Salesforce Opportunity to SAP Business One Opportunity
First published on: 08/18/2023/11:26 pm
Workflow Description
In this workflow, a scheduled job will call Salesforce at regular intervals (configurable) to retrieve opportunities created or updated since the last integration run.
The import process will create the new opportunities in SAP Business One.
When an opportunity is added or updated in Salesforce, the integration will check the UDF field on the SAP Business One opportunity called ‘U_V33SB_SFOpportunityId,’ which contains the Salesforce opportunity ID.
If a value exists, the existing opportunity record in SAP Business One will be updated.
If the opportunity doesn't exist, it will be created and the ‘opportunity id’ from Salesforce will be saved to the opportunity in SAP Business One in UDF ‘U_V33SB_SFOpportunityId.’
Workflow Diagram
Mapping
The following additional mapping will be applied:
|
Salesforce Opportunity |
SAP Business One Sales Opportunity |
Comments |
|---|---|---|
|
Name |
OpportunityName |
|
|
AccountId |
CardCode |
Get CardCode from query GetCardCodeByAccountId Based on UDF ‘U_V33SBAccountId’ |
|
CreatedDate |
StartDate |
|
|
Id |
U_V33SB_SFOpportunityId |
|
|
Lines |
||
|
TotalPrice |
MaxLocalTotal |
|
|
Last modified: 11/15/2023/8:24 pm |
On this page