1. Technical Reference Sheet
Customer FX Data Transformation Toolkit
The Customer FX Transformation Toolkit is a set of add-on tools to Microsoft Data
Transformation Services (DTS), designed specifically to address the challenges of importing data
safely, accurately, and quickly into SalesLogix.
Customer FX originally designed the Customer FX Transformation Toolkit as an alternative to
other import tools (Scribe, SalesLogix Import Wizard, custom code or scripts, etc.), out of a need
to become more efficient with data imports. Customer FX also wanted an import tool that would
use more mainstream methods of importing data. Since SalesLogix already had a huge installed
base of Microsoft SQL users, it made sense to look at a tool that could leverage the power,
flexibility, and reliability of MS-SQL and DTS.
Microsoft DTS is the de facto standard for importing data to a Microsoft SQL database. Building
enhancements into DTS ensures that the speed and accuracy issues are fully addressed.
Leveraging DTS means that we can now run simultaneous import tasks! No more waiting for all of
the history records to load before you can load activities. Multi-threaded import tasks means less
time importing data.
In addition, the Customer FX Transformation Toolkit is SalesLogix sync-aware, meaning that for
the first time you can use DTS to load data into an existing SalesLogix database and know that
the new data will get to your remote users.
Visit the product site:
The CFX SalesLogix SDK
The CFX.SalesLogix.Client SDK is a managed .NET library used to integrate .NET applications
with the running Sales Client. This SDK allows a developer to use object-oriented development
standards when developing addons for SalesLogix, using a managed language, which can
otherwise only be done using VBScript and active forms using the SalesLogix Architect. This SDK
allows developers to use current development best practices and standards with minimal
knowledge of SalesLogix since many SalesLogix complexities are handled internally by the SDK.
Using this SDK a developer can build a window in C#, VB.NET, or other .NET language that will
run as a child window in the Sales Client, just as if it were a screen built using the Architect. This
window can be a modal window inside the Sales Client or a as full entity like the new Main Views
in version 6.2. The developer takes advantage of using the Visual Studio .NET IDE to develop
addons and customizations.
SalesLogix provides the necessary interfaces exposed via COM, in combination with the
SalesLogix OLEDB Provider that this SDK is built on, using .NET Interoperability support long
with managed data access.
See attachment at the end of this document.
Customer FX Technical Reference Sheet 1 of 5
2. Consuming SalesLogix Data via RSS
Unless you've been hiding under a rock, you've most likely caught wind of all the buzz around
blogs (weblogs) and the power behind the weblog known as RSS. RSS is a syndication format
that allows you to deliver information via and XML-based channel and can be consumed in many
different ways on any system. This article will examine how to create an RSS feed for new
opportunity data that SalesLogix users can subscribe to to be notified of new opportunities.
See the article here:
Leveraging .NET in SalesLogix
This article contains all sample code, overviews, and screencasts from Ryan Farley's Nav 06
Sage summit presentation. This article includes a bonus screencast that will walk you through the
process of embedding a .NET control in any version of SalesLogix. The concepts in this article
and screencasts do not use the .NET Extensions feature of v7, but instead focuses on a generic
way to include .NET in your SalesLogix development efforts.
• Imbedded .NET Controls
• .NET useControl using Microsoft Live Search and XML
• COM-exposed .NET assembly to provide easy access to an RSS feed
• Microsoft Messenger integration with SalesLogix using COM-exposed .NET assembly to
provide easy access to an RSS feed
- Article Link:
- Sample Source Code here:
- Presentation from Summit here:
- View the Screencasts here -
Customer FX Technical Reference Sheet 2 of 5
3. A Guide to The .NET Extension Deployment Attributes
When developing .NET Extensions for SalesLogix 7, there are some options available for
deployment of your extension. These options are often overlooked, misunderstood, and are
certainly undocumented. However, knowing what they are, and how to use them, can assist you
to accurately and easily deploy your extensions.
Read the article here:
Accessing the Windows RSS Platform with C#
Internet Explorer 7 introduced the Windows RSS Platform. The Windows RSS Platform will be a
core part of Windows Vista, but with IE7 it is now avilable on XP as well. The new functionality in
IE7 to consume RSS feeds is made capable by the Windows RSS platform. This new
functionality exists in Outlook 2007 also, giving you the ability to consume RSS feeds in Outlook
folders ala Newsgator style, which can also synchronize with the Windows RSS Platform.
Read the article here:
Custom .NET Development in an Web Framework
- GoodTraining.com. A SalesLogix user community featuring blogs, forums, training catalog
(custom .NET), scheduling application (custom .NET), downloadable courseware, and more.
Good Questions. Good Answers. That is what any good training is about. GoodTraining.com is a
place where you can search for and find information quickly and easily, feel comfortable asking
questions, and feel confident in the quality of information you receive. When you have good
questions about how to get more out of your SalesLogix use, GoodTraining.com is the place
you'll find the good answers you need. [More]
Visit the community here:
Custom Application Written in C#
- slxdeveloper.com web community framework.
This site was developed in C# using a custom portal framework developed by Customer FX. The
site is all managed without ever touching a page or a line of HTML. Pages are built dynamically at
runtime and cached based on configuration data stored in a database for each page. New pages
are added to the site by simply adding a page record in a database, along with specifying the
elements (Modules) that make up the page and defining the data it is linked to, via custom web
and windows applications used for site administration. UserControls (called Modules) that make
up the page content are assigned to a page (and section within the page) in a manner similar to
SharePoint, DotNetNuke, and other common portals. All custom Modules are complied
assemblies that all inherit from the same base class to provide integration to the site framework
and then wired up to their skin (a custom ascx file to provide the visual front end for the Module)
at runtime when loaded on to pages.
Customer FX Technical Reference Sheet 3 of 5
4. Articles are added to the site through a custom application which automagically formats the article
text to maintain a standard look throughout the site as well as formats any contained source code
samples to maintain color syntax highlighting.
Everything used in the construction of this site is custom built. That goes for the forums. as well
as the applications used behind the scenes for site administration, adding and formatting articles,
generating newsletters, article comment and forum notifications, and even for analysis of traffic
and site statistics.
- See the About Section at bottom of Home Page for Description here:
Packaged application developed by Customer FXproviding complete, customizable integration
between Outlook and SalesLogix.
The web site for this product also utilizes the same framework as GoodTraining.
More info here:
The Customer FX Quote Module for SalesLogix
The Customer FX Quote Module for SalesLogix provides a complete quoting solution for your
SalesLogix users. This bundled solution is easy to use and integrates completely and naturally
into the SalesLogix client. Create quotes with ease, full control to manage quote products, e-mail
quotes to customers as PDF files, and much more.
• Create and manage customer quotes
• E-mail quotes as PDF files to customers
• Copy quotes to accounts and create new quote revisions
• Associate quotes to opportunities and copy products between quotes and linked
• Easily arrange and group quote products
More info here:
The Customer FX Account Survey Module for SalesLogix
The Account Survey application is used by field representatives to survey accounts to evaluate
account growth and predict future needs. The account survey questions and possible answer
types are defined in the SalesLogix database using an easy to use administrator application (no
development required). The administrator creates sections and questions, along with possible
answer types for each survey. The user launches the account survey screen from a SalesLogix
account tab and the survey screen is dynamically built based on the current “active” survey.
More info here:
Customer FX Technical Reference Sheet 4 of 5
5. Community Resources
SalesLogix User Training and Support
A technical overview of custom Lead Processing and Rep Assignment application developed by
Customer FX. Attachment was created by Sage Software for inclusion in a Tech Showcase.
An overview with screenshots of the CFX SalesLogix SDK..
Customer FX Technical Reference Sheet 5 of 5
6. Lead Processing Center and Automatic Rep Assignment
• Service Oriented Architecture
• Web services back-end to communicate with SalesLogix
• SalesLogix web services discovered via UDDI server
• Web service calls secured via WSE token authentication
• Server-side Windows service to process leads and assign to available reps
Copyright Customer FX Corporation www.customerfx.com