SAP Business One Price List to Salesforce Asset

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 SAP Business One equipment cards that have been added or modified since the last workflow execution.

It will then create or update assets in Salesforce.

When an equipment card is created or updated in SAP Business One, the integration will check equipment card UDF ‘U_V33SB_SFAssetId’, which contains the Salesforce asset ID.

If a value exists, the existing Salesforce asset will be updated.

If the asset doesn't exist, it will be created and the Salesforce asset ID will be saved to the business partner in SAP Business One in UDF ‘U_V33SB_SFAssetId.’

Workflow Diagram

Mapping

The following mapping will be applied:

OwnderId is set to the result of query GetSFOwnerCodeAsset (see SAP B1 Configuration for Salesforce), which finds the associated Salesforce user ID (housed in OUSR.U_V33SB_SFUserId) for the SAP Business One employee/salesperson record on the business partner on the equipment card.

Assumptions

• The client must maintain the values in OUSR.U_V33SB_SFUserId.

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