Monday, October 17, 2016

#531 Migrating your BPM assets to PCS

Here is a great blog article from Andre -

Read the article here

Friday, October 14, 2016

#530 PCS 16.3.5. New Features - Integrations

Process Composer has a new section in 16.3.5 - Integrations.

This provides us with OOTB connectivity to ICS.

Let's try it out - here is a simple ICS integration that creates an Organization in Service Cloud.

I pass in an Org name and get, as response, the Service Cloud OrgID.

The interface is very simple, compared to the Service Cloud Organization definition - just orgName.

I test the ICS integration using SOAP-UI -

It works!

Now back to PCS -

So first we need to configure the connection to ICS -
this we do in Workspace -- Configure

Here we can configure PCS to use a particular ICS instance.
Then click on Test to verify that ICS is reachable.

Now back to Composer -

Remember, I am looking to use -

I select it -

I click Next -

I now click Create

That's it!

Now, I want to leverage it in the process.
I have a simple process with a start form, which allows a user to enter the name of the organization to be created.

I add a Service Task - and configure it to use the Integration.

I do the Data Association -

I deploy -

and test -

I validate in Service Cloud -

and here it is...

#529 Differences between SOA CS and SOA Suite on premise

I get asked this a lot. So to avoid having to do so again and again.
Below is the link to the ORCL doc detailing the actual differences.

The first section details platform differences, such as automatic provisioning versus you create the domain etc.

The second section details the different behaviours from a functional perspective e.g.
File adapter read actions — each managed server only reads from its local directory.

So check it out.

Difference between the Cloud and the on-premise environments

Friday, October 7, 2016

#528 Sales Cloud Events --. new business objects added

Info, thanks to my colleague Angelo S.

The eventing mechanism in Sales Cloud only covered the business objects, Sales Account and Contact.

 R11 now has ICS event support for the following objects:


Deal Registration




Great stuff!

So we can now cover scenarios such as a new Opportunity in Sales Cloud, automatically kicking off an ICS integration.

Friday, September 23, 2016

#527 PCS 16.3.5 New Features Part 1 --> Introduction to Web Forms

Your starting point should be the What's New doc for PCS 16.3.5.

Click here to read it.
One of the most interesting additions is the new web forms functionality.
Let's be honest, the previous Frevvo based forms were rather basic, they've even been renamed Basic Forms. So now you have the choice, you take either the basic forms - very effective for eGov style forms based apps - or else the new web forms with their richer UI. So let's take a look.

Web Forms

From the docs -
This release introduces a powerful and intuitive new forms editor for creating forms without rules scripting. The editor lets developers create multiple views (presentations) for a single form, reuse forms within forms, brand them by uploading a CSS stylesheet, create list of values (LOV) tables, and fetch data using REST connections.The new forms editor is called Web Forms, and the existing forms editor is now called Basic Forms.

Here is a simple example, leveraging the following business object -

As already mentioned, in 16.3.5 we have the choice
between New Web Form and New Basic Form.

The basic form has 1 new addition for this release.
Note: the new button on the palette - Manage Header Sets -
These allow PCS basic forms to call external REST services, protected by custom headers.

Again, from the docs -

For basic forms that fetch data by calling external REST services that are protected by custom headers, Process Cloud Service provides custom header support using a superset of Basic Auth support. 
Custom headers use tokens for authentication instead of a user name and password and are not shared with Composer during REST calls. The header can be marked as secret or can be made visible to Composer users.
You can map multiple headers to the same REST API call. For example, two departments can create different headers and map them to the same REST API call.
Read the full details here

I add the business object to the form -

and that's it! Our basic form.

So what does the new web forms component offer us?

I create a New Web Form.

Note the Basic Palette of widgets available -

Note the form properties.

Note that one can also set the display for the target device -

Let's look at the UI controls, available in the Basic Palette -

Here is the Advanced Palette -

Note the Business Types available - my OrderBO is pre-seeded.

I can drag and drop OrderBO onto the canvas,as per the basic form.

Let's edit the product field -

Note the available Events -

Here I add an event to set the  units to 1, on form load.

I click Preview -

Great stuff!

Monday, September 19, 2016

#526 ICS Lookups

Simple example here.
I am syncing Contacts between Sales Cloud and Service Cloud -

In my example, the country designation for Ireland in Sales Cloud is Eire, while in Service Cloud, it is Ireland.

I created a lookup to capture this -

Let's add Eloqua to the mix -

Now let's leverage this in the above integration - Here are my mappings -

 Note, I have not mapped Country.

I now map this, using the Lookup -

Note, I am using the ICS function --> lookupValue

I select the Lookup to use -

I specify the Sales Cloud attribute to be used - Country.