Key Technologies: Scribe Insight, CRM Online
Note: This article assumes experience on Scribe Insight for Data Integration/Migration and understanding of CRM Online
Sources: CRM, Salesforce
TASK
Activities like Tasks need to be migrated and linked to an entity (Account, Contact, Lead, Opportunity and so on).
For storing the GUID from CRM, perform a seek step on the entity and then insert the task associated with it.
Store the Guid of the Entity from seek step in a Variable (Leadid/Contactid/Accountid/Opportunityid) and then use it in the next step.
Mappings required for Tasks from source to CRM
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NOTES
Notes and Attachments are stored in Annotation entity in CRM
Mappings required for Notes
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Attachment
Mappings required for Attachments
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In Scribe, configure source and and select ‘annotation’ entity in the target(CRM).
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1. Seek step will lookup ‘accountid’ and if it finds one, will continue to next step else the record will be skipped
2. Note/attachment will be inserted to the respective Id found.
Similarly design for contacts, leads and opportunities by selecting the respective entity.
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