Had a request to demo the above integration to a customer, this provided me with an excellent opportunity to try out the OIC recipe -
As you can see, I need to configure the SFDC and ERP connections to point to my instances of those apps. So I replace the SFDC connection with mine -
same with Fusion ERP -
There is some documentation available for this recipe - just click here
SFDC Opportunity to Fusion ERP Order
Let's take a look at the integration itself -
Let's take a look at the scope -
The high level flow is as follows -
Opportunity won event in SFDC triggers an invoke of the OIC integration. The Opportunity object contains a custom field to hold the Fusion ERP Order Id. This field is then checked, if already set - do nothing. If not, then -
- Get the relevant SFDC Account
- Get the SFDC Opportunity Line Items
- Get the SFDC Account contacts data
- selling, billing addresses etc.
- Create the Order in Fusion ERP
Note the checked boxes -
Ok, the 3 custom fields are available in SFDC. I have made then visible in the UI.
Now let's look at my demo account, product etc.
Firstly in SFDC - My Account -
Note the ERPCustomerId value - 300000221386141
An Opportunity -
Here are the Fusion ERP equivalents -
I used the following SOAP invoke to retrieve the customer id -
I really should create the same product in SFDC will do, I promise.
So we have seen that product and customer are synced, now to invoking OIC from SFDC.
Create Opportunity Outbound Message and Workflow Rule
Create the Workflow Rule -