Data Synchronization
    • Dark
      Light

    Data Synchronization

    • Dark
      Light

    Article summary

    Overview

    This API is used to synchronize Workspace data with the data available in Salesforce core application.

    Pre-requisite

    The application registration must be completed.

    Sequence Diagram

    Message Structure

    Request Parameters

    Value

    channel

    Salesforce

    topic

    Call

    subtopic

    GetAllData

    source

    «Source application name»

    data

    «JSON Object»

    Response Parameters

    Value

    channel

    Salesforce

    topic

    Call

    subtopic

    AllData

    message

    «JSON Object»

    Response Data Parameters

    Parameter

    Data Type

    Description

    Sample Value

    <callId>

    JSON Object

    Current call details in Salesforce core.

    12345

    credentials

    JSON Object

    CTI credentials stored in Salesforce.

    N/A

    active_tabs

    JSON Object

    Active Salesforce tabs.

    N/A

    Call Details Parameters

    searchCriteria

    JSON Object

    Search criteria used to fetch Screen Pop data for the call.

    N/A

    createdObjects

    JSON Object

    Salesforce objects created for this call.

    N/A

    searchCriteria Details Parameters

    searchField

    String

    Field name used for screen pop.

    fromAddress

    searchText

    String

    Field value used for screen pop.

    9876543210

    searchCallType

    String

    Call type searched for and screen pop displayed.

    ACD_IN

    searchEvent

    String

    Event during which the screen pop happened.

    ALERTING

    searchObjects

    JSON Array

    Salesforce objects corresponding to the search.

    Empty for NO_MATCH and DIRECT

    searchResult

    String

    The search result.

    SINGLE_MATCH, MULTI_MATCH, NO_MATCH, DIRECT

    searchObjects Details Parameters

    id

    String

    Salesforce object identifier.

    0017F00000ELIkaQAH

    type

    String

    Salesforce object type.

    Contact, Account, etc.

    name

    String

    Salesforce object name.

    Grand Hotels & Resorts Ltd

    createdObjects Details Parameters

    Name

    String

    Salesforce object type created.

    Task

    OId

    String

    AcqueonWorkspace object identifier.

    SF1

    sfid

    String

    Salesforce object identifier.

    00T7F000027L43nUAC

    DisplayField

    String

    Object field to be displayed in the UI.

    Subject

    DisplayValue

    String

    Object value to be displayed in the UI.

    MyTask

    CTI Credentials Parameters

    isError

    Boolean

    Indicator if the credentials have failed.

    false

    Username

    String

    CTI username stored in Salesforce.

    123456

    Password

    String

    CTI password in Salesforce.

    abc@abc

    Extension

    String

    CTI extension stored in Salesforce.

    5051

    ADFSUsername

    String

    Need to add.

    Test1

    Active Tabs Parameters

    WhatId

    JSON Array

    List of Salesforce objects, other than contacts and Leads, opened in Salesforce console.

    N/A

    WhoId

    JSON Array

    List of Salesforce contacts and Leads objects, opened in Salesforce console.

    N/A

    WhatId WhoId  Parameters

    sfid

    String

    Salesforce object identifier.

    507F00000u6VNgQAM

    value

    String

    Salesforce object name.

    Account1 or Test User

    Sample Request

    {
        "channel": "Salesforce",
        "topic": "Call",
        "subtopic": "GetAllData",
        "source": "myapp"
    }

    Sample Response

    Response data contains the following fields:

    • Call details for each Call ID.

    • CTI credentials stored in Salesforce.

    • Active Salesforce tabs grouped by whoid and whatid

     {
        "channel": "Salesforce",
        "topic": "Call",
        "subtopic": "AllData",
        "data": {
            "12345": {
                "searchCriteria": {
                    "searchField": "fromAddress",
                    "searchText": "4454",
                    "searchCallType": "ACD_IN",
                    "searchEvent": "ALERTING"
                },
                "createdObjects": [
                    {
                        "Name": "Task",
                        "OId": "SF1",
                        "DisplayField": "Subject",
                        "sfid": "00T7F000027L43nUAC",
                        "DisplayValue": ""
                    },
                    {
                        "Name": "Case",
                        "OId": "SF2",
                        "DisplayField": "CaseNumber",
                        "sfid": "5007F00000u6VNgQAM",
                        "DisplayValue": "00001684"
                    }
                ]
            },
            "67890": {
                "searchCriteria": {
                    "searchField": "fromAddress",
                    "searchText": "4454",
                    "searchCallType": "PREROUTE_ACD_IN",
                    "searchEvent": "ALERTING",
                    "searchObjects": [
                        {
                            "id": "0017F00000ELIkaQAH",
                            "type": "Account",
                            "name": "Grand Hotels & Resorts Ltd"
                        },
                        {
                            "id": "0037F00001ghehyQAA",
                            "type": "Contact",
                            "name": "Test1"
                        },
                        {
                            "id": "0037F00001bovxyQAA",
                            "type": "Contact",
                            "name": "Test2"
                        }
                    ],
                    "searchResult": "MULTI_MATCH"
                }
            },
            "credentials": {
                "isError": false,
                "Username": "123456",
                "Password": "acq@123",
                "Extension": "5051",
                "ADFSUsername": ""
            },
            "active_tabs": {
                "WhatId": [
                    {
                        "sfid": "5007F00000u6VNgQAM",
                        "value": "Account 1"
                    }
                ],
                "WhoId": [
                    {
                        "sfid": "5007F00000u6VNgQAM",
                        "value": "TestUser"
                    }
                ]
            }
        }
    }


    Was this article helpful?

    Changing your password will log you out immediately. Use the new password to log back in.
    First name must have atleast 2 characters. Numbers and special characters are not allowed.
    Last name must have atleast 1 characters. Numbers and special characters are not allowed.
    Enter a valid email
    Enter a valid password
    Your profile has been successfully updated.