Purpose: The purpose of this document is to guide Team Members with instructions to run the salesforce importer job for the Verizon COPS project
Who is this for: Team Members of the Verizon COPS project team
Note: The screenshots in this document are for reference purpose only.
Accessing the Salesforce Importer Portal:
- To access salesforce importer portal, click on this link: https://salesforceimporter.keeleycompanies.com/
- If you are unable to access the link, reach out to helpdesk asking for permission to access it.
- Once you access the link, you should see the below screen.
- Click on the button on the top left to open the menu items
- Once you open the menu items, look for "Verizon COPS"
- Click on the arrow to open the sub-menu items
- If you wish to manually run the records for a particular market or all markets, click on Run Import
- Click on the drop down to select a market or click the run now button for all markets
- Click ok
- You should then see the below screen.
- Click on the results button
- You will then see the job that you ran manually
- Click on the cloud icon below output files to download the records file
- Click anywhere in that panel to view the details of the integration
- You can then see the number of successful and failed records
- The integration pulls in Work order and segments
- If you clicked the cloud icon to download the file, on opening the folder, you should see files that might look similar to the ones below
- To review the files you can open the excel document
- You also have a file with failed records.
- These records failed because they bounce up against salesforce and get thrown back because they might not have a link to the object or some required information may be missing.
- Example- the segment may have a missing FQNID or EWO or the unique identifier or external id may be duplicated
- These errors would need to be corrected in the database by engineers for the records to be pulled into salesforce
- If you wish to view the jobs that have been run previously, navigate to View Results directly from the sub menu item