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Configuration of Address Book in FootPrints for Salesforce.com

BMC FootPrints Service Core can be configured to dynamically access and display contact data from the Salesforce.com CRM web-based sales force automation solution.  This enables you to maintain one resource for your contact data and use that single resource for both BMC FootPrints Service Core and Salesforce.com CRM.

Note 1

Most Salesforce.com fields are character fields.  If you map a BMC FootPrints Service Core integer (or other type of) field to a typical Salesforce.com field, BMC FootPrints Service Core correctly performs integer (and other) searches, but for best performance, it is recommended that BMC FootPrints Service Core Address Book fields be character fields.

Note 2

Salesforce.com integration with BMC FootPrints Service Core is only available if you have purchased a Dynamic SQL link license.  If you are interested in purchasing a Dynamic SQL link license, contact a sales representative at BMC.

There are three steps to this configuration process:

• Establish your BMC FootPrints Service Core fields before mapping them to Salesforce.com fields and set email address field as primary key.  In the first step, you make sure you have all of the BMC FootPrints Service Core fields you want to use and also set your email address field in BMC FootPrints Service Core as the primary key.  If there are Salesforce.com fields that do not have corresponding BMC FootPrints Service Core fields, you create those fields in this step.
• Optionally configure an Account field in the BMC FootPrints Service Core Address Book.
• Map your BMC FootPrints Service Core Address Book fields to your Salesforce.com fields.

Step 1. Create BMC FootPrints Service Core Address Book Fields and Primary Key

The first step is to establish BMC FootPrints Service Core fields for all corresponding Salesforce.com fields.  To do so, you must check your existing fields and add any new fields you want to use with Salesforce.com.  In addition, you set your email address as the primary key field in this step.  In the next step, you map the fields in BMC FootPrints Service Core to fields in Salesforce.com.

To configure the fields in the BMC FootPrints Service Core Address Book, refer to Adding Address Book Fields.  Follow the procedure and make sure you set the Email Address field as the primary key.

Step 2. Configure the Account Field (Optional)

The integration for Salesforce.com allows a contact field mapping to include the Account as part of the BMC FootPrints Service Core Address Book record.  With this integration feature, whenever an Address Book record is accessed, the contact's Account is automatically used in that record along with the other fields.

To configure the Account field:

1. Create a field in the BMC FootPrints Service Core Address Book Schema called either "Company" or "Account".  This should be a public optional character field.  Refer to Adding Address Book Fields for this procedure.
2. On the same page as you created the "Company" or "Account" field, make the new field the Organizational Unit.
3. Save and exit the page.

Step 3. Map BMC FootPrints Service Core Address Book Fields to Salesforce.com Fields

To configure BMC FootPrints Service Core to dynamically access Salesforce.com, map your BMC FootPrints Service Core Address Book fields to your Salesforce.com fields as follows:

1. Select Administration | Address Book | Address Book Type from the BMC FootPrints Service Core Toolbar.
2. Select the radio button labeled “Salesforce.com Address Book Link”.
3. Enter your password, append the Salesforce.com Security Token to the end of the password, and click GO.
4. Enter your Salesforce.com user ID and password.

Note

Access and licenses for Salesforce.com is obtained from Salesforce.com and not from BMC.

5. Click Next to continue with the integration or Cancel to exit the integration process.
6. A warning pop-up may be displayed, along with the next configuration page.  The warning concerns non-character field types (refer to the note above).  Click OK on the warning message to continue with the integration.
7. Map your BMC FootPrints Service Core fields to your Salesforce.com fields using the drop-down lists.  Drop-downs are labeled as BMC FootPrints Service Core fields.  From each drop-down list, select the Salesforce.com field that corresponds to the BMC FootPrints Service Core field.  Make sure you map the Organizational Unit you created for Salesforce.com to Account Name.
8. Click Finish when you are done mapping fields.