Salesforce to John Galt Atlas - Opinion Lines (Opportunity Line Item Schedules) Integration
Created by @asharifian, SnapLogic This pattern illustrates the integration between Salesforce and John Galt Atlas. Atlas is a supply chain demand planning application. This integration will update opportunity line item schedule (OLIS) quantity information from Salesforce to Atlas. This data is known as opinion lines in Atlas. Key points: A Salesforce platform event is used such that upon the update of the quantity on an OLIS, that will have the SnapLogic pipeline consume the platform event and send that information to Atlas. Pipeline can be in always on state to constantly listen on the platform event. Atlas is being communicated in two ways: 1) via SQL Server to check if an opinion line record already exists. If it does, then update the record, otherwise insert it. 2) Via the Atlas API’s to Insert or Update the record. The Insert/Update operations are done via a child pipeline. Four Salesforce objects are used to retrieve the data. The most important data, Quantity, comes from the OLIS object. The other three objects are Account, Opportunity, and Opportunity Line Item. Configuration Basic auth credentials are passed in as the payload to the REST Post Snap to retrieve the bearer token from John Galt Atlas. This can be done via the HTTP Entity and using the account.username and account.password statements.In addition, ensure the correct “profile” value is being used in the endpoints when calling Atlas. Sources: Salesforce Opportunity, Opportunity Line Item, Opportunity Line Item Schedule Targets: John Galt Atlas Forecast Opportunity Snaps used: Salesforce Subscriber, Salesforce Read, Mapper, Copy, Router, Join, Filter, SQL Server - Select, REST Post, REST Patch, Union, Pipeline Execute Downloads Salesforce-Atlas_Forecast Product.slp (35.4 KB) z_Salesforce-Atlas_Forecast Product.slp (12.8 KB)John Galt Atlas to Salesforce of Forecast Data
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: The retrieval of data from Atlas uses the export custom view in JSON API. Once the forecast data is pulled from Atlas, the integration will do the following in Salesforce: upsert to Opportunities, create opportunity line items (if they don’t already exist in Salesforce), and insert/update the data to opportunity line item schedules. In general, the opportunity object must first be creted, then the opportunity line item, then the opportunity line item schedule. This integration will generally be run sparingly, maybe once a month to ensure the fiscal year’s forecast data is up to date. Configuration 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 Downloads 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)