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Sowmya Kandula Issue in implementing Salesforce to Salesforce functionality: Auto-accept of Opportunity records in Partner Org is failing
Issue in S2S is auto-accept Opportunity records in Partner Org
Reason is Lookup fields:
1. Partner Org has 8 lookup(Acc) fields, and Source Org has only 3 lookup(Acc) fields.
2. All the Lookup(Acc) fields in Opp in Source Org must be populated with same Master record (Acc Record)
Understand it is criteria for S2S Auto-accept, We cannot add and implement Lookup(Acc) fields in Source Org.
Please let me know any other workaround(using trigger or flow), for auto-accept Opp records in Partner Org, when Acc and its related Opp(Child) records are forwarded from Source org.
Reason is Lookup fields:
1. Partner Org has 8 lookup(Acc) fields, and Source Org has only 3 lookup(Acc) fields.
2. All the Lookup(Acc) fields in Opp in Source Org must be populated with same Master record (Acc Record)
Understand it is criteria for S2S Auto-accept, We cannot add and implement Lookup(Acc) fields in Source Org.
Please let me know any other workaround(using trigger or flow), for auto-accept Opp records in Partner Org, when Acc and its related Opp(Child) records are forwarded from Source org.
1. Add unique Id field on account object on both source and target org.
2. Add unique I'd field on opportunity object on both org
3. Add a trigger on opportunity on source org, when opportunity is created, copy account unique id to opportunity unique I'd field.
4. Add trigger on opportunity object on target org, when records synced to target org, using unique I'd value to find corresponding account record, populate account reference field value.
5.. Add trigger on account object on target org, when records synced to target org, using unique I'd value to find corresponding opportunity record, populate account reference field value.