Salesforce Quote Activity to SAP Business One Activity
First published on: 08/18/2023/11:26 pm
Workflow Description
In this workflow, a scheduled job will run at regular intervals (configurable) to retrieve Salesforce quotes activities that are added or modified since the last integration run.
It will then create or update the activities in SAP Business One.
When a quote activities is created or updated in Salesforce, the integration will check a UDF on the quotes called ‘U_V33SB_SFQuotedId’, which contains the Salesforce quote 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 Salesforce activity will be updated.
If the activity doesn't exist, it will be created.
Workflow Diagram
Mapping
The following mapping will be applied:
|
Salesforce Quote Activity |
SAP Business One Activity |
Comments |
|---|---|---|
|
Header |
|
|
|
|
CardCode |
“GetOrderCardCodeBySFQuoteId” Query Result |
|
Description |
Notes |
|
|
ActivityDate |
ActivityDate |
|
|
Subject |
Details |
|
|
Id |
U_V33SB_SFActivityId |
|
|
Last modified: 06/23/2025/9:35 pm |
On this page