Account Owner Mapping

Account Owner Mapping

Requirement: Map the Salesforce Account Owner with the REP field on the Customer level in QuickBooks.

Solution: Before mapping, ensure that the user Alias name present in Salesforce should also be present in QuickBooks field named REP in the customer object.

Alias name in Salesforce

REP field where Alias name is to be provided

Steps to update the DBSync mappings

1. Add the Account.Owner.Alias API name in the DBSync query.

select Account.Phone,Account.Name,AVSFQB__Primary_Contact__r.FirstName,AVSFQB__Primary_Contact__r.LastName,Account.BillingStreet,Account.BillingCity,Account.BillingCountry,Account.BillingPostalCode,Account.BillingState,Account.Accounting_Email_Address__c,AVSFQB__Primary_Contact__r.Email,Account.Fax,Account.Price_Level__c,Opportunity.Today_s_Date__c,Account.ShippingStreet,Account.ShippingCity,Account.ShippingCountry,Account.ShippingPostalCode,Account.ShippingState,Name,AVSFQB__QuickBooks_Id__c,AVSFQB__Billing_Address__c,AVSFQB__Billing_City__c,AVSFQB__Billing_Country__c,AVSFQB__Billing_Zip__c,AVSFQB__Billing_State__c,Estimated_Ship_Date__c,AVSFQB__PO_Number__c,Owner.Alias,AVSFQB__Shipping_Address__c,AVSFQB__Shipping_City__c,AVSFQB__Shipping_Country__c,AVSFQB__Shipping_Zip__c,AVSFQB__Shipping_State__c,CloseDate,Id,Account.AVSFQB__QuickBooks_Id__c,Account.Id,Account.Owner.Alias,(select Id,Description,PricebookEntry.Product2.Bin__c,PricebookEntry.Product2.Site__c,ProductCode,PricebookEntry.Product2.AVSFQB__QuickBooks_ItemType__c,Quantity,UnitPrice,PricebookEntry.Product2.Name from OpportunityLineItems) FROM Opportunity where  Opportunity.AVSFQB__Generate_Object__c='SalesOrder' and AVSFQB__Products_Count__c > 0

2. In the Transform&Write action, click Map for the 1st action (customer creation).

3. Update the mappings for SalesRepRef field by VALUE("Account/Owner/Alias")

1. Save and close. Save the flow. The above changes will work only for the newly created accounts in Salesforce. For the changes to reflect in the historical accounts, create a new transform&write action(for Update operation). The steps mentioned below are used to create an update operation for updating the account owner to customers who have already synced to QuickBooks.

2. Select the appropriate target connector, operation, and target object.

3. Update the mappings as shown below.

Process Records When= IF(ISEMPTY(VALUE("Account/AVSFQB__Quickbooks_Id__c")), "false", "true")

JobTypeRef 
ListID= VALUE("Account/AVSFQB__Quickbooks_Id__c")

SalesRepRef
FullName: VALUE("Account/Owner/Alias")

1. Save and Close. Save the flow.

Note: In QuickBooks, the REP field has a character limit of 5. In Salesforce, we need to ensure that the Alias does not exceed 5 characters.