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On Demand Education Ltd - Siebel Cookbook 6 - CRM On Demand Insert and Siebel Enterprise

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Sandbox example of Siebel Workflow and CRM On Demand Web Services

Sandbox example of Siebel Workflow and CRM On Demand Web Services

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On Demand Education Ltd - Siebel Cookbook 6 - CRM On Demand Insert and Siebel Enterprise On Demand Education Ltd - Siebel Cookbook 6 - CRM On Demand Insert and Siebel Enterprise Presentation Transcript

  • Siebel Cookbook
    Recipe Six
  • Siebel Workflow
    Business Automation Framework for Siebel Enterprise Applications
  • Recipe
    Using Siebel Workflow and Siebel Business Services to insert CRM On Demand data
  • Preparation
    Make sure you have a working Siebel Tools and Sample database, take a backup before you begin
    Make sure you have a working login and password for CRM On Demand, and Web Services are enabled
    Download the WSDL for Account Object
  • Part One
    Download and save the WSDL files from your CRM On Demand instance from the Web Service Administration links
    Choose one Object, for example Account
  • Part Two
    Create a new Workflow in Siebel Tools and assign it to a Locked Project
    Set the Business Object to Account or another object
  • Part Three
    Build the Workflow
    Add Start and End Steps
    Use Recipe 4 to create Login step and store the SessionId from CRM On Demand
    Use Recipe 5 to provide the framework
    Edit the Account QueryPage Step
  • Part Four
    Edit Account QueryPage Step
    Edit SOAP XML to
    reference Account_Insert
    provide AccountName and Location required field
    Include ListOfContactRole and structure from WSDL file
    Include valid Contact Id from your CRM On Demand instance
  • Part Five
    Rename Account QueryPage step to Insert Account + Contact Role
    Edit SOAP Action to reference AccountInsert
  • Part Five
    Simulate your Workflow
    Retrieve the output.xml file from your hard drive and observe the data output (the exact records will depend on your CRM On Demand instance of course!
  • Conclusion
    We created new Steps in a Workflow to call CRM On Demand Web Services
    Login
    Insert Account “Name”, “Location”, ContactRole“Approver”, “AAA-232”
    Logoff