There are three areas of Integration with the fullcast.io platform:
- Getting Data into the Design app for planning and reporting
- Exporting Data out from the Design app for updating transactional systems
- Importing and Exporting Policies using the Motion Salesforce Managed 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:
Customers (Companies)
Leads, Opportunities, Orders, Invoices, Collections, Subscriptions, Activities, Custom Objects
AccountId
People (your sales workforce)
Accounts, Leads, Opportunities, Orders, Invoices, Collections, Subscriptions, Activities, Custom Objects
PersonId or EmployeeId or UserId
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.
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:
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
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
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
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.
Updated about a month ago