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  1. Preface
  2. Workday Connector
  3. Workday connections
  4. Workday operations
  5. Mappings and mapping tasks with Workday
  6. Appendix A: Workday data type reference
  7. Appendix B: General considerations when using Workday V2 Connector
  8. Appendix C: Workday target approaches

Workday V2 Connector

Workday V2 Connector

Step 1. Add a Source transformation

Step 1. Add a Source transformation

Configure the opportunity and opportunity line Salesforce source objects.
  1. To create a mapping, click
    New
    .
  2. In the
    New Asset
    dialog box, click
    Mapping
    , and then click
    Create
    .
  3. In the
    Properties
    panel, enter the mapping name
    m_SFDC-WDAY_Oppty_ClosedWon_D2H
    .
    The following image shows the configured mapping:
    You can view the name and description for the Salesforce source.
  4. To add an opportunity Source transformation, on the
    Transformation
    palette, click
    Source
    .
    1. In the
      Properties
      panel, on the
      General
      tab, enter a name and description.
    2. Click the
      Source
      tab, and configure the source details.
    3. Select the configured Salesforce connection.
    4. Select
      Multiple Objects
      as the
      Source Type
      to add related objects. Select a primary object and add related objects from the menu.
    5. In the
      Query Options
      section, specify the following filter to extract only the latest valid records of closed won status from Salesforce:
      Opportunity.StageName='Closed Won' AND Opportunity.WDAY_Company_ID__c!=null and Opportunity.LastModifiedDate >= $LastRunTime
      In this example, WDAY_Company_ID is a custom field in Salesforce opportunity that references an existing Workday company. Use WDAY_Company_ID to select only the closed won opportunities with the requisite data references for successful Workday upsert.
      The following image shows the configured source details:
      The Source transformation includes the Salesforce connection, opportunity and oppoutunityline Salesforce multiple source objects, and the filter.
      The following image shows some of the fields of the opportunity object:
      You can view the fields from the Salesforce object.
  5. Click
    Save
    .