Overview
A guide is a set of screens that prompts users to review, enter, or confirm data. For example, a step might display account details or prompt the user to confirm the status of a sales call. Behind the scenes, steps interact with your application by extracting and storing data. Guides run within mobile apps or on traditional platforms such as a PC or a Mac.
Pre-Requisites
- Knowledge of HTML, CSS, and CAI process design.
- Knowledge of Salesforce components like Visual Force Pages, Objects, Apex, etc for integrating with Salesforce.
- Installing ICRT Managed package in Salesforce.
Self-Service Resources
Goals
- Create a user interface for CRUD operation.
- Integrate Guides within Salesforce.
Outcome
- Integrate CAI Guides in Salesforce. The Guide will provide a User interface for the data operation.
- Other than Salesforce, the Guide can be launched with the Guide URL to see the user interface for the data operation.
- Architect/Administrator
- Developer
Actions
Add to Favorites
Engagement Details
Catalog Type
Ask An Expert
Engagement Category
Feature Clarity
Products
Cloud Application Integration
Engagement Type
Ask An Expert
Adoption Stage
Implement
Focus Area
Adoption - Technical
Functional
Engagement ID
AAE-CAI-008
Disclaimer
- All the topics covered in the Success Accelerators/Ask An Expert sessions are intended for guidance and advisory only. This is implicit and it will not be called out under the scope of each engagement.
- Customers need to include their relevant technical/business team members highlighted in each engagement topic to derive the best out of each engagement.
- Customers need to perform any hands-on work by themselves leveraging the guidance from these engagements.
- Customers need to work with Informatica Global Customer Support for any product bugs/issues and troubleshooting.