Account Hierarchy
Account Hierarchy in SalesForce and QuickBooks
For Integration from SalesForce to QuickBooks
If you use Account Hierarchy in SalesForce, then QuickBooks need to be updated to support Account Hierarchy. A Screen shot for Account Hierarchy in SalesForce is shown.
- In the above Screenshot Parent Account is the Parent for Child Account.
- If this Account is Migrated to QuickBooks, then the Account is Migrated with the Parent name into Quickbooks.
- To make changes, go to https://www.mydbsync.com/user/login . Enter your User Name and Password and click on login. The user should have the Administrative Privileges to make changes in MYDBSync instance.
- Click on Launch Button to Launch DBSync integration console.
- Click on Edit under the Manage to Launch the Process Builder Screen for your integration profile.
- Double click on BiDirectionalSync process on the right hand side.
- Once inside the process builder page, create a new state named as Account to Customer2 as shown below the screen shot.
- After Creating the state AccountToCustomer2 place it under the AccountToCustomer state as shown in screen shot.
- 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")"
- Now make the following changes in AccountToCustomer2 state.
- Make change in Reader Query as shown below in the screen shot.
- 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")"
- Now start syncing, The Account Hierarchy will be shown in QuickBooks as shown in below screen shot.
The Account Hierarchy Mapping is Done Successfully.