Get attendees from Concur and create contacts in Salesforce CRM

Summary

Get attendees from Concur and create contacts in Salesforce CRM.

Before you begin

  • Log in to your tenant.

  • Check if you have the Developer and Admin roles 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 IBM® webMethods Integration, create Concur (Concur_1) and Salesforce CRM (SalesforceCRM_1) accounts.

Basic Flow

  1. Select the project where you want to create the new flow service. You can also create a new project.

  2. Click the Flow services tab and on the Flow services page, click the icon.

  3. Provide a name, for example, ConcurAttendeeToSalesforce, and an optional description for the new flow service.

  4. Type Concur in the search box, select Concur, and then in the Type to choose action field, select Add Custom Operation.

  5. Do the steps as shown in the following images to create the GetConcurAttendees custom operation.

  6. Select GetConcurAttendees, click the icon, and select the Concur_1 account. You can also create this account inline.

  7. Click the icon to add a new step.

  8. Type repeat, select Repeat to create a repeat step, and then select the /item option.

  9. Select Salesforce CRM and then select the associated createcontact action.

  10. Select the SalesforceCRM_1 account. You can also create or configure this account inline.

  11. Click the mapping icon to map the input and output fields.

  12. Map the input and output fields as shown below. 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.

  13. Save the flow service and click Run.

  14. View the flow service execution results.