SAP Business One Item to Salesforce Product
First published on: 08/18/2023/11:24 pm
Workflow Description
In this workflow, a scheduled job will run at regular intervals (configurable) to retrieve SAP Business One items that have been added or modified since the last workflow execution.
It will then create or update the products in Salesforce.
When an item is created or updated in SAP Business One, the integration will check item UDF ‘U_V33SB_SFProductId’, which contains the Salesforce product ID.
If a product value exists, it will be updated in Salesforce.
If the product value doesn't exist, it will be created and the Salesforce product ID will be saved to the SAP Business One item UDF ‘U_V33SB_SFProductId.’
This workflow will create or update a price book entry in Salesforce for the product.
It will only update or create one price for the product in Salesforce.
The price book entry ID will be saved in UDF ‘U_V33SB_SFPricebookEntryId.’.
Workflow Diagram
Mapping
The following mapping will be applied:
|
SAP Business One Item |
Salesforce Product |
Comments |
|---|---|---|
|
ItemCode |
ProductCode |
|
|
ItemName |
Name |
|
|
|
IsActive |
true |
|
ItemCode |
External Id |
|
Salesforce Price Book
|
SAP Business One Item |
Salesforce Price Book |
Comments |
|---|---|---|
|
|
Pricebook2Id |
Salesforce Price Book Id (Customer will provide which price book they want to update.) |
|
|
Product2Id |
Salesforce product Id |
|
|
IsActive |
true |
|
Price |
UnitPrice |
|
Salesforce Price Book Entry
|
SAP Business One Item |
Salesforce Price Book Entry |
Comments |
|---|---|---|
|
U_V33SB_SFPriceookEntryId |
PricebookEntryId |
|
|
|
IsActive |
|
|
Price |
UnitPrice |
|
Assumptions
- The client must provide the Salesforce Price Book ID.
- The SAP Business One item is the master record for item information.
|
Last modified: 11/15/2023/8:24 pm |