Wedid: Salesforce and JobReady Integration
May 29, 2014 / / Comments Off on Wedid: Salesforce and JobReady Integration
When an opportunity is closed, students will be enrolled in different courses. The enrollment data and all the dependent data (Account/Contact) needed to be re-entered manually into JobReady.
|Purpose||To synchronize student, account and contact information between Salesforce and JobReady|
|Versions||Salesforce (Spring 2012)
|Information||Salesforce Account > JobReady Party (Employer)
Salesforce Contact > JobReady Party (Person)
Salesforce Student > JobReady Student
|Data Formats||XML/Flat File|
|Process||When an account or contact is created or updated in Salesforce, it will be synchronised into JobReady as Employer and Person.
When a student (custom object) is enrolled from a closed won opportunity, the student data will be inserted into JobReady