To set up picklists for the InterWeave integration between Salesforce and QuickBooks, you need to configure custom picklist fields and picklist values in Salesforce that correspond to fields in QuickBooks. The InterWeave integration involves defining custom picklist fields in Salesforce and mapping them to matching fields in QuickBooks in company profile:
· Installing standard InterWeave unmanaged package into Salesforce, which adds custom sections, objects, and fields needed for the integration, including picklist fields as required.
· Working with an InterWeave Technical Specialist to customize Salesforce objects by adding additional custom picklist fields that correlate with QuickBooks fields if required.
· During configuration in the InterWeave Solutions Portal (ISP), you can create and define as many custom fields and picklist values as needed to support the integration logic.
Here are step-by-step instructions to create a picklist for InterWeave integration. The process generally follows standard Salesforce picklist setup:
1. In Salesforce, go to Setup.
2. Navigate to the relevant Object (e.g., Account, Contact, or a custom object).
3. Under Fields & Relationships, create a new Custom Field.
4. Choose Picklist as the field type.
5. Enter the picklist label and define picklist values that exactly correspond to QuickBooks values (please note that the lists are case sensitive).
6. Assign the picklist field to the desired page layouts.
7. Set up the picklist’s API field name in the integration company profile mapping for the required object to ensure consistent data synchronization.
In summary, setting up picklists in InterWeave Salesforce-QuickBooks integration involves creating picklist custom fields in Salesforce aligned with QuickBooks fields, as part of a broader custom field setup and mapping process facilitated by an InterWeave technical specialist.
Notes:
InterWeave integration requires close collaboration with their technical team to set up these fields correctly and establish the proper mappings. The InterWeave technical specialist typically installs mandatory fields and assists with configuring optional fields like picklists to ensure smooth data flow between QuickBooks and Salesforce.
For detailed guidance, you should work directly with InterWeave support or review their academy/tutorial materials, as the picklist setup is part of the overall custom field and object configuration process for your integration company profile.