2.1 Create an Integration Scenario and Use Real-Time Viewer

Create a New Real-Time Integration Scenario

These instructions will guide you through creating a Real -Time Integration Scenario, which allows for displaying data in Salesforce without copying data from the back-end system. You will also learn how to manipulate the Real-Time Viewer so that you can see real-time reflections and how to filter your data. 

 

1.  Select the Integration Scenario tab (1), then select New (2).


 

2. For this scenario, select Real-time Integration, then Next.



3. In the New Scenario Record, enter a Scenario Name (which must be an API name) (1) and choose your Connection String (2) for your backend system from the lookup list. Description (3) is optional. Select Next (4). 

In this example, we are going to call customer master data.

 

4. After landing on the Scenario Edit page, go to the SAP System Info section and choose the correct option for your integration. In this example, select SAP Table (1) and then select the Search (2). 

 

A new window will pop up. Enter "KNA1", the master customer data table in SAP, in the Search Filter (1) and select Search (2). Select "KNA1" from the search results (3)


 

The chosen table name will appear (1). Select Choose fields link in order to select the fields to be called (2). 

If this step is skipped, the system will pull every field available, which may cause latency issues.


 

5. Unselect the top box to deselect all of the fields (1) and select the fields you wish to call (2). In this example, we chose KUNNR (Account Number), LAND1 (Country), NAME1 (Name), ORT01 (City), and PSTLZ (Postal Code). Make sure KUNNR (Account Number) is selected as Overcast will use this as the identifying field for the record. Select Save (3).


 

6. After the fields have been loaded, select Save & Activate . 

 

Note: This may take time, but progress can be tracked in the Monitoring tab as well as the section for Scenario Execution History. The status changes to green when the scenario is successfully activated.

 


Real-Time Data Viewer

1. In the Overcast Components section, select Real-time Data Explorer.


 

2. Select the Funnel to view the fields you selected earlier.

3. Enter a few data points into your filter and select Update to explore this tool. In this example, we filter the country to equal Japan.


 

4. As a result, you will see the information for the selected fields of customers that fit within the criteria of your filters.

Next, You will Create a Custom Component using this scenario.