2022
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Before starting with the mappings the user alias name present in Salesforce should also be present in QuickBooks field named “Rep” at the customer level.
Fig 1: Alias name in Salesforce
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Below mentioned are the steps to update the DBSync mappings
1.Add the “Account.Owner.Alias” API name in the DBSync query.
Fig 3: DBSync Query
2. In the rules section, click on “Map” for the 1st rule (customer creation rule).
3. Update the mappings for SalesRepRef field by VALUE("Account/Owner/Alias")
Fig 4: SalesRepRef field mapping
4. Save and close. Save the workflow.
The above changes will work only for the newly created accounts in Salesforce. But if you want the changes to reflect for the historical accounts then need to create a new rule (Update rule).
Please find the below steps to create an update rule for updating the account owner to customers who have already synced to QuickBooks.
- Click on “Add New Rule”
- Select the appropriate target connector, operation, and the target object. (refer the figure below)
Fig
Fig 5: Creating a New Rule
- Update the mappings as shown in the below screenshot.
Fig 6: Validate Row mappings
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Fig 7: ListID Mapping
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Fig 8: SalesRapRef Mapping
4.
- Save and Close. Save the workflow.
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