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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 2. Add an Expression transformation

Step 2. Add an Expression transformation

To write data to Workday, you must include reference fields that are originally not available in Salesforce. You must create custom fields to include the reference values. Add an Expression transformation to define the relationship of the incoming fields with the target fields. When you configure an expression field, you define the field name, data type, precision, and scale.
The field must contain an ID and type. The ID is the unique identifier for an instance of the object in Workday. Type refers to the type of ID value passed for the object in the expression that references the Workday data.
  1. In the
    Transformation
    palette, drag the Expression transformation onto the mapping canvas.
  2. On the
    General
    tab, you can enter a name and description.
  3. Draw a link to connect the previous transformation.
  4. On the
    Incoming Fields
    tab, you can configure the field rules that define the data that enters the transformation.
    The following image shows the properties for each of the incoming fields:
    You can preview the incoming fields from the Salesforce source.
  5. On the
    Expression
    tab, add the custom fields, and configure the expressions for each of the required fields.
  6. Add a new field, provide a name for the field, and select the Output field type and precision.
    The following table is a sample of configured field names and the expressions for each of the field names:
    Field Name
    Expression
    Description
    o_Opty_Stage_Id_Type
    'Opportunity_Status_Code'
    Specifies the reference ID type used in Workday for opportunity status code.
    o_Opty_Stage_ID
    IIF(Opt_StageName='Closed Won','W',(IIF(Opt_StageName='Closed Lost','L','O')))
    The ID that corresponds to the reference ID type for Opportunity_Status_Code. For the stage name of Closed Won status in Salesforce, W is the corresponding value for the reference ID in Workday. For the stage name Closed Lost in Salesforce, L is the corresponding value for the reference ID in Workday. If the status is not Closed Won or Closed Lost, the value is O.
    o_Currency_ID
    'USD'
    The ID that corresponds to the reference ID type for currency.
    o_Currency_Id_Type
    'Currency_ID'
    Specifies the reference ID type used in Workday for currency.
    o_UnitCost
    To_char(OptL_UnitPrice)
    Required field for the opportunity line data in Workday. Optionally converts number to string.
    o_Quantity
    To_char(OptL_Quantity)
    Required field for the opportunity line data in Workday. Optionally converts number to string.
    o_RevenueCategory
    'Product'
    For the opportunity line group, revenue category is the opportunity line type. Revenue category is a required field in Workday.
    o_Inactive
    0
    Inactive = false indicates that the activity opportunity is active.
    o_UpdateOnly
    0
    The Update_only field corresponds to the Update_Opportunity_Only target field, and determines whether you want to update only the opportunity data, or both the opportunity data and the opportunity line item data. You can decide the value based on what you require.
    o_WDAY_Company_ID_Type
    'Organization_Reference_ID'
    Specifies the reference ID type used in Workday for company.
    o_WDAY_Prospect_ID_Type
    'Prospect_Reference_ID'
    Specifies the reference ID type used in Workday for prospect.
    The custom fields, for example, addition of Revenue_Category field to include opportunity lines, is a sample implementation for this use case only. The requirements might vary and will not be consistent across implementations.
    For more information about the fields when you write data to Workday using the Put_Opportunity operation, see the Workday website at: https://community.workday.com/custom/developer/API/Revenue_Management/v26.1/Put_Opportunity.html
    The following image shows the configured expressions for each of the fields:
    You can view the transformations created for the source fields to match the target Workday fields.