I have created a new custom object in Salesforce with one of the fields called Contact being a vlookup to the Contacts object. I am using SQL via the Devart Salesforce adapter to create records in the new Requests object but am not sure what to populate the Contact field with. I have tried using the ID from the record in the Contact object but that does not seem to work. Any ideas anyone ?
Thanks
Steve
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I am utilizing azure data factory upsert salesforce.
I have two tables in salesforce
contacts__c (holds the the individual first and last name )
contactdetails__c (holds additional information about contact)
since I can not use dataflows directly with salesforce (for lookup), I upsert contact__c (sourcesystemid__c hold our internal contact ID).
when trying upsert contactdetails__c, I have to perform a lookup on the fly to know the salesforce internal ID associated for each contact and use that to upsert contactdetails__c.
I saw article suggesting to use contact__r.sourcesystemid__c which doesn't work for me .
I use copy data activity for contactdetails with source being my data in azure sql (with our internal contact ID) and sink is contactdetails__c on the mapping of the contactID I use
source sink
contactid contact__r.sourcesystemid__c
but it doesn't work
would appreciate any suggestion as to how I can lookup internal id of contact while upserting contactdetails table
thanks
Your question is missing a lot of details. I do not know how you are trying to do this, but assuming you are using the REST API then take a look at the section named Upserting Records and Associating with an External ID of this document.
One question... Why are you using custom sObjects for this? Why not use the standard Contact sObject. Also having the data denormalized like you are indicating is a bad idea in Salesforce.
I am very new to DocuSign and trying to create a proof-of-concept for integrating DocuSign with our own Managed Package for Salesforce. I understand how I can create an envelope, how to create a document based on a template, how to fill it with the data of my Salesforce record and also how to send it.
My issue though is that the data which needs to be filled into the DocuSign document is not entirely saved within the specified record. Some data such as certain KPIs are loaded from AWS but belong to the record you're looking at. To me it seems that when creating an envelope, you need to specify the record-id of the record you're trying to pull data from.
Is it possible to extend that by not specifying a record-id but rather an Apex Object or List for example?
suppose an existing contact starts chat via salesforce live agent and fills the pre-chat form. How do I update contact fields via post chat form as no action is taken for an existing contact except for creating a new case.
Create a trigger on the case that will use the data on the case and update the contact if necessary.
I have DocuSign and Salesforce connected, and am sending a DocuSign document from the standard Contact object. However, the DocuSign Status and the DocuSign Recipient Status are populating on the Account object. I have spoken to DocuSign Customer Support and they do not feel this is related to settings in DocuSign, but rather customization in Salesforce. I need to figure out why it is routing the status' to the Account object. Has anyone encountered this before?
The DocuSign Status will populate on any object related to the record the envelope is sent from. You can get have it not populate at all on the Account object by removing the Update Fields to Account in dsfs__DocuSign_Status__c object in DocuSign Connect, but that defeats the purpose of having the DS Status related list on the Account object at all. Unfortunately, the DocuSign status cannot be related to a single object as those objects have related records in SFDC themselves. The DS Status related list is org wide showing records with any relation to the sent from object.
I am using Powerforms as an approach to get signatures using the DocuSign. What I want is to send some part of the data back to Salesforce from the PDF while the user signs it. I created custom fields on the PDF, related them to Salesforce, checked the writeback and allow sender to edit boxes but the data hasn't got back to SF yet. Any help?
When you send from Salesforce, there is information passed to document (such as the SourceID and Source Object Type), that DocuSign Connect will attempt to match to a record to process a request to push the data back into Salesforce.
If you are using a PowerForm, you would have to pass along similiar data and setup DocuSign Connect correctly for it to relate the data back to a Salesforce record.
This is something that is doable with customization, but not functional out of the box.