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Salesforce QuickBooks Integration with Multiple QuickBooks File

  • To integrate multiple QuickBooks with Salesforce using DBSync we need to create multiple Projects in DBSync and define identifier field in each Salesforce Object which is part of integration.

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  • Open workflow AccountToCustomer, in the Advanced Query Builder you see a query, edit this query as below and click on Save Workflow.
  • Code Block
    select {!.} from Account where AVSFQB__Quickbooks_Id__c=' ' and QuickBooks__c='QuickBooks1'
    
  • Ensure workflow CustomerToAccount is active by keeping the status on.

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