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  1. How to fetch the owner value in mscrm to map owner_id in dbsync

    Issue: To fetch the OwnerID from MSCRM in order to map for that particular user in DBSync Solution: Step 1: Create a quick view of the owner. Select the view as >Owner equals Name(click on lookup symbol and select the owner) https://l
  2. Map Edit Window.jpg

    DBSync Cloud Workflow (iPaaS) / … / ProcessJun 02, 2010
  3. Map 1.jpg

    DBSync Cloud Workflow (iPaaS) / … / ProcessJun 02, 2010
  4. How to Query the Custom field at Customer level from any transaction Object of QuickBooks and Map to SalesForce Opportunity.

    Here we have shown the mapping from QB invoice to SF Opportunity. Query: select from Invoice,Customer where Invoice.MaxReturned=500 and Invoice.ModifiedDateRangeFilter.FromModifiedDate=$lastsuccessrun and Invoice.IncludeLineItems=true and Invoice.OwnerID=0 join on Invoice.CustomerRef.FullName=Customer.FullName and Cust
  5. Update Source from Database to Salesforce

    Issue 1 : How to update Salesforce using update source when there are no fields to map with the External ID of Salesforce from a Database table. Description: This happens when you try to integrate from Salesforce to Database. Let us say there is no External ID of Salesforce to map with primary key of a table
  6. Customer Hierarchy in QuickBooks and Database

    ("ParentRef/ListID")),"true","false"). Map Name field of QuickBooks to Parent Name column in Database for the first sequence. Example : Parent Name VALUE("Name"). Map Sublevel field of QuickBooks to Hierarchy column in Database. If Sublevel value is 0 then it refers to Parent Name. Example: Hierarchy VALUE("Sublevel
  7. Rules

    and object to set the mapping from the map link. Users can check the update source. If the target system has to notify the source system, then the user should select the connector, operation, and object. Set the connector, operation, and object on success and failure maps. Map The section illustrates how fields of source
  8. When LineItems are not linking to Opportunity From Quickbooks Invoice to Salesforce Invoice

    . In Salesforce upsert and update rule, the status writer should be selected as Console adapter on success need to mapped as VALUE("newid") on error map can be mapped
  9. Populate SalesRep on Quickbooks Desktop Invoice from Salesforce Opportunity Owner

    to the Quickbooks “rep” field of Invoice. teja1.PNG Above, the field is shown for the “OpportunityOwner”. This Alias field of the opportunity owner will be mapped to Quickbooks as a “rep”. Solution: teja2.PNG To do so, in the OpportunityToInvoice workflow open the mapping for insert invoice and map the “Alias
  10. Building ApiCode Program On DBSync

    defined in our HelloWorld AppCode in this example. After selecting the table, and saving the properties, we need to map the reader and the writer properties. For that, open properties of the Map box and then, set them. We need to define the map sequence and the description. In this case, we set Map Sequence as 1