VJ
SFDC-Navision Integrations
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Phase |
Owner |
Date |
Approver
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Approved
Date |
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Initial Document |
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Change Request (Ex. Mapping change for
address) |
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Technical Overview................................................................................. 3
Approach............................................................................................ 3
Module List........................................................................................ 3
Integration Logic...................................................................................... 4
Business logic.................................................................................... 4
Mappings........................................................................................... 4
Issue with Source /
Target............................................................. 6
Incompatibility.................................................................................. 6
Performance
Considerations.......................................................... 6
Other Considerations...................................................................... 6
Testing Summary............................................................................. 6
Unit Testing....................................................................................... 6
Open and Closed UAT
Issues for this Deliverable........................... 8
Open UAT Issues.............................................................................. 8
Closed UAT Issues........................................................................... 8
Taskflows:
AccountExtract_SFDC_To_Navision
AccountUpdate_SFDC_To_Navision
AccountOwner_SFDC_To_Navision
AccountParent_SFDC_To_Navision
AccountClassification_SFDC_To_Navision
AccountExtract_SFDC_To_Navision_Poland_Russia
AccountExtract_SFDC_To_Navision_Poland_Russia
AccountOwner_SFDC_To_Navision_Poland_Russia
AccountParent_SFDC_To_Navision_Poland_Russia
AccountClassification_SFDC_To_Navision_Poland_Russia
Sweden_Account_Owner_Changes_From_Nav_To_SFDC_TF
Sweden_Account_Parent_Changes_From_Nav_To_SFDC_TF
Assets_From_Navision_To_SFDC_TF
Contracts_From_Navision_To_SFDC_TF
Approach
Note:If the Functional
Design included a Technical Overview section, duplicate that information here
and add additional details.
This
integration helps to integrate the Account details from FSL Navision and inturn
the Account number and Navision_id_c will integrate back from Navision to FSL.
It also integrates the Account Owner and Parent Account details from FSL to
Navision and from Navision to FSL. Account Classification task will integrate
whether the Account is Active or Prospect from Navision to FSL. This is
implemented for all the Western Countries like Norway,Sweden,Netherlands,
Switzerland,Germany,UK,Eire,Spain, Portugal, Italy, France, Turkey, Dubai and Eastern
Country Poland and also for Russia
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Module List
Taskflow 1:
AccountExtract_SFDC_To_Navision
Task1:
Python_Migration_AccountExtract_for_NavCreateCustomer
|
Task |
Python_Migration_AccountExtract_for_NavCreateCustomer |
|
Source |
PROD_SFDC_NA_INTEGRATION |
|
Source Object |
Account |
|
Target |
PROD_SQL_Server_Nav_West_Prod |
|
Target Object |
SFDC Account |
Business logic: SE will create a
customer in Salesforce and push the record into Navision Staging, The Custom
program in Navision will process staging data and create customer and assign account
number and Navision ID.
Technical
Logic/Filter conditions:
Account filtered
by Create_Customer_in_ERP__c = true AND AccountNumber = '' AND
(CreatedDate >= $LastRunTime OR LastModifiedDate >= $LastRunTime) and
Subsidiary__c IN ('VTI Spain','VTI Portugal','VTI Eire','VTI UK','VTI
Switzerland','VTI NL','VTI Italy' , 'VTI France','VTI Turkey','VTI
Germany','VTI Norway','VTI Dubai','VTI Sweden')
Mappings
|
Source Fields |
Target Fields |
Source Mapped
fields |
|
Name |
SFDC_ID |
SFDC_ID__c |
|
Type |
Name |
Name |
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BillingStreet |
Type |
Type |
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BillingCity |
Site |
'' |
|
BillingState |
Billing_Street |
IIF(NOT(ISNULL(BillingStreet)),BillingStreet,'') |
|
BillingPostalCode |
Billing_City |
IIF(NOT(ISNULL(BillingCity)),BillingCity,'') |
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BillingCountry |
Billing_State |
IIF(NOT(ISNULL(BillingState)),BillingState,'') |
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ShippingStreet |
Billing_Postal_Code |
IIF(NOT(ISNULL(BillingPostalCode)),UPPER(BillingPostalCode),'') |
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ShippingCity |
Billing_Country |
IIF(NOT(ISNULL(BillingCountry)),UPPER(BillingCountry),'') |
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ShippingState |
Shipping_Street |
IIF(NOT(ISNULL(ShippingStreet)),ShippingStreet,'') |
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ShippingPostalCode |
Shipping_City |
IIF(NOT(ISNULL(ShippingCity)),ShippingCity,'') |
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ShippingCountry |
Shipping_State |
IIF(NOT(ISNULL(ShippingState)),ShippingState,'') |
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Phone |
Shipping_Postal_Code |
IIF(NOT(ISNULL(ShippingPostalCode)),UPPER(ShippingPostalCode),'') |
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Website |
Shipping_Country |
IIF(NOT(ISNULL(ShippingCountry)),UPPER(ShippingCountry),'') |
|
CurrencyIsoCode |
Phone |
IIF(NOT(ISNULL(Phone)),Phone,'') |
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OwnerId |
Fax |
'' |
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Create_Customer_in_Oracle__c |
Accountnumber |
'' |
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Service_Hold__c |
Website |
IIF(NOT(ISNULL(Website)),Website,'') |
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SFDC_ID__c |
Salesperson_Code |
UPPER(OwnerId) |
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Subsidiary__c |
OEM |
'' |
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Parent_Account_Name__c |
Navision_ID__C |
'' |
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Credit_Hard_Hold__c |
Create_Customer_in_Navision |
Create_Customer_in_Oracle__c |
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Site_Number |
'' |
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Currency_Code |
CurrencyIsoCode |
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Subsidiary |
Subsidiary__c |
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Customer_Template |
UPPER(BillingCountry) |
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Status |
'0' |
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Import_Date |
TRUNC(sysdate) |
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Process_Date |
MAKE_DATE_TIME(1753,1,1) |
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Process_Time |
MAKE_DATE_TIME(1753,1,1) |
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Export_Date |
MAKE_DATE_TIME(1753,1,1) |
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Export_Time |
MAKE_DATE_TIME(1753,1,1) |
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Error_Message |
'' |
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Action |
'0' |
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Parent_Account |
IIF(Parent_Account_Name__c !=''
,UPPER(Parent_Account_Name__c) ,'') |
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Cloud_Integration |
1 |
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Credit_Hard_Hold__Flag |
Credit_Hard_Hold__c |
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Service_Hold_Flag |
Service_Hold__c |
Taskflow 2: AccountUpdate_SFDC_To_Navision
Module List
Python_Migration_AccountUpdate_for_NavCreateCustomer
Python_Migration_AccountUpdate_for_Navision_UpdateCustomer
Integration Logic
Task1: Python_Migration_AccountUpdate_for_NavCreateCustomer
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Task |
Python_Migration_AccountUpdate_for_NavCreateCustomer |
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Source |
PROD_SQL_Server_Nav_West_Prod |
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Source Object |
SFDC Account |
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Target |
PROD_SFDC_NA_INTEGRATION |
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Target Object |
Account |
Business logic : After SE entered customer was created in Navision then the program will update
back to Salesforce with corresponding Account number and Navision ID
Technical
Logic:
SFDC Account filtered
by "Status"='1' AND "Subsidiary" IN ('VTI Spain','VTI
Portugal','VTI Eire','VTI UK','VTI Switzerland','VTI NL','Willett S.r.l.
(Italy)' ,'VTI France','VTI Turkey','VTI Germany','VTI Norway','VTI Dubai','VTI
Sweden') AND (DATEDIFF(day,"Process_Date",GETDATE()) BETWEEN 0 and 1)
Mappings
|
Source Fields |
Target Fields |
Source Mapped
Fields |
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SFDC_ID |
Id |
SFDC_ID |
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Accountnumber |
AccountNumber |
Accountnumber |
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Navision_ID__C |
Navision_ID__c |
Navision_ID__C |
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Sync_Status__c |
'Updated' |
Taskflow 2: Python_Migration_AccountUpdate_for_Navision_UpdateCustomer
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Task |
Python_Migration_AccountUpdate_for_Navision_UpdateCustomer |
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Source |
PROD_SFDC_NA_INTEGRATION |
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Source Object |
Account |
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Target |
PROD_SQL_Server_Nav_West_Prod |
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Target Object |
SFDC Account |
Business logic: If SE changes account sync status as “Updated” on Salesforce side, then
the program will update last modified date and status on existing record in the
Naviosn stage table.
Technical /
Filter conditions
Account filtered by Sync_Status__c = 'Updated' AND
LastModifiedDate >= $LastRunTime AND Subsidiary__c IN ('VTI Spain','VTI
Portugal','VTI Eire','VTI UK','VTI Switzerland','VTI NL','VTI Italy' , 'VTI
France','VTI Turkey','VTI Germany','VTI Norway','VTI Dubai','VTI Sweden')
Mappings
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Source Fields |
Target Fields |
Source Mapped
Fields |
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LastModifiedDate |
SFDC_ID |
SFDC_ID__c |
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SFDC_ID__c |
Status |
'2' |
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Last_Mod_Time__c |
Export_Date |
TRUNC(LastModifiedDate) |
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Export_Time |
Last_Mod_Time__c |
Taskflow 3: AccountOwner_SFDC_To_Navision
Module List
Python_Migration_Account_Owner_From_SFDC_To_Navision
PythonMigration_Lkp_Changed_Account_Owner_from_SFDC_To_FF
Python_Migration_Account_Owner_Status_From_Navision_To_SFDC
Integration Logic
Task1:
Python_Migration_Account_Owner_From_SFDC_To_Navision
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Task |
Python_Migration_Account_Owner_From_SFDC_To_Navision |
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Source |
PROD_SFDC_NA_INTEGRATION |
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Source Object |
Changed_Account_Owner__c |
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Target |
PROD_SQL_Server_Nav_West_Prod |
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Target Object |
SFDC Account |
Saved Query: Python_Migration_Account_Owner_From_SFDC_To_Navision_SQ
Select Id, Account__c, Account_Owner__c,
Account__r.Navision_ID__c, Account__r.AccountNumber, Account__r.Subsidiary__c,
Account__r.SFDC_ID__c,
Sync_Status__c FROM Changed_Account_Owner__c
where Sync_Status__c != 'Extracted' and
Account__r.Navision_ID__c!=null
and
Account__r.Subsidiary__c in ('VTI Spain','VTI Portugal','VTI Eire','VTI
UK','VTI Switzerland','VTI NL','VTI Italy' , 'VTI France','VTI Turkey','VTI Germany','VTI
Norway','VTI Dubai','VTI Sweden')
Business logic: The program will pick last 10 days modified accounts and it will
compare the account owner (sales engineer) information between Navision stage
and Salesforce, if not matching they it will sync to Navision.
Mappings
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Source Fields |
Target Fields |
Source Mapped
Fields |
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Navision_ID__c |
SFDC_ID |
SFDC_ID__c |
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AccountNumber |
Name |
'' |
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Subsidiary__c |
Type |
'' |
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SFDC_ID__c |
Site |
'' |
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Account_Owner__c |
Billing_Street |
'' |
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Billing_City |
'' |
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Billing_State |
'' |
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Billing_Postal_Code |
'' |
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Billing_Country |
'' |
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Shipping_Street |
'' |
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Shipping_City |
'' |
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Shipping_State |
'' |
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Shipping_Postal_Code |
'' |
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Shipping_Country |
'' |
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Phone |
'' |
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Fax |
'' |
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Accountnumber |
AccountNumber |
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Website |
'' |
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Salesperson_Code |
UPPER(Account_Owner__c) |
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OEM |
'' |
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Navision_ID__C |
Navision_ID__c |
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Create_Customer_in_Navision |
'' |
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Site_Number |
'' |
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Currency_Code |
'' |
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Subsidiary |
Subsidiary__c |
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Customer_Template |
'' |
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Status |
'0' |
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Import_Date |
Trunc(SysDate) |
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Process_Date |
MAKE_DATE_TIME(1753,1,1) |
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Process_Time |
MAKE_DATE_TIME(1753,1,1) |
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Export_Date |
MAKE_DATE_TIME(1753,1,1) |
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Export_Time |
MAKE_DATE_TIME(1753,1,1) |
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Error_Message |
'' |
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Action |
'1' |
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Parent_Account |
'' |
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Cloud_Integration |
'' |
Task 2: PythonMigration_Lkp_Changed_Account_Owner_from_SFDC_To_FF
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Task |
PythonMigration_Lkp_Changed_Account_Owner_from_SFDC_To_FF |
|
Source |
PROD_SFDC_NA_INTEGRATION |
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Source Object |
Changed_Account_Owner__c |
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Target |
Flat File |
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Target Object |
Changed_Account_Owner__c.csv |
Business logic : Account Owner lookup creating based on sync status and the lookup will
be re-used in parent task.
Technical
Logic/ Filters Conditions
Changed_Account_Owner__c filtered
by Sync_Status__c != 'Extracted' and Subsidiary__c IN ('VTI Spain','VTI
Portugal','VTI Eire','VTI UK','VTI Switzerland','VTI NL','VTI Italy' , 'VTI
France','VTI Turkey','VTI Germany','VTI Norway','VTI Dubai','VTI Sweden')
Mappings
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Target Fields |
Source Fields |
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Id |
Id |
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OwnerId |
OwnerId |
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IsDeleted |
IsDeleted |
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Name |
Name |
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CurrencyIsoCode |
CurrencyIsoCode |
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CreatedDate |
CreatedDate |
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CreatedById |
CreatedById |
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LastModifiedDate |
LastModifiedDate |
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LastModifiedById |
LastModifiedById |
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SystemModstamp |
SystemModstamp |
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ConnectionReceivedId |
ConnectionReceivedId |
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ConnectionSentId |
ConnectionSentId |
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Account_Owner__c |
Account_Owner__c |
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Account__c |
Account__c |
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Subsidiary__c |
Subsidiary__c |
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Sync_Status__c |
Sync_Status__c |
Task 3: Python_Migration_Account_Owner_Status_From_Navision_To_SFDC
|
Task |
Python_Migration_Account_Owner_Status_From_Navision_To_SFDC |
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Source |
PROD_SQL_Server_Nav_West_Prod |
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Source Object |
SFDC Account |
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Target |
PROD_SFDC_NA_INTEGRATION |
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Target Object |
Changed_Account_Owner__c |
Business logic : Custom Navision program will update account stage table if any changes
on Account Owner (SE) then changes will to Salesforce custom object.
SFDC Account filtered by "Action" = '1' AND
"Status" = '2' AND "Subsidiary" IN ('VTI Spain','VTI
Portugal','VTI Eire','VTI UK','VTI Switzerland','VTI NL','Willett S.r.l.
(Italy)','VTI France','VTI Turkey','VTI Germany','VTI Norway','VTI Dubai','VTI
Sweden') AND(DATEDIFF(day,"Process_Date",GETDATE()) BETWEEN 0 and 2)
Mappings
|
Source Fields |
Target Fields |
Source Mapped
Fields |
|
SFDC_ID |
Id |
lookup( SFDC_ID = Account__c ):
Changed_Account_Owner__c.csv.Id |
|
|
Sync_Status__c |
'Extracted' |
Taskflow 4: AccountParent_SFDC_To_Navision
Module List
Python_Migration_Account_Parent_From_SFDC_To_Navision
Python_Migration_Lkp_Changed_Parent_Account_from_SFDC_To_FF
Python_Migration_Account_Parent_Status_From_Navision_To_SFDC
Integration Logic
Task1:
Python_Migration_Account_Parent_From_SFDC_To_Navision
|
Task |
Python_Migration_Account_Parent_From_SFDC_To_Navision |
|
Source |
PROD_SFDC_NA_INTEGRATION |
|
Source Object |
Changed_Parent_Account__c |
|
Target |
PROD_SQL_Server_Nav_West_Prod |
|
Target Object |
SFDC Account |
Saved query: Python_Migration_Account_Parent_From_SFDC_To_Navision
Select Id,
Account__c,
Status__c,
Parent_Account__c,
Parent_Account__r.Name,
Account__r.SFDC_ID__c,
Account__r.Navision_ID__c,
Account__r.AccountNumber,
Account__r.Subsidiary__c FROM Changed_Parent_Account__c
Where
Status__c =''
and Account__r.Navision_ID__c != ''
and
Account__r.Subsidiary__c IN ('VTI Spain','VTI Portugal','VTI Eire','VTI
UK','VTI Switzerland','VTI NL','VTI Italy' , 'VTI France','VTI Turkey','VTI Germany','VTI
Norway','VTI Dubai','VTI Sweden')
Business logic
NA
Mappings
|
Source Fields |
Target Fields |
Source Mapped
fields |
|
Name |
SFDC_ID |
SFDC_ID__c |
|
SFDC_ID__c |
Name |
'' |
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Navision_ID__c |
Type |
'' |
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AccountNumber |
Site |
'' |
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Subsidiary__c |
Billing_Street |
'' |
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Billing_City |
'' |
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Billing_State |
'' |
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Billing_Postal_Code |
'' |
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Billing_Country |
'' |
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Shipping_Street |
'' |
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Shipping_City |
'' |
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Shipping_State |
'' |
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Shipping_Postal_Code |
'' |
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Shipping_Country |
'' |
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Phone |
'' |
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Fax |
'' |
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Accountnumber |
AccountNumber |
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|
Website |
'' |
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Salesperson_Code |
'' |
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|
OEM |
'' |
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Navision_ID__C |
Navision_ID__c |
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Create_Customer_in_Navision |
'' |
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Site_Number |
'' |
|
|
Currency_Code |
'' |
|
|
Subsidiary |
Subsidiary__c |
|
|
Customer_Template |
'' |
|
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Status |
'0' |
|
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Import_Date |
Trunc(SysDate) |
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Process_Date |
MAKE_DATE_TIME(1753,1,1) |
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Process_Time |
MAKE_DATE_TIME(1753,1,1) |
|
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Export_Date |
MAKE_DATE_TIME(1753,1,1) |
|
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Export_Time |
MAKE_DATE_TIME(1753,1,1) |
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Error_Message |
'' |
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Action |
'3' |
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Parent_Account |
UPPER(Name) |
|
|
Cloud_Integration |
'' |
|
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Credit_Hard_Hold__Flag |
'' |
|
|
Service_Hold_Flag |
'' |
Task 2: Python_Migration_Lkp_Changed_Parent_Account_from_SFDC_To_FF
|
Task |
Python_Migration_Lkp_Changed_Parent_Account_from_SFDC_To_FF |
|
Source |
PROD_SFDC_NA_INTEGRATION |
|
Source Object |
Changed_Parent_Account__c |
|
Target |
Flat File |
|
Target Object |
Changed_Parent_Account.csv |
Business logic
Changed_Parent_Account__c
filtered by Status__c!= 'Extracted' AND Acct_Subsidiary__c IN ('VTI
Spain','VTI Portugal','VTI Eire','VTI UK','VTI Switzerland','VTI NL','VTI
Italy' , 'VTI France','VTI Turkey','VTI Germany','VTI Norway','VTI Dubai','VTI
Sweden')
Mappings
|
Target Fields |
Source Fields |
|
Id |
Id |
|
OwnerId |
OwnerId |
|
IsDeleted |
IsDeleted |
|
Name |
Name |
|
CurrencyIsoCode |
CurrencyIsoCode |
|
CreatedDate |
CreatedDate |
|
CreatedById |
CreatedById |
|
LastModifiedDate |
LastModifiedDate |
|
LastModifiedById |
LastModifiedById |
|
SystemModstamp |
SystemModstamp |
|
ConnectionReceivedId |
ConnectionReceivedId |
|
ConnectionSentId |
ConnectionSentId |
|
Account__c |
Account__c |
|
Parent_Account__c |
Parent_Account__c |
|
Status__c |
Status__c |
|
Acct_Subsidiary__c |
Acct_Subsidiary__c |
Task 3: Python_Migration_Account_Parent_Status_From_Navision_To_SFDC
|
Task |
Python_Migration_Account_Parent_Status_From_Navision_To_SFDC |
|
Source |
PROD_SQL_Server_Nav_West_Prod |
|
Source Object |
SFDC Account |
|
Target |
PROD_SFDC_NA_INTEGRATION |
|
Target Object |
Changed_Parent_Account__c |
Business logic
SFDC Account filtered by "Action" = '3' AND
"Status" = '2' AND (DATEDIFF(day,"Process_Date",GETDATE())
BETWEEN 0 and 2) AND "Subsidiary" IN ('VTI Spain','VTI Portugal','VTI
Eire','VTI UK','VTI Switzerland','VTI NL','Willett S.r.l. (Italy)','VTI
France','VTI Turkey','VTI Germany','VTI Norway','VTI Dubai','VTI Sweden')
Mappings
|
Source Fields |
Target Fields |
Source Mapped
Fields |
|
SFDC_ID |
Id |
lookup( SFDC_ID = Account__c ):
Changed_Parent_Account.csv.Id |
|
|
Status__c |
'Extracted' |
Taskflow 5: AccountClassification_SFDC_To_Navision
Python_Migration_Account_Classification_From_Navision_To_SFDC
Integration Logic
Task 1: Python_Migration_Account_Classification_From_Navision_To_SFDC
|
Task |
Python_Migration_Account_Classification_From_Navision_To_SFDC |
|
Source |
PROD_SQL_Server_Nav_West_Prod |
|
Source Object |
"VTI Spain$Contact","VTI
UK$Contact","VTI Eire$Contact","VTI
Portugal$Contact","VTI Switzerland$Contact","VTI
NL$Contact","Willett S_r_l_ (Italy)$Contact", |
|
Target |
PROD_SFDC_NA_INTEGRATION |
|
Target Object |
Account |
Saved Query:
select
"No." as Number, "Subsidiary" as Subsidiary,
"SFDC-ID" as SFDC_ID, "Type", "Active
Classification" as Active_Classification, "Act. Class. Last
Changed" as "Last_Changed_Date" , "Service Item
Ranking" Service_Item_Ranking from "VTI Spain$Contact" where
"Type"='0' and (DATEDIFF(day,"Act. Class. Last
Changed",GETDATE()) BETWEEN 0 and 3)
UNION
select
"No." as Number, "Subsidiary" as Subsidiary,
"SFDC-ID" as SFDC_ID, "Type", "Active
Classification" as Active_Classification, "Act. Class. Last
Changed" as "Last_Changed_Date" , "Service Item
Ranking" Service_Item_Ranking from "VTI UK$Contact" where
"Type"='0' and (DATEDIFF(day,"Act. Class. Last
Changed",GETDATE()) BETWEEN 0 and 3)
UNION
select
"No." as Number, "Subsidiary" as Subsidiary,
"SFDC-ID" as SFDC_ID, "Type", "Active
Classification" as Active_Classification, "Act. Class. Last
Changed" as "Last_Changed_Date" , "Service Item
Ranking" Service_Item_Ranking from "VTI Eire$Contact" where
"Type"='0' and (DATEDIFF(day,"Act. Class. Last
Changed",GETDATE()) BETWEEN 0 and 3)
UNION
select
"No." as Number, "Subsidiary" as Subsidiary,
"SFDC-ID" as SFDC_ID, "Type", "Active
Classification" as Active_Classification, "Act. Class. Last
Changed" as "Last_Changed_Date" , "Service Item
Ranking" Service_Item_Ranking from "VTI Portugal$Contact" where
"Type"='0' and (DATEDIFF(day,"Act. Class. Last
Changed",GETDATE()) BETWEEN 0 and 3)
UNION
select
"No." as Number, "Subsidiary" as Subsidiary,
"SFDC-ID" as SFDC_ID, "Type", "Active
Classification" as Active_Classification, "Act. Class. Last
Changed" as "Last_Changed_Date" , "Service Item
Ranking" Service_Item_Ranking
from "VTI
Switzerland$Contact" where "Type"='0' and
(DATEDIFF(day,"Act. Class. Last Changed",GETDATE()) BETWEEN 0 and 3)
UNION
select
"No." as Number, "Subsidiary" as Subsidiary,
"SFDC-ID" as SFDC_ID, "Type", "Active
Classification" as Active_Classification, "Act. Class. Last Changed"
as "Last_Changed_Date" , "Service Item Ranking"
Service_Item_Ranking from "VTI NL$Contact" where "Type"='0'
and (DATEDIFF(day,"Act. Class. Last Changed",GETDATE()) BETWEEN 0 and
3)
UNION
select
"No." as Number, "Subsidiary" as Subsidiary,
"SFDC-ID" as SFDC_ID, "Type", "Active
Classification" as Active_Classification, "Act. Class. Last
Changed" as "Last_Changed_Date" , "Service Item
Ranking" Service_Item_Ranking from "Willett S_r_l_ (Italy)$Contact"
where "Type"='0' and (DATEDIFF(day,"Act. Class. Last Changed",GETDATE())
BETWEEN 0 and 3)
UNION
select
"No." as Number, "Subsidiary" as Subsidiary,
"SFDC-ID" as SFDC_ID, "Type", "Active
Classification" as Active_Classification, "Act. Class. Last
Changed" as "Last_Changed_Date" , "Service Item
Ranking" Service_Item_Ranking from "VTI France$Contact" where
"Type"='0' and (DATEDIFF(day,"Act. Class. Last
Changed",GETDATE()) BETWEEN 0 and 3)
UNION
select
"No." as Number, "Subsidiary" as Subsidiary,
"SFDC-ID" as SFDC_ID, "Type", "Active
Classification" as Active_Classification, "Act. Class. Last
Changed" as "Last_Changed_Date" , "Service Item
Ranking" Service_Item_Ranking from "VTI Turkey$Contact" where
"Type"='0'and (DATEDIFF(day,"Act. Class. Last Changed",GETDATE())
BETWEEN 0 and 3)
UNION
select
"No." as Number, "Subsidiary" as Subsidiary,
"SFDC-ID" as SFDC_ID, "Type", "Active
Classification" as Active_Classification, "Act. Class. Last
Changed" as "Last_Changed_Date" , "Service Item
Ranking" Service_Item_Ranking from "VTI Germany$Contact" where
"Type"='0'and (DATEDIFF(day,"Act. Class. Last
Changed",GETDATE()) BETWEEN 0 and 3)
UNION
select
"No." as Number, "Subsidiary" as Subsidiary,
"SFDC-ID" as SFDC_ID, "Type", "Active
Classification" as Active_Classification, "Act. Class. Last
Changed" as "Last_Changed_Date" , "Service Item
Ranking" Service_Item_Ranking from "VTI Norway$Contact" where
"Type"='0'and (DATEDIFF(day,"Act. Class. Last
Changed",GETDATE()) BETWEEN 0 and 3)
UNION
select
"No." as Number, "Subsidiary" as Subsidiary,
"SFDC-ID" as SFDC_ID, "Type", "Active Classification"
as Active_Classification, "Act. Class. Last Changed" as
"Last_Changed_Date" , "Service Item Ranking"
Service_Item_Ranking from "VTI Dubai$Contact" where
"Type"='0'and (DATEDIFF(day,"Act. Class. Last
Changed",GETDATE()) BETWEEN 0 and 3)
UNION
select
"No." as Number, "Subsidiary" as Subsidiary,
"SFDC-ID" as SFDC_ID, "Type", "Active
Classification" as Active_Classification, "Act. Class. Last
Changed" as "Last_Changed_Date" , "Service Item
Ranking" Service_Item_Ranking from "VTI Sweden$Contact" where
"Type"='0'and (DATEDIFF(day,"Act. Class. Last
Changed",GETDATE()) BETWEEN 0 and 3)
Business logic
The program will sync the status of each account from Navision to
Salesforce, for example if an ERP account doesn't have any sales in past #n years
then it will become “prospect” else “Active Customer”
Mappings
|
Source Fields |
Target Fields |
Source Mapped
fields |
|
Number |
Id |
lookup( Number = Navision_ID__c ):
LKP_Account_For_Opp_From_SFDC_FF.csv.Id |
|
Active_Classification |
Type |
DECODE(TO_CHAR(Active_Classification) , '0' ,
'Prospect' , '1' , 'Active Customer' ) |
Taskflow 6: AccountExtract_SFDC_To_Navision_Poland_Russia
Module List
Python_Migration_AccountExtract_for_NavCreateCustomer_Poland
Python_Migration_AccountExtract_for_NavCreateCustomer_Russia
Integration Logic
Task1:
Python_Migration_AccountExtract_for_NavCreateCustomer_Poland
|
Task |
Python_Migration_AccountExtract_for_NavCreateCustomer_Poland |
|
Source |
PROD_SFDC_NA_INTEGRATION |
|
Source Object |
Account |
|
Target |
PROD_SQL_Server_Nav_East_Prod |
|
Target Object |
SFDC Account |
Business logic
Account filtered
by Create_Customer_in_Oracle__c = true AND AccountNumber = '' AND
(CreatedDate >= $LastRunTime OR LastModifiedDate >= $LastRunTime) AND
Subsidiary__c IN ('VTI Poland')
Mappings
|
Source Fields |
Target Fields |
Source Mapped
fields |
|
Name |
SFDC_ID |
SFDC_ID__c |
|
Type |
Name |
Name |
|
BillingStreet |
Type |
Type |
|
BillingCity |
Site |
'' |
|
BillingState |
Billing_Street |
IIF(NOT(ISNULL(BillingStreet)),BillingStreet,'') |
|
BillingPostalCode |
Billing_City |
IIF(NOT(ISNULL(BillingCity)),BillingCity,'') |
|
BillingCountry |
Billing_State |
IIF(NOT(ISNULL(BillingState)),BillingState,'') |
|
ShippingStreet |
Billing_Postal_Code |
IIF(NOT(ISNULL(BillingPostalCode)),UPPER(BillingPostalCode),'') |
|
ShippingCity |
Billing_Country |
IIF(NOT(ISNULL(BillingCountry)),UPPER(BillingCountry),'') |
|
ShippingState |
Shipping_Street |
IIF(NOT(ISNULL(ShippingStreet)),ShippingStreet,'') |
|
ShippingPostalCode |
Shipping_City |
IIF(NOT(ISNULL(ShippingCity)),ShippingCity,'') |
|
ShippingCountry |
Shipping_State |
IIF(NOT(ISNULL(ShippingState)),ShippingState,'') |
|
Phone |
Shipping_Postal_Code |
IIF(NOT(ISNULL(ShippingPostalCode)),UPPER(ShippingPostalCode),'') |
|
Website |
Shipping_Country |
IIF(NOT(ISNULL(ShippingCountry)),UPPER(ShippingCountry),'') |
|
CurrencyIsoCode |
Phone |
IIF(NOT(ISNULL(Phone)),Phone,'') |
|
OwnerId |
Fax |
'' |
|
Create_Customer_in_Oracle__c |
Accountnumber |
'' |
|
Service_Hold__c |
Website |
IIF(NOT(ISNULL(Website)),Website,'') |
|
SFDC_ID__c |
Salesperson_Code |
UPPER(OwnerId) |
|
Subsidiary__c |
OEM |
'' |
|
Parent_Account_Name__c |
Navision_ID__C |
'' |
|
Credit_Hard_Hold__c |
Create_Customer_in_Navision |
Create_Customer_in_Oracle__c |
|
|
Site_Number |
'' |
|
|
Currency_Code |
CurrencyIsoCode |
|
|
Subsidiary |
Subsidiary__c |
|
|
Customer_Template |
UPPER(BillingCountry) |
|
|
Status |
'0' |
|
|
Import_Date |
TRUNC(sysdate) |
|
|
Process_Date |
MAKE_DATE_TIME(1753,1,1) |
|
|
Process_Time |
MAKE_DATE_TIME(1753,1,1) |
|
|
Export_Date |
MAKE_DATE_TIME(1753,1,1) |
|
|
Export_Time |
MAKE_DATE_TIME(1753,1,1) |
|
|
Error_Message |
'' |
|
|
Action |
'0' |
|
|
Parent_Account |
IIF(Parent_Account_Name__c !='' ,UPPER(Parent_Account_Name__c)
,'') |
|
|
Cloud_Integration |
1 |
|
|
Credit_Hard_Hold__Flag |
Credit_Hard_Hold__c |
|
|
Service_Hold_Flag |
Service_Hold__c |
Task 2: Python_Migration_AccountExtract_for_NavCreateCustomer_Russia
|
Task |
Python_Migration_AccountExtract_for_NavCreateCustomer_Russia |
|
Source |
PROD_SFDC_NA_INTEGRATION |
|
Source Object |
Account |
|
Target |
PROD_SQL_Server_Russia |
|
Target Object |
Videojet Technologies$SFDC Account |
Business logic
Account
filtered by Create_Customer_in_Oracle__c = true AND AccountNumber =
'' AND Subsidiary__c IN ('VTI Russia') AND (CreatedDate >= $LastRunTime OR
LastModifiedDate >= $LastRunTime)
Mappings
|
Source Fields |
Target Fields |
Source Mapped
fields |
|
Name |
SFDC_ID |
SFDC_ID__c |
|
Type |
Name |
Name |
|
BillingStreet |
Type |
Type |
|
BillingCity |
Site |
'' |
|
BillingState |
Billing_Street |
IIF(NOT(ISNULL(BillingStreet)),BillingStreet,'') |
|
BillingPostalCode |
Billing_City |
IIF(NOT(ISNULL(BillingCity)),BillingCity,'') |
|
BillingCountry |
Billing_State |
IIF(NOT(ISNULL(BillingState)),BillingState,'') |
|
ShippingStreet |
Billing_Postal_Code |
IIF(NOT(ISNULL(BillingPostalCode)),UPPER(BillingPostalCode),'') |
|
ShippingCity |
Billing_Country |
IIF(NOT(ISNULL(BillingCountry)),UPPER(BillingCountry),'') |
|
ShippingState |
Shipping_Street |
IIF(NOT(ISNULL(ShippingStreet)),ShippingStreet,'') |
|
ShippingPostalCode |
Shipping_City |
IIF(NOT(ISNULL(ShippingCity)),ShippingCity,'') |
|
ShippingCountry |
Shipping_State |
IIF(NOT(ISNULL(ShippingState)),ShippingState,'') |
|
Phone |
Shipping_Postal_Code |
IIF(NOT(ISNULL(ShippingPostalCode)),UPPER(ShippingPostalCode),'') |
|
Website |
Shipping_Country |
IIF(NOT(ISNULL(ShippingCountry)),UPPER(ShippingCountry),'') |
|
CurrencyIsoCode |
Phone |
IIF(NOT(ISNULL(Phone)),Phone,'') |
|
OwnerId |
Fax |
'' |
|
Create_Customer_in_Oracle__c |
Accountnumber |
'' |
|
Service_Hold__c |
Website |
IIF(NOT(ISNULL(Website)),Website,'') |
|
SFDC_ID__c |
Salesperson_Code |
UPPER(OwnerId) |
|
Subsidiary__c |
OEM |
'' |
|
Parent_Account_Name__c |
Navision_ID__C |
'' |
|
Credit_Hard_Hold__c |
Create_Customer_in_Navision |
Create_Customer_in_Oracle__c |
|
|
Site_Number |
'' |
|
|
Currency_Code |
CurrencyIsoCode |
|
|
Subsidiary |
Subsidiary__c |
|
|
Customer_Template |
UPPER(BillingCountry) |
|
|
Status |
'0' |
|
|
Import_Date |
TRUNC(sysdate) |
|
|
Process_Date |
MAKE_DATE_TIME(1753,1,1) |
|
|
Process_Time |
MAKE_DATE_TIME(1753,1,1) |
|
|
Export_Date |
MAKE_DATE_TIME(1753,1,1) |
|
|
Export_Time |
MAKE_DATE_TIME(1753,1,1) |
|
|
Error_Message |
'' |
|
|
Action |
'0' |
|
|
Parent_Account |
IIF(Parent_Account_Name__c !='' ,UPPER(Parent_Account_Name__c)
,'') |
|
|
Cloud_Integration |
1 |
|
|
Credit_Hard_Hold__Flag |
Credit_Hard_Hold__c |
|
|
Service_Hold_Flag |
Service_Hold__c |
Taskflow 7: AccountUpdate_SFDC_To_Navision_Poland_Russia
Module List
Python_Migration_AccountUpdate_for_NavCreateCustomer_Poland
Python_Migration_AccountUpdate_for_Navision_UpdateCustomer_Poland
Python_Migration_AccountUpdate_for_NavCreateCustomer_Russia
Python_Migration_AccountUpdate_for_Navision_UpdateCustomer_Russia
Integration Logic
Task1:
Python_Migration_AccountUpdate_for_NavCreateCustomer_Poland
|
Task |
Python_Migration_AccountUpdate_for_NavCreateCustomer_Poland |
|
Source |
PROD_SQL_Server_Nav_East_Prod |
|
Source Object |
SFDC Account |
|
Target |
PROD_SFDC_NA_INTEGRATION |
|
Target Object |
Account |
Business logic
SFDC Account filtered
by "Status"='1' AND "Subsidiary" IN ('Videojet
Technologies Sp.zo.o.') AND (DATEDIFF(day,"Process_Date",GETDATE())
BETWEEN 0 and 1)
Mappings
|
Source Fields |
Target Fields |
Source Mapped
Fields |
|
SFDC_ID |
Id |
SFDC_ID |
|
Accountnumber |
AccountNumber |
Accountnumber |
|
Navision_ID__C |
Navision_ID__c |
Navision_ID__C |
|
|
Sync_Status__c |
'Updated' |
Task 2: Python_Migration_AccountUpdate_for_Navision_UpdateCustomer_Poland
|
Task |
Python_Migration_AccountUpdate_for_Navision_UpdateCustomer |
|
Source |
PROD_SFDC_NA_INTEGRATION |
|
Source Object |
Account |
|
Target |
PROD_SQL_Server_Nav_East_Prod |
|
Target Object |
SFDC Account |
Business logic
Account filtered
by Sync_Status__c = 'Updated' AND LastModifiedDate >= $LastRunTime AND
Subsidiary__c IN ('VTI Poland')
Mappings
|
Source Fields |
Target Fields |
Source Mapped
Fields |
|
LastModifiedDate |
SFDC_ID |
SFDC_ID__c |
|
SFDC_ID__c |
Status |
'2' |
|
Last_Mod_Time__c |
Export_Date |
TRUNC(LastModifiedDate) |
|
|
Export_Time |
Last_Mod_Time__c |
Task 3: Python_Migration_AccountUpdate_for_NavCreateCustomer_Russia
|
Task |
Python_Migration_AccountUpdate_for_NavCreateCustomer_Russia |
|
Source |
PROD_SQL_Server_Russia |
|
Source Object |
Videojet Technologies$SFDC Account |
|
Target |
PROD_SFDC_NA_INTEGRATION |
|
Target Object |
Account |
Business logic
Videojet Technologies$SFDC Account
filtered by "Status"='1' AND "Subsidiary" IN
('Videojet Technologies') AND (DATEDIFF(day,"Process Date",GETDATE())
BETWEEN 0 and 1)
Mappings
|
Source Fields |
Target Fields |
Source Mapped
Fields |
|
SFDC_ID |
Id |
SFDC_ID |
|
Accountnumber |
AccountNumber |
Accountnumber |
|
Navision_ID__C |
Navision_ID__c |
Navision_ID__C |
|
|
Sync_Status__c |
'Updated' |
Task 4: Python_Migration_AccountUpdate_for_Navision_UpdateCustomer_Russia
|
Task |
Python_Migration_AccountUpdate_for_Navision_UpdateCustomer_Russia |
|
Source |
PROD_SFDC_NA_INTEGRATION |
|
Source Object |
Account |
|
Target |
PROD_SQL_Server_Russia |
|
Target Object |
Videojet Technologies$SFDC Account |
Business logic
Account filtered by Sync_Status__c
= 'Updated' AND Subsidiary__c IN ('VTI Russia') AND LastModifiedDate >=
$LastRunTime
Mappings
|
Source Fields |
Target Fields |
Source Mapped
Fields |
|
LastModifiedDate |
SFDC_ID |
SFDC_ID__c |
|
SFDC_ID__c |
Status |
'2' |
|
Last_Mod_Time__c |
Export_Date |
TRUNC(LastModifiedDate) |
|
|
Export_Time |
Last_Mod_Time__c |
Taskflow 8: AccountOwner_SFDC_To_Navision_Poland_Russia
Module List
Python_Migration_Account_Owner_From_SFDC_To_Navision_Poland
PythonMigration_Lkp_Changed_Account_Owner_from_SFDC_To_FF_Poland
Python_Migration_Account_Owner_Status_From_Navision_To_SFDC_Poland
Python_Migration_Account_Owner_From_SFDC_To_Navision_Russia
PythonMigration_Lkp_Changed_Account_Owner_from_SFDC_To_FF_Russia
Python_Migration_Account_Owner_Status_From_Navision_To_SFDC_Russia
Integration Logic
Task1: Python_Migration_Account_Owner_From_SFDC_To_Navision_Poland
|
Task |
Python_Migration_Account_Owner_From_SFDC_To_Navision_Poland |
|
Source |
PROD_SFDC_NA_INTEGRATION |
|
Source Object |
Changed_Account_Owner__c |
|
Target |
PROD_SQL_Server_Nav_East_Prod |
|
Target Object |
SFDC Account |
Saved Query: Python_Migration_Account_Owner_From_SFDC_To_Navision_SQ_Poland
Select Id,
Account__c, Account_Owner__c, Account__r.Navision_ID__c,
Account__r.AccountNumber, Account__r.Subsidiary__c, Account__r.SFDC_ID__c,
Sync_Status__c
FROM Changed_Account_Owner__c where Sync_Status__c != 'Extracted' and
Account__r.Navision_ID__c!=null
and
Account__r.Subsidiary__c in ('VTI Poland')
Business logic
NA
Mappings
|
Source Fields |
Target Fields |
Source Mapped
Fields |
|
Navision_ID__c |
SFDC_ID |
SFDC_ID__c |
|
AccountNumber |
Name |
'' |
|
Subsidiary__c |
Type |
'' |
|
SFDC_ID__c |
Site |
'' |
|
Account_Owner__c |
Billing_Street |
'' |
|
|
Billing_City |
'' |
|
|
Billing_State |
'' |
|
|
Billing_Postal_Code |
'' |
|
|
Billing_Country |
'' |
|
|
Shipping_Street |
'' |
|
|
Shipping_City |
'' |
|
|
Shipping_State |
'' |
|
|
Shipping_Postal_Code |
'' |
|
|
Shipping_Country |
'' |
|
|
Phone |
'' |
|
|
Fax |
'' |
|
|
Accountnumber |
AccountNumber |
|
|
Website |
'' |
|
|
Salesperson_Code |
UPPER(Account_Owner__c) |
|
|
OEM |
'' |
|
|
Navision_ID__C |
Navision_ID__c |
|
|
Create_Customer_in_Navision |
'' |
|
|
Site_Number |
'' |
|
|
Currency_Code |
'' |
|
|
Subsidiary |
Subsidiary__c |
|
|
Customer_Template |
'' |
|
|
Status |
'0' |
|
|
Import_Date |
Trunc(SysDate) |
|
|
Process_Date |
MAKE_DATE_TIME(1753,1,1) |
|
|
Process_Time |
MAKE_DATE_TIME(1753,1,1) |
|
|
Export_Date |
MAKE_DATE_TIME(1753,1,1) |
|
|
Export_Time |
MAKE_DATE_TIME(1753,1,1) |
|
|
Error_Message |
'' |
|
|
Action |
'1' |
|
|
Parent_Account |
'' |
|
|
Cloud_Integration |
'' |
Task 2: PythonMigration_Lkp_Changed_Account_Owner_from_SFDC_To_FF_Poland
|
Task |
PythonMigration_Lkp_Changed_Account_Owner_from_SFDC_To_FF_Poland |
|
Source |
PROD_SFDC_NA_INTEGRATION |
|
Source Object |
Changed_Account_Owner__c |
|
Target |
Flat File |
|
Target Object |
Changed_Account_Owner__c.csv |
Business logic
Changed_Account_Owner__c filtered
by Sync_Status__c != 'Extracted' AND Subsidiary__c IN ('VTI Poland')
Mappings
|
Target Fields |
Source Fields |
|
Id |
Id |
|
OwnerId |
OwnerId |
|
IsDeleted |
IsDeleted |
|
Name |
Name |
|
CurrencyIsoCode |
CurrencyIsoCode |
|
CreatedDate |
CreatedDate |
|
CreatedById |
CreatedById |
|
LastModifiedDate |
LastModifiedDate |
|
LastModifiedById |
LastModifiedById |
|
SystemModstamp |
SystemModstamp |
|
ConnectionReceivedId |
ConnectionReceivedId |
|
ConnectionSentId |
ConnectionSentId |
|
Account_Owner__c |
Account_Owner__c |
|
Account__c |
Account__c |
|
Subsidiary__c |
Subsidiary__c |
|
Sync_Status__c |
Sync_Status__c |
Task 3: Python_Migration_Account_Owner_Status_From_Navision_To_SFDC_Poland
|
Task |
Python_Migration_Account_Owner_Status_From_Navision_To_SFDC_Russia |
|
Source |
PROD_SQL_Server_Nav_East_Prod |
|
Source Object |
SFDC Account |
|
Target |
PROD_SFDC_NA_INTEGRATION |
|
Target Object |
Changed_Account_Owner__c |
Business logic
SFDC Account filtered
by "Action" = '1' AND "Status" = '2' AND
"Subsidiary" IN ('Videojet Technologies Sp.zo.o.')
AND(DATEDIFF(day,"Process_Date",GETDATE()) BETWEEN 0 and 2)
Mappings
|
Source Fields |
Target Fields |
Source Mapped
Fields |
|
SFDC_ID |
Id |
lookup( SFDC_ID = Account__c ):
Changed_Account_Owner__c.csv.Id |
|
|
Sync_Status__c |
'Extracted' |
Task 4:
Python_Migration_Account_Owner_From_SFDC_To_Navision_Russia
|
Task |
Python_Migration_Account_Owner_From_SFDC_To_Navision_Russia |
|
Source |
PROD_SFDC_NA_INTEGRATION |
|
Source Object |
Changed_Account_Owner__c |
|
Target |
PROD_SQL_Server_Russia |
|
Target Object |
Videojet Technologies$SFDC Account |
Saved Query: Python_Migration_Account_Owner_From_SFDC_To_Navision_SQ_Russia
Select Id,
Account__c, Account_Owner__c, Account__r.Navision_ID__c,
Account__r.AccountNumber, Account__r.Subsidiary__c, Account__r.SFDC_ID__c,
Sync_Status__c FROM Changed_Account_Owner__c where Sync_Status__c !=
'Extracted' and Account__r.Navision_ID__c!=null
and
Account__r.Subsidiary__c in ('VTI Russia')
Business logic
NA
Mappings
|
Source Fields |
Target Fields |
Source Mapped
Fields |
|
Navision_ID__c |
SFDC_ID |
SFDC_ID__c |
|
AccountNumber |
Name |
'' |
|
Subsidiary__c |
Type |
'' |
|
SFDC_ID__c |
Site |
'' |
|
Account_Owner__c |
Billing_Street |
'' |
|
|
Billing_City |
'' |
|
|
Billing_State |
'' |
|
|
Billing_Postal_Code |
'' |
|
|
Billing_Country |
'' |
|
|
Shipping_Street |
'' |
|
|
Shipping_City |
'' |
|
|
Shipping_State |
'' |
|
|
Shipping_Postal_Code |
'' |
|
|
Shipping_Country |
'' |
|
|
Phone |
'' |
|
|
Fax |
'' |
|
|
Accountnumber |
AccountNumber |
|
|
Website |
'' |
|
|
Salesperson_Code |
UPPER(Account_Owner__c) |
|
|
OEM |
'' |
|
|
Navision_ID__C |
Navision_ID__c |
|
|
Create_Customer_in_Navision |
'' |
|
|
Site_Number |
'' |
|
|
Currency_Code |
'' |
|
|
Subsidiary |
Subsidiary__c |
|
|
Customer_Template |
'' |
|
|
Status |
'0' |
|
|
Import_Date |
Trunc(SysDate) |
|
|
Process_Date |
MAKE_DATE_TIME(1753,1,1) |
|
|
Process_Time |
MAKE_DATE_TIME(1753,1,1) |
|
|
Export_Date |
MAKE_DATE_TIME(1753,1,1) |
|
|
Export_Time |
MAKE_DATE_TIME(1753,1,1) |
|
|
Error_Message |
'' |
|
|
Action |
'1' |
|
|
Parent_Account |
'' |
|
|
Cloud_Integration |
'' |
Task 5: PythonMigration_Lkp_Changed_Account_Owner_from_SFDC_To_FF_Russia
|
Task |
PythonMigration_Lkp_Changed_Account_Owner_from_SFDC_To_FF_Russia |
|
Source |
PROD_SFDC_NA_INTEGRATION |
|
Source Object |
Changed_Account_Owner__c |
|
Target |
Flat File |
|
Target Object |
Changed_Account_Owner__c.csv |
Business logic
Changed_Account_Owner__c filtered
by Sync_Status__c != 'Extracted' AND Subsidiary__c IN ('VTI Russia')
Mappings
|
Target Fields |
Source Fields |
|
Id |
Id |
|
OwnerId |
OwnerId |
|
IsDeleted |
IsDeleted |
|
Name |
Name |
|
CurrencyIsoCode |
CurrencyIsoCode |
|
CreatedDate |
CreatedDate |
|
CreatedById |
CreatedById |
|
LastModifiedDate |
LastModifiedDate |
|
LastModifiedById |
LastModifiedById |
|
SystemModstamp |
SystemModstamp |
|
ConnectionReceivedId |
ConnectionReceivedId |
|
ConnectionSentId |
ConnectionSentId |
|
Account_Owner__c |
Account_Owner__c |
|
Account__c |
Account__c |
|
Subsidiary__c |
Subsidiary__c |
|
Sync_Status__c |
Sync_Status__c |
Task 3: Python_Migration_Account_Owner_Status_From_Navision_To_SFDC_Russia
|
Task |
Python_Migration_Account_Owner_Status_From_Navision_To_SFDC_Russia |
|
Source |
PROD_SQL_Server_Russia |
|
Source Object |
Videojet Technologies$SFDC Account |
|
Target |
PROD_SFDC_NA_INTEGRATION |
|
Target Object |
Changed_Account_Owner__c |
Business logic
Videojet Technologies$SFDC Account filtered
by "Action"='1' AND "Status"= '2' AND
"Subsidiary" IN ( 'Videojet Technologies')
AND(DATEDIFF(day,"Process Date",GETDATE()) BETWEEN 0 and 2)
Mappings
|
Source Fields |
Target Fields |
Source Mapped
Fields |
|
SFDC_ID |
Id |
lookup( SFDC_ID = Account__c ):
Changed_Account_Owner__c.csv.Id |
|
|
Sync_Status__c |
'Extracted' |
Taskflow 9: AccountParent_SFDC_To_Navision_Poland_Russia
Module List
Python_Migration_Account_Parent_From_SFDC_To_Navision_Poland
Python_Migration_Lkp_Changed_Parent_Account_from_SFDC_To_FF_Poland
Python_Migration_Account_Parent_Status_From_Navision_To_SFDC_Poland
Python_Migration_Account_Parent_From_SFDC_To_Navision_Russia
Python_Migration_Lkp_Changed_Parent_Account_from_SFDC_To_FF_Russia
Python_Migration_Account_Parent_Status_From_Navision_To_SFDC_Russia
Integration Logic
Task1:
Python_Migration_Account_Parent_From_SFDC_To_Navision_Poland
|
Task |
Python_Migration_Account_Parent_From_SFDC_To_Navision_Poland |
|
Source |
PROD_SFDC_NA_INTEGRATION |
|
Source Object |
Changed_Parent_Account__c |
|
Target |
PROD_SQL_Server_Nav_East_Prod |
|
Target Object |
SFDC Account |
Saved query: Python_Migration_Account_Parent_From_SFDC_To_Navision_Poland
Select Id,
Account__c,
Status__c,
Parent_Account__c,
Parent_Account__r.Name,
Account__r.SFDC_ID__c,
Account__r.Navision_ID__c,
Account__r.AccountNumber,
Account__r.Subsidiary__c FROM Changed_Parent_Account__c
Where
Status__c =''
and Account__r.Navision_ID__c != ''
and
Account__r.Subsidiary__c IN ('VTI Poland')
Business logic
NA
Mappings
|
Source Fields |
Target Fields |
Source Mapped
fields |
|
Name |
SFDC_ID |
SFDC_ID__c |
|
SFDC_ID__c |
Name |
'' |
|
Navision_ID__c |
Type |
'' |
|
AccountNumber |
Site |
'' |
|
Subsidiary__c |
Billing_Street |
'' |
|
|
Billing_City |
'' |
|
|
Billing_State |
'' |
|
|
Billing_Postal_Code |
'' |
|
|
Billing_Country |
'' |
|
|
Shipping_Street |
'' |
|
|
Shipping_City |
'' |
|
|
Shipping_State |
'' |
|
|
Shipping_Postal_Code |
'' |
|
|
Shipping_Country |
'' |
|
|
Phone |
'' |
|
|
Fax |
'' |
|
|
Accountnumber |
AccountNumber |
|
|
Website |
'' |
|
|
Salesperson_Code |
'' |
|
|
OEM |
'' |
|
|
Navision_ID__C |
Navision_ID__c |
|
|
Create_Customer_in_Navision |
'' |
|
|
Site_Number |
'' |
|
|
Currency_Code |
'' |
|
|
Subsidiary |
Subsidiary__c |
|
|
Customer_Template |
'' |
|
|
Status |
'0' |
|
|
Import_Date |
Trunc(SysDate) |
|
|
Process_Date |
MAKE_DATE_TIME(1753,1,1) |
|
|
Process_Time |
MAKE_DATE_TIME(1753,1,1) |
|
|
Export_Date |
MAKE_DATE_TIME(1753,1,1) |
|
|
Export_Time |
MAKE_DATE_TIME(1753,1,1) |
|
|
Error_Message |
'' |
|
|
Action |
'3' |
|
|
Parent_Account |
UPPER(Name) |
|
|
Cloud_Integration |
'' |
|
|
Credit_Hard_Hold__Flag |
'' |
|
|
Service_Hold_Flag |
'' |
Task 2: Python_Migration_Lkp_Changed_Parent_Account_from_SFDC_To_FF_Poland
|
Task |
Python_Migration_Lkp_Changed_Parent_Account_from_SFDC_To_FF_Poland |
|
Source |
PROD_SFDC_NA_INTEGRATION |
|
Source Object |
Changed_Parent_Account__c |
|
Target |
Flat File |
|
Target Object |
Changed_Parent_Account.csv |
Business logic
Changed_Parent_Account__c
filtered by Status__c!= 'Extracted' AND Acct_Subsidiary__c IN ('VTI
Poland')
Mappings
|
Target Fields |
Source Fields |
|
Id |
Id |
|
OwnerId |
OwnerId |
|
IsDeleted |
IsDeleted |
|
Name |
Name |
|
CurrencyIsoCode |
CurrencyIsoCode |
|
CreatedDate |
CreatedDate |
|
CreatedById |
CreatedById |
|
LastModifiedDate |
LastModifiedDate |
|
LastModifiedById |
LastModifiedById |
|
SystemModstamp |
SystemModstamp |
|
ConnectionReceivedId |
ConnectionReceivedId |
|
ConnectionSentId |
ConnectionSentId |
|
Account__c |
Account__c |
|
Parent_Account__c |
Parent_Account__c |
|
Status__c |
Status__c |
|
Acct_Subsidiary__c |
Acct_Subsidiary__c |
Task 3: Python_Migration_Account_Parent_Status_From_Navision_To_SFDC_Poland
|
Task |
Python_Migration_Account_Parent_Status_From_Navision_To_SFDC_Poland |
|
Source |
PROD_SQL_Server_Nav_East_Prod |
|
Source Object |
SFDC Account |
|
Target |
PROD_SFDC_NA_INTEGRATION |
|
Target Object |
Changed_Parent_Account__c |
Business logic
SFDC Account filtered
by "Action" = '3' AND "Status" = '2' AND
(DATEDIFF(day,"Process_Date",GETDATE()) BETWEEN 0 and 2) AND
"Subsidiary" IN ('Videojet Technologies Sp.zo.o.')
Mappings
|
Source Fields |
Target Fields |
Source Mapped
Fields |
|
SFDC_ID |
Id |
lookup( SFDC_ID = Account__c ):
Changed_Parent_Account.csv.Id |
|
|
Status__c |
'Extracted' |
Task 4:
Python_Migration_Account_Parent_From_SFDC_To_Navision_Russia
|
Task |
Python_Migration_Account_Parent_From_SFDC_To_Navision_Russia |
|
Source |
PROD_SFDC_NA_INTEGRATION |
|
Source Object |
Changed_Parent_Account__c |
|
Target |
PROD_SQL_Server_Russia |
|
Target Object |
Videojet Technologies$SFDC Account |
Saved query: Python_Migration_Account_Parent_From_SFDC_To_Navision_Russia
Select Id,
Account__c,
Status__c,
Parent_Account__c,
Parent_Account__r.Name,
Account__r.SFDC_ID__c,
Account__r.Navision_ID__c,
Account__r.AccountNumber,
Account__r.Subsidiary__c FROM Changed_Parent_Account__c
Where Status__c =''
and Account__r.Navision_ID__c != ''
and Account__r.Subsidiary__c IN ('VTI
Russia')
Business logic
NA
Mappings
|
Source Fields |
Target Fields |
Source Mapped
fields |
|
Name |
SFDC_ID |
SFDC_ID__c |
|
SFDC_ID__c |
Name |
'' |
|
Navision_ID__c |
Type |
'' |
|
AccountNumber |
Site |
'' |
|
Subsidiary__c |
Billing_Street |
'' |
|
|
Billing_City |
'' |
|
|
Billing_State |
'' |
|
|
Billing_Postal_Code |
'' |
|
|
Billing_Country |
'' |
|
|
Shipping_Street |
'' |
|
|
Shipping_City |
'' |
|
|
Shipping_State |
'' |
|
|
Shipping_Postal_Code |
'' |
|
|
Shipping_Country |
'' |
|
|
Phone |
'' |
|
|
Fax |
'' |
|
|
Accountnumber |
AccountNumber |
|
|
Website |
'' |
|
|
Salesperson_Code |
'' |
|
|
OEM |
'' |
|
|
Navision_ID__C |
Navision_ID__c |
|
|
Create_Customer_in_Navision |
'' |
|
|
Site_Number |
'' |
|
|
Currency_Code |
'' |
|
|
Subsidiary |
Subsidiary__c |
|
|
Customer_Template |
'' |
|
|
Status |
'0' |
|
|
Import_Date |
Trunc(SysDate) |
|
|
Process_Date |
MAKE_DATE_TIME(1753,1,1) |
|
|
Process_Time |
MAKE_DATE_TIME(1753,1,1) |
|
|
Export_Date |
MAKE_DATE_TIME(1753,1,1) |
|
|
Export_Time |
MAKE_DATE_TIME(1753,1,1) |
|
|
Error_Message |
'' |
|
|
Action |
'3' |
|
|
Parent_Account |
UPPER(Name) |
|
|
Cloud_Integration |
'' |
|
|
Credit_Hard_Hold__Flag |
'' |
|
|
Service_Hold_Flag |
'' |
Task 5: Python_Migration_Lkp_Changed_Parent_Account_from_SFDC_To_FF_Russia
|
Task |
Python_Migration_Lkp_Changed_Parent_Account_from_SFDC_To_FF_Russia |
|
Source |
PROD_SFDC_NA_INTEGRATION |
|
Source Object |
Changed_Parent_Account__c |
|
Target |
Flat File |
|
Target Object |
Changed_Parent_Account.csv |
Business logic
Changed_Parent_Account__c
filtered by Status__c!= 'Extracted' AND Acct_Subsidiary__c IN ('VTI
Russia')
Mappings
|
Target Fields |
Source Fields |
|
Id |
Id |
|
OwnerId |
OwnerId |
|
IsDeleted |
IsDeleted |
|
Name |
Name |
|
CurrencyIsoCode |
CurrencyIsoCode |
|
CreatedDate |
CreatedDate |
|
CreatedById |
CreatedById |
|
LastModifiedDate |
LastModifiedDate |
|
LastModifiedById |
LastModifiedById |
|
SystemModstamp |
SystemModstamp |
|
ConnectionReceivedId |
ConnectionReceivedId |
|
ConnectionSentId |
ConnectionSentId |
|
Account__c |
Account__c |
|
Parent_Account__c |
Parent_Account__c |
|
Status__c |
Status__c |
|
Acct_Subsidiary__c |
Acct_Subsidiary__c |
Task 6: Python_Migration_Account_Parent_Status_From_Navision_To_SFDC_Russia
|
Task |
Python_Migration_Account_Parent_Status_From_Navision_To_SFDC_Russia |
|
Source |
PROD_SQL_Server_Russia |
|
Source Object |
Videojet Technologies$SFDC Account |
|
Target |
PROD_SFDC_NA_INTEGRATION |
|
Target Object |
Changed_Parent_Account__c |
Business logic
Videojet Technologies$SFDC Account filtered
by "Action" = '3' AND "Status" ='2' AND
(DATEDIFF(day,"Process Date",GETDATE()) BETWEEN 0 and 2) AND
"Subsidiary" IN ('Videojet Technologies')
Mappings
|
Source Fields |
Target Fields |
Source Mapped
Fields |
|
SFDC_ID |
Id |
lookup( SFDC_ID = Account__c ):
Changed_Parent_Account.csv.Id |
|
|
Status__c |
'Extracted' |
Taskflow 10: AccountClassification_SFDC_To_Navision_Poland_Russia
Python_Migration_Account_Classification_From_Navision_To_SFDC_Poland
Python_Migration_Account_Classification_From_Navision_To_SFDC_Russia
Integration Logic
Task 1: Python_Migration_Account_Classification_From_Navision_To_SFDC_Poland
|
Task |
Python_Migration_Account_Classification_From_Navision_To_SFDC_Poland |
|
Source |
PROD_SQL_Server_Nav_East_Prod |
|
Source Object |
“Videojet Technologies
Sp_zo_o_$Contact" |
|
Target |
PROD_SFDC_NA_INTEGRATION |
|
Target Object |
Account |
Saved Query:
select
"No." as Number, "Subsidiary" as Subsidiary,
"SFDC-ID" as SFDC_ID, "Type", "Active
Classification" as Active_Classification, "Act. Class. Last
Changed" as "Last_Changed_Date" , "Service Item
Ranking" Service_Item_Ranking from "Videojet Technologies Sp_zo_o_$Contact"
where "Type"='0'
and
(DATEDIFF(day,"Act. Class. Last Changed",GETDATE()) BETWEEN 0 and 3)
Business logic
NA
Mappings
|
Source Fields |
Target Fields |
Source Mapped
fields |
|
Number |
Id |
lookup( Number = Navision_ID__c ): LKP_Account_For_Opp_From_SFDC_FF.csv.Id |
|
Active_Classification |
Type |
DECODE(TO_CHAR(Active_Classification) , '0' ,
'Prospect' , '1' , 'Active Customer' ) |
Task 2: Python_Migration_Account_Classification_From_Navision_To_SFDC_Russia
|
Task |
Python_Migration_Account_Classification_From_Navision_To_SFDC_Russia |
|
Source |
PROD_SQL_Server_Nav_East_Prod |
|
Source Object |
"Videojet
Technologies$Contact" |
|
Target |
PROD_SFDC_NA_INTEGRATION |
|
Target Object |
Account |
Saved Query:
select
"No_" as Number, "Subsidiary" as Subsidiary,
"SFDC-ID" as SFDC_ID, "Type", "Active
Classification" as Active_Classification, "Act_ Class_ Last
Changed" as "Last_Changed_Date" , "Service Item
Ranking" Service_Item_Ranking from
"Videojet Technologies$Contact" where "Type"='0' and
(DATEDIFF(day,"Act_ Class_ Last Changed",GETDATE()) BETWEEN 0 and 3)
Business logic
NA
Mappings
|
Source Fields |
Target Fields |
Source Mapped
fields |
|
Number |
Id |
lookup( Number = Navision_ID__c ): LKP_Account_For_Opp_From_SFDC_FF.csv.Id |
|
Active_Classification |
Type |
DECODE(TO_CHAR(Active_Classification) , '0' ,
'Prospect' , '1' , 'Active Customer' ) |
Taskflow
11: Sweden_Account_Owner_Changes_From_Nav_To_SFDC_TF
Module List
Account_Owner_From_SFDC_To_Navision
Lkp_Changed_Account_Owner_from_SFDC_To_FF
Account_Owner_Status_From_Navision_To_SFDC
Integration Logic
Task1: Account_Owner_From_SFDC_To_Navision
|
Task |
Account_Owner_From_SFDC_To_Navision |
|
Source |
PROD_SFDC_NA_INTEGRATION |
|
Source Object |
Changed_Account_Owner__c |
|
Target |
PROD_SQL_Server_Nav_East_Prod |
|
Target Object |
SFDC Account |
Saved query: Account_Owner_From_SFDC_To_Navision_SQ
Select Id, Account__c, Account_Owner__c,
Account__r.Navision_ID__c, Account__r.AccountNumber, Account__r.Subsidiary__c,
Account__r.SFDC_ID__c,
Sync_Status__c FROM
Changed_Account_Owner__c
where Sync_Status__c != 'Extracted'
and Account__r.Subsidiary__c = 'VTI
Sweden'
and
Account__r.Navision_ID__c!=null
Business logic
NA
Mappings
|
Source Fields |
Target Fields |
Source Mapped
Fields |
|
Navision_ID__c |
SFDC_ID |
SFDC_ID__c |
|
AccountNumber |
Name |
'' |
|
Subsidiary__c |
Type |
'' |
|
SFDC_ID__c |
Site |
'' |
|
Account_Owner__c |
Billing_Street |
'' |
|
|
Billing_City |
'' |
|
|
Billing_State |
'' |
|
|
Billing_Postal_Code |
'' |
|
|
Billing_Country |
'' |
|
|
Shipping_Street |
'' |
|
|
Shipping_City |
'' |
|
|
Shipping_State |
'' |
|
|
Shipping_Postal_Code |
'' |
|
|
Shipping_Country |
'' |
|
|
Phone |
'' |
|
|
Fax |
'' |
|
|
Accountnumber |
AccountNumber |
|
|
Website |
'' |
|
|
Salesperson_Code |
UPPER(Account_Owner__c) |
|
|
OEM |
'' |
|
|
Navision_ID__C |
Navision_ID__c |
|
|
Create_Customer_in_Navision |
'' |
|
|
Site_Number |
'' |
|
|
Currency_Code |
'' |
|
|
Subsidiary |
Subsidiary__c |
|
|
Customer_Template |
'' |
|
|
Status |
'0' |
|
|
Import_Date |
Trunc(SysDate) |
|
|
Process_Date |
MAKE_DATE_TIME(1753,1,1) |
|
|
Process_Time |
MAKE_DATE_TIME(1753,1,1) |
|
|
Export_Date |
MAKE_DATE_TIME(1753,1,1) |
|
|
Export_Time |
MAKE_DATE_TIME(1753,1,1) |
|
|
Error_Message |
'' |
|
|
Action |
'1' |
|
|
Parent_Account |
'' |
|
|
Cloud_Integration |
'' |
Task 2: Lkp_Changed_Account_Owner_from_SFDC_To_FF
|
Task |
Lkp_Changed_Account_Owner_from_SFDC_To_FF |
|
Source |
PROD_SFDC_NA_INTEGRATION |
|
Source Object |
Changed_Account_Owner__c |
|
Target |
Flat File |
|
Target Object |
Changed_Account_Owner__c.csv |
Business logic
Changed_Account_Owner__c filtered
by Sync_Status__c != 'Extracted' AND Subsidiary__c='VTI Sweden'
Mappings
|
Target Fields |
Source Fields |
|
Id |
Id |
|
OwnerId |
OwnerId |
|
IsDeleted |
IsDeleted |
|
Name |
Name |
|
CurrencyIsoCode |
CurrencyIsoCode |
|
CreatedDate |
CreatedDate |
|
CreatedById |
CreatedById |
|
LastModifiedDate |
LastModifiedDate |
|
LastModifiedById |
LastModifiedById |
|
SystemModstamp |
SystemModstamp |
|
ConnectionReceivedId |
ConnectionReceivedId |
|
ConnectionSentId |
ConnectionSentId |
|
Account_Owner__c |
Account_Owner__c |
|
Account__c |
Account__c |
|
Subsidiary__c |
Subsidiary__c |
|
Sync_Status__c |
Sync_Status__c |
Task 3: Account_Owner_Status_From_Navision_To_SFDC
|
Task |
Account_Owner_Status_From_Navision_To_SFDC |
|
Source |
PROD_SQL_Server_Nav_West_Prod |
|
Source Object |
SFDC Account |
|
Target |
PROD_SFDC_NA_INTEGRATION |
|
Target Object |
Changed_Account_Owner__c |
Business logic
SFDC Account filtered
by "Action" = '1' AND "Status" = '2' AND
"Subsidiary"='VTI Sweden' AND
(DATEDIFF(day,"Process_Date",GETDATE()) BETWEEN 0 and 2)
Mappings
|
Source Fields |
Target Fields |
Source Mapped
Fields |
|
SFDC_ID |
Id |
lookup( SFDC_ID = Account__c ):
Changed_Account_Owner__c.csv.Id |
|
|
Sync_Status__c |
'Extracted' |
Taskflow 12 : Sweden_Account_Parent_Changes_From_Nav_To_SFDC_TF
Module List
Account_Parent_From_SFDC_To_Navision
Lkp_Changed_Parent_Account_from_SFDC_To_FF
Account_Parent_Status_From_Navision_To_SFDC
Integration Logic
Task1: Account_Parent_From_SFDC_To_Navision
|
Task |
Account_Parent_From_SFDC_To_Navision |
|
Source |
PROD_SFDC_NA_INTEGRATION |
|
Source Object |
Changed_Parent_Account__c |
|
Target |
PROD_SQL_Server_Nav_East_Prod |
|
Target Object |
SFDC Account |
Saved query: Account_Parent_From_SFDC_To_Navision
Select Id,
Account__c,
Status__c,
Parent_Account__c,
Parent_Account__r.Name,
Account__r.SFDC_ID__c,
Account__r.Navision_ID__c,
Account__r.AccountNumber,
Account__r.Subsidiary__c FROM
Changed_Parent_Account__c
Where Account__r.Subsidiary__c = 'VTI
Sweden'
and Status__c =''
and Account__r.Navision_ID__c != ''
Business logic
NA
Mappings
|
Source Fields |
Target Fields |
Source Mapped
Fields |
|
Name |
SFDC_ID |
SFDC_ID__c |
|
SFDC_ID__c |
Name |
'' |
|
Navision_ID__c |
Type |
'' |
|
AccountNumber |
Site |
'' |
|
Subsidiary__c |
Billing_Street |
'' |
|
|
Billing_City |
'' |
|
|
Billing_State |
'' |
|
|
Billing_Postal_Code |
'' |
|
|
Billing_Country |
'' |
|
|
Shipping_Street |
'' |
|
|
Shipping_City |
'' |
|
|
Shipping_State |
'' |
|
|
Shipping_Postal_Code |
'' |
|
|
Shipping_Country |
'' |
|
|
Phone |
'' |
|
|
Fax |
'' |
|
|
Accountnumber |
AccountNumber |
|
|
Website |
'' |
|
|
Salesperson_Code |
'' |
|
|
OEM |
'' |
|
|
Navision_ID__C |
Navision_ID__c |
|
|
Create_Customer_in_Navision |
'' |
|
|
Site_Number |
'' |
|
|
Currency_Code |
'' |
|
|
Subsidiary |
Subsidiary__c |
|
|
Customer_Template |
'' |
|
|
Status |
'0' |
|
|
Import_Date |
Trunc(SysDate) |
|
|
Process_Date |
MAKE_DATE_TIME(1753,1,1) |
|
|
Process_Time |
MAKE_DATE_TIME(1753,1,1) |
|
|
Export_Date |
MAKE_DATE_TIME(1753,1,1) |
|
|
Export_Time |
MAKE_DATE_TIME(1753,1,1) |
|
|
Error_Message |
'' |
|
|
Action |
'3' |
|
|
Parent_Account |
UPPER(Name) |
|
|
Cloud_Integration |
'' |
Task 2: Lkp_Changed_Parent_Account_from_SFDC_To_FF
|
Task |
Lkp_Changed_Parent_Account_from_SFDC_To_FF |
|
Source |
PROD_SFDC_NA_INTEGRATION |
|
Source Object |
Changed_Parent_Account__c |
|
Target |
Flat File |
|
Target Object |
Changed_Parent_Account.csv |
Business logic
Changed_Parent_Account__c
filtered by Status__c!= 'Extracted' AND Acct_Subsidiary__c='VTI
Sweden'
Mappings
|
Target Fields |
Source Fields |
|
Id |
Id |
|
OwnerId |
OwnerId |
|
IsDeleted |
IsDeleted |
|
Name |
Name |
|
CurrencyIsoCode |
CurrencyIsoCode |
|
CreatedDate |
CreatedDate |
|
CreatedById |
CreatedById |
|
LastModifiedDate |
LastModifiedDate |
|
LastModifiedById |
LastModifiedById |
|
SystemModstamp |
SystemModstamp |
|
ConnectionReceivedId |
ConnectionReceivedId |
|
ConnectionSentId |
ConnectionSentId |
|
Account__c |
Account__c |
|
Parent_Account__c |
Parent_Account__c |
|
Status__c |
Status__c |
|
Acct_Subsidiary__c |
Acct_Subsidiary__c |
Task 3: Account_Parent_Status_From_Navision_To_SFDC
|
Task |
Account_Parent_Status_From_Navision_To_SFDC |
|
Source |
PROD_SQL_Server_Nav_West_Prod |
|
Source Object |
SFDC Account |
|
Target |
PROD_SFDC_NA_INTEGRATION |
|
Target Object |
Changed_Parent_Account__c |
Business logic
SFDC Account filtered
by "Action" = '3' AND "Status" = '2' AND
"Subsidiary"='VTI Sweden' AND
(DATEDIFF(day,"Process_Date",GETDATE()) BETWEEN 0 and 2)
Mappings
|
Source Fields |
Target Fields |
Source Mapped
Fields |
|
SFDC_ID |
Id |
|
|
|
Sync_Status__c |
'Extracted' |
Taskflow 13: Assets_From_Navision_To_SFDC_TF
Module List
Navision\Nav_Account_Match_FF
Navision\Nav_Product_Match_FF
Default\Assets_From_Navision_West_To_SFDC
Navision\Assets_From_Navision_Poland_To_SFDC
Integration Logic
Task1:
Nav_Account_Match_FF
|
Task |
Nav_Account_Match_FF |
|
Source |
PROD_SFDC_NA_INTEGRATION |
|
Source Object |
Account |
|
Target |
Flat File |
|
Target Object |
Nav_Account_Match.csv |
Business logic
Account filtered by Account Number Is Not Null
Mappings
|
Target Fields |
Source Fields |
|
Id |
Account ID |
|
Name |
Name |
|
AccountNumber |
AccountNumber |
|
Subsidiary__c |
Subsidiary__c |
Task 2: Nav_Product_Match_FF
|
Task |
Nav_Product_Match_FF |
|
Source |
PROD_SFDC_NA_INTEGRATION |
|
Source Object |
Product |
|
Target |
Flat File |
|
Target Object |
NavProductMatch.csv |
Business logic
NA
Mappings
|
Target Fields |
Source Fields |
|
Id |
Product ID |
|
Name |
Name |
|
ProductCode |
ProductCode |
Task 3: Assets_From_Navision_West_To_SFDC
|
Task |
Assets_From_Navision_West_To_SFDC |
|
Source |
PROD_SQL_Server_Nav_West_Prod |
|
Source Object |
Account |
|
Target |
PROD_SFDC_NA_INTEGRATION |
|
Target Object |
Asset |
Saved Query: SQ_Assets_From_Navision_West_To_SFDC
Business logic
NA
Mappings
|
Source Fields |
Target Fields |
Source mapped
fields |
|
country_code |
AccountId |
lookup( Customer_No = AccountNumber,
subsidiary_code = Subsidiary__c ): Nav_Account_Match.csv.Id |
|
Number |
Product2Id |
lookup( Item_No = Name ): NavProductMatch.csv.Id |
|
Customer_No |
CurrencyIsoCode |
Currency_code |
|
Installation_Date |
Name |
Service_Item_Group_Code |
|
Description |
SerialNumber |
Serial_No |
|
Item_No |
InstallDate |
Installation_Date |
|
Service_Item_Group_Code |
Status |
Status |
|
Serial_No |
Price |
Price |
|
subsidiary_code |
Description |
Description |
|
Status |
Contract_Number__c |
Contract_Number |
|
Price |
Navision_ID__c |
CONCAT(country_code,CONCAT('-',Number)) |
|
Currency_code |
Contract_Glb_Number__c |
Contract_Number_Glb |
|
Contract_Number |
Contract_Opt_Number__c |
Contract_Number_Opt |
|
Contract_Number_Glb |
Contract_Sup_Number__c |
Contract_Number_Sup |
|
Contract_Number_Opt |
ERP__c |
'Navision' |
|
Contract_Number_Sup |
IsExternalLease__c |
External_Lease |
|
External_Lease |
LeaseStartDate__c |
Lease_Start_Date |
|
Lease_Start_Date |
LeaseEndDate__c |
Lease_End_Date
|
|
Lease_End_Date |
|
|
Task 4: Assets_From_Navision_Poland_To_SFDC
|
Task |
Assets_From_Navision_Poland_To_SFDC |
|
Source |
PROD_SQL_Server_Nav_East_Prod |
|
Source Object |
"Videojet Technologies
Sp_zo_o_$Service Item" |
|
Target |
PROD_SFDC_NA_INTEGRATION |
|
Target Object |
Asset |
Saved Query: SQ_Assets_From_Navision_Poland_To_SFDC
SELECT 'PL' country_code,
"No." Number,
"Customer No." Customer_No,
"Installation Date" Installation_Date,
"Description" Description,
"Item No." Item_No,
"Service Item Group Code" Service_Item_Group_Code,
"Serial No." Serial_No,
'VTI Poland' subsidiary_code,
(CASE WHEN "Status"=0 THEN 'Not Active'
WHEN
"Status"=1 THEN 'Own Service Item'
WHEN
"Status"=2 THEN 'Installed'
WHEN
"Status"=3 THEN 'Temporarily Installed'
WHEN
"Status"=4 THEN 'Defective'
ELSE
'Not Specified'
END)
Status,
"Sales Unit Price" Price,
'PLN' Currency_code,
"Contract No." Contract_Number,
"Contract Starting Date" Contract_Start_Date,
"Contract Expiration Date"
Contract_Expiration_Date,
"Contract No. (Glb.)" Contract_Number_Glb,
"Contract Starting Date (Glb.)"
Contract_Start_Date_Glb,
"Contr. Expiration Date (Glb.)"
Contract_Expiration_Date_Glb,
"Contract No. (Opt.)" Contract_Number_Opt,
"Contract Starting Date (Opt.)"
Contract_Start_Date_Opt,
"Contr. Expiration Date (Opt.)"
Contract_Expiration_Date_Opt,
"Contract No. (Sup.)" Contract_Number_Sup,
"Contract Starting Date (Sup.)"
Contract_Start_Date_Sup,
"Contr. Expiration Date (Sup.)"
Contract_Expiration_Date_Sup,
"Last modified Date" Last_modified_Date,
"External Lease",
(CASE
WHEN "Lease Start Date"='1753-01-01' then NULL else "Lease Start
Date" end)Lease_Start_Date,
(CASE
WHEN "Lease End Date"='1753-01-01' then NULL else "Lease End
Date" end)Lease_End_Date
from "Videojet Technologies Sp_zo_o_$Service Item"
Where "Customer No." <>
'' AND DATEDIFF(day,[Last modified
Date],getdate()) between 0 and 3
Business logic
NA
Mappings
|
Source Fields |
Target Fields |
Source mapped
fields |
|
country_code |
AccountId |
lookup( Customer_No = AccountNumber,
subsidiary_code = Subsidiary__c ): Nav_Account_Match.csv.Id |
|
Number |
Product2Id |
lookup( Item_No = Name ): NavProductMatch.csv.Id |
|
Customer_No |
CurrencyIsoCode |
Currency_code |
|
Installation_Date |
Name |
Service_Item_Group_Code |
|
Description |
SerialNumber |
Serial_No |
|
Item_No |
InstallDate |
Installation_Date |
|
Service_Item_Group_Code |
Status |
Status |
|
Serial_No |
Price |
Price |
|
subsidiary_code |
Description |
Description |
|
Status |
Contract_Number__c |
Contract_Number |
|
Price |
Navision_ID__c |
CONCAT(country_code,CONCAT('-',Number)) |
|
Currency_code |
Contract_Glb_Number__c |
Contract_Number_Glb |
|
Contract_Number |
Contract_Opt_Number__c |
Contract_Number_Opt |
|
Contract_Number_Glb |
Contract_Sup_Number__c |
Contract_Number_Sup |
|
Contract_Number_Opt |
ERP__c |
'Navision' |
|
Contract_Number_Sup |
IsExternalLease__c |
External_Lease |
|
External_Lease |
LeaseStartDate__c |
Lease_Start_Date |
|
Lease_Start_Date |
LeaseEndDate__c |
Lease_End_Date
|
|
Lease_End_Date |
|
|
Taskflow 14: Contracts_From_Navision_To_SFDC_TF
Module List
Contract_Accounts_From_SFDC_To_FF
Contracts_From_Navision_West_To_SFDC
Contracts_From_Navision_Poland_To_SFDC
Contracts_From_SFDC_To_FF
Cancelled_Contracts_From_Navision_West_To_SFDC
Cancelled_Contracts_From_Navision_Poland_To_SFDC
Integration Logic
Integration Logic
Task1: Contract_Accounts_From_SFDC_To_FF
|
Task |
Contract_Accounts_From_SFDC_To_FF |
|
Source |
PROD_SFDC_NA_INTEGRATION |
|
Source Object |
Account |
|
Target |
Flat File |
|
Target Object |
Contract_Accounts_From_SFDC_To_FF.csv |
Business logic
Account filtered
by Navision_ID__c != NULL OR AccountNumber != NULL
Mappings
|
Target Fields |
Source Fields |
|
Id |
Id |
|
AccountNumber |
AccountNumber |
|
Navision_ID__c |
Navision_ID__c |
|
Subsidiary |
Subsidiary__c |
Task 2: Contracts_From_Navision_West_To_SFDC
|
Task |
Contracts_From_Navision_West_To_SFDC |
|
Source |
PROD_SQL_Server_Nav_West_Prod |
|
Source Object |
Saved query |
|
Target |
PROD_SFDC_NA_INTEGRATION |
|
Target Object |
Contract |
Tables: "VTI Germany$Service Contract","VTI
Germany$Service Item","VTI Germany$Contract Change Log",
"VTI NL$Service Contract","VTI NL$Service
Item","VTI NL$Contract Change Log",
"VTI UK$Service Contract","VTI UK$Service
Item","VTI UK$Contract Change Log",
"VTI France$Service Contract","VTI
France$Service Item","VTI France$Contract Change Log",
"VTI Eire$Service Contract","VTI Eire$Service
Item","VTI Eire$Contract Change Log",
"VTI Dubai$Service Contract","VTI
Dubai$Service Item","VTI Dubai$Contract Change Log",
"Willett S_r_l_ (Italy)$Service
Contract","Willett S_r_l_ (Italy)$Service Item","Willett
S_r_l_ (Italy)$Contract Change Log"
"VTI Switzerland$Service Contract","VTI Switzerland$Service
Item","VTI Switzerland$Contract Change Log",
"VTI Spain$Service Contract","VTI
Spain$Service Item","VTI Spain$Contract Change Log",
"VTI Portugal$Service Contract","VTI
Portugal$Service Item","VTI Portugal$Contract Change Log",
"VTI Norway$Service Contract","VTI
Norway$Service Item","VTI Norway$Contract Change Log"
"VTI Turkey$Service
Contract","VTI Turkey$Service Item","VTI Turkey$Contract
Change Log"
Saved query: SQ_Contracts_From_Navision_West_To_SFDC
Mappings:
|
Source Fields |
Target Fields |
Source mapped
fields |
|
country_code |
Account ID |
lookup( country_code = Subsidiary,
customer_account_no = AccountNumber ):
Contract_Accounts_From_SFDC_To_FF.csv.Id |
|
no_of_assets |
Currency ISO Code |
currency_code |
|
contract_no |
Contract Start Date |
starting_date |
|
creation_date |
Description |
Description |
|
contract_group_code_CGC |
Contract Type |
Type |
|
description |
Contract Annual Value |
DECODE(ISNULL(contract_amount_annual),True,annual_amount,contract_amount_annual) |
|
description2 |
Custom Contract End Date |
Expiration_Date |
|
contract_status |
ERP Contract Number |
contract_no |
|
starting_date |
Expiration Notice Period |
|
|
Expiration_Date |
Product Group |
contract_group_code |
|
annual_amount |
Contract Status |
contract_status |
|
contract_group_code |
Number of Units Attached to ... |
no_of_assets |
|
customer_account_no |
External Unqiue ID |
concat(country_code, CONCAT('-',contract_no)) |
|
contract_type |
Contract Group Code |
contract_group_code_CGC
|
|
Type |
|
|
|
currency_code |
|
|
|
contract_amount_annual |
|
|
Task 3: Contracts_From_Navision_Poland_To_SFDC
|
Task |
Contracts_From_Navision_West_To_SFDC |
|
Source |
PROD_SQL_Server_Nav_East_Prod |
|
Source Object |
Saved query |
|
Target |
PROD_SFDC_NA_INTEGRATION |
|
Target Object |
Contract |
Table: "Videojet Technologies
Sp_zo_o_$Contract Change Log" , "Videojet Technologies
Sp_zo_o_$Service Contract","Videojet
Technologies Sp_zo_o_$Service Item
Saved query:
SELECT 'VTI Poland' country_code,
no_of_assets,
CNTR."Contract No." as
contract_no,
CNTR."Creation Date" as
creation_date,
CNTR."Contract Group Code" as contract_group_code_CGC,
CNTR."Description"as
description,
CNTR."Description 2" as
description2 ,
(CASE WHEN CNTR."Status"=0 THEN
'Empty'
WHEN CNTR."Status"=1 THEN 'Signed'
WHEN CNTR."Status"=2 THEN 'Cancelled'
ELSE 'Not Specified'
END) contract_status,
CNTR."Starting Date"as
starting_date,
CNTR."Expiration Date" as
Expiration_Date,
CNTR."Annual Amount" as
annual_amount,
(CASE WHEN CNTR."Contract Group
Code"='CP1' THEN 'Equipment'
WHEN CNTR."Contract Group Code"='CP3' THEN 'Equipment'
WHEN CNTR."Contract Group Code"='RENTAL' THEN 'Equipment'
ELSE 'Service'
END) contract_group_code,
CNTR."Customer No."
customer_account_no,
CNTR."Contract Type"
contract_type,
(CASE WHEN CNTR."Type"=0 THEN
'Normal contracts'
WHEN CNTR."Type"=1 THEN 'Care Package 1'
WHEN CNTR."Type"=2 THEN 'Care Package 2'
WHEN CNTR."Type"=3 THEN 'Care Package 3'
WHEN CNTR."Type"=4 THEN '-'
WHEN CNTR."Type"=5 THEN '-'
WHEN CNTR."Type"=6 THEN '-'
WHEN CNTR."Type"=7
THEN 'Global contracts'
WHEN CNTR."Type"=8 THEN 'Optional contracts'
WHEN CNTR."Type"=9 THEN 'Supplementary contracts'
ELSE 'Not Specified'
END) Type,
'Draft' approval_status,
CNTR."Currency Code" currency_code,
service_item. "Contract Amount
Anuual" contract_amount_annual,
service_item.cust_no cust_no,
CHANGE_LOG.date_of_change
FROM "Videojet Technologies
Sp_zo_o_$Service Contract" CNTR
LEFT JOIN
(SELECT SUM( (
CAST(ISNULL(CASE(CNTR.Type)
WHEN 7 THEN SERVGLOB."Contract Amount (Glb.)"
WHEN 8 THEN SERVOPTI."Contract Amount (Opt.)"
WHEN 9 THEN SERVSUPP."Contract Amount (Sup.)"
ELSE SERVNORM."Contract
Amount"
END,0) AS Float ))) "Contract Amount Anuual",
COUNT(*) no_of_assets,
CUST."No." cust_no ,
SERVNORM."Contract No.",
SERVGLOB."Contract No. (Glb.)",
SERVOPTI."Contract No. (Opt.)",
SERVSUPP."Contract No. (Sup.)"
FROM "Videojet Technologies
Sp_zo_o_$Service Contract" CNTR
LEFT JOIN "Videojet Technologies
Sp_zo_o_$Customer" CUST
ON
CUST."No." =CNTR."Customer No."
LEFT JOIN "Videojet Technologies
Sp_zo_o_$Service Item" SERVNORM
ON SERVNORM."Contract
No."=CNTR."Contract No."
LEFT JOIN "Videojet Technologies
Sp_zo_o_$Service Item" SERVGLOB
ON SERVGLOB."Contract No.
(Glb.)"=CNTR."Contract No."
LEFT JOIN "Videojet Technologies
Sp_zo_o_$Service Item" SERVOPTI
ON SERVOPTI."Contract No.
(Opt.)"=CNTR."Contract No."
LEFT JOIN "Videojet Technologies
Sp_zo_o_$Service Item" SERVSUPP
ON SERVSUPP."Contract No.
(Sup.)" =CNTR."Contract No."
GROUP BY CUST."No.",
SERVNORM."Contract No.",
SERVGLOB."Contract No. (Glb.)",
SERVOPTI."Contract No. (Opt.)",
SERVSUPP."Contract No. (Sup.)"
) service_item
ON (service_item."Contract
No."= CNTR."Contract No."
OR service_item."Contract No.
(Glb.)"= CNTR."Contract No."
OR service_item."Contract No.
(Opt.)"= CNTR."Contract No."
OR service_item."Contract No.
(Sup.)"= CNTR."Contract No." )
LEFT JOIN (SELECT MAX("Date of
Change") date_of_change , "Contract No."
FROM "Videojet Technologies Sp_zo_o_$Contract Change Log"
GROUP BY "Contract No.")CHANGE_LOG
ON (CHANGE_LOG."Contract No."=
service_item."Contract No."
OR
CHANGE_LOG."Contract No." = service_item."Contract No.
(Glb.)"
OR
CHANGE_LOG."Contract No." = service_item."Contract No. (Opt.)"
OR
CHANGE_LOG."Contract No." = service_item."Contract No.
(Sup.)")
WHERE CNTR."Status"<>'2'
AND CNTR."Status"<>'0' AND
DATEDIFF(day,date_of_change,getdate()) between 0 and 3
order by
date_of_change desc
Mappings:
|
Source Fields |
Target Fields |
Source mapped
fields |
|
country_code |
Account ID |
lookup( country_code = Subsidiary,
customer_account_no = AccountNumber ):
Contract_Accounts_From_SFDC_To_FF.csv.Id |
|
no_of_assets |
Currency ISO Code |
currency_code |
|
contract_no |
Contract Start Date |
starting_date |
|
creation_date |
Description |
Description |
|
contract_group_code_CGC |
Contract Type |
Type |
|
description |
Contract Annual Value |
DECODE(ISNULL(contract_amount_annual),True,annual_amount,contract_amount_annual) |
|
description2 |
Custom Contract End Date |
Expiration_Date |
|
contract_status |
ERP Contract Number |
contract_no |
|
starting_date |
Expiration Notice Period |
|
|
Expiration_Date |
Product Group |
contract_group_code |
|
annual_amount |
Contract Status |
contract_status |
|
contract_group_code |
Number of Units Attached to ... |
no_of_assets |
|
customer_account_no |
External Unqiue ID |
concat(country_code, CONCAT('-',contract_no)) |
|
contract_type |
Contract Group Code |
contract_group_code_CGC
|
|
Type |
|
|
|
currency_code |
|
|
|
contract_amount_annual |
|
|
Task 4: Contracts_From_SFDC_To_FF
|
Task |
Contracts_From_SFDC_To_FF |
|
Source |
PROD_SFDC_NA_INTEGRATION |
|
Source Object |
Contract |
|
Target |
Flat File |
|
Target Object |
Contracts_From_SFDC_To_FF.csv |
Business Logic:
Contract filtered by
External_Unqiue_ID__c Is Not Null
Mappings:
|
Target Fields |
Source Fields |
|
Id |
Id |
|
External_Unqiue_ID__c |
External_Unqiue_ID__c |
|
Contract_Status__c |
Contract_Status__c |
|
ERP_Contract_Number__c |
ERP_Contract_Number__c |
|
Status |
Status |
|
ContractNumber |
ContractNumber |
Task 5: Cancelled_Contracts_From_Navision_West_To_SFDC
|
Task |
Cancelled_Contracts_From_Navision_West_To_SFDC |
|
Source |
PROD_SQL_Server_Nav_West_Prod |
|
Source Object |
SQ_Cancelled_Contracts_From_Navision_West_To_SFDC |
|
Target |
PROD_SFDC_NA_INTEGRATION |
|
Target Object |
Contract |
Tables: "VTI Germany$Service
Contract","VTI Germany$Contract Change Log",
"VTI NL$Service Contract","VTI
NL$Contract Change Log",
"VTI UK$Service
Contract","VTI UK$Contract Change Log",
"VTI France$Service
Contract",,"VTI France$Contract Change Log",
"VTI Eire$Service
Contract","VTI Eire$Contract Change Log",
"VTI Dubai$Service
Contract","VTI Dubai$Contract Change Log",
"Willett S_r_l_ (Italy)$Service
Contract","Willett S_r_l_ (Italy)$Contract Change Log"
"VTI Switzerland$Service
Contract","VTI Switzerland$Contract Change Log",
"VTI Spain$Service
Contract","VTI Spain$Contract Change Log",
"VTI Portugal$Service
Contract","VTI Portugal$Contract Change Log",
"VTI Norway$Service
Contract","VTI Norway$Contract Change Log"
"VTI
Turkey$Service Contract","VTI Turkey$Contract Change Log"
Saved query:
Mappings:
|
Source Fields |
Target Fields |
Source mapped
fields |
|
Ext_id |
Id |
lookup( Ext_id = External_Unqiue_ID__c ):
Contracts_From_SFDC_To_FF.csv.Id |
|
reason_code |
Contract_Status__c |
'Cancelled' |
|
|
External_Unqiue_ID__c |
Ext_id |
|
|
Cancel_Reason_Code__c |
DECODE(ISNULL(reason_code),True,'Other',reason_code) |
Task 6: Cancelled_Contracts_From_Navision_Poland_To_SFDC
|
Task |
Cancelled_Contracts_From_Navision_Poland_To_SFDC |
|
Source |
PROD_SQL_Server_Nav_East_Prod |
|
Source Object |
saved query |
|
Target |
PROD_SFDC_NA_INTEGRATION |
|
Target Object |
Contract |
Table: "Videojet Technologies
Sp_zo_o_$Contract Change Log" , "Videojet Technologies
Sp_zo_o_$Service Contract"
Saved query:
SELECT 'VTI Poland' country_code,
VSC."Contract No." as contract_no,
VSC."Status" as contract_status,
VSC."Cancel Reason Code" as Cancel_reason_code,
'VTI Poland-'+ VSC."Contract No." As Ext_id,
MRC."reason_code",
CHANGE_LOG.date_of_change
FROM "Videojet Technologies Sp_zo_o_$Service
Contract" VSC LEFT JOIN
(SELECT "Code"+': '+"Description" as
reason_code,"Code" from "_MCC$Reason Code"
WHERE 1=1
AND "Code"
in('SC-CANC-01','SC-CANC-02','SC-CANC-03','SC-CANC-04','SC-CANC-05','SC-CANC-08','SC-CANC-09','SC-CANC-10','SC-CANC-11','SC-CANC-12','SC-CANC-13','SC-CANC-14','SC-CANC-15','SC-CANC-16','SC-CANC-17','SC-CANC-18'))
MRC
ON VSC."Cancel Reason Code" = MRC."Code"
LEFT JOIN (SELECT MAX("Date of Change")
date_of_change , "Contract No."
FROM
"Videojet Technologies Sp_zo_o_$Contract Change Log"
GROUP BY
"Contract No.")CHANGE_LOG
ON CHANGE_LOG."Contract No." = VSC."Contract
No."
WHERE VSC."Status"='2' AND
DATEDIFF(day,date_of_change,getdate()) between 0 and 3
Mappings:
|
Source Fields |
Target Fields |
Source mapped
fields |
|
Ext_id |
Id |
lookup( Ext_id = External_Unqiue_ID__c ):
Contracts_From_SFDC_To_FF.csv.Id |
|
reason_code |
Contract_Status__c |
'Cancelled' |
|
|
External_Unqiue_ID__c |
Ext_id |
|
|
Cancel_Reason_Code__c |
DECODE(ISNULL(reason_code),True,'Other',reason_code) |
Issue with Source / Target
e.g Sales force can send NULLS where as EBS don’t want to have Nulls
Error Conditions:
Warning Conditions:
Incompatibility
Only if applicable
Performance Considerations
(E.g. Source Views Performance /
Partition / Primary Key Chunk / Batch Size)
Integration Expected Run time:
Increase in Run time post changes:
Other Considerations
Scheduling
Scheduled Date / Time /Frequency
Restart Strategy
Steps / Process to be followed before
restating job
Crash Recovery
Testing Summary
Unit Test cases / results verifications
will come here
Unit Testing
Note:Indicate the specific
menu options added to access new forms.
|
Unit Test# |
Case |
Description |
Tested in Dev? |
Status(Open/Closed |
Date |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Note:Add open issues that
you identify while writing or reviewing this document to the open issues section. As you resolve issues, move them to the
closed issues section and keep the issue ID the same. Include an explanation of the resolution.
When this deliverable is complete, any open issues should be transferred to the
project- or process-level Risk and Issue Log (PJM.CR.040) and managed using a
project level Risk and Issue Form (PJM.CR.040).
In addition, the open items should remain in the open issues section of
this deliverable, but flagged in the resolution column as being transferred.
Open UAT Issues
|
ID |
Issue |
Resolution |
Responsibility |
Target Date |
Impact Date |
|
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|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
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|
|
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|
|
|
|
|
|
|
|
Closed UAT Issues
|
ID |
Issue |
Resolution |
Responsibility |
Target Date |
Impact Date |
|
|
|
|
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