Salesforce Customization Guide
The following provides guidance on the custom fields that need to be created for the customer profile and sales order sync use cases in order to function end-to-end.
Fields to be created
The following fields need to be created in the corresponding objects for the use case.
| Salesforce Object | Field Name | Data Type | Length | Unique | ExternalId |
|---|---|---|---|---|---|
Account |
Global_Customer_Id__c |
Text |
36 |
Y |
Y |
Contact |
Global_Individual_Id__c |
Text |
36 |
Y |
Y |
Order |
Global_SalesOrder_Id__c |
Text |
36 |
Y |
Y |
Product2 |
Global_Product_Id__c |
Text |
36 |
Y |
Y |
Fields to be updated
The Order object needs to be updated for the following fields for the use case:
| Field Name | Type | Updated Values |
|---|---|---|
Type |
Picklist |
ADD_ON, CANCELLATION, INITIAL, JOURNAL, RENEWAL, RETURN, SUBSCRIPTION, UPGRADE |
Status |
Picklist |
CANCELLED, CREATED, CONFIRMED, DELIVERED, IN_CART, IN_TRANSIT, INVOICED, LOST, PARTIALLY_SHIPPED, PICKUP_AVAILABLE, PROCESSING, REJECTED, RETURNED |