2022
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Ensure that Salesforce and QuickBooks connectors are validated. You should have process template SalesforceQuickBooksOnlineBiDirectionaltemplate SalesforceQuickBooks Online BiDirectional.
Click on Projects then, select and open the relevant Project. You will see the available processes. Select and open the relevant Process. You will see a list of available Workflows.
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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' |
Add the following mapping in the mapping window and click on the Save & Close button.
Notes | = | { ADDXML("<CurrencyRef>"+IF(VALUE("CurrencyIsoCode").equals("CAD"),"CAD", IF(VALUE("CurrencyIsoCode").equals("USD"),"USD", IF(VALUE("CurrencyIsoCode").equals("AUD"),"AUD", IF(VALUE("CurrencyIsoCode").equals("GBP"),"GBP","EUR"))))+"</CurrencyRef>"); return ""; } |
Notes | = | { ADDXML("<CurrencyRef>"+IF(VALUE("CurrencyIsoCode").equals("CAD"),"CAD", IF(VALUE("CurrencyIsoCode").equals("USD"),"USD", IF(VALUE("CurrencyIsoCode").equals("AUD"),"AUD", IF(VALUE("CurrencyIsoCode").equals("GBP"),"GBP","EUR"))))+"</CurrencyRef>"); return ""; } |
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CurrencyRef |
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VALUE("CurrencyIsoCode") |