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FootPrints 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 FootPrints and Salesforce.com CRM.
Most Salesforce.com fields are character fields. If you map a FootPrints integer (or other type of) field to a typical Salesforce.com field, FootPrints correctly performs integer (and other) searches, but for best performance, it is recommended that FootPrints Address Book fields be character fields.
Salesforce.com integration with FootPrints 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:
The first step is to establish FootPrints 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 FootPrints to fields in Salesforce.com.
To configure the fields in the FootPrints Address Book, refer to Adding Address Book Fields. Follow the procedure and make sure you set the Email Address field as the primary key.
The integration for Salesforce.com allows a contact field mapping to include the Account as part of the FootPrints 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:
To configure FootPrints to dynamically access Salesforce.com, map your FootPrints Address Book fields to your Salesforce.com fields as follows:
Access and licenses for Salesforce.com is obtained from Salesforce.com and not from BMC.