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      One Click Contractor and ImproveIt 360 Classic

      How to SetUp and How it Works

      Setting up the ImproveIt 360 Classic Integration

      Connected apps in Classic are now disabled by Salesforce. Customers already using Classic can continue, but new clients will need to turn on the i360 Lightning Experience in their Classic instance and follow those Lightning directions.

      How It Works

      Generally speaking, a user creates a prospect with a corresponding appointment in I360. That appointment creates and populates a Job in OCC. OCC looks for appointments 29 days back through current time, every 15 minutes. Users are synced every Sunday night (a manual sync can always trigger the appointment and user pull).

      • Pull ResultReasons: This pulls 2 different queries:
        • Results: client.picklist_values('i360__Appointment__c', 'i360__Result__c')
          • The following mapping is utilized to store the information on the organization:
            • description: result.value 
            • position: index (the order t is returned from the query) 
        • Results Details: client.picklist_values('i360__Appointment__c', 'i360__Result_Detail__c')
          • The following mapping is utilized to store the information on the organization:
            • description: result.value 
            • position: index (the order t is returned from the query)
      • Pulls Users: Makes the following SOQL query to ImproveIt360 Classic (SELECT Id, Name, i360__Email__c FROM i360__Staff__c). The following mapping is utilized:
        • crm_id: i360__Staff__c.Id
        • name: i360_Staff__c.Name
        • email: i360__Staff__c.i360__Email__c
      • Pulls Appointments: Pulls appointments which have been updated between 29 days previous and the current time for users in OCC which are “actively” mapped between ImproveIt360 Classic and OCC.

      Summary

      From I360 to OCC:

      • Users
      • Jobs
      • Appointments
      • Sales Process Stages

      From OCC to I360:

      • Sales Process Stages
      • Documents
      • Quoted Amount
      • Can create I360 Sale when a contract is signed, with the amount.
      • Can create Marketing Opportunity when an Appointment has resulted in something other than sold.