CUSTOMER TO ACCOUNT based on CUSTOMER TYPE

GO TO “CUSTOMER TO ACCOUNT” WORKFLOW

CHANGE THE MAPPINGS AS MENTIONED BELOW

1^st RULE

 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 we can change it according to our requirement.

3^RD RULE

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 we can change it according to our requirement.