Invoice to Opportunity insertion based on Account Name

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

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

Fig1: Mapping

Fig2: Logs

Solution:

1. Open Invoice to Opportunity workflow.

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

3. 
   

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").