Designing the integration
We have defined the workflows that need to be implemented. The next thing we need to do is to design the contact integration. The design of the integration involves several steps:
Step 1: Create entity diagrams
Step 2: Map the entity diagrams
Step 3: Define the unique identifiers
Step 4: Define the fields and field mappings
Step 5: Define the CRUD rules
As this is the first time we are designing an integration feature, each step will include an explanation of the step, followed by a worked example. The worked example will use the real-world applications of SageCRM and Sage ERP 300, just so that it is realistic. In the workshops you will be asked to do the corresponding design steps for your CRM and ERP.
