2022
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Create a rule under the desired workflow, select the target as DataExt and perform Mapping and Writer as Follows
Mapping
Seq 1: Client Name in SF to Client Name in QB
DataExtModRq/DataExtMod/DataExtName | = | "Client Name" |
DataExtModRq/DataExtMod/DataExtValue | = | VALUE("Client_Name__c") |
DataExtModRq/DataExtMod/ListDataExtType | = | "Customer" |
DataExtModRq/DataExtMod/ListObjRef/FullName | = | VALUE("Name") |
OR | ||
DataExtModRq/DataExtMod/ListObjRef/ListID | = | VALUE("newid") |
DataExtModRq/DataExtMod/OwnerID | = | "0" |
VALIDATEROW | = | "true" |
In the above mappings,
DataExtName is the name of the custom field in QuickBooks
DataExtValue is the value of salesforce field
ListDataExtType the name of entity in QuickBooks where the custom field is added
ListObjRef/FullName or ListObjRef/ListID are the reference fields in QuickBooks .We can use either of the mapping
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