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ASI Workflow Descriptions

This topic describes the workflow processes that are used to invoke the ASIs for account processes.

It is not necessary to modify these workflows, but you can modify them to suit your business model.

Synchronize Account ASI

This workflow submits the account information to the outside application to synchronize the information between the current and outside application.

• Query For Account By ID. Queries for the account on the current application using the object ID. Returns an account property set containing the account information.
• External Account Proxy. Calls the Synchronize method on the outside application, passing in the account property set. This step returns an account property set, which contains any changes the outside application made to the account.
• Synchronize Account. Takes the account property set returned by the previous step and synchronizes it with the account in the current application.

Synchronize Contact ASI

The Synchronize Contact ASI process is essentially the same as the Synchronize Account ASI process, except that contact replaces account.

Synchronize Household ASI

The Synchronize Household ASI process is essentially the same as the Synchronize Account ASI process, except that household replaces account.

Get Account ASI

This workflow queries the outside application to retrieve the latest information about the account. It returns the new information and synchronizes the account on the current application.

• Query Account By ID. Queries for the account on the current application using the object ID. Returns an account property set containing the account information.
• Isolate Integration ID. In the next step, the workflow uses a query by example. Query by example takes the property set and looks for an account with exactly the same values for the fields in the property set. If the account has changed on the outside application, then those values no longer match. The workflow must query by a value that does not change (the integration ID). Isolate Integration Id takes in a property set and removes all the fields, except the integration ID.
• External Account Proxy. Using the property set, which has only an integration ID now, this step queries by example on the outside applications. After it finds the account with that integration ID, it returns an account property set containing the account information.
• Synchronize Account. Takes the account property set returned by the previous step and synchronizes it with the account in the current application.