Entity mapping with additional Standard/Custom field for Data Synchronization

By | May 27, 2015

This post is regarding one of the useful features of an integration solution. For integration needs we are syncing certain entities of both the systems (e.g. Salesforce Account object with Sage ERP X3 Customer, Salesforce Contact object with Sage ERP X3 Contact etc.)

Using this screen we can add any additional field of Sage ERP X3 entity and map with Salesforce object field. Once field mapping is done then the additional mapped field’s data will be automatically transferred into the corresponding Salesforce object field when import data process is run.

We can map standard as well as custom salesforce fields. Suppose, we want to bring additional Sage ERP X3 field data (Language Code- ZLANG) of customer into the Salesforce custom field (Language – Language__c) of an account object.

You can follow the below steps to view existing mapped field list and create new fields mapping into Salesforce –

Entity mapping with additional StandardCustom field for Data Synchronization1

  • Login to Salesforce.
  • Go to Administration Tab.
  • Click on the Entity Mapping Tab to reach Entity Mapping Page.
  • Select ERP from the list.
  • After selection of ERP you will see a list of Entity Mapping. Then select Entity Mapping from the list.
  • There are predefined mapping fields with Map Type (Standard) which will be displayed in below list.
  • To add new mapping click on New button (refer below screenshot for your reference).
  • Then enter the exact salesforce field name as well as ERP field name.
  • Select Data type from list.
  • Finally click on save. You can also edit or delete custom created mapping from the list.

Entity mapping with additional StandardCustom field for Data Synchronization2

In this way you can add any additional field to the mapping list and that mapping field list will be used in the import process to bring data.

Note: We are using the Sage ERP X3 web services to get the data of the ERP entities so in order to sync the Sage ERP X3 object additional standard/custom field data, the Sage ERP X3 web service should be published.

For more information on our Salesforce integration with Sage ERP X3 please visit our website or email us on salesforce@greytrix.com to setup a live demo for you or your team.

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For more information, please contact us at salesforce@greytrix.com. We will be glad to assist you.