DBSync Cloud Workflow (iPaaS)

2022

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changes.mady.by.user Eugenio

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changes.mady.by.user Munira Majumdar

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Issue: Insertion of invoice Invoice to opportunity Opportunity is done based on QuickBooksID (AVSFQB__Quickbooks_Id__c).


Reason:Account and customer Customers are created manually in salesforce Salesforce and Quickbooks respectively. Therefore, therefore QuickBooksID will not be updated into salesforce Salesforce using status writer.




Fig1: Mapping

...

Fig2: Logs



Solution:

  1. Open Invoice to Opoortunity Opportunity workflow.

  2. Open first rule and replace existing mapping for AccountId AccountID as shown below:


Fig3: Updated mapping


Existing mapping:

            LINK("AccountId","select id,AVSFQB__Quickbooks_Id__c from Account","AVSFQB__Quickbooks_Id__c",VALUE("CustomerRef/FullName/CustomerRet/ListID"),"Opportunity").


Updated mapping:

            LINK("AccountId","select id,Name from Account","Name",VALUE("CustomerRef/FullName/CustomerRet/Name"),"Opportunity").