Dynamic Object Mapping for Customers/Accounts – Ordway Support Portal

Complete the following steps for Dynamic Object Mapping for Customers/Accounts in Salesforce.

Steps:

1. Create a Custom object from salesforce. To Create a Customer Object > Navigate to Setup > Object Manager > Create.

This Custom Object must have 1. Customer Name 2. Ordway customer ID and Entity ID (if its a multi entity).

2. In Ordway, navigate to Setup > Integrations > Salesforce > Settings. On the “TO ORDWAY” Tab, ensure Custom Salesforce Object is chosen and ensure correct mapping Follow the Object Field Mapping Salesforce to Ordway as shown below:

Mapping Salesforce to Ordway

Customer:

Salesforce custom Account → Ordway Customer

Ordway	Salesforce
ID	Ordway Customer ID
NAME	Custom Account Name
salesforce_id	Record ID

3. Enable Dynamic Object Mapping Toggle

In Ordway, Navigate to Setup > Integrations > Salesforce > Settings. On the “TO SALESFORCE” tab:

3a. Ensure Dynamic Object Mapping toggle is enabled for customers:

3b. Click on the action gear (3 dots) > map customers and ensure we have correct mapping for the custom salesforce account object. Follow Mapping Ordway to Salesforce as shown below:

Mapping Ordway to Salesforce

Customer :

Ordway customer → Salesforce custom Account object

Ordway	Salesforce
ID	Ordway Customer ID
NAME	Custom Account Name
salesforce_id	Record ID

4. Enable Ordway Platform API for Dynamic Object Mapping

We can enable/disable ordway API in 2 ways.

Option 1: (this method is available for instances that expires frequently for eg Scratch Org)

Open Salesforce > setting > Custom setting > Feature management > Edit > Enable/disable Use Ordway Subscription API checkbox > Save.

Option 2:

Open Salesforce > Developer Console > open apex code executor > execute the code for enable Ordway platform API.

OrdwayLabs.OrdwaySystem.useOrdwayPlatformAPIforContract();

Open Salesforce > Developer Console > open apex code executor > execute the code for Enable salesforce platform API.

OrdwayLabs.OrdwaySystem.useOrdwaySalesforceAPIforContract();

5. Create a Lookup for the newly created salesforce custom Account field on the opportunity page.

6. Create a Lookup for the newly created salesforce custom Account field in the Contracts page.

7. Create a contract On Salesforce and sync to Ordway.

Note : For any custom solutioning details, Please get in touch with Ordway Implementations/Support Team.

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