited is selected.

12. In the File Name field enter TextLeads.txt. This is the name of the text file that corresponds to the Leads entity.

Text Source Connection — Entities Tab

13. In the Field Delimiter field select Tab, because the fields in the sample TextLeads.txt file are separated by tabs.

14. In the Text Qualifier field select Double quote.

15. In the Post Processing Rule field select Move the file to:. In the associated Location field, leave the default file location. This option moves the text file to another directory when Scribe Online runs the Solution and associated Maps to integrate the data in the text file into the target datastore. Moving the file does not guarantee that the data was successfully integrated.


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Entity Properties — Entity Tab

16. Set the Fail Record On Metadata Mismatch field to Yes. This prevents records that are incorrectly formatted from being processed.

17. In the First Row field select Field Names. This indicates that there is a header row in the text file that designates the names of the fields.

18. Select the Fields tab.


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19. Select the Leads entity, and then select the Generate fields schema from your data link in the right pane to display the associated fields.

Text Source Connection — Fields Tab

20. Select Test to test the Connection between Scribe Online and the text file.

21. Once the test is successful, select OK to save the Text Connection.


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Create A Map To Integrate Leads Into Salesforce

Integration Maps are used for source to target integrations. In an Integration Map you configure Connections to your source and target datastores, add operation Blocks to your Map, and link data fields between the two datastores. Use the instructions below to create an Integration Map.

Maps are contained within Solutions that consist of the Agent used to execute the Maps, the Maps themselves, and the Schedule for running the Solution.

Objectives

Learn how to:

l Add a Solution. l Create an Integration Map to move lead data from your text file into Salesforce.

o Configure Connections for the Map. o Add and configure operation Blocks. o Match source and target fields to determine how the data should be moved.

l Review Errors and Warnings. l Use the Formula Editor. l Run a single map from within a Solution. l View the Solution Execution History to see if records were successfully processed.

Add An Integration Map 1. Select Solutions from the Menu bar.

2. On the Solutions page, select Add and then Integration to start your new Solution.

Solutions Page — Add Solution

3. At the top of the Solution Edit page enter Integrate Leads in the Name field for the Solution.


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4. Select your On-Premise Agent from the Agent drop-down.

The On-Premise Agent is named using the name of your computer. For example, if the name of your computer is Ferrari, then the name of your agent is Ferrari Agent. If you have more than one Agent installed, a number is appended to the name.

5. In the Maps section, select Create Integration Map from the Menu to display the Create Map dialog.


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6. In the Name field enter, Insert Leads.

7. In the Description field enter, Migrating Leads into Salesforce.

8. In the Connection panel on the left, select the Add Connection link.

9. On the Add a Connection dialog select the SF Tutorial Connection created in the lesson titled Configure A Salesforce Connection.

10. Select OK to add the Connection to the Map.

11. Select the Add Connection link again, and this time add the Text IS Tutorial Connection created in the lesson titled Configure A Text Source Connection.


13. Under the Text IS Tutorial Connection on the left, select the Query Block and drag it on to the Map workspace.


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14. Select the General link on the Properties tab on the right side of the workspace. The Query Block Properties dialog displays with the General tab selected.

15. In the Entity field select Leads.

16. Select OK to save the Query Block.

17. In the Connections panel on the left, scroll up to the Controls section and select the For Each Result Block.

18. Drag the For Each Result Block on to the Map and put it under the Query Block. Make sure the Blocks are attached. If the For Each Result Block is transparent, as shown in the image below, it is not attached to the Query Block and the Map cannot execute.


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19. Under the SF Tutorial Connection on the left, select the Upsert Block and place it inside the For Each Result Block. The Upsert Block has an error icon indicating that it has not

been configured or contains invalid information.

20. Select the Errors and Warnings tab in the Map workspace on the right panel to review the cause of the Error. The error information indicates that you have not selected an entity for the Upsert Block. You can see the same information on the Errors and Warnings tab in the Block Properties.


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Errors And Warnings Tab — Map Workspace

Errors And Warnings Tab — Block Properties

21. Select the error in the Errors and Warnings tab on the Map workspace to highlight the Block to which it refers.

22. Open the Block Properties for the Upsert Block and select the Lead entity. The Error, Warnings tab indicates there are problems. This is normal because you are still missing configuration information.

23. Select the Fields tab to display the source and target fields associated with the entities you selected in the Query and Upsert Blocks. Use the Fields tab to link fields from the source to fields in the target. Links can be simple or contain complex formulas that use the Scribe Online function library, operators, source fields, and constants to transform data during an integration.


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Upsert Block — Fields Tab

24. Select the Info icon next to the target Company field to display the details panel with

additional information about the field. This field is bold in the field list indicating that it is required. The details panel also indicates that the field is required.

25. Select BUSINESSNAME in the source list, drag it to the target list and drop the field onto the Company field. Now those two fields are linked. When the map runs, data in the BUSINESSNAME field is placed in the Company field in Salesforce.

26. In the target panel select Select All, then select Autolink. This selects all of the target fields and links them to source fields with matching names. Select OK on the warning message displayed.


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In some cases, you may need to clear fields populated by Autolink, such as when a createdon or modifiedon field is involved.

Populating those fields from the source data prevents them from being updated with the correct datetime stamp when the record is written to the target datastore. For this tutorial, there are no fields that need to be cleared after using Autolink.

27. Link the following fields manually as follows: A. Drag ADDRESS to Street.

B. Drag ZIPCODE to PostalCode.

28. In the Source, the CONTACTNAME field contains the Lead's First, Middle, and Last names. In the Target, each part of the Lead's name is stored in a separate field. To integrate the data correctly, you must use a Formula to return individual parts of the name, and place First, Middle, and Last names in the appropriate target fields. Drag CONTACTNAME to Lastname, which is a required field. A. Select the Formula icon next to Leads.CONTACTNAME in the Formula column to

display the Formula editor. B. Highlight Leads.CONTACTNAME in the Formula panel.

C. In the Categories panel select Functions > All.

D. In the Functions panel locate PARSENAME and select the Insert icon .

E. The Description panel provides information about how to use the PARSENAME function.


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F. The Formula panel contains the PARSENAME function with the Leads.CONTACTNAME field in parenthesis.

G. After Leads.CONTACTNAME type a comma and "L" for Last Name. This indicates that the PARSENAME function should return the Last Name information from the CONTACTNAME field. The entire function should be as follows:

PARSENAME(leads.CONTACTNAME, "L")

H. Select Validate to make sure the format of the formula is correct.

I. Review the message above the Formula field.

J. Select OK to save the formula in the target Lastname field.

Formula Editor

29. Drag CONTACTNAME to Firstname and repeat the process for adding a formula to return just the First name. When you are finished mapping fields, the Target panel should have links for all of the Source fields except GENDER and LOCEMP.


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Linked Fields

30. In the Target field list, scroll down to the website field and in the Formula field type "Scribe Tutorial", including the quotation marks. Adding "Scribe Tutorial" to this field marks the records added to Salesforce as part of the Tutorial. Later you can use this field as a filter to locate and delete the records added during the Tutorial.

31. Select OK to save the Insert Leads Map and return to the Maps list on the Solution page.

32. Select the Run option from the Gear menu for the Insert Leads Map to run this single

Map. 33. Scroll to the bottom of the Solution page, to view the Execution History for your Map.The

Execution History indicates that 15 records were successfully processed.

Integration Leads Solution — View Execution History

34. Changes to Solutions are saved when you move from one field to the next. Select Dashboard from the menu.


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35. Log into Salesforce and go to the Leads page. Open the record for John Thibideau and verify that his Website field contains http://Scribe Tutorial. This indicates that the records were successfully imported from the Source Text file.


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Create A Map To Delete Tutorial Data From Salesforce

Integration Maps can be used to integrate data from one datastore to another while simultaneously transforming that data using formulas, such as merging fields, adding a suffix, modifying a data type, truncating a field, or removing whitespace. In this lesson we need to delete unwanted data from a datastore. Create an Integration Map to filter Salesforce lead records and remove the tutorial data added from the Text Source files in the previous lessons.

Objectives

Learn how to:

l Create an Integration Map l Use the same connection for both Source and Target to do housekeeping l Filter data l Use the Batch Processing option l Use Matching Criteria l Debug the Integration Map

Add A Map 1. Select Solutions from the Menu bar.

2. On the Solutions page, select Add and then Integration to start your new Solution.

Solutions Page — Add Solution

3. At the top of the Solution Edit page, enter Delete Tutorial Leads in the Name field.

4. Select your On-Premise Agent from the Agent drop-down.


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5. In the Maps section, select Create Integration Map from the Menu to display the Create Map dialog.

6. In the Name field on the Map dialog, enter Delete Text Leads.

7. In the Description field enter, Removing Leads From Salesforce.

8. In the Connection panel on the left, select the Add Connection link.

9. On the Add a Connection dialog select the SF Tutorial Connection created in the lesson titled Configure A Salesforce Connection.


In this case, you only need one Connection. The SF Tutorial Connection serves as both the Source, when you Query, and the Target, when you Delete.


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11. Under the SF Tutorial Connection select and drag a Query Block onto the workspace.

12. Select the General link on the Properties tab on the right side of the workspace. The Query Block Properties dialog displays with the General tab selected.

13. On the General tab, select Lead in the Entity drop-down.

14. Select the Filter tab and select the Add button.

15. In the Field drop-down select Website.

16. Make sure the Operator is set to equals.

17. In the Value field type "Scribe Tutorial", including the quotes.


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Edit Query Block — Filter Tab

18. Select the Preview tab. You should have 15 records. These are the records added in the previous lessons, located by the filter for "Scribe Tutorial".

Edit Query Block — Preview Tab

19. Select OK to save your changes to the Query Block properties.


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20. Drag the For Each Result Block on to the Map and put it under the Query Block. Make sure the Blocks are attached. If the For Each Result Block is transparent, as shown in the image below, it is not attached to the Query Block and the Map cannot execute.

21. Under the SF Tutorial Connection select a Delete Block and drop it inside the For Each Result Block. The Delete block has a red icon on the corner because it has not been configured.

Map — Delete Block

22. Select the General link on the Properties tab to open the Block Properties dialog for the Delete Block.

23. On the General tab, select Lead in the Entity drop-down.

24. Enable the Batch Processing check box. Batch processing reduces the number of API calls by grouping records together in a batch before updating the target. See Batch Processing for additional information.


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Edit Delete Block — General Tab

25. Select the Matching Criteria tab. Matching Criteria is used to locate the specific record in the target data that matches the source record being processed. This ensures that the correct record in the target is updated or deleted.

26. Select the Add button to add Matching Criteria.

27. In the Field drop-down select Id. This is the Id field for the record in the target datastore.

28. Make sure the Operator is set to equals.

29. Select the Formula icon Value field to open the Formula Editor.

Formula Editor — Source Field For Matching Criteria


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30. In the Categories panel select Source > Lead.

31. In the Fields panel locate Id and select the Insert icon . Lead.Id displays in the Formula

field. This is the Id field for the source record. 32. Select OK.

The Matching Criteria is used to make sure that the source record matches the target record before any action is taken on the target record.

In this case, we could not use "Scribe Tutorial" as our Matching Criteria because 15 records would match the single record given to the Delete Block. By taking the Lead.Id field in the source record, and matching it to the Id field of a record in the target, Scribe Online can narrow down the 15 records returned by the Query to the specific record that should be modified or deleted.

Edit Delete Block — Matching Criteria

33. Select OK to save the Delete block configuration.

34. Select OK to save and close the Map.


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Debug A Map

Use the Map, Delete Text Leads, created in the previous section, to learn about Debug. Debug goes through the Map one Block at a time and displays the results of each step for a single record from the Query. If the Map executes successfully, the record used for debug is modified in the target datastore.

1. On the Solutions page, open the Delete Tutorial Leads Solution.

2. In the Maps section, select the Delete Text Leads Map to open it.

3. Select Debug Mode at the top of the workspace.

4. Select Start to begin the Debug process. Debug goes through the Query Block, selects the first record that matches the criteria configured for Query, and displays the record information in the Inputs panel.

Debug Inputs For Query Block

5. Select Next to move through the next Block in the Map. Debug stops after the For Each Result Block and displays the lookup results used to fulfill the requirements of the Delete Block.


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Debug Results For Delete Block Matching Criteria

6. Click the Next button to move through the Delete block in the map. Debug stops after the Delete block. Select the Results tab to display the record that was deleted in the results panel. Only fields used in the Map are displayed. Fields associated with the deleted record, but not used in the Map, are not displayed.

Debug Results — Deleted Record

7. Select Stop to stop the Debug process.

8. Select OK to close and save the Map.

9. Select the Run button at the top of the Delete Tutorial Leads Solution. Any remaining Tutorial Leads records stored in Salesforce are deleted as the Solution executes.

10. Scroll to the bottom of the Solution page, to view the Execution History for your Solution. The total records processed should match the original 15 records from the Query Preview, minus the number of records deleted during your Debug session.


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Each time you successfully ran Debug, you deleted one record. If you encountered errors during your Debug session, those errors display in the Execution History when you select the Info icon .

Delete Tutorial Leads Solution — Execution History Detail


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Configure A Recurring Schedule For A Solution

Integration and Replication Solutions can be scheduled from the Trigger section of the Solution Edit page. Schedule options include:

l On Demand — Runs when the Run button at the top of the Solution page is selected or from the Solutions page when the Run Gear menu option is selected for a specific

Solution. l Run Once — Runs one time at a user-specified date and time. l Recurring — Runs more than once on a user-specified schedule of days and times.

The amount of time required to run a Solution and integrate data varies depending on the number of records being integrated. Running the Solution at a time when there are fewer users on the network may improve performance and minimize the wait time for your users. In this lesson, we configure a Solution to run every weekend. In a real-world scenario, you may need to run the Solution more frequently.

Objectives

Learn how to:

l Configure a recurring schedule

Configure Schedule 1. On the Solutions page, select the Integration Leads Solution created in the Create A Map

To Integrate Leads Into Salesforce lesson. 2. Select Scheduled in the Trigger section.

3. Select Recurring in the Schedule section.

4. Select the Edit link.

5. In the Scheduling dialog, select Every week on, then enable the check box for Saturday.

6. Below the calendar, select At.

7. In the time drop-down, select the Clock icon to display a list of times and choose 1:00 AM.

8. In the Time Zone drop-down select your time zone.

9. Select Save to save the new schedule.


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Recurring Schedule


Documents

Scribe Online Integration Solution Tutorial · 2.0 Tutorial-1-Integration Solution Hands-On Tutorial This tutorial provides simple, hands-on experience using Scribe Online to develop