Post on 18-Jan-2017
FocalCXMRemarkable Experiences
Transfer of Informational: Overall Synchronization ProcessStoryPulse 3.0
Key Objective
To help Support Teams understand how StoryPulse works from a synchronization stand point
There will be other TOI decks to complement this
Key Components for StoryPulse Platform
SP(Pricing)
CRM On DemandOracle JavaStoryPulse
db
CustomerData is not stored but just passed through the middle tier.
Sales Rep App Installation Process
Download Install Activate Authenticate
Download
•Download the application from Apple Store
Download Install Activate Authenticate
Install
•Automatic upon download
Download Install Activate Authenticate
Activate
• Activation is a mechanism by which only valid reps are allowed to register with the system
– Rep enters email address. Clicks on Activate– Rep can move forward to login screen only when
the domain (of the email address) is registered in the db (shown in the image on the right)
– Example: focalcxm.com
Download Install Activate Authenticate
JAVA
iPad
db
Note: As of now, reps have to append their domain but we will evaluate and try to simplify the process
Authenticate•Authentication is based on CRM
On Demand Login•Rep enters CRMOD Login Info
– Request goes to Java– Java connects with CRMOD
• If valid, lets the user in
Download Install Activate Authenticate
JAVA
iPad
db
CRM On Demand
1
23
4
Full Download
• Objects are downloaded to the app as needed• Other than environment information and admin
details, nothing is stored in the middle tier
Download Install Activate Authenticate
JAVA
iPad
db
CRM On Demand
1
23
4
Role of Modules in Middle Tier
•Database– Stores modification tracking data
(object identifiers and not actual data)
– Changes to objects in CRMOD are captured here and pushed to iPads based on sync time
JAVA
iPad
db
CRM On Demand
Submit AssessmentGet Response
Push to CRMOD
Get Response
db
Incremental Changes to Accounts, Contacts etc
CRM On DemandAccount
ChangesMod Tracking
DbScheduler
31
2
iPadNew Stuff 4
Thank You