Creating Salesforce contacts from Concur data

The example demonstrates how to extract attendee details from Concur and create contacts in Salesforce automatically using a flow service.

Before you begin

Check if you have the Developer and Admin roles that are assigned from the Settings > Roles page.
Note: Click here for information on how to manage roles and project permissions.
Obtain the credentials to log in to Concur and Salesforce CRM back end accounts.
In webMethods Integration, create Concur (Concur_1) and Salesforce CRM (SalesforceCRM_1) accounts.

Select the project where you want to create the new flow service. You can also create a new project.
Click the Flow services tab and click the Plus icon.
Provide a name, for example, ConcurAttendeeToSalesforce, and an optional description for the new flow service.
Type Concur in the search box, select Concur, and then select Add Custom Operation.
Provide information to create GetConcurAttendees custom operation.
Select the operations you want to perform.
Select GetConcurAttendees, click the Account icon, and select the Concur_1 account. You can also create this account inline.
Click the Add icon to add a new step.
Type repeat, select Repeat to create a repeat step, and then select the item option.
Select Salesforce CRM and then select the associated createcontact action.
Select the SalesforceCRM_1 account. You can also create or configure this account inline.
Click the Mapping icon to map the input and output fields.
Map the input and output fields. Double-click the OtherCity and OtherCountry fields and set the required input values. You can also select the field and click the Set Value icon. The service output is automatically mapped to the Pipeline Output by a dotted line.
Save the flow service and click Run.

View the flow service execution results of the flow service after a successful run.