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  • 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: http://toolkit.customerfx.com 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: http://www.slxdeveloper.com/page.aspx?action=viewarticle&articleid=49 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: http://www.slxdeveloper.com/page.aspx?action=viewarticle&articleid=91 - Sample Source Code here: http://www.slxdeveloper.com/screencasts/leveragingnetinsaleslogix/SalesLogix%20.NET%20Sa mples.zip - Presentation from Summit here: http://www.slxdeveloper.com/screencasts/leveragingnetinsaleslogix/CRM120- Summit2006Presentation-RFarley.ppt - View the Screencasts here - http://www.slxdeveloper.com/screencasts/leveragingnetinsaleslogix/advancedcontacts/ http://www.slxdeveloper.com/screencasts/leveragingnetinsaleslogix/accountsearch/ http://www.slxdeveloper.com/screencasts/leveragingnetinsaleslogix/accountrss/ http://www.slxdeveloper.com/screencasts/leveragingnetinsaleslogix/contactmessenger/ http://www.slxdeveloper.com/screencasts/leveragingnetinsaleslogix/EmbeddingAControl/ 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: http://www.slxdeveloper.com/page.aspx?action=viewarticle&articleid=93 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: http://ryanfarley.com/blog/archive/2006/10/24/35190.aspx 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: http://www.goodtraining.com/ 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: http://www.slxdeveloper.com/page.aspx Outlook2CRM 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: http://www.outlook2crm.com/ 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 opportunity • Easily arrange and group quote products More info here: http://www.customerfx.com/Products/QuoteModule.fx 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: http://www.customerfx.com/Products/AccountSurvey.fx Customer FX Technical Reference Sheet 4 of 5
  • 5. Community Resources SalesLogix Development http://www.slxdeveloper.com/page.aspx www.saleslogixblog.com General Development: http://ryanfarley.com/blog/ SalesLogix User Training and Support www.GoodTraining.com Attached 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 Highlights • 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 Application Copyright Customer FX Corporation www.customerfx.com
  • 7. Description This application is used by remote lead processing centers to process leads from mailers and other direct marketing campaigns. The application communicates with databases in a central office via asynchronous calls to web services. The web services are distributed over several servers and are dynamically discovered via a central UDDI server and calls are secured via WSE token authentication. The application maintains a redundant local cache of all data which is re-tried automatically as a background process should a failure occur. The application also integrates with scanning hardware for scanning UPC codes on received lead cards. This scanned code is matched with a contact in SalesLogix via a web service with the central SalesLogix database. On the server end, in addition to several web services serving and receiving data, a Windows service processes all lead data received and assigns the lead to an available sales representative based on a weighted percentage assigned to a rep for an assigned county. Integration with SalesLogix is achieved via .NET web services. SalesLogix allows for simple & seamless integration with the web services via its industry standard OLEDB Provider. Scaling this application for an entire lead processing center could only have been possible with the SalesLogix OLEBD Provider. The server-side Windows Service assigned & processed leads to be worked by available sales reps. The service worked with SalesLogix data via the Provider and allowed for lead information to be assigned quickly and perform complex decisions for assignment due to the ability of the SalesLogix provider to work in a multi- threaded environment. The entire application and all integration points built in C# using the .NET Framework, taking advantage of .NET Web Services, .NET Web Services Extensions (WSE), Universal Description, Discovery and Integration (UDDI) support, classes in the System.Data & System.Data.OleDb namespaces, .NET Windows Service and more. Partner Inquiry Please contact your Sage CRM Solutions Regional Sales Manager or Regional Account Manager and reference Doc: “SRC Lead Entry 280306” Rachel Quigney Neil Beam Regional Account Manager Regional Sales Manager Sage Software Sage Software 8800 North Gainey Ctr Dr. Ste 200 8800 North Gainey Ctr Dr. Ste 200 Scottsdale, AZ 85258 Scottsdale, AZ 85258 P: 800-643-6400 x 4497 P: 573-814-1067 rachel.quigney@sage.com neil.beam@sage.com Global CRM Leader for SMBs - 300,000 Users in more than 70 Industries Makers of Award-Winning Sage SalesLogix, Sage CRM & SageCRM.com © 2006 Sage Software Inc. Sage Software and Sage CRM Solutions are registered trademarks of Sage Software, Inc. All rights reserved. All other trademarks and copyrights are the property of their respective holders. Copyright Customer FX Corporation www.customerfx.com
  • 8. SalesLogix Client SDK • Highlights Highlights • .NET Library for integrating applications with SalesLogix • Provides base classes for behind-the-scenes integration with SalesLogix • Allows for full Sales Client integration from a .NET managed context • Seamlessly embeds .NET windows inside the SalesLogix Sales Client with no effort on the part of the developer. • Integrates with the Visual Studio .NET IDE to allow for developing full and dynamic Sales Client customizations within the Visual Studio IDE (instead of building plugins within the Architect) Application FX.SalesLogix.Client .NET Library Help Leveraging .NET with SalesLogix Page 1 of 2 © 2007 Customer FX Corporation
  • 9. SalesLogix Client SDK • Description Visual Studio .NET Integration Description The CFX.SalesLogix. 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. Leveraging .NET with SalesLogix Page 2 of 2 © 2007 Customer FX Corporation