DBSync Cloud Workflow (iPaaS)

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Issue :  After turning on Multi-currency feature in Salesforce, Product stopped Integrating to Salesforce opportunities  integrating with Salesforce Opportunities.

Description: Since afterAfter turning on Multi Currency -currency in an a Salesforce org, There are troubles getting it is difficult to get products from QuickBooks to be Integrated integrate correctly to opportunities Opportunities in salesforceSalesforce. When we add a new currency to one of our products - in our standard price book in Salesforce - none of the products from QuickBooks will sync over to the opportunityOpportunity. It just creates an opportunity Opportunity with no products. 


Resolution : Follow the steps below mentioned steps and change the mappings as per your QuickBooks file in your project.

Step 1 : Navigate to  to Workflow listing page of the project for which you wish to make changes  changes by clicking on Project → processes → workflow.

Step 2 : Click on Edit of the work flow  " OpportunityToInvoice " ,. Replace the reader query from  from Advanced Query Builder with the the following query and . Once done, click on Save & Close button.


Code Block
SELECT Opportunity.Id,Opportunity.AVSFQB__Primary_Contact__r.FirstName,Opportunity.AVSFQB__Primary_Contact__r.LastName,Opportunity.Owner.QB_SalesRep_ID__c,
Opportunity.AVSFQB__Primary_Contact__r.Email,Opportunity.AVSFQB__Quickbooks_Id__c,Opportunity.AccountId,LastModifiedDate,Opportunity.Account.Id,
Opportunity.Account.CurrencyIsoCode,Opportunity.Account.Name,Opportunity.Account.BillingStreet,Opportunity.Account.BillingCity,
Opportunity.Account.BillingState,Opportunity.Account.BillingPostalCode,Opportunity.Account.BillingCountry,Opportunity.Account.ShippingStreet,
Opportunity.Account.ShippingCity,Opportunity.Account.ShippingState,Opportunity.Account.ShippingPostalCode,Opportunity.Account.ShippingCountry,
Opportunity.Account.Fax,Opportunity.Account.Phone,Name,Description,CloseDate ,(SELECT Quantity,UnitPrice,Description,Opportunity.owner.FirstName,
Opportunity.owner.LastName,Opportunity.Id,Opportunity.CloseDate,PricebookEntry.Name,PricebookEntry.Product2.ProductCode,PricebookEntry.Product2.Name,
PricebookEntry.Product2.Description,PricebookEntry.Product2.Id,PricebookEntry.UnitPrice,PricebookEntry.Product2.AVSFQB__QuickBooks_ItemType__c FROM
OpportunityLineItems) ,Opportunity.Account.AVSFQB__Quickbooks_Id__c,Opportunity.AVSFQB__Generate_Object__c FROM Opportunity where
Opportunity.AVSFQB__Generate_Object__c = 'Invoice'


Step 3 : In the Rules, You you will find total of Nine rule and make rules. Make sure to open the mappings of Rule no 1. 

Step 4 : Add the following mapping to the Rule Rule: 

CustomerAddRq/CustomerAdd/CurrencyRef/FullName

=

IF(VALUE("Account/CurrencyIsoCode").equals("USD"),"US Dollar",IF(VALUE("Account/CurrencyIsoCode").equals("GBP"),"British Pound Sterling",IF(VALUE("Account/CurrencyIsoCode").equals("EUR"),"Euro",IF(VALUE("Account/CurrencyIsoCode").equals("CAD"),"Canadian Dollar",""))))

Step 5 : Click on Save & Close button to  to close the mappings screen. Then, After which make sure to Save the workflow to Save the complete workflow. 

Now, The products from QuickBooks will integrate seamlessly to respective Salesforce opportunityOpportunity.