Salesforce Contact to SAP Business One Business Partner Contact
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 contacts that were added or modified since the last run.
It will then create or update the contacts for the relevant business partner in SAP Business One.
When a contact is created or updated in Salesforce, the integration will check a UDF on the SAP Business One business partner contact called ‘U_V33SB_SFContactId’, which contains the Salesforce contact ID.
If a value exists, the existing contact in SAP Business One will be updated.
If the contact doesn't exist, it will be created and ‘contact id’ from Salesforce will be saved on the business partner contact in SAP Business One in UDF ‘U_V33SB_SFContactId.’
Workflow Diagram
Mapping
The following mapping will be applied:
|
Salesforce Contact |
SAP Business One Business Partner Contact |
Comments |
|---|---|---|
|
|
CardCode |
GetCardCodeByAccountId Query Result |
|
Name |
Name |
|
|
MailingStreet |
Address |
|
|
Phone |
Phone1 |
|
|
Fax |
Fax |
|
|
|
E_Mail |
|
|
FirstName |
FirstName |
|
|
LastName |
LastName |
|
|
Id |
U_V33SB_SFContactId |
|
Assumptions
- Salesforce contacts will be the master record for contact information.
|
Last modified: 11/15/2023/8:24 pm |