Hi @AntoineS,
Don is in the process of rewriting the ORION mapper and loader to be compatible with the current version of ORION. He needs some help with identifying ORION variables and how they map to SFDC variables. Attached is an Excel spreadsheet that shows the elements in the Orion payload (as documented on the Confluence site). The spreadsheet has these columns:
A. JSON Element
B. Sample Value (from Confluence)
C. Source Used in JOI 1.0
D. Notes
In column C, Don has filled in the source for elements that were being populated by intial integration between SFDC and ORION. Please verify that these are still the correct sources.
For the other elements, Don will need to have Column C filled in. If a given element does NOT need to be passed from Salesforce to Orion, please enter "IGNORE" in column C. Otherwise, please use column C to indicate where the value is obtained from Salesforce.
Previously, we discussed with the ORION team that any field not included in the mapping would be assumed to be null or empty.
Is that assumption still valid? If so, that might reduce our effort with needing to identfiy the corresponding SFDC variable by just adding IGNORE.
We started our data dictionary in our BUC006 but it would still need to be refreshed. I'd prefer to use one document for this purpose and since Don has organized it by the JSON structure we might want to use the attached for updating the data dictionary. The JSON structure has many levels of nesting as noted below via the color coding and font styling.
JSON Element
{ "cdhubId"
"opportunity"
"accountId"
"amount"
"autoCreated"
"currencyCodeId"
"description"
"estimatedServicesStartDate"
"estimatedServicesEndDate"
"eval"
"evalConversion"
"inputSourceType"
"ips" [ { "employeeId" "roleId" "territoryId" "finder" "ownerType" "splitPercentage" } ],
"leadSourceId"
"licenseBeginDate"
"localName"
"markedPrivate"
"multinationalDeal"
"opportunityToCopyId"
"renewalType"
"customerBusinessObjectiveId"
"customerBusinessObjectiveGroupCode"
"type"
"upgrade"
"likelihoodToCloseId"
"evaluationTerm"
},
"salesGroup"
"contacts" [ { "contactId" "opportunityId" "role" "origin" "pain" "reasons" "impact" "buyingVision" "value" "pathToPower" "nextStep" "comments" } ],
"sites" [ { "site" "active" } ],
"offerings" [ { "offeringId" "opportunityId" "sbo" } ],
"comit" {
"firstPeriodTerm"
"dealLength"
"urgentTypes" [ ],
"contractNumber"
"followUpContactId"
"followUpEmployeeId"
"followUpComment"
"followUpDate"
"poNumber"
"renewalFee" {
"amount" "adjustedAmount" "percentage" { "uplift" "margin" }
},
"standardDeal"
"customSolutionName"
"salesCreditNote"
"growthValue"
"globalAppliedToFyf"
"globalAllocation"
"globalPercentage"
"softwareSaleCredits"
"educationSaleCredits"
"servicesSaleCredits"
"expectedInvoiceDate"
"opportunityId"
"ownedBy"
"saleType"
"form" {
"evaluationConversion"
"mlaNeeded"
"supplementNeeded"
"cciNeeded"
"evaluationAgreementNeeded"
"jmpSupplementNeeded"
"thirdPartyPayment"
"asp"
"rdFeeWaivedSupplement"
"longTermDemoAgreement"
"shortTermDemoAgreement"
"teamingAgreement"
"cooperationAgreement"
"findersFeeAgreement"
"nonDisclosureAgreement"
"hostedAgreement"
"systemsIntegratorAmendmentAgreement"
"allianceLocalCountryAgreement"
"allianceExhibitBTeamingAgreement"
"allianceDevelopmentDemonstrationSoftwareSupplement"
"eptoOnlyForm"
"onlineOrder"
"storeOrderNum"
"language" [ ]
},
"dealTypeId"
"ips" [ { "employeeId" "owner" } ]
}
}
