Salesforce Order Activity to SAP Business One Activity 


First published on: 08/18/2023/11:27 pm

 

 

 

Workflow Description

In this workflow, a scheduled job will run at regular intervals (configurable) to retrieve Salesforce order activities that were added or modified since the last integration run.

 

The workflow will then create or update the activities in SAP Business One.

 

When an order activity is created or updated in Salesforce, the integration will check order UDF ‘U_V33SB_SFOrderId’, which contains the Salesforce order ID.

 

If the Salesforce order exists in SAP Business One, the integration will check a UDF on the activity called ‘U_V33SB_SFActivityId’, which contains the Salesforce activity ID.

 

If a value exists, the existing SAP Business One activity will be updated.

 

If the activity doesn't exist, it will be created.

 

Workflow Diagram

 

Mapping

The following mapping will be applied:

 

Salesforce Order Activity

SAP Business One Activity

Comments

Header

 

 

 

CardCode

“GetOrderCardCodeBySFOrderId” Query Result

Description

Note

 

ActivityDate

ActivityDate

 

Subject

Details

 

Id

U_V33SB_SFActivityId

 

 

 

 

 

 

 

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Last modified: 11/15/2023/8:21 pm

 

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