2022
Page History
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- Go to your Salesforce and Open *Setup?Customize?Account?Fields* and click on New button in Account Custom Field and Relationships.
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- Select Picklist Option button and click on Next.
- Enter the field label, enter list of values for picklist, in this demo I am using 2 values as "QuickBooks1" and "QuickBooks2". Select all the checkboxes and click on Next.
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- Go to www.mydbsync.com login to your account and Launch DBSync application.
- Click on * Manage?Edit* for SalesforceQuickBooks1 profile.
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- Click on the Configuration Link for QuickBooks Adapter, select open with "QuickBooks Web Connector" and click on OK button. Both the windows are shown below respectively.
- Click on OK in the next window. Select Option button "Yes always allow access" and click on continue button. The Profile will get added to QuickBooks Web Connector.
- Right Click on BiDirectionalSync process and select Open to open the integration profile.
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- On AccountToCustomer state, select the IsActive check box and click on Save button to save the states. Double click on the AccountToCustomer State to open it.
- Right Click?Open on the Reader:Account Dataflow to open the properties of the reader. In the query section enter query as select {!.} from Account where AVSFQB_Quickbooks_Idc='' and QuickBooks_c='QuickBooks1' and click on Save.
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- In the Control Flow window, select the IsActive check box for CustomerToAccount and click on Save button to save the states. Double click on the CustomerToAccount State to open it.
- *Right Click?Properties* on Map:QBToSF with "Sequence Number 1" to open the properties for mapping.
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- Click on the Edit Link for first mapping in the list i.e. AVSFQB_Quickbooks_id_c = LSPLIT(VALUE("ListID")) and Enter following mapping for the field and click on Save button.
AVSFQB_Quickbooks_id_c = "QuickBooks1"+LSPLIT(VALUE("ListID"),"-")
- Click on the Edit Link for second mapping in the list i.e. Id = Link(*). Enter following mapping for the field and click on Save button:
Id=select id, name from account where QuickBooks__c='QuickBooks1'
- Go back to DBSync console and *Right Click?Properties* on Map:QBToSF with "Sequence Number 2" to open the properties for mapping.
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- Click on the Edit Link for first mapping in the list i.e. AVSFQB_Quickbooks_id_c = LSPLIT(VALUE("ListID")) and Enter following mapping for the field and click on Save button.
AVSFQB_Quickbooks_id_c = "QuickBooks1"+LSPLIT(VALUE("ListID"),"-")
- Add a mapping in this window as QuickBooks__c = Value("QuickBooks1")
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- Go back to DBSync console and *Right Click?Properties* on Map:QBToSF with "Sequence Number 3" to open the properties for mapping.
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- Click on the Edit Link for first mapping in the list i.e. AVSFQB_Quickbooks_id_c = LSPLIT(VALUE("ListID")) and Enter following mapping for the field and click on Save button.
AVSFQB_Quickbooks_id_c = "QuickBooks1"+LSPLIT(VALUE("ListID"),"-")
- Go back to DBSync console and *Right Click?Properties* on Map:QBToSF with "Sequence Number 4" to open the properties for mapping by using the Edit Link in properties section.
- Click on the Edit Link for first mapping in the list i.e. AVSFQB_Quickbooks_id_c = LSPLIT(VALUE("ListID")) and Enter following mapping for the field and click on Save button.
AVSFQB_Quickbooks_id_c = "QuickBooks1"+LSPLIT(VALUE("ListID"),"-")
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- Click on the Configuration Link for QuickBooks Adapter, select open with "QuickBooks Web Connector" and click on OK button. Follow the steps shown earlier in the tutorial to add the profile to web connector.
- Right Click on BiDirectionalSync process and select Open to open the integration profile.
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- On AccountToCustomer state, select the IsActive check box and click on Save button to save the states. Double click on the AccountToCustomer State to open it.
- Right Click?Open on the Reader:Account Dataflow to open the properties of the reader. In the query section enter query as select {!.} from Account where AVSFQB_Quickbooks_Idc='' and QuickBooks_c='QuickBooks2' and click on Save.
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- In the Control Flow window, select the IsActive check box for CustomerToAccount and click on Save button to save the states. Double click on the CustomerToAccount State to open it.
- *Right Click?Properties* on Map:QBToSF with "Sequence Number 1" to open the properties for the mapping.
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- Click on the Edit Link for second mapping in the list i.e. Id = Link(*). Enter following mapping for the field and click on Save button:
Id=select id, name from account where QuickBooks__c='QuickBooks2'
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- Click on the Edit Link for first mapping in the list i.e. AVSFQB_Quickbooks_id_c = LSPLIT(VALUE("ListID")) and Enter following mapping for the field and click on Save button.
AVSFQB_Quickbooks_id_c ="QuickBooks2"+LSPLIT(VALUE("ListID"),"-")
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