Set Up Non Case-Specific and Case-Specific Components

You do not need to make any changes to non-case-specific artifacts. However, this capability is not part of the product and you have to install the components manually.

Setting Up Non Case-Specific Components

You set up these components only once.

1. Create a new field for Orchestration Item and Orchestration Item Definition objects. This field will specify which load DataRaptor to invoke during the fulfillment process.

   • Name: DataRaptor to Invoke

   • Field name: Dataraptor_to_Invoke

   • Type: Text

2. Create a new Custom_AutoTaskInvokeDR Apex class using Apex code.

3. To Invoke DataRaptor, create a new Custom_AutoTaskPostDR Apex class using Apex code.

4. Create a new InvokeDRUpsert auto-task item implementation.

   

5. Import the Integration Procedure and the DataRaptor using the Integration Procedure for DR Update.json datapack.

Setting Up Case-Specific Components

You set up these components for each scenario.

1. Based on your requirements, create a DataRaptor to update or create records in Salesforce. Input for this DataRaptor is provided by the AutoTaskExtractObject Dataraptor configured previously.

   As a reference, you can use this sample DataRaptor that updates customer account effective date. DataRaptor input has the following format, so you can easily update one of these records.

   {
    "customerAccount": {
     "Name": "Eleanor Coleman Subscription 1",
     "Id": "0019E00000nP7wqQAC"
    },
    "order": {
     "Id": "8019E000000WvQGQA0",
     "OrderNumber": "00004310"
    },
    "orchestrationPlan": {
     "Name": "Plan0001322",
     "Id": "a2Q9E000000RkLoUAK"
    },
    "fulfillmentRequest": {
     "Name": "FR0011539",
     "Id": "a1j9E000000SKeuQAG"
    },
    "orchestrationItemDefinition": {
     "Id": "a2N9E000000LRDUUA4",
     "Name": "Disconnect Offer"
    },
    "orchestrationItem": {
     "Id": "a2O9E000000HUnYUAW",
     "Name": "Disconnect Offer"
    },
    "fulfillmentRequestLine": {
     "Name": "FRL0025937",
     "Id": "a1i9E000000N30NQAS",
     "productName": "Offer Provisioning RFS Spec",
     "productId": "01t9E000003AohVQAS"
    }
   }

2. Follow a standard process to configure a new auto-task in your orchestration plan definition. Note the two critical elements:

   • Item Implementation: Set to InvokeDRUpsert

   • Dataraptor to Invoke: Set to your case-specific DataRaptor as indicated in the previous step.

     

Results

The components are created.