Salesforce

How do I map custom fields from Salesforce to QuickBooks?

You must map the Salesforce order as a custom object

Out of box, Connex has a default mapping for Salesforce orders. In this example, we will use a different mapping tool to override the mapping.

Add Salesforce custom field

Here are the steps:

  1. On the top right, click the icon and select Salesforce classic view.
  2. Click orders.
  3. On the right, click the arrow and click view fields:
  4. Under order custom fields and relationships, click new.
  5. Click text.
  6. Call the field tracking number:
  7. Finish the wizard by clicking next. 

Map order to custom object

Here are the steps:

  1. On the Connex dashboard, locate your Salesforce connection.
  2. Copy and paste the URL field.
  3. Go to this URL: https://www.connexforquickbooks.com/customobjectmap/mapcustomobjectfields?solutionName=Salesforce&solutionWebsite=http://www.salesforce.com/na82&customObjectName=Order. 
  4. The solutionWebsite is your Salesforce URL. The other parameter is order, since this is where your Salesforce orders are held.
  5. You will see a grid with a list of field names from Salesforce and Connex.
  6. Click add.
  7. Enter tracking number in both the Salesforce and Connex fields:
  8. Click update.

Preview Sale