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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 4. Add a Target transformation

Step 4. Add a Target transformation

Use the Target transformation to define the target Workday connection to connect to Workday and the Put_Opportunity Workday target operation for the mapping.
  1. To add a Target transformation, on the
    Transformation
    palette, click
    Target
    .
  2. On the
    General
    tab, you can enter a name and description.
  3. Draw a link to connect each of the Sorter transformations to the Target transformation.
  4. On the
    Incoming Field
    tab, resolve the field name conflicts and ensure that each incoming field has a unique name to distinguish the fields that come from the source objects. Perform the following tasks:
    1. In the
      Bulk Rename Options
      column, select
      Prefix
      to rename the field from Salesforce by adding a prefix.
    2. Specify the prefix name.
      The following image shows the incoming field names renamed to form unique field names:
      The Resolve Field Name Conflicts dialog box shows the specified prefix to rename specific fields.
  5. Click the
    Target
    tab, and configure the target details.
    The following image shows the target properties for the Workday target:
    The Target tab shows the configured connection and the Put_Opportunity operation.
  6. To preview fields, configure the field rules, or rename fields, click
    Incoming Fields
    .
  7. Click
    Field Mapping
    , and relate all the child elements to the parent element by using primary and foreign keys. Perform the following steps:
    1. Under
      Incoming Fields
      , navigate to the fields under the source objects to designate the relationship.
    2. For example, click the
      Key
      icon for the
      Opt_Id
      field under the
      str_Opt
      parent element.
    3. In the
      Mark as Key
      dialog box, select
      Opt_Id
      as the
      Primary Key
      .
    4. Navigate to the fields under the
      srt_OptL
      object.
    5. Designate
      OptL_Id
      as the primary key.
    6. Designate
      OptL_OpportunityId
      as the foreign key and select
      srt_Opt
      as the related parent object.
      The following image shows the designated primary and foreign keys for the opportunity line child object:
      You can view the primary key for the opportunity object and the designated primary and foreign keys for the opportunity line object.
  8. Map the incoming fields that you want to write to the target.
    The following image shows the mapped fields:
    You can view the mapped fields between the Salesforce source and the Workday target.
  9. Click
    Save
    .