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• To make changes, go to https://login.salesforce.com . Enter you your Username and Password. Then, click on Login. 
  • Note
  : the
  •  the user logging in, should have administrative privileges to make changes to Salesforce instance.

• Go to Setup > Customize > Products > Fields and click on New in Products Custom Fields and Relationships.

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• In the next screen, select field-level security for profiles and click Next. Check Add Field check box checkbox. Then, check the Page Layouts you want to add it to. Click Save.

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• Click on Projects. Select and open a relevant Projectproject. You will see a list of available processes. Select and open the relevant Process. You will see a list of available Workflows.

• Open the workflow "ItemServiceToProduct". In the Rules section, open the map for "Sequence No. 2".

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• Similarly, add the above mapping as follows to complete the Product Hierarchy setup:
  • ItemInventoryToProduct
  • ItemNonInventoryToProduct
  • ItemDiscountToProduct
  • ItemOtherChargesToProduct
  • ItemInventoryAssenblyToProduct
  • ItemSalesTax2Product

• Now your Salesforce is configured to handle the Product Hierarchy of QuickBooks.

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• If you have a Parent-Child relationship for Products in Salesforce then, the following changes needs need to be made to the mappings.

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• Open the workflow "OpportunityToInvoice". In the Rules section, open the map for "Sequence No.3".

• Find the target field "ItemServiceAddRq/ItemServiceAdd/Name".  Then, replace the source code by copy-pasting the following:
  
  

  Code Block
  IF(EXACT(VALUE("PricebookEntry/Product2/AVSFQuickBooks__QuickBooks_ItemType__c"),"ItemService"), RSPLIT(VALUE("PricebookEntry/Product2/Name"),":"),"")

• Add the mapping where target field = "ItemServiceAddRq/ItemServiceAdd/ParentRef/FullName" and source field as the following

  .

  :

  Code Block
  IF(EXACT(VALUE("PricebookEntry/Product2/AVSFQuickBooks__QuickBooks_ItemType__c"),"ItemService"), (IF(VALUE("PricebookEntry/Product2/Name").contains(":"), LSPLIT(VALUE("PricebookEntry/Product2/Name"),":"),"")),"")

• Similarly, open the Sequence No.4 mapping.

• Find the target field "ItemInventoryAddRq/ItemInventoryAdd/Name" and replace the source code by copy-pasting the following:

  Code Block
  IF(EXACT(VALUE("PricebookEntry/Product2/AVSFQuickBooks__QuickBooks_ItemType__c"),"ItemInventory"), RSPLIT(VALUE("PricebookEntry/Product2/Name"),":"),"")

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• Find the target field "ItemNonInventoryAddRq/ItemNonInventoryAdd/Name".  Replace the source code by copy-pasting the following:Add the mapping where target field = "ItemInventoryAddRq/ItemInventoryAdd/ParentRef/FullName" and source field as the following:

  Code Block
  IF(EXACT(VALUE("PricebookEntry/Product2/AVSFQuickBooks__QuickBooks_ItemType__c"),"ItemInventory"), (IF(VALUE("PricebookEntry/Product2/Name").contains(":"), LSPLIT(VALUE("PricebookEntry/Product2/Name"),":"),"")),"")

• Similarly, open the Sequence No.5 mapping.

• Find the target field "ItemNonInventoryAddRq/ItemNonInventoryAdd/Name".  Replace the source

  Code Block

  by copy-pasting the following:

  Code Block
  IF(EXACT(VALUE("PricebookEntry/Product2/AVSFQuickBooks__QuickBooks_ItemType__c"),"ItemNonInventory"), RSPLIT(VALUE("PricebookEntry/Product2/Name"),":"),"")

• Add the mapping where target field = "ItemNonInventoryAddRq/ItemNonInventoryAdd/ParentRef/FullName" and source field as the following:

  Code Block
  IF(EXACT(VALUE("PricebookEntry/Product2/AVSFQuickBooks__QuickBooks_ItemType__c"),"ItemNonInventory"), (IF(VALUE("PricebookEntry/Product2/Name").contains(":"), LSPLIT(VALUE("PricebookEntry/Product2/Name"),":"),"")),"")

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