Scribe Online Integration Services (IS) Tutorial

Scribe Online Integration Services (IS) Tutorial 7/6/2015

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 1996-2015 Scribe Software Corporation. All rights reserved.

Contents IS 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 Configure A Text Source Connection 7 Objectives 7 Add A Text Source Connection 8 Configure A Salesforce Connection 14 Objectives 14 Add A Salesforce Connection 14 Create A Basic Map 17 Objectives 17 Add A Basic Map 17 Convert A Basic Map To An Advanced Map 26 Objectives 26 Duplicate A Basic Map 27 Enable/Disable A Duplicated Basic Map 28 Convert Basic To Advanced Map 29 Create An Advanced Map To Delete Tutorial Data From Salesforce 37 Objectives 37 1.0 Contents - i -

Add An Advanced Map 37 Debug An Advanced Map 45 Configure A Recurring Schedule For A Solution 48 Objectives 48 Configure Schedule 48 Tutorial 1.0 - ii -

IS Solution Hands-On Tutorial IS Solution Hands-On Tutorial Before starting this tutorial, view the Scribe Online Orientation Training webinar at http://www.scribesoft.com/recorded-webinars. The webinar provides a detailed overview of Scribe Online navigation, features, and functions. This tutorial provides simple, hands-on experience using Scribe Online to develop an Integration Services 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. 1. Install An On-Premise Agent Install an Agent on your computer to run your IS Solution. See Install A Scribe Online On-Premise Agent on the next page. 2. Source Connection Configure a connection to a sample text file containing the leads to be migrated into Salesforce. See Configure A Text Source Connection on page 7. 3. Target Connection Configure a connection to Salesforce to receive the leads from the sample text file. See Configure A Salesforce Connection on page 14. 4. Basic Map Create a Basic Map to integrate data from the text file into Salesforce. See Create A Basic Map on page 17. 5. Convert A Basic Map Take an existing Basic Map and convert it to an Advanced Map. See Convert A Basic Map To An Advanced Map on page 26. 6. Advanced Map Create an Advanced Map containing operation and control blocks with instructions for removing the tutorial data from Salesforce. See Create An Advanced Map To Delete Tutorial Data From Salesforce on page 37. 7. Debug A Map Use the Debug option in an Advanced Map to process one record and review the results. See Debug An Advanced Map on page 45. 8. Schedule The Solution Schedule the Solution to run automatically. See Configure A Recurring Schedule For A Solution on page 48. Requirements A paid or trial subscription to Scribe Online Integration Services (IS). Access to an existing Salesforce account or request a trial account from www.salesforce.com. A Scribe Online On-Premise Agent. See Install A Scribe Online On-Premise Agent on the next page. 1.0 Tutorial - 1 -

Install A Scribe Online On-Premise Agent 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 default Connectors are installed on your machine. The Text Connector and Salesforce Connector used for this tutorial and are installed automatically when the Agent is installed. Objectives Learn how to: Install an On-Premise Agent on a computer on your network Determine the Agent's status Start The Scribe Online On-Premise Agent Installation 1. Navigate to the Agents page. 2. Open the Manage Agents dialog box by either: Clicking New from the Agents page. Clicking Install new Agent from the Agents tab of the Scribe Online Solution Wizard. Tutorial 1.0-2 -

Install A Scribe Online On-Premise Agent Manage Agents: New Dialog 3. Click Install On-Premise Agent to download the agent installer. 4. Click Copy to copy the Agent Key. The Agent Key is required in a later step. The first time you click Copy, you may see the following message from Silverlight: Do you want to allow this application to access your clipboard? Scribe suggests that you click the Remember my answer checkbox before you click Yes to continue. 5. Locate the ScribeInstaller.exe file in your default downloads folder. 1.0 Tutorial - 3 -

Install A Scribe Online On-Premise Agent 6. Right-click the installer file and select Run to begin the installation. You may see one or more Security Warning messages. Click Run or Yes as needed to open the System Configuration Check page. 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 4.0 or later is not installed, an error message displays. If needed, install Microsoft.NET Framework 4.0. 2. If all of the prerequisites have been met, click Next. The Scribe Online Agent Setup wizard opens. Tutorial 1.0-4 -

Install A Scribe Online On-Premise Agent Install The Scribe Online Agent Agent Install Wizard 1. From the Welcome to the Scribe Online Agent Setup page, click Next. 2. Paste in the Agent Key that you copied earlier, then click Next. If necessary, move the Wizard window to copy the key. 3. Decide where to install the Scribe Online Agent. To use the default location, click Next. To select a different location, click Change, browse to the new location, and click Next. 4. Click Install Agent to install the Scribe Online Agent, then click Finish. 5. After you click 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 Manage Agents: New dialog box: <Agent_name> available 1.0 Tutorial - 5 -

Install A Scribe Online On-Premise Agent Where Agent_name is the name of your Agent, based on the name of the computer where the Scribe Online On-Premise Agent is installed. You can change the Agent name as described in Editing Agent Settings. 6. Click Close to close the Manage Agents: New dialog box. After an Agent is installed or provisioned, its status displays in the Agents page, and the Agent drop-down list in Solutions and Connectors. Agents that are ready to use display a green checkmark ( ). Agents Page Tutorial 1.0-6 -

Configure A Text Source Connection 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: Create a connection to a text source file. Define the format of the data in that file so it can be parsed. Preview the data to make sure it is being read from the file correctly. Test the connection. 1.0 Tutorial - 7 -

Configure A Text Source Connection Add A Text Source Connection Connections Page 1. From the Connections page, click New to open the Manage Connections dialog box. 2. In the Type drop-down, select Text file as a source. 3. In the Connection name, field type Text IS Tutorial. The Connection alias field is automatically completed. 4. Click the Block color drop-down and select a Red block for this tutorial. This is the color assigned to the building blocks in Advanced maps that use the Text Source Connection. Tutorial 1.0-8 -

Configure A Text Source Connection Text Source Connection Location Tab 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. 6. Under Location Properties, 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\ 1.0 Tutorial - 9 -

Configure A Text Source Connection 7. Click the Entities tab to select it. Use the Entities tab to specify the names of the entities for this connection. These names represent the individual text files or sets of related files that contain your Lead data for this tutorial. The names on the Entities tab do not need to match the text file names. 8. To add an entity, click New. A new row displays, labeled New_Entity or New_Entity1, New_Entity2, etc. 9. Click the Entity name to edit it and type Leads. Leads displays as the entity name in any maps that use this connection and its associated text file. 10. In the Description field enter Marketing Leads. This field is optional. Once an entity has been added, additional configuration tabs display. Text Source Connection Entities Tab Tutorial 1.0-10 -

Configure A Text Source Connection 11. Click the Entity tab to select it. Leads is displayed in the Entity name field, because Leads was selected on the Entities tab. If you have multiple Entities listed on the Entities tab, you must select each one individually and configure parameters for that specific entity on each of the subsequent tabs. For this tutorial, you only have the Leads entity. 12. In the File name field enter TextLeads.txt. This is the name of the text file that corresponds to the Leads entity. 13. In the After processing the file section select Move the file to. 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. Text Source Connection Entity Tab 1.0 Tutorial - 11 -

Configure A Text Source Connection 14. Click the File Format tab to select it. 15. Make sure that Delimited is selected. 16. Enable Fail if record does not match defined data. This prevents records that are incorrectly formatted from being processed. 17. In the Field delimiter field select Tab, because the fields in the sample TextLeads.txt file are separated by tabs. 18. In the Text qualifier field select Double quote. 19. Enable Field names in first row by adding a check mark to the check box. This indicates that there is a header row in the text file that designates the names of the fields. 20. Click Preview to retrieve the data from the TextLeads.txt file and display it in the File Format tab. This may take a few moments. If you receive an error message, Scribe Online cannot locate the file, indicating that one of the prior tabs may not be configured correctly. Tutorial 1.0-12 -

Configure A Text Source Connection Text Source Connection File Format Tab 21. For this tutorial, you do not need to change anything on the Fields or Source Data tabs. 22. Click Test Connection to test the connection between Scribe Online and the text file. 23. Once the test is successful, click OK to save the Text connection. 1.0 Tutorial - 13 -

Configure A Salesforce Connection 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 account and click 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 An Advanced Map To Delete Tutorial Data From Salesforce on page 37 for more information. Objectives Learn how to: Create a Salesforce connection Test the connection Add A Salesforce Connection 1. From the Connections page, click New to open the Manage Connections dialog box. 2. Click the Type drop-down and select Salesforce. Tutorial 1.0-14 -

Configure A Salesforce Connection 3. Click in the Connection name field and type SF Tutorial. The Connection alias field is automatically completed. 4. Click the Block color drop-down and select a Blue block for this tutorial. This is the color assigned to the building blocks for Advanced maps that use the Salesforce Connection. Salesforce Connection 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. 1.0 Tutorial - 15 -

Configure A Salesforce Connection 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 clicked 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. Click Test Connection to test the connection between Scribe Online and Salesforce. 11. Once the test is successful, click OK to save the connection. Tutorial 1.0-16 -

Create A Basic Map Create A Basic Map Basic Maps are used for simple source to target integrations with limited operations. In a Basic Map you configure connections to your source and target datastores, and link data fields between the two. Use the instructions below to create a Basic Map. For complex filtering and logic, an Advanced Map is a better choice. This tutorial covers Advanced Maps in another lesson. Basic and Advanced 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: Add a Solution. Create a Basic Map to move lead data from your text file into Salesforce. o o Configure Source and Target connections for the map. Match Source and Target fields to determine how the data should be moved. Use the Formula Editor. Run a single map from within a Solution. View the Solution Execution History to see if records were successfully processed. Add A Basic Map 1. Navigate to the Solutions page. 2. Click New > Integration Services (IS) to open the Solution Wizard. Solutions Page New Integration Services (IS) Solution If you are adding maps to an existing Solution, you are taken directly to the Maps tab, where you can configure either a Basic or an Advanced Map. 1.0 Tutorial - 17 -

Create A Basic Map 3. On the Solution Wizard's General tab, enter Integrate Leads Basic in the Name field and click Next. Solution Wizard General Tab 4. On the Solution Wizard's Agent tab, click the Agent drop-down, select the On- Premise Agent you installed earlier, and click Next. Solution Wizard Agent Tab Tutorial 1.0-18 -

Create A Basic Map 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. 5. On the Solution Wizard's Maps tab, click Basic to begin configuring your Basic Map. The Create Map dialog displays. Solution Wizard Maps Tab 6. In the Name field enter, Insert Leads. 7. In the Description field enter, Migrating Leads into Salesforce. 8. In the Source pane, click the Connection drop-down and select the Text IS Tutorial connection created in the lesson titled Configure A Text Source Connection on page 7. 9. In the Source pane, click the Entity drop-down and select Leads. 10. In the Target pane, click the Connection drop-down and select the SF Tutorial connection created in the lesson titled Configure A Salesforce Connection on page 14. 11. Click the Entity drop-down and select Lead. 12. Click the Operation drop-down and select Insert. The Fields tab displays an error icon ( ) and the Error, Warnings tab indicates there are problems. This is normal because you are still missing configuration information. 13. The remaining fields on the Connections tab are not needed for this tutorial and can be left at the default settings. 1.0 Tutorial - 19 -

Create A Basic Map Basic Map Completed Connections Tab Tutorial 1.0-20 -

Create A Basic Map 14. Click the Fields tab to display the Source and Target fields associated with the entities you selected on the Connections tab. 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. Basic Map - Fields Tab 15. On the Fields tab, Text file Source fields display in the left panel and Salesforce Target fields display in the right panel. Use the Fields tab to map where Source data should be integrated into the Target. Click the Company field in the Target panel to select it. 16. Click the arrow labeled Lead.Company below the list of Target fields to display details about the Company field. This field is bold in the field list indicating that it is required. The details panel also indicates that the field is required. 17. Click 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. 18. In the Target panel click Select All, then click Autolink. This selects all of the Target fields and links them to Source fields with matching names. Click OK on the warning message displayed. 1.0 Tutorial - 21 -

Create A Basic Map 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. 19. Click the Formula column heading in the Target panel until the linked fields display at the top. Using Autolink has matched Title, State, Phone, Fax, Country, and City fields. Basic Map - Autolink Fields 20. Link the following fields manually as follows: A. Drag ADDRESS to Street. B. Drag ZIPCODE to PostalCode. 21. 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. Double-click Leads.CONTACTNAME in the Formula column to display the Formula editor. B. Highlight Leads.CONTACTNAME in the Enter Formula panel. Tutorial 1.0-22 -

Create A Basic Map C. In the Categories panel select Functions > All. D. In the Functions panel locate PARSENAME and double-click it. E. The Description panel provides information about how to use the PARSENAME function. F. The Enter 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. Click Validate to make sure the format of the formula is correct. I. Click OK to save the formula in the target Lastname field. Basic Map - Formula Editor 1.0 Tutorial - 23 -

Create A Basic Map 22. 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. Basic Map - Linked Fields 23. In the Target field list, double-click on the website field. The Formula Editor displays. 24. In the Enter formula field, type "Scribe Tutorial", including the quotation marks and click OK. 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. 25. Click OK to save the Insert Leads Map. 26. Select the Insert Leads Map and click the Run Map Now button in the tool bar. 27. Click OK to save the Integration Leads Basic Solution. 28. On the Solutions page, select the Integration Leads Basic Solution and click the View History button to view the execution history for the map you just ran. The details indicate that 15 records were successfully processed. Tutorial 1.0-24 -

Create A Basic Map Integration Leads Basic Solution Execution History Detail 29. 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. 1.0 Tutorial - 25 -

Convert A Basic Map To An Advanced Map Convert A Basic Map To An Advanced Map Use the Convert feature to convert an existing Basic Map to an Advanced Map. This is a quick way to get started with Advanced Maps. Once a Basic Map is converted to an Advanced Map you cannot open it with the Basic Map editor, nor can you convert it back to a Basic Map. Objectives Learn the following: Duplicate an existing Basic Map to preserve it. Rename a Map. Disable a Basic Map to keep it from running. Convert a Basic Map to an Advanced Map. Change an Operation Block Type. Tutorial 1.0-26 -

Convert A Basic Map To An Advanced Map Duplicate A Basic Map 1. Navigate to the Solutions page. 2. Double-click the Integration Basic Leads solution created in the lesson titled Create A Basic Map on page 17. 3. Click the Insert Leads map created in the lesson titled Create A Basic Map on page 17. 4. Click the Duplicate button on the tool bar at the top of the Maps tab. Scribe Online creates a new map named Copy of Insert Leads and saves it immediately. The map is marked Incomplete. The duplicate map cannot be run or used until you open it and save it. Maps are saved independently of Solutions. Clicking the Cancel button on a Solution does not undo changes to maps. Basic Map - Duplicated 1.0 Tutorial - 27 -

Convert A Basic Map To An Advanced Map Enable/Disable A Duplicated Basic Map When a map is duplicated it is marked as Incomplete and is disabled. For the map to be complete, you must open the map and save it. 1. Double-click the duplicated map, Copy of Insert Leads. 2. The map name does not need to be changed, but for the purposes of this tutorial rename the map to Insert Leads Basic. 3. Click OK to save and close the map. The map is displayed on the Maps tab of the Integration Basic Leads solution with the Enabled check box checked. The duplicated map is now enabled. 4. To disable the Insert Leads Basic map, remove the check mark in the Enabled box. 5. Make sure the Insert Leads Basic map is disabled. Then, click Apply to save and leave the Solution open. Disabling the map prevents it from executing when the Solution is run. The enabled setting for the map is saved with the Solution. Enable/Disable A Basic Map Tutorial 1.0-28 -

Convert A Basic Map To An Advanced Map Convert Basic To Advanced Map 1. On the Maps tab of the Integration Leads Basic Solution, select the original Insert Leads map. 2. Click the Convert button in the tool bar. 3. Click Yes on the Convert Map confirmation dialog. This dialog warns you that the conversion is permanent. The map is converted and displays on the Maps tab as Incomplete with a map type of Advanced. 4. Double-click the Insert Leads map to open it. The Advanced map workspace and palette display with the map blocks off center. 5. Click the Query Leads block and drag the tower to the center of the gray rectangle. Locate the following using the graphic, Advanced Map Workspace And Palette on the next page: A. Workspace Used to join the operation blocks and design the Advanced Map. B. Palette Connections, associated operation blocks, and control blocks used to create the Advanced Map in the Workspace. C. Source Connection Connection to the source datastore. D. Source Operation Blocks Operation blocks specifically used to access Source records. E. Target Connection Connection to the target datastore. F. Target Operation Blocks Operation blocks specifically used to access and write to the Target records. G. Control Blocks Blocks used to move from one record to the next, handle child records, or make decisions. 1.0 Tutorial - 29 -

Convert A Basic Map To An Advanced Map Advanced Map Workspace And Palette Tutorial 1.0-30 -

Convert A Basic Map To An Advanced Map 6. Double-click the Query Leads block to open it. This block was created from the Source connection information in the Basic Map. You can see that the Leads entity is still selected. 7. Click the Preview tab to see the first record in the text file. Use the right arrow button in the tool bar to scroll to the next record. Query Block Preview Tab 8. Click OK to close the Edit Query dialog. 1.0 Tutorial - 31 -

Convert A Basic Map To An Advanced Map 9. The Create Lead block, converted from the Basic Map Target Insert operation, would be better if it were an Update/Insert block. Update/Insert updates existing leads or creates new leads in one operation, depending on what is returned by the Query and what exists in the Target datastore. Right-click the Create block and select Change Block Type To > Update/Insert. Change Block Type To Menu Tutorial 1.0-32 -

Convert A Basic Map To An Advanced Map The new Update/Insert block has a red X indicating that there are errors because no Match Criteria is defined. Match Criteria is used to determine if a Source record matches a Target record and should be updated with new data. Update/Insert Lead Block Red X Indicates Incomplete Block 10. Double-click the Update/Insert Lead block to open it. 11. Click the Matching Criteria tab. Use Matching Criteria to select a field with unique data in both the Source and Target records, such as, Id, Phone, or Email. To determine the best field to choose, you must be familiar with both your data and the database structure. In this Tutorial, we do not have an Id for the source records and the limited number of records allows us to know that the Phone number is unique for each record. 12. Click New on the Matching Criteria tab and select Phone in the Field drop-down. This is the phone number of the Target record. 13. Make sure the Operator is set to equals. 1.0 Tutorial - 33 -

Convert A Basic Map To An Advanced Map Matching Criteria Set Target Field 14. Double-click the Value field to open the Formula Editor. A. In the Categories panel on the left select Source > Leads. The Functions panel in the middle changes to a Fields panel. B. Double-click PHONE in the list of fields in the middle. C. The Description panel displays information about the PHONE field. D. The Leads.PHONE field is displayed in the Enter formula field. This is the phone number of the Source record. Formula Editor Set Source Match Field 15. Click OK to return to the Matching Criteria tab. Tutorial 1.0-34 -

Convert A Basic Map To An Advanced Map Match Criteria Configured Target And Source Fields Based on the Matching Criteria, if the Target Phone field equals the Source Phone field, the Target Lead record is updated. If the Target Phone field does not equal the Source Phone field, a new Target Lead record is created. If there are two records in the target with the same Phone number as the source record, an error is generated and the target is not updated. Error conditions are set on the General Tab of the Update/Insert block. 16. Click the Fields tab. Scroll through the fields and note that field links have made the transition from Basic Map to Advanced map and from block type Create to block type Update/Insert. 17. Click OK on the Edit dialog. 18. Click OK on the Map to save it. 19. Click OK on the Solution to close and save it. 20. Open Windows Explorer and navigate to..\program Files (x86)\scribe Software\Scribe Online Agent\DataExchange\Sample Leads. 21. This folder is now empty because you ran the Basic Map in the Create A Basic Map lesson, which processed the Text file and moved it to the..\program Files (x86) \Scribe Software\Scribe Online Agent\DataExchange\Done folder. 22. To test the Advanced Map, you need another text file to process. Navigate to the..\program Files (x86)\scribe Software\Scribe Online Agent\DataExchange\Done folder and use the processed TextLeads text file as a template for a new text file as follows: A. Open the TextLeads file in NotePad. B. Leave the first two lines of text, and delete everything below them. TextLeads.txt File Extra Rows Deleted 1.0 Tutorial - 35 -

Convert A Basic Map To An Advanced Map C. Modify the information for John Thibideau to create a new lead. The fields are separated by tabs. Be careful not to delete the tabs or the Text Connector will not be able to parse the fields. TextLeads.txt File New Lead D. Save the new TextLeads file to the..\program Files (x86)\scribe Software\Scribe Online Agent\DataExchange\Sample Leads folder with the name TextLeads.txt. 23. Return to the Solutions page in Scribe Online. 24. Select the Integration Leads Basic Solution and click the Run Now button on the tool bar. 25. When the Solution is done executing, select the Integration Leads Basic Solution. 26. Click the View History button to view the execution history for the Solution you just ran. The details indicate that 1 record was successfully processed. You can also see the results from the prior execution of the Insert Leads Basic map that you ran manually in the Create A Basic Map lesson. Integration Leads Basic Solution Execution History Detail 27. Log into Salesforce and go to the Leads page. Verify that your new lead has been added to the Salesforce database. Tutorial 1.0-36 -

Create An Advanced Map To Delete Tutorial Data From Salesforce Create An Advanced Map To Delete Tutorial Data From Salesforce Advanced 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 Advanced 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: Create an Advanced map Use the same connection for both Source and Target to do housekeeping Filter data Use the Batch Processing option Use Matching Criteria Debug the Advanced map Add An Advanced Map 1. On the Solutions page select New > Integration Services (IS). If you are adding maps to an existing Solution, you are taken directly to the Maps tab, where you can configure either a Basic or an Advanced Map. Solutions Page New Integration Services (IS) Solution 2. On the General tab of the Solution Wizard, enter Delete Tutorial Leads in the Name field. 3. Click the Agent tab and select your On-Premise Agent. 1.0 Tutorial - 37 -

Create An Advanced Map To Delete Tutorial Data From Salesforce 4. Click the Maps tab and click the Advanced button. The Create Map dialog displays. 5. In the Name field enter Delete Text Leads. 6. Add Source and Target connections as follows: A. Click the Connection drop-down in the Source panel and select SF Tutorial. B. Click the Add button in the Target panel and select SF Tutorial. Advanced Map Palette Connections 7. Drag a Query block from the Source palette into the gray box on the workspace. Tutorial 1.0-38 -

Create An Advanced Map To Delete Tutorial Data From Salesforce 8. Double-click the Query block and use the Edit Query dialog to configure the Query block as follows: A. On the General tab, select Lead in the Entity drop-down. Leave the defaults for the remaining fields. Edit Query Block General Tab B. Select the Filter tab and click the New button. C. In the Field drop-down select Website. D. Make sure the Operator is set to equals. E. Double-click the Value field to open the Formula Editor. F. In the Enter Formula field type "Scribe Tutorial", including the quotes, and click OK. Edit Query Block Filter Tab 1.0 Tutorial - 39 -

Create An Advanced Map To Delete Tutorial Data From Salesforce G. Click the Preview tab. You should have 16 records. These are the records added in the previous lessons, located by the filter for "Scribe Tutorial". Edit Query Block Preview Tab H. Click OK on the Edit Query dialog. Tutorial 1.0-40 -

Create An Advanced Map To Delete Tutorial Data From Salesforce 9. Drag a For Each Result block from the Control section of the palette onto the workspace beneath the Query block. 10. Drag a Delete block from the Target section of the palette and drop it inside the For Each Result block. The Delete block has a red x on the corner because it has not been configured. Advanced Map Delete Block 11. Double-click the Delete block to open the Edit Delete dialog and configure it as follows: A. On the General tab, click the Entity drop-down and select Lead. B. 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. 1.0 Tutorial - 41 -

Create An Advanced Map To Delete Tutorial Data From Salesforce Edit Delete Block General Tab C. Click 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. D. Click New to add Matching Criteria. E. In the Field drop-down select Id. This is the Id field for the record in the target datastore. F. Make sure the Operator is set to equals. G. Double-click the Value field to open the Formula Editor. Tutorial 1.0-42 -

Create An Advanced Map To Delete Tutorial Data From Salesforce Formula Editor Source Field For Matching Criteria H. In the Categories panel select Source > Lead. I. In the Fields panel double-click Id. Lead.Id displays in the Enter formula field. This is the Id field for the source record. J. Click 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 16 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 16 records returned by the Query to the specific record that should be modified or deleted. 1.0 Tutorial - 43 -

Create An Advanced Map To Delete Tutorial Data From Salesforce Edit Delete Block Matching Criteria K. Click OK to save the Delete block configuration. 12. Click OK to save and close the Map. Tutorial 1.0-44 -

Create An Advanced Map To Delete Tutorial Data From Salesforce Debug An Advanced Map Use the Advanced 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. See the Understanding The Debug Feature tutorial video and the Debugging Maps podcast for additional information. 1. On the Solutions page, open the Delete Tutorial Leads Solution. 2. On the Maps tab, double-click the Delete Text Leads map to open it. 3. Click the Debug tab in the palette on the right. 4. Click the Start button 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 results panel. Debug Results For Query Block 5. Click the Next button 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. 1.0 Tutorial - 45 -

Create An Advanced Map To Delete Tutorial Data From Salesforce 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 and displays the record that was deleted in the results panel. Debug Results Deleted Record 7. Click the Stop button to stop the Debug process. Tutorial 1.0-46 -

Create An Advanced Map To Delete Tutorial Data From Salesforce 8. Click OK to close and save the map. 9. Click OK to close and save the Solution. 10. Select the Delete Tutorial Leads solution and click the Run Now button on the tool bar. Any remaining Tutorial Leads records stored in Salesforce are deleted as the Solution executes. 11. When the Solution is done executing, select it and click the View History button on the tool bar. The total records processed should match the original 16 records from the Query Preview, minus the number of records deleted during your Debug session. 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. Delete Tutorial Leads Solution Execution History Detail 1.0 Tutorial - 47 -

Configure A Recurring Schedule For A Solution Configure A Recurring Schedule For A Solution Scribe Online IS and Scribe Online RS Solutions can be scheduled from the Schedule Solution page of the Solution Wizard. Schedule options include: On demand Runs when the Solution is selected and the Run Now button on the Solutions page is clicked. Once on Runs one time at a user-specified date and time. 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: Configure a recurring schedule Configure Schedule 1. On the Solutions page, double-click the Integration Leads Basic solution created in the Create A Basic Map lesson. 2. Click the Schedule tab. 3. Select Recurring. 4. In the Days section, select Every week on, then enable the check box for Saturday. 5. In the Times section, select At. 6. In the time drop-down, select 1:00 AM. 7. Click OK to save the Solution with the new schedule. Tutorial 1.0-48 -

Configure A Recurring Schedule For A Solution Recurring Schedule 1.0 Tutorial - 49 -