03-14-2022 02:51 PM
Contributed by @asharifian, SnapLogic
This pattern provides an integration between John Galt Atlas and Salesforce. Atlas is a supply chain demand planning application. This integration will insert and update annual forecast data from Atlas to Salesforce.
Key points:
A view from John Galt Atlas would need to be created beforehand. The view would contain the data points that you would like to retrieve from Atlas. From there, the “export custom view in JSON” API can be called to get the data from Atlas. The opportunity line item schedule (OLIS) object cannot be upserted in Salesforce, as that is a limitation on the Salesforce side. That is why you see separate Salesforce Create and Salesforce Update snaps for the OLIS object.
Source: John Galt Atlas Forecast Opportunity
Target: Salesforce Opportunity, Opportunity Line Item, Opportunity Line Item Schedule
Snaps used: REST Post, Mapper, CSV Parser, Filter, Salesforce SOQL, Pipeline Execute, Router, Salesforce Update, Salesforce Create, Union, Tail, Salesforce Upsert
Atlas-SF Annual Forecast Opportunities.slp (39.1 KB)
z_Atlas-SF Annual Forecast Opportunities-Opportunity.slp (5.7 KB)
z_Atlas-SF Annual Forecast Opportunities-OpportunityLineItem.slp (9.9 KB)