2022

Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Below mentioned steps to update the DBSync mappings 

1. Add the “Account.Owner.Alias” API name in the DBSync query.

Code Block
select Account.Phone,Account.Name,AVSFQB__Primary_Contact__r.FirstName,AVSFQB__Primary_Contact__r.LastName,Account.BillingStreet,Account.BillingCity,Account.BillingCountry,Account.BillingPostalCode,Account.BillingState,Account.Accounting_Email_Address__c,AVSFQB__Primary_Contact__r.Email,Account.Fax,Account.Price_Level__c,Opportunity.Today_s_Date__c,Account.ShippingStreet,Account.ShippingCity,Account.ShippingCountry,Account.ShippingPostalCode,Account.ShippingState,Name,AVSFQB__QuickbooksQuickBooks_Id__c,AVSFQB__Billing_Address__c,AVSFQB__Billing_City__c,AVSFQB__Billing_Country__c,AVSFQB__Billing_Zip__c,AVSFQB__Billing_State__c,Estimated_Ship_Date__c,AVSFQB__PO_Number__c,Owner.Alias,AVSFQB__Shipping_Address__c,AVSFQB__Shipping_City__c,AVSFQB__Shipping_Country__c,AVSFQB__Shipping_Zip__c,AVSFQB__Shipping_State__c,CloseDate,Id,Account.AVSFQB__QuickbooksQuickBooks_Id__c,Account.Id,Account.Owner.Alias,(select Id,Description,PricebookEntry.Product2.Bin__c,PricebookEntry.Product2.Site__c,ProductCode,PricebookEntry.Product2.AVSFQB__QuickBooks_ItemType__c,Quantity,UnitPrice,PricebookEntry.Product2.Name from OpportunityLineItems) FROM Opportunity where  Opportunity.AVSFQB__Generate_Object__c='SalesOrder' and AVSFQB__Products_Count__c > 0

               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.

...