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Salesforce QuickBooks Custom Mappings
Salesforce QuickBooks Custom Mappings
Integration between Salesforce and QuickBooks with, out of the b=
ox solution, is explained in section Salesforce QuickBooks Bi-directional Integration Process=
.
If any additional fields or objects integration is required - between Sa=
lesforce and QuickBooks - DBSync Mapping must be customized as per the requ=
irement. This section explains the step-by-step process involved in customi=
zing DBSync Mapping.
- Go to www.mydbsync.com. Click on Customer=
Login. Enter your Username<=
/em> and Password. Click on Sign in. Click on Launch to access Development Studio.
- Login to your DBSync account with credentials to make changes or, creat=
e hierarchy mappings. Once you have logged into your DBSync account, click =
on Development Studio.
- Make sure that you have validated Salesforce and QuickBooks Connectors.=
- Click on Projects on the left panel. There, you will see a list of avai=
lable Projects. Click on the relevant Project. You will see a list of Proce=
sses.
- Click on the relevant Process. Next, you will see a list of workflows. =
Create on New - the button is used to create a new workflow.
- Each workflow will have trigger & rules.
- The trigger has 3 tabs: Query Builder, Advanced Query Builder and Prope=
rties.
- You can have one or more rules in a workflow. Each rule will have a map=
. This map displays a list of target fields available for mapping. Also, yo=
u will see the schema of the source fields. You can drag and drop source fi=
elds and map target fields accordingly.
- Further information on Mapping is detailed in the wiki iPaaS section.
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