View Source

GO TO “CUSTOMER TO ACCOUNT” WORKFLOW

CHANGE THE MAPPINGS AS MENTIONED BELOW:

1^st RULE

Salesforce UPSERT ACCOUNT

DBSync Cloud Workflow (iPaaS) > CUSTOMER TO ACCOUNT Based on CUSTOMER TYPE > figure 2.jpg

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.

3^RD RULE

Salesforce 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.