2022
Page History
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- I have created 2 profiles in DBSync Named
- SalesforceQuickBooks1
- SalesforceQuickBooks2
- 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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- 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 check boxes and click on Next.
- In the Next Screen, select the Profiles you want to make field visible 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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- 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 ?on 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?click on Properties on Map: QBToSF with "Sequence Number 1" to open the properties for mapping.
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- Go back to DBSync console and Right Click?click on Properties on Map:QBToSF with "Sequence Number 2" to open the properties for mapping.
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- Go back to DBSync console and Right Click ?on Properties on Map:QBToSF with "Sequence Number 3" to open the properties for mapping.
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AVSFQB_Quickbooks_id_c = "QuickBooks1"+LSPLIT(VALUE("ListID"),"-")
- Go back to DBSync console and Right Click ?on Properties on Map: QBToSF with "Sequence Number 4" to open the properties for mapping by using the Edit Link in properties section.
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AVSFQB_Quickbooks_id_c = "QuickBooks1"+LSPLIT(VALUE("ListID"),"-")
- Close the mapping window and go back to DBSync console. Click on the profile link on the top right corner of the screen, to move to profiles in the DBSync.
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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 ?on Open on the Reader:Account Dataflow Data flow 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?click on Properties on Map:QBToSF with "Sequence Number 1" to open the properties for the mapping.
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Id=select id, name from account where QuickBooks__c='QuickBooks2'
- Go back to DBSync console and *Right Click?Properties* right click on Properties on Map:QBToSF with "Sequence Number 2" to open the properties for the mapping.
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- Go back to DBSync console and * Right Click ?on Properties * on Map: QBToSF with "Sequence Number 3" to open the properties for mapping.
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AVSFQB_Quickbooks_id_c ="QuickBooks2"+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.
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AVSFQB_Quickbooks_id_c ="QuickBooks2"+LSPLIT(VALUE("ListID"),"-")
- Close the mapping window. Go to QuickBooks Web Connector, enter your DBSync password for both the profiles, select the profiles and click on Update Selected to start the sync.
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