I recently configured Service Cloud for my organization and for the most part it is working great. We do have an issue I can seem to solve though. The first time an internal employee submits a case (email-to-case), there is not a contact record to associate with the case, so the help desk must spend time creating a contact record for the employee before they can proceed with resolving the case. Is there a way to automate or sync with Office 365 to create a contact record for each employee?
I have considered and/tested the options below, but none do what I want:
I have already set up and tested Einstein Activity Capture. This is a great tool but will not sync internal (same email domain) contacts into Salesforce.
I know I can automate an export from Office 365 into an AWS S3 Bucket and then use AWS AppFlow to create/update contact records. This one is feasible, but I have to imaging there is a way to integrate the two platforms without exporting data into a staging area.
I can't use anything that requires manual intervention, like Data Loader.
Related
I was going through the integration documents available for snowflake & service now. But, all documents are oddly focussed on sf consuming snow data for analytics. Didn't find anything related to creating tickets for failures at snowflake. Is it possible?
It's not about the monitoring & notification aspect of snowflake but connecting with service now and raise a ticket for query failures (tasks,sp etc.)
Any ideas?
There's no functionality like that as of now. I can recommend you open an Idea for it and if enough customers want it our Product Management will review it.
For the Snowpipe, we found a way to use it. We send the error message to SNS and then we can do a Lambda function to call the Rest API of ServiceNow to create a ticket.
For Task, we find that it is possible to use External Functions to notify to AWS whenever the Task fails, but we haven’t implemented it.
Email is a simple way. You need to determine how your ServiceNow instance is processing emails. We implemented incident creation from Azure App Insights based on emails.
In ServiceNow find the Inbound Action you need to process the email or make one.
ServiceNow provides every instance with an email account
Refer to enter link description here
The instance email is usually xxxx#service-now.com.
If your instance url is "audi.service-now.com", the email would be "audi#service-now.com".
For a PDI dev#servicenowdevelopers.com, e.g.; dev12345#servicenowdevelopers.com
While looking at our snowflake.account_usage.login_history in order to identify users with outdated client drivers (using reported_client_type + reported_client_version), I came across this user_name that I did not recognize: WORKSHEETS_APP_USER.
It's not one of our users, so I'm wondering where it's coming from.
The client driver it's using is OTHER 1.1.5.
It's using OAUTH_ACCESS_TOKEN to authenticate (which is not an authentication method we use for Snowflake).
And it's using a ton of different IPs in the 10.4.* range.
It has a lot more logins during the week than during the weekend -- so probably a human(s).
I'm thinking it's probably related to the worksheets UI (either in Snowsight or in the old console).
If so, would there be any way to know who was the original user(s) behind this activity?
The first time Snowsight is accessed in an account, Snowflake creates an internal WORKSHEETS_APP_USER user to support the web interface. This user is used to cache query results in an internal stage in your account. For more information, see Getting Started With Snowsight.
https://docs.snowflake.com/en/sql-reference/account-usage/users.html#usage-notes
I have a custom attribute EmployeeNumber in AD, while creating CRM users when I write UserName for e.g Imran.Ahmed it automatically fetches some information from AD and fills form with that information ie first name, last name and phone number etc. Now I have added one more field in CRM to store Employee number in CRM. But CRM is not fetching it from AD.
How can I get information of custom attribute EmployeeNumber from AD to CRM form? I have been searching on internet and found some links that are saying that we have to write a plugin or call Javascript from CRM form but is there any way through which I can automatically get information from AD?
I am not aware of any AD side configurations to sync extra columns into CRM system user record. Or how to add more data to pull in the platform service when you tab out the username. Am sure you are not gonna get that information/control over that integration from Product team.
You can try this codeplex solution by reverse engineering/extending it to achieve the requirement. Or some Graph API calls to achieve it in some timely jobs.
We have our internal HR system to read/sync such data using SSIS + Kingswaysoft connector into CRM.
I am trying to build an open-source python code hosted at GAE to sync contacts by group to a limited number of users. In a web interface users will be able to pick their group and whom it will be synced with.
I understand there is a lot of applications on market place withe the same functionality, but my organization is concerned about those provides selling contacts to 3rd parties. We are a non-profit organization, so the code could be hosted at google project or github for community contribution.
(sorry for the long intro)
How is the best way to start? is there tutorial available with similar functionality that I can expand?
What is the best way to compare two Contact kind elements? To see if they need to be sync.
Is there a last update on the Contact kind elements? In case I want to implement a last update wins?
thanks!
I don't know of any tutorials for syncing and comparing contacts specifically, but there is a getting started guide for the Google Contacts API at https://developers.google.com/google-apps/contacts/v3/.
The contacts are sent as XML blobs, so you could compare two contacts by parsing them and looking at the individual elements within them. I don't think there's a better way to do this but there are libraries to handle it for you.
There is a last updated field sent as part of the contacts when retrieving them with the API. It is an XML element labeled <updated>.
how are you getting different user's contacts feeds?
i tried to save the tokens in the datastore when the
users grant the access, but when i get the token back
from datastore for 2 users at a time, after an hour
when the token expires,
all tokens start working like the current users token
and i can only get current users contacts.
token = Get_Shared_User_Token(user_email)
contact_client = gdata.contacts.client.ContactsClient(source=USER_AGENT)
authorized_client = token.authorize(contact_client)
contacts_feed = authorized_client.GetContacts(q = query)
can you please tell how one can get any user's contacts?
I have some clients that I'd like to put into Microsoft CRM (3.0 Dynamics). These people are already in a small Active Directory group for access to a couple of internal applications.
Is there a way to add these people to CRM and pull/push the contact data from Active Directory, so I'm not creating a second repository of information that conflict?
Unfortunately there's no out-of-the-box way to dot his. You'd have to write a custom app in order to query AD and pull in the data. Unless you're looking at over 100 customers you probably won't make up the time it would take you to manually input this data.