This deck explains how the overall synchronization works within StoryPulse. This talks about full download and incremental download of objects.

1. FocalCXM
Remarkable Experiences
Transfer of Informational: Overall Synchronization Process
StoryPulse 3.0

2. Key Objective
To help Support Teams understand how StoryPulse works from
a synchronization stand point
There will be other TOI decks to complement this

3. Key Components for StoryPulse Platform
SP
(Pricing)
CRM On DemandOracle JavaStoryPulse
db
CustomerData is not stored but just passed through the middle tier.

4. Sales Rep App Installation Process
Download Install Activate Authenticate

5. Download
•Download the application from Apple Store
Download Install Activate
Authentica
te

6. Install
•Automatic upon download
Download Install Activate
Authentica
te

7. Activate
•Activation is a mechanism by which only valid
reps are allowed to register with the system
– Rep enters email address. Clicks on Activate
– Rep can move forward to login screen only when
the domain (of the email address) is registered in
the db (shown in the image on the right)
– Example: focalcxm.com
Download Install Activate
Authentica
te
JAVA
iPad
db
Note: As of now, reps have to append their domain but we will
evaluate and try to simplify the process

8. Authenticate
•Authentication is based on CRM
On Demand Login
•Rep enters CRMOD Login Info
– Request goes to Java
– Java connects with CRMOD
• If valid, lets the user in
Download Install Activate
Authentica
te
JAVA
iPad
db
CRM On
Demand
1
23
4

9. Full Download
•Objects are downloaded to the app as needed
•Other than environment information and admin
details, nothing is stored in the middle tier
Download Install Activate
Authentica
te
JAVA
iPad
db
CRM On
Demand
1
23
4

10. Role of Modules in Middle Tier
•Database
– Stores modification tracking data
(object identifiers and not actual
data)
– Changes to objects in CRMOD
are captured here and pushed to
iPads based on sync time
JAVA
iPad
db
CRM On
Demand
Submit AssessmentGet Response
Push to CRMOD
Get Response
db

11. Incremental Changes to Accounts, Contacts etc
CRM On Demand
Account
Changes
Mod Tracking
Db
SchedulerScheduler
3
1
2
iPad
New Stuff 4

13. Thank You