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A step-by-step guide on how to connect CommCare and Salesforce
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Introduction
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! In this how-to guide built by TechnoServe, a nonprofit that works with communities to build competitive farms, businesses, and industries, you will learn:
How to set up a two-way data sync from CommCare to Salesforce via OpenFN.
How to create auto-generated IDs using concatenation.
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Background
For starters, here’s a quick review of how TechnoServe is using the data sync and concatenation:
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The combination of the two-way data flow between CommCare, and Salesforce and generating unique IDs on field worker’s mobile devices with concatenation, allows TechnoServe to run near real-time reports in Salesforce on things like training attendance, training observations and participant feedback, and demo plot observations.
Step-by-step guide
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While the use case specifically associated with this released version may be somewhat specific to agricultural technical assistance, the idea is that other organizations can adopt the same framework and modify as needed to suit their particular needs.
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