2022
Here we are showing how to sync the Group-Item records from Quickbooks to Products in SalesForce.
First create a new workflow with appropriate naming convention in the existing project to sync Group-Items from Quickbooks to SalesForce like below:
Use the following query to fetch the GroupItem records from Quickbooks Desktop
Query : Select * from ItemGroup where ItemGroup.MaxReturned=100 and ItemGroup.FromModifiedDate=$last_success_run and ItemGroup.OwnerID=0
Mappings : Create the mappings to map the fields from QuickBooks to SalesForce
Note : Do not forget to mention “External Id” mapping on Mapping rule.
Please use below mappings to map the fields from Quickbooks to Salesforce Record.
AVSFQUICKBOOKS__Quickbooks_Id__c [ string, 50 ] | = | LOG(VALUE("ListID")) |
AVSFQUICKBOOKS__QuickBooks_ItemType__c [ picklist, 255 ] "ItemGroup" | = | "ItemGroup" |
Description [ textarealong, 4000 ] | = | VALUE("ItemDesc") |
IsActive [ boolean, 0 ] "true" | = | "true" |
Name [ string, 255 ] | = | UNIQUEFIELD("Name","Name",VALUE("Name")) |
Pricebook2Id | = | "Standard Price Book" |
ProductCode [ string, 255 ] | = | UNIQUEFIELD("Name","Name",VALUE("Name")) |
UnitPrice | = | SETATTR("Name","pricebook","Standard Price Book","0.00") |
Once field to field mapping is completed, then Save the mappings and save the Workflow.
This completes the mappings to sync the Quickbooks Group-items records to Salesforce Product records.
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