2022
GO TO “CUSTOMER TO ACCOUNT” WORKFLOW
CHANGE THE MAPPINGS AS MENTIONED BELOW:
1st RULE
Salesforce SF UPSERT ACCOUNT
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
...
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.