This template fetches Price Book entries from Salesforce via REST API and imports them to Pricefx as Product Extension, using a customer defined mapper.
When configuring the template, the customer must define if the Salesforce instance is configured as multi-currency. If it is not, the customer must define the default currency.
Connection between PlatformManager and Salesforce
For details on creating the connection see Salesforce Configurations.
Installation
Go to PlatformManager > Marketplace, find Import Price Books from Salesforce to Pricefx, select Deploy and then select a target integration instance and template version.
Configuration Steps
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Choose Salesforce REST connection to be used.
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Configure Integration Template parameters:
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Cron expression for triggering synchronization – Defines when this Integration Template should run. Example value: "0+0+*+*+*+?+*".
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Salesforce API version – Version of the target Salesforce API. You should enter only the number, skip the usual "v" in the path. Example value: "48.0".
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Flag defining if Salesforce is configured as multi-currency (true/false).
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Default currency if Salesforce multi-currency flag is set to false.
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Define a mapper to map Salesforce Price Book entries to Pricefx Product Extensions. Available Salesforce fields are:
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Pricebook2Id
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ProductCode
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IsActive
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UnitPrice
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CurrencyIsoCode
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SFDC_PriceBook – Name of PX Extension table in Pricefx (needs to be created upfront).
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