2022

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GO TO “CUSTOMER TO ACCOUNT” WORKFLOW

CHANGE THE MAPPINGS AS MENTIONED BELOW:

 

1st RULE

 Salesforce SF UPSERT ACCOUNT Image Removed

Image Added

VALIDATE ROW

IF(ISEMPTY(VALUE("ParentRef/ListID")),IF(VALUE("CustomerTypeRef/FullName").equals("Retail"),"true","false"),"false")

 

Here , “Retail” is the customer type ; however, we can change it according to our requirement.

 

3RD RULE

Salesforce SF UPSERT ACCOUNT

...

Image Added

VALIDATE ROW

IF(ISEMPTY(VALUE("ParentRef/ListID")),"false",IF(EQUALS(VALUE("Sublevel"),"1"),IF(VALUE("CustomerTypeRef/FullName").equals("Retail"),"true","false") ,"false"))

 

Here , “Retail” is the customer type ; however, we can change it according to our requirement.