2022
GO TO “CUSTOMER TO ACCOUNT” WORKFLOW
CHANGE THE MAPPINGS AS MENTIONED BELOW
1st RULE
SF UPSERT ACCOUNT
VALIDATE ROW
IF(ISEMPTY(VALUE("ParentRef/ListID")),IF(VALUE("CustomerTypeRef/FullName").equals("Retail"),"true","false"),"false")
Here “Retail” is the customer type we can change it according to our requirement.
3RD RULE
SF UPSERT ACCOUNT
VALIDATE ROW
IF(ISEMPTY(VALUE("ParentRef/ListID")),"false",IF(EQUALS(VALUE("Sublevel"),"1"),IF(VALUE("CustomerTypeRef/FullName").equals("Retail"),"true","false") ,"false"))
Here “Retail” is the customer type we can change it according to our requirement.