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Auto-populate external web-based app with Salesforce data
Current Scenario
- Client is currently using Salesforce to capture various registration details about a particular customer.
- This information is then manually re-keyed into another (custom-built, web-based) application to perform customer setup on the other system. There are multiple pages in this second application which the user clicks through as data is entered
Problem
- Large volume of manual re-keying of the same data
- Room for human error
Required Solution
- We want to be able to pull data from Salesforce into the second application such that certain fields are automatically populated. Ideally, the user will be able to click a button in Salesforce which would launch the other application and auto-populate based on a mapping we specifiy.
Is this possible? Ideas on how to solve this problem would be very much appreciated!
We are interested to discuss the solution for your requirements. Please drop an email to learn more.
MV
nj.tech@hotmail.com
Does the custom built web-based app have a web service API? If so, you have a couple options:
1. You can use outbound messaging to send data to this external system as soon as it's saved in Salesforce.
2. You could also create a button that runs a Batch Apex routine that sends this data to an external web service.
In our Spring '10 release, you'll be able to automate #2 with our Apex Scheduler.
Hope that helps,
Sati