System Deliverables

SDDMS was built to meet the following delivery requirements:

• Automatically download Salesforce data export zip files to a local (or cloud based) Microsoft server.
• Create a new SQL Server database based on a server name/IP address and access credentials stored in a configuration file. Work with all recent SQL Server versions.
• Create SQL Server tables that match the Salesforce schema determined by interrogating the metadata using the Salesforce Partner API. Initially the table relationships are not enforced as the Salesforce schema is likely to change each time the process is run. Access credentials are defined in the configuration file.
• Automatically extract the CSV files from the downloaded data export zip files and insert them into the matching SQL tables. All attachments/content/files/documents should be extracted from the zip files and referenced from the database.
• Download the Salesforce schema information while downloading data export zip files. This information is used to enforce relationships on the tables.
• The relationships between the tables match the Salesforce master-detail and lookup relationships. Referential integrity is enforced.
• If required and configured, create a new ASP.NET web site within IIS then generate ASP.NET web pages based on the SQL Server database. CRUD operations (create, read, update and delete) can be actioned against each object (table). The site provides search across the name field of each object. The site exposes the related data in a similar way to Salesforce (based on master-detail and lookup relationship) and allows for navigation to linked records. Where there are related binary attachments are accessible for create, read, update and delete.
• Field labels reflect the Salesforce field renaming and labels.
• The process of database and web site creation is easily initiated and repeated by administrative staff and able to run unattended once initiated.
• All records will be accessible to all users who have access to the website (there is no security model with authentication).
• A log file will record the process of data import, SQL Server database creation, and ASP.NET generation, and when the process completes, email the log file to an email address defined in a configuration file.
• All Created and Last Modified date/time stamps on records are updated if records are created or updated via the generated web site.
• Scalable web site design that could use load balancing hardware to support concurrent users.
• Solution has an install process to allow for upgrade versions to be provided.
• Access to the related servers and web site to be secured through Active Directory.