Salesforce CMS SYNC

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Salesforce CMS SYNC by Mind Map: Salesforce CMS SYNC

1. HandleMasterSync(sfApi,work);

1.1. toUpdaeStartId : Read().FirstOrDefault(); toUpdateEndId : db.Database.SqlQuery("Select @@DBTS").FirstOrDefault(); SyncUsers(sfAPi, work, toUpdateEndId, toUpdateStartId)

1.1.1. Updates/add users in salesforce between end and start dbts

1.2. UpdateLastSyncRun(toUpdateEndId);

2. Salesforce to CMS Sync

2.1. Inbound Messages

2.1.1. AccountColor SF Object : Account CMS Object : Office, OfficeParentGroup

2.1.1.1. HandleAccountColorSync()

2.1.1.1.1. Update Tab Color

2.1.2. Account SF Object : Account CMS Objects : Office, OfficeParentGroup )

2.1.2.1. HandleAccountSync()

2.1.2.1.1. IF Parent Account

2.1.2.1.2. IF Normal Account

2.1.2.1.3. IF Billing Parent Account

2.1.3. Contact SF Object : Contact CMS Object : Users

2.1.3.1. Check if salesforce parent account for this contact is povisioend

2.1.3.1.1. True

2.1.3.1.2. False

2.1.4. Device SF Object : DeviceType__C CMS Object : DeviceTypes

2.1.4.1. Device type sync

2.1.5. Officelocation SF Object : Office_Location__c

2.1.5.1. Put OfficeLocation

2.1.5.1.1. Office Location Mapping

2.1.6. Plan SF Object : Plan__c CMS Object : AccessPlan

2.1.6.1. Update Access Plan

2.1.6.1.1. Access Plan fields Mapping

2.1.7. RecordsForDeletionInCMS SF Object : CMS Object : Users,OfficeRestDetail

2.1.7.1. handle Contact Delete

2.1.7.2. handle Rest Key delete

2.1.8. RestKey1 SF Object : Rest_Key__c CMS Object : OfficeRestDetail

2.1.8.1. handle Rest Key sync

3. CMS to Salesforce Sync

4. CMS to Salesforce Data Migration

5. XERO

5.1. SF to XERO

5.1.1. Opportunity is Created/Updated

5.1.1.1. Check if opportunity's Account Exists in XERO Contacts

5.1.1.1.1. Yes

5.1.1.1.2. No

5.2. XERO to SF

5.2.1. Trigger: Runs Automatically every 2 mins

5.2.1.1. Get list of Update/Created xero invoices in last 2 mins

5.2.1.1.1. Update salesforce opportunities