Account Hierarchy in Salesforce & Quickbooks

For Integration from Salesforce into Quickbooks

• If Quickbooks Customer and Salesforce Account object has hierarchy structures enabled, then the following changes have to be implemented within your DBSync mappings / template to facilitate hierarchy mappings. A typical hierarchy structure in Salesforce Accounts and Quickbooks Customer entities is as shown below.

• The default mappings within DBSync standard template integrates the above Salesforce Account records as two separate Customer records  "Avankia" and DBSync" and not as Parent & Child records.

• Login to your DBSync account with the your credentials to make changes or create hierarchy mappings. Once you have logged into your DBSync account, click on MyHome menu.

• Click on Launch Button to Launch DBSync integration console.

• Click on Manage --> Edit  to navigate to the Process Builder page.

• Double click on BiDirectionalSync process on the extreme right hand corner of the Process Builder Page.

• Once inside the process builder page, create new State / Wokflow named as Account to Customer2 as illustrated in the below two screenshots.

• After Creating the state AccountToCustomer2, link it with AccountToCustomer state as shown in screen shot below.

• Open the AccountToCustomer2 State/Workflow and add the following mapping as shown below.
• Make sure to add Reader, Writer, Map & Status Writer similar to AccountToCustomer state.
• Make the following changes in the Mapping window as shown in the below screen shots.

Target == "CustomerAddRq/CustomerAdd/ParentRef/FullName"

Source Field == "VALUE("Parent/Name")"

• Now make the following changes in AccountToCustomer2 reader Query.

• Make change in Reader Query with the below code.

 select {!.} from Account where AVSFQB__Quickbooks_Id__c = '' and Parent.Name!='' 

• Similary change AccountToCustomer reader query with the below code.

 select {!.} from Account where AVSFQB__Quickbooks_Id__c = '' and Parent.Name ='' 

• Once you are done with all the above mentioned changes, run the sync and data will be integrated into Quickbooks with their respective hierarchies in place as shown below.

• This concludes Account hierarchy mappings for the data-flow from Salesforce into Quickbooks.