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:
- On the top right, click the icon and select Salesforce classic view.
- Click orders.
- On the right, click the arrow and click view fields:
- Under order custom fields and relationships, click new.
- Click text.
- Call the field tracking number:
- Finish the wizard by clicking next.
Map order to custom object
Here are the steps:
- On the Connex dashboard, locate your Salesforce connection.
- Copy and paste the URL field.
- Go to this URL: https://www.connexforquickbooks.com/customobjectmap/mapcustomobjectfields?solutionName=Salesforce&solutionWebsite=http://www.salesforce.com/na82&customObjectName=Order.
- The solutionWebsite is your Salesforce URL. The other parameter is order, since this is where your Salesforce orders are held.
- You will see a grid with a list of field names from Salesforce and Connex.
- Click add.
- Enter tracking number in both the Salesforce and Connex fields:
- Click update.
Preview Sale