Salesforce Account to SAP Business One Business Partner
First published on: 08/18/2023/11:25 pm
Workflow Description
In this workflow, a scheduled job will run at regular intervals (configurable) to retrieve Salesforce accounts that have been added or modified since the last run.
It will then create or update the business partners in SAP Business One.
When an account is created or updated in Salesforce, the integration will check a UDF on the SAP Business One business partner called ‘U_V33SB_SFAccountId', which contains the Salesforce account ID.
If a value exists, the existing business partner record in SAP Business One will be updated.
If the account doesn't exist, a new business partner will be created in SAP Business One and the ‘account id’ from Salesforce will be saved in the business partner record in SAP Business One in UDF ‘U_V33SB_ SFAccountId.’
Workflow Diagram
Mapping
The following mapping will be applied:
|
Salesforce Account |
SAP Business One Business Partner |
Comments |
|---|---|---|
|
U_V33SB_SFAccountId |
U_V33SB_SFAccountId |
|
|
Code |
CardCode |
|
|
Name |
CardName |
|
|
|
CardType |
Lead |
|
Phone1 |
Phone1 |
|
|
Address Lines |
|
|
|
AddressName |
AddressName |
|
|
Street |
Street |
|
|
ZipCode |
ZipCode |
|
|
City |
City |
|
|
County |
County |
|
|
State |
State |
|
|
AddressType |
AddressType |
|
|
Last modified: 11/15/2023/8:24 pm |
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