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Topics#Data ManagementQuestion de Michael Rejmaniak
Michael Rejmaniak a posé une question dans #Data Management
7 mai 2014, 18:35

For the QuickBooks for Salesforce Sync App when it comes to syncing estimates, is there a way to bypass the 255 character limit imposed by the system field that the “Description” field for an Item it is designed to sync to?

The App itself cannot be modified to exclude Description from the sync, or to have it sync to a different location in Salesforce.

 

So I’m looking for creative ways to ‘fool’ the system (a field redirect, spoofing the field location, truncation code for the description or some other method. I don’t need the description data to come into salesforce so the solution does not need to maintain the integrity of the data in that field. Simply shortening the description within QuickBooks is not an option unfortunately.

 

At this point I’m pretty much dead in the water. Thanks in advance.
1 réponse
  1. Sachin Das (Salesforce)
    8 mai 2014, 00:33
    Tips for ensuring ongoing sync success

     

    The following are some measures you can take to ensure your sync continues to run smoothly

     

     Make sure the settings reflect what you intend to sync between Salesforce and QuickBooks

     

     Do not edit or delete the ID field values

     

     Ensure all the fields that are needed by the sync process appear on the Salesforce page layouts

     

     Ensure that there aren’t custom validations (required, not viewable, etc.) that will prevent the sync process from

     

    updating fields

     

     Professional and Enterprise Edition Users must also ensure that

     

    o All items have a price. Salesforce will not accept products that have a $0 price

     

    o QuickBooks transactions that contain items with long descriptions (>250 characters) will not be synced to

     

    Salesforce as an opportunity. You will need to modify your item descriptions if they exceed 250 characters

     

    http://support.quickbooks.intuit.com/support/articles/HOW16847

     

    hope this helps

     

    Regards

     

    Sachin
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