I am writing a PHP code that will create a User Account on Microsoft Dynamics CRM 4 API using the SOAP client. In API's fieldset there are many types of fields among the required fields (strings, boolean, lookup and picklist). So I'm sending the request with values for these fields. All the fields are handling by CRM server except those fields which's types are "picklist". They are coming to server blank. I can't find out why. Please help with syntax and etc. to create a user on CRM containing a picklist type field.
Are you using the Picklist class when setting your attribute?
E.g (Taken from Microsoft Forums):
DynamicEntity entity = new DynamicEntitty("name of your entity");
entity["picklist field"] = new Picklist(<integer value of picklist>);
Related
I'm trying to integrate Cybersource Secure Acceptance into a mobile app I'm building. Only problem is, I need to a way to pass extra data to the php that Cybersource supplies without the users entering, i.e: first name, last name, email, card number (not to save of course) and just have users review their order in a webview. How can this be done?
The short answer is yes, custom data fields are supported by CyberSource APIs. I would suggest you look at the guides relevant to your implementation. Start at https://support.cybersource.com/ and https://developer.cybersource.com/ to find the guides.
As a sample, however, if you're using the Simple Order API you can use the below fields to send data to CyberSource that will be returned to you in the reply. NOTE that Personally Identifiable Information is prohibited in these fields.
merchantDefinedData_field1
merchantDefinedData_field2
merchantDefinedData_field3
merchantDefinedData_field4
For data such as name, email address, etc that you already have stored and don't want the user to re-enter, this data can be POST'ed to the APIs via hidden input fields. Naturally, the field names must correspond to the API's required field names.
I have created a view in Salesforce which retrieves specified contacts and displays a limited number of fields. For example the view is called "Scotland managers" and only retrieves contacts where Location = "Scotland"
I am using the Salesforce enterprise force toolkit and PHP.
Essentially, does the view "Scotland Managers" in Salesforce use a select query?
If so, how can I get hold of that query and execute it using PHP api so I can import these contacts found by the view, into another MySQL database?
I'm initiating an envelope using the REST API. I was able to set a custom field on the envelope to the salesforce account Id and then once complete upload the final document and update fields.
My next problem is I have some custom tags. In the custom tag settings I've related them to salesforce fields and enabled write back. I can't seem to get these to update salesforce if the information in the document changes. Is there an internal field or value that I need to set for the envelope to associate it with sales force?
Do I understand correctly that you've already installed DocuSign for Salesforce in your Salesforce org and have configured it to point to your DocuSign account? If so, you likely just need to update the "(Salesforce) Connect" configuration in DocuSign to explicitly tell it to write back the fields. I don't believe "merge fields" will write back data to Salesforce for envelopes that are initiated via the API.
This guide contains info about updating Connect settings for the DocuSign for Salesforce Connect configuration: http://www.docusign.com/sites/default/files/DocuSign%20Connect%20for%20Salesforce.pdf. Specifically, content relevant to your scenario starts on page 4 under heading "DocuSign Connect for Salesforce Settings -- and especially within item #7. To edit, add, delete, or change the order of Connect Objects that begins on page 6.
Within the "Salesforce" Connect Configuration in DocuSign, you can add a new "Connect Object" to have DocuSign automatically update a specific type of object in Salesforce based upon criteria you specify. For example, let's assume that you want to automatically update a Contact record in Salesforce (using data from DocuSign fields in a completed envelope) whenever a completed envelope contains a DocuSign secure field called HCP_ID, and the value in the HCP_ID DocuSign field matches the HCP_ID field value on a Contact record in Salesforce. Creating a Connect Object like the following would accomplish this:
The field mappings in the "Update Fields" section specify which values in Salesforce you want to update with which DocuSign values. (See the guide I've linked to above for more information -- it explains things in much greater detail than I've done here.)
I have one problem in ZOHO CRM Developement.
Scenario:-I have account of ZOHO CRM.when i create Leads in my ZOHO CRM also at the same time the record will get created in MySQL Database(My Local Database) with same values and i want to do it using PHP Code style.so please suggest me a some solution on this functionality.
In that case you need to analyze database structure of leads related tables and then prepare mysql query for the same.
Please follow these steps.
Get the data from zoho crm api using php, (php code for this available on google )
Map crm data fields with mysql table fields
Simply insert into mysql table.
You can upload your code at server and use in zoho as a webhook that trigger on record create event from zoho automation rule.
I'm using the Salesforce REST API and found it very hard to find decent documentation.
I can successfully log in with OAuth and i can push new accounts to Salesforce.
I use the instance url to make the API calls and i send the following fields to create an account object:
Name
Rating
Description
The problem is that I created a free trial (which sits on na9.salesforce.com) and everything worked fine.
I created a second free trial to check if everything works with another account, but the rating field is not available... I get the following message from Salesforce:
"[{"message":"No such column 'rating' on sobject of Account"}]"
Why is that?
Also, is it possible to add notes to a created account using POST? And is it possible to create Leads instead of Accounts using the API?
Thanks in advance,
A feature called field level security (FLS) can mean that even standard fields are not accessible, check the FLS settings on account in your second org.
Docs for the REST API are on the developer force site