Account Owner Mapping

Account Owner Mapping

Requirement: If you require to map the Salesforce Account Owner to the REP field on the Customer level in QuickBooks.

Solution: Before starting with the mappings the user alias name present in Salesforce should also be present in QuickBooks field named “Rep” at the customer level.

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 on “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. But if you want the changes to reflect for the historical accounts, then you need to create a new transform&write (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.