Page History

...

• If Quickbooks Customer and Salesforce Account object has hierarchy structures enabled, then the following changes have to be implemented within your DBSync mappings / template to facilitate hierarchy mappings. A typical hierarchy structure in Salesforce Accounts and Quickbooks Customer entities is as shown below.

                      !Customer_hier.png|align=left,border=1,width=399,height=301!                       !Account_Hier.png|border=1!                      Image Added               Image Added

• The default mappings within DBSync standard template integrates the above Salesforce Account records as two separate Customer records  "Avankia" and DBSync" and not as Parent & Child records.

...

• Click on Launch Button to Launch DBSync integration console.

Image Modified

• Click on Manage --> Edit  to navigate to the Process Builder page.

Image Modified

• Double click on BiDirectionalSync process on the extreme right hand corner of the Process Builder Page.

Image Modified

• Once inside the process builder page, create new State / Wokflow named as Account to Customer2 as illustrated in the below two screenshots.

...

• After Creating the state AccountToCustomer2 place it under the AccountToCustomer state as shown in screen shot.

Image Modified

• Make similar to AccountToCustomer2 has AccountToCustomer.
• Add following code in AccountToCustomer Mapping
• Make Changes in Mapping State as shown in following screen shots.

Add the following code to the default mapping:
Find the Target field "CustomerAddRq/CustomerAdd/ParentRef/FullName" and source field as following "VALUE("Parent/Name")"
Image Modified

• Now make the following changes in AccountToCustomer2 state.

...