Monday, September 28, 2015

Thursday, September 17, 2015

#445 ICS Syncing Service Cloud Contacts with Sales Cloud Part 2

This time with address -

Here is the mapping -













Here is the request payload (without security)-

























Payload available here

Validate in Sales Cloud











































Tuesday, September 15, 2015

#444 - ICS Syncing Service Cloud Contacts with Sales Cloud Part 1


Integration (CreateContact)








Source Configuration
























Target Configuration


















Request Mapping














Response Mapping












Test Payload













Response


Here is the PartyId from Sales Cloud


Validate in Sales Cloud





















Update Contact


Now to the update...
In this example I only allow for updating FirstName, but
I'm sure you can extrapolate from this.








Source Configuration

as above.

Target Configuration


























Request Mapping


Response Mapping


as above.

Request Payload

Note: I use the PartyId value, returned from the create operation.















Validate in Sales Cloud




Monday, September 14, 2015

#443 PCS --> Process Documentation & Reporting

There are a plethora of reports available -

I am using the following sample process to illustrate -


Process Reporting 

























We will go thru these, one by one.
But before that, let's look at the documentation functionality offered by PCS.

We have documentation at process and activity level.

Process Level Documentation -



General- 










Requirements -




Activity Level Documentation -


General documentation tab -
























Business Properties -













Here one can add -

1. Links - to websites, docs etc.

























As you can see, I added one pointing to JavaScript tutorials on W3C.

Issues -
track design time issues









Comments -
used for design time collaboration.












RACI Support - 


Now to the human tasks -
























Much the same as for the Start activity, except for RACI support -



















Now, let's generate some reports...

Detailed Business Process Report



Process Requirements Report

























Issues and Comments Report


















Data Objects Report

List of the data objects used in the process.
Details which activities use data objects and what they do with them (Read/Write etc.)



Process vs Data Report


A variation on the above -














Data vs Process Report













Service vs Process Report


Currently I am not leveraging any services in my sample process.












User Task Report










Process Image Report


















RACI Report




















#441 PCS --> Adding functionality to your Web Form (dynamic links)

As most you who are familiar with on-premise BPM know, web forms is one flavour of UI design time. In PCS it is the only one.

It is intuitive, easy to use and also quite powerful, although one needs a modicum of JavaScript knowledge.

Here is a simple example of adding a context sensitive link to Google Maps.
A big Gracias to my colleague Carlos C. for the example on which this post is based.

Here is my Form -



 














As you can see, it is my usual order form.

I have added a field of type "link" called CheckItOut.
This will give the user the opportunity to check out the customer's
address via Google Maps.












As you can see, it is invisible when the form is first rendered.
I only want it visible when a custStreetAddress has been entered.

Here is the rule -













I run and test -




I enter an order -

The CheckItOut link is now visible -














I click on it -