Issue: Salesforce custom field to QuickBooks custom field.
Root Cause: Requirement on mapping Quickbooks desktop custom field on Customer entity
Solution:
Let’s go through a used case wherein we have to sync a Salesforce standard/custom field to QuickBooks Custom field on either customer/vendor entity.
We have a field “Client Name” created in Salesforce which has to be synced to a custom field “CLIENT NAME” in QuickBooks desktop under Customer
Create a rule under the desired workflow, select the target as DataExt and perform Mapping and Writer as Follows
Mapping
Seq 1: Client Name in SF to Client Name in QuickBooks
DataExtModRq/DataExtMod/DataExtName | = | "Client Name" |
DataExtModRq/DataExtMod/DataExtValue | = | VALUE("Client_Name__c") |
DataExtModRq/DataExtMod/ListDataExtType | = | "Customer" |
DataExtModRq/DataExtMod/ListObjRef/FullName | = | VALUE("Name") |
OR | ||
DataExtModRq/DataExtMod/ListObjRef/ListID | = | VALUE("newid") |
DataExtModRq/DataExtMod/OwnerID | = | "0" |
VALIDATEROW | = | "true" |
In the above mappings,
DataExtName is the name of the custom field in QuickBooks
DataExtValue is the value of salesforce field
ListDataExtType the name of an entity in QuickBooks where the custom field is added
ListObjRef/FullName or ListObjRef/ListID are the reference fields in QuickBooks .We can use either of the mappings
OwnerId is defaulting to 0