Integrate Salesforce with DearSystems in 3 easy steps
Dear System offers Inventory Management solutions like no other! This Cloud ERP software makes managing inventory easy, seamless, and efficient. It allows you to effortlessly manage your inventory and get all the updates at your fingertips.
Salesforce and Dear System integration help your business grow without struggle. This seamless Salesforce integration gives you the best of the world number #1 CRM, Salesforce and best ERP solution, Dear System.
Here’s how you can do it!
STEP 1: Creating an account on Dear Systems and obtaining the Account ID and Key from it
- Create an account on dear systems Click here.
- After creating the account, click on “Dear” under the Connect Your Accounting System section and finish the setup.
- On the left side pane, click on Integration, and find the API option, proceed to click on Dear System API.
- Add a new application thereby entering the name.
- There you will get the account Id, Name, and Key of that application.
STEP 2: To begin with integration we have to start with the following steps:
- Go to Setup in Salesforce and type ‘Custom Settings’.
- Click on New and create an Object and give name – Dear Settings(API Name – Dear_Settings__c ) and select setting type (List).
- Create three fields in Dear_Settings__c Object –
- Application_Key__c (Data Type – Text)
- Base_URL__c (Data Type – Text)
- Customer_Endpoint__c (Data Type – Text)
- Key__c (Data Type – Text)
- Now Create a record by clicking on Manage
- Click on New
Now create a record of name ‘Cred’ and Paste your Account ID in Key__c, Key in Application_Key__c , and for Base_URL__c (https://inventory.dearsystems.com/ExternalApi/v2), for Customer_Endpoint__c (/customer).
STEP 3:
- Now Go to Setup and type ‘Account’ and click on its fields.
- Create two fields there:
- Dear_System_Customer_ID__c (Data Type – Text)
- Exception_Message__c (Data Type – Text Area)
Here’s the code for it:
Now, create a process builder on Account which will invoke an apex method and insert an account into Dear Systems.
- Goto to Setup and type Type Process Builder, Create new.
- Name the process builder as “Invoke Customer In Dear System”, select account as an object.
- Select action as Apex and choose the method as “insertCustomerDearSystem”.
Now lets test it!
Create an account in Salesforce.
Now open the Dear System account and check the Customer Section, then there will be a newly created record of your customer from Salesforce.
If any issue occurs during the creation of a record in the Dear system, the exception message will be reflected on Account.
Just try it out! And do share your experience with us.
Happy Learning! 🙂
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