2022
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Table of Contents |
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Panel |
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Integration from Salesforce to |
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QuickBooks |
Code Block |
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SELECT Opportunity.Id,Opportunity.AVSFQB__Primary_Contact__r.FirstName,Opportunity.AVSFQB__Primary_Contact__r.LastName,Opportunity.Owner.QB_SalesRep_ID__c,
Opportunity.AVSFQB__Primary_Contact__r.Email,Opportunity.AVSFQB__ |
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QuickBooks_Id__c,Opportunity.AccountId,LastModifiedDate,Opportunity.Account.Id, Opportunity.Account.CurrencyIsoCode,Opportunity.Account.Name,Opportunity.Account.BillingStreet,Opportunity.Account.BillingCity, Opportunity.Account.BillingState,Opportunity.Account.BillingPostalCode,Opportunity.Account.BillingCountry,Opportunity.Account.ShippingStreet, Opportunity.Account.ShippingCity,Opportunity.Account.ShippingState,Opportunity.Account.ShippingPostalCode,Opportunity.Account.ShippingCountry, Opportunity.Account.Fax,Opportunity.Account.Phone,Name,Description,CloseDate ,(SELECT Quantity,UnitPrice,Description,Opportunity.owner.FirstName, Opportunity.owner.LastName,Opportunity.Id,Opportunity.CloseDate,PricebookEntry.Name,PricebookEntry.Product2.ProductCode,PricebookEntry.Product2.Name, PricebookEntry.Product2.Description,PricebookEntry.Product2.Id,PricebookEntry.UnitPrice,PricebookEntry.Product2.AVSFQB__QuickBooks_ItemType__c FROM OpportunityLineItems) ,Opportunity.Account.AVSFQB__ |
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QuickBooks_Id__c,Opportunity.AVSFQB__Generate_Object__c FROM Opportunity where Opportunity.AVSFQB__Generate_Object__c = 'Invoice' |
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Code Block |
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CustomerAddRq/CustomerAdd/CurrencyRef/FullName |
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= |
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IF(VALUE("Account/CurrencyIsoCode").equals("USD"),"US Dollar",IF(VALUE("Account/CurrencyIsoCode").equals("GBP"),"British Pound Sterling",IF(VALUE("Account/CurrencyIsoCode").equals("EUR"),"Euro",IF(VALUE("Account/CurrencyIsoCode").equals("CAD"),"Canadian Dollar","")))) |
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Add the same mapping to following
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workflows as well if,
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you are using these
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workflows in Integration:
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Panel |
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Integration from |
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QuickBooks to Salesforce |
Code Block |
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IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("US Dollar"),
"USD",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("British Pound Sterling"),
"GBP",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("Euro"),
"EUR",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("Canadian Dollar"),"CAD",""))))
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Code Block |
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IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("US Dollar"),
"USD",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("British Pound Sterling"),
"GBP",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("Euro"),
"EUR",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("Canadian Dollar"),"CAD",""))))
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