Import Products from Salesforce Sales Cloud to Pricefx

This template fetches Products from Salesforce via REST API and imports them to Pricefx using a customer defined mapper.

Connection PlatformManager and Salesforce

For details on creating a connection see How to Create Salesforce Connection.

Installation

Go to PlatformManager > Marketplace, find Synchronize Products from Salesforce to Pricefx, select Deploy and then select a target integration instance and template version.

Configuration Steps

1. Choose the Salesforce REST connection to be used.

2. Configure Integration Template parameters:

   • Cron expression for triggering synchronization – Defines when this Integration Template should run. Example value: "0+0+*+*+*+?+*".

   • Salesforce API version – Version of the target Salesforce API. You should enter only the number, skip the usual "v" in the path. Example value: "48.0".

3. Define a mapper to map Products from Salesforce to Pricefx.

Troubleshooting Tips

For details see How Data Synchronization Works – Accounts, Products, Price Books.