Configuring the Universe

In your Syntelate XA universe, you need to specify which database tables and fields in Salesforce are required for use in Syntelate XA. Follow the instructions below.

Add a Data Source

1. Go to Universe Builder and open the universe that is being used by your Syntelate XA agent desktop. You see the universe's configuration screen.

2. Add a new data source. You see the Add Data Source dialog.

3. For Data source type, choose Salesforce API.

4. For Data source name, enter Salesforce.

5. For Connection string, enter the absolute URL of your Salesforce Web API within your Syntelate XA instance.

6. SAVE AND CLOSE.

You return to the Universe configuration screen.

Add a Data Source Object

1. Add a new data source object. You see the Add Data Source Object dialog.

2. For Data Source, choose Salesforce.

3. For Description, enter something that defines what this data source object will be used for, such as Salesforce Contacts if the object will be used to display and edit customer contact details.

4. SAVE AND CONTINUE. You see the Edit Data Source Object dialog.

5. For Data source object type, in most cases you will need either Parent, Grid or Interaction table. Only choose Grid stored procedure or Linked table if you know for certain that's what you need.

6. For Data source object name, choose the table that corresponds to the category of data that you're wanting this data source object to pull from Salesforce. For example, if you want to retrieve customer contact details, then you would choose the table that stores those details.

7. Primary key: This is automatically populated after you specify the Data source object name.

8. Use as search query? Lets you create a search table from the Salesforce data source object. (The search table will be a view.) As a result, agents will be able to search Salesforce data from their Syntelate XA Agent Desktop.

   Note: When Use as search query? is Yes, the asterisk wildcard is appended to search terms. For example, if an agent searches for Ann, the search will look for Ann*.

9. Select query string lets you write a SOQL (Salesforce Object Query Language) select statement to retrieve data from the Salesforce database table that you specified in Data source object name. To provide a SOQL select statement, in Select query string, write or paste the SOQL statement.

   Tip: You should use this option if you need to display data from linked objects or you want to order the data. For example, to order sales orders by create date.

10. If you do not need to use SOQL queries, you can choose fields from the list provided. From Required fields, select each field you want to include in the data source object.

    Tip: If you are entering a SOQL query, you should also use the list of fields if you want to create picklists for them (in other words, to create Salesforce code tables).

    Note: The type lists SOQL data types, not SQL data types.

11. SAVE AND CLOSE.

Saving your Salesforce data source object results in the following events:

• A view is created in the Syntelate XA database. 

• Code tables are created for any selected fields that are of the type picklist.

• Field properties are added to the code tables.

• The code tables are populated.

Your data source object is ready for use.

What Next?

When you have created the data source objects that your Salesforce project requires, you need to configure the Syntelate XA Agent Desktop to ensure agents will be able to view and edit the data in Salesforce. This will involve configuring:

• Data entry elements that display information from Salesforce, such as text boxes that display customer details.

• Grids that display records from Salesforce, such as a list of a customer's orders.

• Grids that agents can search, for example, to look for a customer's address.

Go to Designer for guidance.