Infor CRM: Difference between revisions
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Jkuehlthau (talk | contribs) (Created page with "To connect to Infor CRM, formerly SalesLogix, with the OLE DB Connector in Starfish, select the OLE DB Connector and click Build Connection... Select the SLXOLEDB Provider an...") |
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When inserting into Infor CRM, you need to generate IDs for the ID fields. If you open the ID field's Function Field window, there should be a tab called SalesLogix ID which will generate an ID for you. | When inserting into Infor CRM, you need to generate IDs for the ID fields. If you open the ID field's Function Field window, there should be a tab called SalesLogix ID which will generate an ID for you. | ||
It is recommended that you set the Starfish Application Pool user to use the "Local System" account. This will avoid any permission issues that can occur when the connection to the CRM system is established. | |||
Revision as of 20:54, 10 December 2018
To connect to Infor CRM, formerly SalesLogix, with the OLE DB Connector in Starfish, select the OLE DB Connector and click Build Connection... Select the SLXOLEDB Provider and fill in the other necessary information including Password, User ID, Initial Catalog, Data Source, etc.
When inserting into Infor CRM, you need to generate IDs for the ID fields. If you open the ID field's Function Field window, there should be a tab called SalesLogix ID which will generate an ID for you.
It is recommended that you set the Starfish Application Pool user to use the "Local System" account. This will avoid any permission issues that can occur when the connection to the CRM system is established.