integration of commcare and salesforce

[Neha Wakchaware]

Hi 

I want to insert data in salesforce whenver new record is created in commcare. can anybody help me with this ?

[Taylor Downs]

​​

Absolutely, happy to help. Here's the general flow:

1. Start forwarding your form (or case) data to OpenFn from CommCare: https://openfn.github.io/docs/source-applications/#commcare-hq
2. Create a trigger that will match on the form submissions you're looking for in CommCare: https://openfn.github.io/docs/documentation/#trigger . You'll probably want to have your trigger match on the CommCare formID, like this:

   {"formID":"patient_registration_v7"}

3. Create a credential for your Salesforce system so that OpenFn can log in as you: http://openfn.github.io/docs/documentation/#credentials
4. Create a job that inserts a new patient each time a CommCare submission arrives: http://openfn.github.io/docs/documentation/#composing-job-expressions 

   create("Patient__c", fields(
     field("Name", dataValue("form.surname")),
     field("Age__c", 7)
   ))

In the example above, you'll insert a new "Patient__c" who's always 7 years old and has their "Name" set by the "surname" field in your CommCare form.

I should note that Open Function offers a couple of hours of free setup consulting for non-profits and government projects. Please let me know if you'd like our help in setting up this first job.

Best,

Taylor

On Tue, Feb 6, 2018 at 5:54 AM, Neha Wakchaware <nwakc...@gmail.com> wrote:

Hi 

I want to insert data in salesforce whenver new record is created in commcare. can anybody help me with this ?

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