UDF Integration for Salesforce Connector in Integration Hub

UDF Integration for Salesforce Connector in Integration Hub

The Salesforce connector now supports the integration of User Defined Fields (UDFs) between the Salesforce and SAP Business One applications. This functionality allows users to map and synchronize custom fields between both applications, ensuring that all relevant data is accurately and seamlessly shared. This enhancement improves data consistency and helps businesses maintain a comprehensive view of their operations across different platforms.

 

The Salesforce connector supports the integration of User Defined Fields (UDFs) on the following masters:

1.    Customer (Accounts)

·         Business Partners Header

·         Business Partners Addresses

2.    Lead

·         Business Partners Header

·         Business Partners Addresses

3.    Contact Persons

·         Contact Persons Header

4.    Items (Products)

·         Items Header

 

To perform the UDF Integration, follow these steps:

1.          Open the UDF Integration window by navigating to Administration → Integration Hub → UDF Integration.

2.          The UDF Integration-Selection Criteria window will appear.

3.          The active template for the Salesforce connector will automatically be displayed in the Template Name field.

4.          Select the specific object you want to map UDFs for in the Object Type field.

5.          Click OK to open the UDF Integration Mapping screen.

6.          Click the Retrieve Custom Fields button to fetch the list of Salesforce custom fields.

7.          In the left column titled SAP User Defined Fields (UDF), select the SAP UDFs. In the Mapped to Salesforce Custom Fields column, select the corresponding Salesforce custom fields.

8.          In the Data Type column, choose the data type for the Salesforce custom fields.

9.          Click the Add/Update button to save the data.

             Note

·                 In case, you do not want to integrate UDF information between the applications, you may delete the relevant row. Once the row is deleted, the UDF information will no longer be integrated during the initialization and synchronization process.

·                 Ensure the decimal places of Salesforce custom fields and SAP B1 UDFs must be matched between both applications.

 

The following Salesforce data types for custom fields are supported for the UDF integration:

Salesforce Data Type

Type

SAP B1 UDF Type

Remarks

Phone

String

Alphanumeric

 

Number

Number

Numeric

 

AutoNumber

Number

Numeric

 

Checkbox

Bool

Checkbox

 

Currency

Number

Amounts

For Currency type custom fields in Salesforce, create the UDF with Type “Units and Totals” and Structure “Amounts” in SAP Business One.

Email

String

Alphanumeric

 

Percent

Number

Percents

For Percent type custom fields in Salesforce, create the UDF with Type “Units and Totals” and Structure “Percents” in SAP Business One.

Picklist

String

Valid Values

For Picklist type custom fields in Salesforce, create the UDF with Validation “Valid Values” in SAP Business One.

Picklist_Multi_Select

String

Valid Values

For Picklist_Multi_Select type custom fields in Salesforce, create the UDF with Validation “Valid Values” in SAP Business One.

Text

String

Alphanumeric

 

Text_Area

String

Alphanumeric

 

Text_Area_Long

String

Alphanumeric

 

URl

String

Alphameric

 

 

The following Salesforce data types for custom fields are not supported for the UDF integration:

Salesforce Data Type

Type

Remarks

Date

String

 

Date_Time

String

 

Geolocation

Number

 

Text_Area_Rich

String

 

Text_Encrypted

String

 

Time

String

 


  Caution

The SAP Business One UDFs with "Linked to Entities" Validation will not appear in the column SAP User Defined Fields (UDF).


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