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Using Sugar Cloud Connectors Sugar Con 2010
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Using Sugar Cloud Connectors Sugar Con 2010

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  • Linked In is connected to the Company Name, not the Contact field. LinkedIn didn’t have an appropriate API we could use, so that’s why it’s keying off Account name and not contact name.
  • Get Social Twitter Pro by Synolia (they are here at SugarCon)The GetSocial: Twitter Pro module assists companies leveraging the SugarCRM customer relationship platform by providing easily integrated, simple to use Twitter features for every department. Internal employees can now utilize Twitter through an authorized channel and authorized client that provides an audit trail and reporting for managers.SalesView discovers sales opportunities across both traditional and Web 2.0 sources including Capital IQ, Reuters, Jigsaw, NetProspex, LinkedIn, Twitter and Facebook. Get everything you need in one place without leaving SugarCRM!
  • Visible Path for SugarCRM is a social network service which helps you pinpoint the best path to the prospects and companies you need to succeed. Twitter4Contacts allows sales people to easily connect with customers by having easy access to their last 20 tweets and a quick link to customer twitter accountsFacebook Custom Connector: This custom connector let's you keep track of contacts on Facebook and view public profile information.
  • Transcript

    • 1. ©2010 SugarCRM Inc. All rights reserved.
      Using Sugar Cloud Connectors
      Andrea Johnson
      Technical Trainer
      SugarCRM
      4/13/2010
      1
    • 2. Agenda
      Overview of Connector Settings
      Setting Properties
      Enabling Connectors
      Mapping Fields
      Managing Searches
      Integrating Data
      SugarExchange Connectors
      SugarForge Connectors
      Creating a Connector
      4/13/2010
      ©2010 SugarCRM Inc. All rights reserved.
      2
    • 3. Overview of Connector Settings
      ©2010 SugarCRM Inc. All rights reserved.
      4/13/2010
      3
    • 4. What are Sugar Connectors?
      4/13/2010
      ©2010 SugarCRM Inc. All rights reserved.
      4
      Connects to external data sources
      Merge with existing data in Sugar records
      May be enabled for Standard and Custom modules
      Designed for company-type or person-type modules such as Accounts, Leads, and Contacts.
      Module must have a standard Detail View layout
    • 5. Why add Connectors?
      Access contact details
      Gain in-depth insight on prospects
      Help build rapport quickly
      Close deals faster
      4/13/2010
      ©2010 SugarCRM Inc. All rights reserved.
      5
    • 6. What are the Provided Connector?
      Hoover’s
      Jigsaw
      Zoominfo-Person
      Zoominfo-Company
      LinkedIn
      ©2010 SugarCRM Inc. All rights reserved.
      4/13/2010
      6
    • 7. Where to get additional connectors?
      Additional connectors may be obtained through:
      SugarForge: http://www.sugarforge.com
      SugarExchange: http://www.sugarexchange.com
      New connectors may also be developed, and uploaded into Sugar using Module Loader
      ©2010 SugarCRM Inc. All rights reserved.
      4/13/2010
      7
    • 8. How to access Connector Settings
      Administration: Home page
      Under System Panel
      ©2010 SugarCRM Inc. All rights reserved.
      Set Connector Properties
      Enable Connectors
      Map Connector Fields
      Manage Connector Search
      4/13/2010
      8
    • 9. Setting Connector Properties
      ©2010 SugarCRM Inc. All rights reserved.
      4/13/2010
      9
    • 10. Connector Properties
      Utilizes Web Services for integration
      Used to connect to External Data Sources
      Some settings are obtained from Connector Provider
      ©2010 SugarCRM Inc. All rights reserved.
      4/13/2010
      10
    • 11. Jigsaw Properties
      ©2010 SugarCRM Inc. All rights reserved.
      WSDL URL: Provided
      API Key: Need to obtain from Jigsaw
      Go to: http://developer.jigsaw.com/program/developers/enterprises
      Maximum Number of List Results:
      Default is 20
      May be customized to display more or less list results
      4/13/2010
      11
    • 12. Hoover’s Properties
      ©2010 SugarCRM Inc. All rights reserved.
      Endpoint URL: Provided
      WSDL URL: Provided
      API Key: Need to obtain from Hoover’s
      Go to: http://www.hoovers.com/global/hoov/index.xhtml
      4/13/2010
      12
    • 13. Zoominfo-Person Properties
      ©2010 SugarCRM Inc. All rights reserved.
      Person Search Query URL: Provided
      Person Detail Query URL: Provided
      Partner Code: Need to obtain from Zoominfo
      Go to: http://developer.zoominfo.com/
      API Key : Need to obtain from Zoominfo
      Go to: http://developer.zoominfo.com/
      4/13/2010
      13
    • 14. Zoominfo-Company Properties
      ©2010 SugarCRM Inc. All rights reserved.
      Person Search Query URL: Provided
      Person Detail Query URL: Provided
      Partner Code: Need to obtain from Zoominfo
      Go to: http://developer.zoominfo.com/
      API Key : Need to obtain from Zoominfo
      Go to: http://developer.zoominfo.com/
      4/13/2010
      14
    • 15. LinkedIn Properties
      URL: Provided
      ©2010 SugarCRM Inc. All rights reserved.
      4/13/2010
      15
    • 16. Maintaining Settings
      When connector URL’s change, the new URL’s need to be provided in Connector Settings
      To ensure that proper login credentials have been supplied, select Test Connector (where applicable)
      Select Save to add settings
      Select Cancel to discard setting changes
      Check connector provider sites for updates on API changes, and updates
      ©2010 SugarCRM Inc. All rights reserved.
      4/13/2010
      16
    • 17. Enabling Connectors
      ©2010 SugarCRM Inc. All rights reserved.
      4/13/2010
      17
    • 18. Enabling Connectors
      Used to enable modules which will integrate with connectors
      Each connector will have columns for enabled and disabled modules
      All modules are disabled for connectors by default
      ©2010 SugarCRM Inc. All rights reserved.
      4/13/2010
      18
    • 19. Enabling / Disabling Connectors
      ©2010 SugarCRM Inc. All rights reserved.
      To enable a connector, drag a module from Disabled to Enabled
      To disable a connector, drag modules from Enabled to Disabled
      Select Save to add settings
      4/13/2010
      19
    • 20. Mapping Connector Fields
      ©2010 SugarCRM Inc. All rights reserved.
      4/13/2010
      20
    • 21. Mapping Connector Fields
      Used to bind connector fields to Sugar module fields
      Sugar-provided connectors have field mappings set by default
      Default mappings may be changed and additional fields can be mapped
      Data may appear in List View, Additional Details Pop-up and Data Merge Forms
      ©2010 SugarCRM Inc. All rights reserved.
      4/13/2010
      21
    • 22. Data Source Output Table
      ©2010 SugarCRM Inc. All rights reserved.
      4/13/2010
      22
    • 23. Connector Mapping Tabs
      ©2010 SugarCRM Inc. All rights reserved.
      Each connector has fields with corresponding drop-down list of connector-enabled Sugar module fields
      4/13/2010
      23
    • 24. Managing Connector Search
      ©2010 SugarCRM Inc. All rights reserved.
      4/13/2010
      24
    • 25. Manage Connector Search
      Fields are chosen to search data source
      Search parameters are limited by data source
      ©2010 SugarCRM Inc. All rights reserved.
      4/13/2010
      25
    • 26. Data Source Search Table
      ©2010 SugarCRM Inc. All rights reserved.
      Connector search results depend on Search rules defined by data source provider
      4/13/2010
      26
    • 27. Manage Connector Search Tabs
      Each tab displays lists of connector search fields for connector-enabled modules
      Fields may be used by dragging and dropping fields from Available to Default
      Selected fields are visible on Search sub-panel on Data Merge page
      ©2010 SugarCRM Inc. All rights reserved.
      4/13/2010
      27
    • 28. Integrating Data from Connectors
      4/13/2010
      ©2010 SugarCRM Inc. All rights reserved.
      28
    • 29. Viewing Connector Data in Sugar
      LinkedIn
      Make sure you’re logged into LinkedIn
      LinkedIn Symbol next to the Account Name
      Jigsaw, Hoover’s, and Zoominfo
      Get Data button
      Displays only the connectors the Admin enables
      4/13/2010
      ©2010 SugarCRM Inc. All rights reserved.
      29
    • 30. Viewing Connector Data in Sugar
      Data Merge page
      Specific fields to merge or Smart Copy
      Save record to merge the data in Sugar
      4/13/2010
      ©2010 SugarCRM Inc. All rights reserved.
      30
    • 31. SugarExchange Connectors
      4/13/2010
      ©2010 SugarCRM Inc. All rights reserved.
      31
    • 32. SugarExchange Connectors
      GetSocial Twitter Pro
      SalesView (Free)
      4/13/2010
      ©2010 SugarCRM Inc. All rights reserved.
      32
    • 33. SugarForge Connectors
      4/13/2010
      ©2010 SugarCRM Inc. All rights reserved.
      33
    • 34. SugarForge Connectors
      Visible Path for SugarCRM
      Get Social Twitter4Contacts
      Facebook Custom Connector (in development)
      4/13/2010
      ©2010 SugarCRM Inc. All rights reserved.
      34
    • 35. Creating a Connector
      4/13/2010
      ©2010 SugarCRM Inc. All rights reserved.
      35
    • 36. Create a Connector
      Documentation: Developer Guide
      Chapter 4: Customizing Sugar – Creating a Connector
      Installed through the Module Loader
      4/13/2010
      ©2010 SugarCRM Inc. All rights reserved.
      36
    • 37. Summary
      Overview of Connector Settings
      Setting Properties
      Enabling Connectors
      Mapping Fields
      Managing Searches
      Integrating Data
      SugarExchange Connectors
      SugarForge Connectors
      Creating a Connector
      ©2010 SugarCRM Inc. All rights reserved.
      4/13/2010
      37
    • 38. ©2010 SugarCRM Inc. All rights reserved.
      Using Sugar Cloud Connectors
      4/13/2010
      38

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