PwsInitiateSfaImport

Overview


This web service allows a caller to initiate an import from a Salesforce-like environment. In the standard Projector-Salesforce integration, Projector pulls data from Salesforce. In a web-services based import, this service provides a means to push data into Projector. This service allows one to send XML data to Projector, which Projector then processes by transforming via a pre-configured mapping template. The transformed result is then stored in a staging table which functions like a queue. Later, Projector can read from this queue to create the actual, desired Projector entities.


Request Format


PwsInitiateSfaImport Request
  • PwsInitiateSfaImport

Request Elements


Element

Data Type

Required?

Default

Description

Sample Data

RequestId

Int32

 No

 

 Click here for more information


SessionTicket

String

 Yes

 

 Click here for more information


SourceEntityData

String

 Yes

 

 A block of XML that represents that data being sent to Projector. It should contain elements that the mapping template expects.

<MyOpportunity><Id>12345</Id><OpportunityName>Big Sale</OpportunityName><StartDate>6/15/2020</StartDate><EndDate>6/18/2021</EndDate></MyOpportunity>

SourceEntityDescription

String

 No

 

Description of the source entity. It should be meaningful to users but does not play a role in the import process.

[MyAccountName].[MyOpportunityName]

SourceEntityIdentifier

String

 Yes

 

 Uniquely identifies the source entity

1342839000011290083

SourceEntityName

String

 Yes

 

 Type of entity that is being imported from the outside system

Opportunity

TestFlag

Boolean

 No

 False

 If true, runs the service in test mode. In test mode, the pre-configured mapping template is applied to the SourceEntityData but the result is not saved (i.e. nothing is pushed to the staging table). Use this option to validate the pre-configured mapping template works as expected.

False

Request Usage Example(s)

Example 01 - Pushing entity data
<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:pws="http://projectorpsa.com/PwsProjectorServices/" xmlns:req="http://projectorpsa.com/DataContracts/Requests/">
   <soapenv:Header/>
   <soapenv:Body>
      <pws:PwsInitiateSfaImport>
         <pws:serviceRequest>
            <req:RequestId>1</req:RequestId>
            <req:SessionTicket>AQcmVO3fPeBJOx7QmLRCeA==</req:SessionTicket>
            <req:SourceEntityData>&lt;MyOpportunity&gt;&lt;Id&gt;12345&lt;/Id&gt;&lt;OpportunityName&gt;Big Sale&lt;/OpportunityName&gt;&lt;StartDate&gt;6/15/2020&lt;/StartDate&gt;&lt;EndDate&gt;6/18/2021&lt;/EndDate&gt;&lt;/MyOpportunity&gt;</req:SourceEntityData>
            <req:SourceEntityDescription>MyAccount.MyOpportunity</req:SourceEntityDescription>
            <req:SourceEntityIdentifier>12345</req:SourceEntityIdentifier>
            <req:SourceEntityName>Opportunity</req:SourceEntityName>
            <req:TestFlag>0</req:TestFlag>
         </pws:serviceRequest>
      </pws:PwsInitiateSfaImport>
   </soapenv:Body>
</soapenv:Envelope>

Response Format


PwsInitiateSfaImport Response

Response Elements


Element

Data Type

Description

Sample Data

Messages

PwsMessage[]

 The web service response status and message. Click here for more information.


ResponseId

Int32

 Click here for more information


Status

RequestStatus

 Click here for more information


ServerTimestampUtc

DateTime

 Click here for more information


ProjectorEntityData

String

A block of XML that represents the Projector entities that will be eventually created in Projector.

<ops:Engagement action="delete" closeIfInUse="true" closedEngagementStageName="Closed Lost" xmlns:ops="ops.projectorpsa.com" />

SfaStatus

String

The status of the SFA integration.

R - Running

P - Pending

I - Idle

D - Disabled

T - Pending Test

R

SfaStatusMessage

String

The error, if there was one, that occurred while applying the pre-configured mapping template to the input data. The same status message will be seen from the Projecto



Response Usage Example(s)


Example 01 - Pushing entity data
<s:Envelope xmlns:s="http://schemas.xmlsoap.org/soap/envelope/">
   <s:Body>
      <PwsInitiateSfaImportResponse xmlns="http://projectorpsa.com/PwsProjectorServices/">
         <PwsInitiateSfaImportResult xmlns:a="http://projectorpsa.com/DataContracts/Responses/" xmlns:i="http://www.w3.org/2001/XMLSchema-instance">
            <Messages xmlns="http://projectorpsa.com/CommonServices/" xmlns:b="http://projectorpsa.com/DataContracts/Shared/Common/" />
            <ResponseId xmlns="http://projectorpsa.com/CommonServices/">1</ResponseId>
            <Status xmlns="http://projectorpsa.com/CommonServices/">Ok</Status>
            <ServerTimestampUtc xmlns="http://projectorpsa.com/CommonServices/">2021-02-10T20:13:03.8884569Z</ServerTimestampUtc>
            <a:ProjectorEntityData><![CDATA[<?xml version="1.0" encoding="utf-16"?><ops:Import xmlns:ops="urn:ops.projectorpsa.com" xmlns:sf="urn:sobject.partner.soap.sforce.com"><ops:Engagement action="addupdate" xmlns:ops="ops.projectorpsa.com"><ops:engagementName></ops:engagementName><ops:clientName></ops:clientName><ops:costCenterName></ops:costCenterName><ops:engagementTypeName></ops:engagementTypeName><ops:engagementMgrUserDisplayName></ops:engagementMgrUserDisplayName><ops:engagementStageShortName>Open</ops:engagementStageShortName><ops:currencyCode>USD</ops:currencyCode></ops:Engagement></ops:Import>]]></a:ProjectorEntityData>
            <a:SfaStatus>I</a:SfaStatus>
            <a:SfaStatusMessage i:nil="true"/>
         </PwsInitiateSfaImportResult>
      </PwsInitiateSfaImportResponse>
   </s:Body>
</s:Envelope>

PwsInitiateSfaImport - Common Errors and Warnings


ErrorNumber

ErrorCode

ErrorText

35001SfaIntegrationIsDisabledSFA integration is currently disabled due to a prior failure. It must be manually re-enabled prior to further integrations.
35002SfaIntegrationIsInactiveSFA integration is currently not enabled for this account. It must be enabled before any integrations can be performed.
35003SfaProjectorXmlInvalidSFA integration produced invalid results.