Configure Dynamic Object Mapping for Salesforce Custom Accounts in Ordway

Dynamic Object Mapping lets you map Ordway customers to a custom Account object in Salesforce. This configuration requires a custom Salesforce object, field mappings in both directions, and the appropriate API configuration. You must also add lookup fields to Opportunities and Contracts so they can reference the custom Account object.

Contents

• Prerequisites
• Create a Custom Account Object in Salesforce
• Configure Salesforce-to-Ordway Mapping
• Enable Dynamic Object Mapping
• Configure Ordway-to-Salesforce Mapping
• Enable Required API Configuration
• Add Lookup Fields to Opportunities and Contracts
• Create and Sync a Contract
• Additional Support

Prerequisites

Before configuring Dynamic Object Mapping:

• Identify the custom Salesforce Account object that will represent Ordway customers.
• Prepare the required fields: Customer Name and Ordway Customer ID.
• If your organization uses multiple entities, include an Entity ID field.
• Ensure the corresponding Ordway customer fields are available for mapping.

Create a Custom Account Object in Salesforce

Create a custom Salesforce object to represent customer accounts in Ordway.

1. In Salesforce, navigate to Setup > Object Manager.
   
2. Click Create and select Custom Object.
3. Create the custom object with the required fields. The custom object must include:
   • Customer Name
   • Ordway Customer ID
   • Entity ID, if your organization uses multiple entities
     

Configure Salesforce-to-Ordway Mapping

Map the fields from your custom Salesforce Account object to the corresponding Ordway Customer fields.

1. In Ordway, navigate to Setup > Integrations > Salesforce > Settings.
2. Open the To Ordway tab.
3. Open the customer field mappings.
4. Select the custom Salesforce Account object in the Salesforce Object selector.
5. Configure the mappings as follows.

6. Verify that the required mappings point to the correct Salesforce fields.
   

Enable Dynamic Object Mapping

Enable Dynamic Object Mapping for Customers in the Ordway Salesforce integration settings.

1. In Ordway, navigate to Setup > Integrations > Salesforce > Settings.
2. Open the To Salesforce tab.
3. Locate the Customers row.
4. Enable the Dynamic Object Mapping toggle.
   

Configure Ordway-to-Salesforce Mapping

Configure the reverse mapping so Ordway customers map to the custom Salesforce Account object.

1. In the To Salesforce tab, locate the Customers row.
2. Click the action menu (three dots).
3. Select Map Customers.
4. Select your custom Salesforce Account object in the Salesforce Object selector.
5. Configure the field mappings as follows.

6. Review the mappings to confirm that the Ordway customer fields correspond to the intended fields on the custom Salesforce Account object.
   

Enable the Required API Configuration

The supplied configuration identifies two methods for enabling or disabling the Ordway and Salesforce APIs.

Option 1: Use Feature Management

This method is identified in the source material for Salesforce instances that expire frequently, such as scratch organizations.

1. In Salesforce, open Setup.
2. Navigate to Custom Settings.
3. Open Feature Management.
   
4. Click Edit.
5. Select or clear the Use Ordway Subscription API checkbox, as required.
6. Click Save.

Option 2: Use the Salesforce Developer Console

The source material provides the following Apex method calls.

To enable the Ordway platform API, execute:

To enable the Salesforce platform API, execute:

Add Lookup Fields to Opportunities and Contracts

Create lookup fields that reference the custom Salesforce Account object so Opportunities and Contracts can associate with the appropriate customer account.

Add a Lookup Field to the Opportunity

1. Configure a lookup field on the Opportunity object that references the custom Salesforce Account object.
2. Ensure that the field is available on the Opportunity record page.
   

Add a Lookup Field to the Contract

1. Configure a lookup field on the Contract object that references the custom Salesforce Account object.
2. Ensure that the field is available on the Contract record page.
   

Create and Sync a Contract

After configuring the custom object, field mappings, Dynamic Object Mapping, API configuration, and lookup fields:

1. Create a Contract in Salesforce.
2. Associate the Contract with the appropriate custom Account record.
3. Sync the Contract to Ordway.

Additional Support

For custom implementation requirements or configuration-specific questions, contact the Ordway Implementations or Support team.