Integrating Opportunity Products In Salesforce

Integrating Opportunity Products In Salesforce

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Article ID: KB0078157

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Updated On:

Products Versions
TIBCO Scribe Insight -

Description

Tips on using Product IDs and External IDs to locate the appropriate records.

You are bringing in opportunity line items from another system.  However, you only have the productid.

How do you lookup the productid in an externalid field on that product to then locate the Salesforce productid to find the appropriate pricebookentryid to put into the productlineitem record? 

First, use the source.ProductId to perform a Seek against the target.Product2 entity (where Source.ProductId = Target.ExternalProductId). Then, create a target variable on this Seek step to return its Product2.Id.

See About Target Variables for more information.

In the second step, Create or Upsert, on the target PricebookEntry, you need to know the Product.Id from your target variable (whereTargetVarliableName = PricebookEntry.ProductId). You also need to know the appropriate PricebookId for your target operation – this might be better handled by a DBLOOKUPCACHED formula if you are repeating the lookup for the same group of Pricebooks. This can be done using a friendly name or external Id, depending on how it was synched over.

See DBLOOKUPCached for more information.

If this scenario is for a large data migration, you may need to make use of Cross Reference Keys to improve performance and use fewer API hits on your target Salesforce. Consider loading the appropriate XREF table in your Scribe Internal Database prior to running a DTS that would perform 1 or more Lookups for each source record.

See About Cross Reference Keys for more information.
 

Issue/Introduction

Tips on using Product IDs and External IDs to locate the appropriate records.

Environment

TIBCO Scribe Insight