We are working hard to make updates to the Shop and Account Management portal.

Please note that many of these changes will roll out this Saturday, June 1st and will require downtime. We are working to ensure minimal disruption for our eOne community and really appreciate your patience as we push out these changes. Please reach out to sales@eonesolutions.com with any questions.

Using an Entity Lookup

Using an Entity Lookup

  1. On the Integration tab click on Additional Columns tab.
  2. Click on the Add Additional Column button.
  3. Name – Enter a unique name for the column.
  4. Type – Set type to Entity Lookup.
  5. Entity – Select the Salesforce Object to use.
  6. If No Data – If no record is found matching the criteria, what should the lookup output?
    • Clear Lookup – If the lookup result is mapped to a a lookup field, the relationship will be cleared.
    • Continue – Continue without passing a value to the target.
    • Return failure for current integration line – Return an error message and send no data to the target.
    • Stop processing integrations – Return an error and don’t process any further records.
    • Return Null – If the lookup result is not mapped to a lookup field, the target field will be sent to Null/empty.
  7. Filter Fields – click Add Attribute to enter the matching details for the lookup.
    • Attribute – Select the field on the Salesforce object that will be filtered.
    • Column – Select the source Field column that contains the data to be matched to the Salesforce Data.
  8. Add additional criteria rows as required.
  1. Click Save.
  2. Click on the Target Integration tab.
  3. Column Type – Change to Entity Lookup.
  4. Source Name – Select the Additional Column.

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