Applying Assignment Rules During Salesforce Integration Using KingswaySoft
Assignment rules are a set of criteria that determine how a lead or case will be assigned. They are a powerful feature in Salesforce that can help automate your organization's process for working with leads and cases. In this blog post, we will go over how to create Assignment Rules and how to effectively use them when importing records with Kingswaysoft SSIS Integration toolkit for Salesforce.
Connect to Your Azure SQL Instance in SSIS ETL Process Using Modern Authentication
This blog post will walk you through various methods we have implemented for working with OAuth in our Premium SQL Server components, providing secure access for applications and users.
Introducing Firestore NoSQL Component for Handling Complex Data Structures
Firestore is a popular NoSQL database and offers some advantages over traditional relational database models. With its scalability, querying, and indexing capability, complex data structure can be easily handled for real-time business requirements. KingswaySoft offers Firestore components to connect, read, and write to it. In this blog post, we will delve into such a scenario for handling the data.
Setting Up Modern OAuth Connections for Salesforce
Switching to modern Salesforce OAuth helps enhance the security of your integration connection. For this reason, we have outlined the benefits of making the transition. This walkthrough covers creating a Salesforce app for OAuth, gathering the necessary information, and setting up a Salesforce Connection Manager to connect to your Salesforce application for integration purposes.
Working With Dynamics CRM Action Outputs Using KingswaySoft
In Dynamics 365 CE/CRM, Actions are a type of process that can be invoked to perform a specific task. They supports input parameters that can be passed in as arguments if required, as well as Output parameters to obtain a status or any parsed value. In our KingswaySoft Dynamics CRM Destination component, you can easily trigger an Action by using the ExecuteWorkflow option and configure the output parameters as well. In this blog post, we will go through the steps to accomplish this.
Silent Installation for KingswaySoft Toolkits
Msiexec allows you to install MSI files silently without user interaction, which can be useful for deploying KingswaySoft's SSIS Integration components. In this blog post, we'll cover how to use this feature with our toolkits, to enable unattended installations in your environment, making automated deployments and installations more efficient.
Easily Translate CRM Option Values Using KingswaySoft
When writing to Dynamics 365 CE/CRM entities, it is important to remember that when dealing with Option values or Choice type fields, these are a set of defined values applicable for a field within the scope of the Dynamics 365 CRM instance. Your source component may have a different value set for the same field, which is common when the Source is not a Dynamics 365 CRM instance. In this blog post, we will show you how to use KingswaySoft's Option Value Mapping feature to translate and handle such fields easily.
Extracting Information with Ease Using KingswaySoft JSON/XML Extract Task
In your ETL integration development, you might run into a situation where you need to obtain some information from a JSON or XML file served by an HTTP service endpoint via either SOAP or REST framework. Without a proper strategy, this process design can impose some interesting challenges. In this blog post, we will showcase how to use our HTTP Requester Task and JSON Extract Task to accomplish this with ease.