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This section explains the process of customizing DBSync Mapping with the example. Three custom fields are created in Salesforce  Product Object & QuickBooks Item. The steps shown below explains DBSync customization process to integrate these custom fields of Salesforce and QuickBooks

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  • Create few custom fields in Product Object of Salesforce named as
    • Item Type Text
    • Reorder QuantityNumber
    • Weight Text

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  • Click on Edit link for Salesforce Adapter. Enter Salesforce User Name and Password and click on Save Properties button. Click on Validate button to validate the Adapter.

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  • Click on Edit Link for QuickBooks Adapter. Enter QuickBooks File Path in file text box and click on Save Properties.

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  • Double Click or Right Click \Open on to open the BiDirectionalSync Process to open it for editing.

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  • If you are using SalesforceQuickBooksBiDirectional profile, you will find a list of states with control flow on process Builder Screen. Double click on ProductToInventory State to open data flow as highlighted below.

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  • Similarly add the rest of the mappings as shown below
    • ItemInventoryAddRq/ItemInventoryAdd/ItemType =VALUE("Item_Name__c")
    • ItemInventoryAddRq/ItemInventoryAdd/ReorderQuantity =VALUE("Reorder_Quantity__c")
    • ItemInventoryAddRq/ItemInventoryAdd/Weight = VALUE("Weight__c")
  • Once done, click on the close button to close on the on top right to close. Move to Previous window (Data Flow screen) and click on Save & Close button on the top right. This will save the BiDirectional sync profile.

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