Getting Started with iBOLT V2.5 for Salesforce.com

Course Syllabus

(Course catalog # TBIB-COE10)

Course Introduction

The iBOLT for Salesforce.com course is a 3-day course in a classroom environment, intended to teach the enhanced issues and techniques for programming and creating integration projects using iBOLT and the Salesforce.com connector.

The main objective of the course is to enable the student to produce a basic integration project with Salesforce.com. When the course is completed, the student will have written an integration project developed specifically for the course and several exercises intended to solve today's Salesforce.com business needs.
During the process of creating the course project, the student learns how iBOLT works to specifically answer Salesforce.com integration requirements.

The course comprises 17 content modules (chapters). These modules were written in logical Request, progressing from the basic to the complex. It is therefore highly advisable to work through the modules in the Request they are presented. This allows the student to gain full benefit of the course's structure and to complete the course with the best results.

The course relies heavily on practice. The student is given practical examples and exercises throughout the course, which relate directly to the end-product, the course project. Performing these examples and exercises fully and with careful attention to directions is of the utmost importance in this course.

We have added many screenshots to the course, in Request to help you make sure that you are on the right track and following instructions properly.

Target Population

Implementers who want to built integration projects using iBOLT for Salesforce.com.

Prerequisite Knowledge

A student who participates in the iBOLT 2.5 and Salesforce.com course must meet the following requirements:

Environment

  1. English reading / writing - basic knowledge
  2. Know how to browse a Text file / HTML file
  3. Know how to install / uninstall software using an installation program
  4. Be familiar with Windows Administrative tools
  5. Be familiar with the Computer Management tool

Development Knowledge

Familiar with the following subjects: 
  • World Wide Web
  • Databases
  • XML 
  • COM technology (optional)
  • eDeveloper (optional)
  • Java (optional)
  • .NET (optional)

Salesforce.com

  1. Know how to create and locate accounts and products
  2. Know how to use the Salesforce.com API

The instructor is not necessarily a Salesforce.com expert and will not be expected to answer questions about Salesforce.com

The API may be viewed here:  http://www.salesforce.com/us/developer/docs/api/index.htm

Web Technology

  1. Know what a Web browser is
  2. Know how to navigate the Web using a Web browser
  3. Have basic knowledge of the following:
    • Web server
    • Address/URL
    • HTML
    • HTML tags
    • Hyperlink

Databases

  1. Know what a relational database is
  2. Familiar with the following database terms:
    • Database
    • Table
    • Row / record
    • Field
    • Index
    • Segment
  3. Know the relationships between the above objects
  4. Knowledge about SQL statements 

XML

Familiar with the following XML-related terms:
  • XSD
  • Element
  • Compound
  • Namespaces (optional)

EAI Terms

Familiar with the following EAI terms:


  • ERP
  • Connectivity
  • Middleware
  • Adapters
  • BPM
  • PSS
  • ODS
  • BPEL4WS

Objectives

In this course you will learn about:

  1. The components of the iBOLT Suite.
  2. The iBOLT Studio and how to create a project using the iBOLT Studio.
  3. The ready-to-use iBOLT flow components, the various iBOLT services, and how to use them.
  4. The Salesforce.com Connector ("Salesforce.com").
  5. Integrating the Salesforce.com connector into your process.
  6. The iBOLT Debugger and how to use it to debug your project.
  7. The iBOLT Server and how to execute an iBOLT project using the iBOLT Server.
  8. The iBOLT Monitor and how to view the project activities using the iBOLT Monitor.
  9. Implementing the correct methodology in your project.
  10. Creating an integration project that incorporates the objectives listed above.

Module 1 - Introduction to the Course

  • The Structure of the Course
  • Course Prerequisites
  • How to Use the Course
  • Setting Up Your PC for this Course

Module 2 - Course Project Description

  • Introduction
  • Company Description
  • Defining the "Challenge"
  • The Proposed Solution
  • Project Description
  • Summary

Module 3 - iBOLT Overview

  • Introduction
  • iBOLT Overview
  • iBOLT Concepts
  • Defining a Topology
  • Debugger
  • Summary

Module 4 - iBOLT Project and Studio Interface

  • Introduction
  • About the iBOLT Studio
  • Creating a New Project
  • The iBOLT Studio Interface
  • Summary

Module 5 - Scan for New Requests

  • Introduction
  • Creating a New Flow
  • Adding Flow Variables to the Flow
  • Adding Logical Names to the Project
  • About the Directory Scanner Component
  • Adding a Directory Scanner Component to the Flow
  • About the Email Component
  • Adding an Email Component to the Flow
  • Summary

Module 6 - The Studio Work Environment

  • Introduction
  • About the iBOLT Studio
  • Flow
  • Model and Global Variables
  • System Variables
  • Environmental Aliases (Logical Names)
  • Using Variables for the Flow Logic
  • Expression Editor
  • Component Configuration
  • The Flow Editor
  • Summary

Module 7 - Checking Customer Existence

  • Introduction
  • Adding Flow Variables to the Project
  • About the Data Mapper Service
  • Using the Data Mapper Service
  • Salesforce.com Connector
  • Adding a Salesforce.com Step
  • Checking the result of the Account Query
  • Using Flow Logic
  • Defining Parallel Steps
  • Adding an Email Step
  • Executing the Flow Using the Debugger
  • Summary

Module 8 - The iBOLT Debugger

  • Introduction
  • Debugger Menu
  • Navigation List Pane
  • Execution List Pane
  • Execution List Pane Symbols
  • Flow Graphical Display
  • Stop the Debugger Environment
  • Restart
  • Resuming or Starting with a Saved Debug Process
  • The Debugger and Error Handling
  • Triggers in the Execution List
  • Context View
  • Summary

Module 9 - Product Validity Check

  • Introduction
  • Adding Variables to the Project
  • Using the Flow Data Service
  • Using the Data Mapper Service with Databases
  • Introduction to ODS (Operational Data Storage)
  • Creating a Dynamic ODS
  • Adding the Check Item Flow
  • Check Whether the Product Exists in Salesforce.com
  • Checking the Product Price
  • Calling the Check Item Flow for Each Item
  • Executing the Project Using the iBOLT Server
  • Summary

Module 10 - Checking Request Status

  • Introduction
  • Adding a Check Request Status Flow
  • Adding Flow Variables to the Flow
  • Adding a Logical Name to the Project
  • Trigger Components
  • Adding an HTTP Component to Your Flow
  • Merging an HTML Response Page
  • Adding a File Management Component to the Flow
  • Initializing the Database Tables
  • Executing the Project
  • Summary

Module 11 - Adding a New Customer

  • Introduction
  • Add the "Add New Customer" Flow
  • Adding Flow Variables to the Flow
  • Add an HTTP Component to Your Flow
  • Retrieve the Request XML from ODS
  • Adding an Account in Salesforce.com
  • Updating Customer Status in the Database
  • Merge an HTML Response Page
  • Executing the Project
  • Summary

Module 12 - Salesforce Trigger Functionality

  • Introduction
  • Capturing Events in Salesforce
  • Adding Variables to the Project
  • Capturing the Add Operation for the Account Object
  • Executing the Project
  • Summary

Module 13 - Handling Valid Requests

  • Introduction
  • Publish and Subscribe Services
  • Add the "Handle Request" Topic
  • Add and Subscribe the "Process Request" Flow
  • Adding Flow Variables to the Flow
  • Extracting the Request XML from the ODS
  • Fetching the Account ID
  • Adding an Opportunity in Salesforce
  • Delete the Request from the Database
  • Delete the Request from the ODS
  • Publish the "Handle Request" Topic
  • Executing the Project
  • Summary

Module 14 - Automatic Validation Check

  • Introduction
  • Add the "Check Request" Flow
  • Adding Flow Variables to the Flow
  • Using the Check Items flow to Check All Items
  • Publish the "Handle Request" Topic
  • Add the "Requests Auto Check" Flow
  • Schedule the Checking of Requests
  • Scan Invalid Requests
  • Executing the Project
  • Summary

Module 15 - From Development to Deployment

  • Introduction
  • Executing a Project
  • Deploying Your Project
  • iBOLT Server Settings
  • iBOLT Server Initialization
  • Services and Handling Systems
  • Flow Manager
  • Routing
  • Recovery
  • Error Handling
  • Scheduler
  • Remote Tuning
  • Publish and Subscribe (PSS) Service
  • Operational Data Storage (ODS)
  • Server Message System (MSG)
  • Locking
  • Flow Invocation
  • Business Activity Monitoring
  • iBOLT Monitor Configuration
  • Monitor View
  • Activity Log View
  • System Tables
  • Summary - iBOLT Server
  • Summary - iBOLT Monitor

Module 16 - Advanced Mapping Examples

  • Introduction
  • Mapping Flat File to XML
  • Adding a Data Mapper Service to the Flow
  • Executing the flow in the debugger
  • Summary

Module 17 - Error Handling Examples

  • Introduction
  • Defining an Error Flow
  • Add an Email component to the flow
  • Add an Error Policy to the Course Project
  • Executing a Project
  • Salesforce Connector Error Codes
  • Summary

*Magic Software University may change the course's content/duration with no prior notification.
**The stated course duration does not include individual PC setup time. If required, additional time should be allocated for this.

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