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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. Add a filter to extract data of closed won status.
  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_R2H_Document
    .
  4. To add a 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.
      The following image shows the configured source details for the opportunity object:
      The 
						  Source tab shows the configured Salesforce connection, opportunity source object, and the filter condition.
      In the
      SOQL Filter Condition
      field, specify a filter
      StageName = 'Closed Won' AND WDAY_Prospect_ID__c != null
      to extract only the valid closed won status information from Salesforce.
  5. To add the opportunity line Source transformation, repeat the steps.
    The following image shows the configured source details:
    The 
					 Source tab shows the configured Salesforce connection, opportunity line source object, and the filter condition.