Book Image

Integrating CRM across your Organization for Business success

By : Andrew Blackmore
Book Image

Integrating CRM across your Organization for Business success

By: Andrew Blackmore

Overview of this book

Table of Contents (14 chapters)
Integrating CRM Across Your Organization for Business Success
Credits
About the Author
About the Reviewer
Preface

Step 5 – defining the CRUD rules


We have defined the entities, the fields, their mappings, and how they will be uniquely identified.

We now need to define the CRUD rules for our synchronization. We need to design the rules for what happens when the entities that we are synchronizing are created, updated, and deleted in both ERP and CRM.

In our worked example, the orders and the quotes that we are synchronizing will be read-only in CRM, and so we only need to define rules for what happens when they are created, updated, or deleted in ERP.

Create, update, and delete actions in ERP, which will cause corresponding changes in the CRM data

Create, update, and delete actions in ERP will cause corresponding changes in the CRM data. The synchronization is one way, so there will be no synchronization of data in the other direction.

Creating quotes, orders, and line items

When a quote or order is created in ERP, the synchronization software will need to detect the new record and create a corresponding quote...