In this blog we will be highlighting the instructions on how to create relationship in the import routine for related objects, so that the data from those can be brought over to Salesforce.
There are already some relationships present in the entity mapping for some standard Objects such as Orders, Order Products etc. But if we want to create a new relationship, we can create them with the help of steps mentioned below.
Prerequisites:- You need to create the Lookup relationship for that object to link it to another Object.
Create new import routine for custom/standard Object.
Now, to set the relationship, you need to select the Lookup field which was created in the Salesforce Object. In the “Target Field” and the “Source Field” you will have to select the ERP field followed by the “Parent Object” of the “Target Field”. For better understanding refer the image below.
After creating the above relationship, whenever you sync the data from ERP to Salesforce, we will get all the record related to that Object. For example, if you want to display the location in Salesforce custom Object then you need to create formula fields for the Location. After creating the formula fields, create the relationship in the import routine of the custom Object where you want to display the Location details.
Go to the Import Routine and create the relationship for the Location.
Greytrix – a globally recognized and one of the oldest Sage Gold Development Partner, as a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.
Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration for Sage X3, Sage 100 and Sage 300. We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support to business partners and end users. Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow.
Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star rated app listed on Salesforce AppExchange.
For more information, please contact us at firstname.lastname@example.org. We will be glad to assist you.