Integration Scenarios

There are three areas of Integration with the fullcast.io platform:

  1. Getting Data into the Design app for planning and reporting
  2. Exporting Data out from the Design app for updating transactional systems
  3. Importing and Exporting Policies using the Motion Salesforce Managed App

Importing data into the Design app

The Design App requires various core and related data for planning. Each of the designers rely on the following core data elements being available for planning and the related data:

Designer
Core Object
Related Objects
Foreign Key Relationship

Segmentation

Customers (Companies)

Leads, Opportunities, Orders, Invoices, Collections, Subscriptions, Activities, Custom Objects

AccountId

Team

People (your sales workforce)

Accounts, Leads, Opportunities, Orders, Invoices, Collections, Subscriptions, Activities, Custom Objects

PersonId or EmployeeId or UserId

Products

Products

Opportunities, Orders, Invoices, Subscriptions, Custom Objects

ProductId or SKUId

Channel (Coming Soon)

Partners (Companies or Individuals)

Leads, Opportunities, Orders, Invoices, Collections, Subscriptions, Activities, Custom Objects

PartnerId

Case Sensitive IDs

Ids within the fullcast.io system are NOT case sensitive. Before data can be important, it is important to ensure that there are no records that have the same ID but different case being identified as duplicates.

If you are importing data from salesforce, you must use the 18-digit case insensitive IDs. If you are importing 15-digit IDs from Salesforce.com, you will need to convert them first before they can be imported.

Exporting data from the Design App

Planning App Data can serve a variety of purposes:

  • Business Reporting like QBR charts, team hierarchies, etc.
  • Data Import into your transactional systems such as Salesforce or Microsoft Dynamics
  • Analysis in Business Intelligence systems

There are two ways to extract data out from the app:

In-App Export into Microsoft Excel

It is quite easy to export data into an excel format or to save a chart image.

Exporting data out through the Integration Layer

Users can export data either in a scheduled basis or on an adhoc basis for importing into your transaction systems such as your CRM or your HRIS systems. The following are the information that can be extracted from the fullcast.io design app:

Designer
Topic
Related Details
Keys

Segmentation

Account Owner & Segment

Segment and Account Owner details of each Account

AccountId, SegmentId and PersonId

Roles

Details of Roles used in the Designer

RoleId

Segment

Details of the Segments created

SegmentId

Segment Hierarchy

Hierarchy of the Segments

SegmentId

Assignments

Assignments of people in roles within each segment

AssignmentId, RoleId, PersonId and, SegmentId

Notes

Details of Notes, Field Updates and other comments captured in the app.

AccountId

Team

Managers and Teams

Managers information and team information for each sales person

PersonId, TeamId, ManagerId

Roles

Details of Roles used in Teams Designer

RoleId

Teams

Details of the Teams created

TeamId

Team Hierarchy

Hierarchy of Teams

TeamId

Assignments

Assignments of people in roles for each team (managers, support staff, etc)

AssignmentId, RoleId, PersonId and, TeamId

Notes

Details of Notes, Field Updates and other comments captured in the app

PersonId

Products

Product Owners and Categories

Product Owners by Product and Categories

ProductId, CategoryId, and, PersonId

Roles

Details of Roles used in the Products Designer

RoleId

Product Categories

Details of the product Categories created

CategoryId

Category Hierarchy

Hierarchy of Categories

CategoryId

Assignments

Assignments of people in roles for each category (e.g. business unit owners, product managers, P&L owners, etc)

AssignmentId, RoleId, PersonId and CategoryId

Notes

Notes captured in the tool including field updates and comments

ProductId

Importing and Exporting Data for Motion App

The fullcast.io Motion salesforce managed application runs on the Salesforce.com platform and as such can be accessed through the various import and export options available for the salesforce platform.

The motion package comes with a number of custom objects to capture the various policy definitions. These policy definitions can be imported and exported out of the salesforce environment.

fullcast.io namespaces

The fullcast.io motion package namespaces all custom objects and fields on standard objects with the "fcio_" prefix. To find the list of custom objects, simply look for this namespace in the Setup.

To import and export data to the Salesforce managed package - please see the following Trailhead from Salesforce.com.