We use Salesforce Outbound message to trigger a new Invoice in Xero, is it possible to send child records from Salesforce to generate as Line Items in the Invoice within Xero?
Can we enable line items in Xero Invoicing from Salesforce?
Best answer by christina.d
Hi friends! An email recently went out with instructions on how to get child objects (line items) from parent objects that I wanted share here!
I’ve got good news for you: these children items can be queried by using the Find Record(s) In Salesforce Search action. Specifically, you can follow these step-by-step instructions below and refer to this diagram for how to achieve this:
1. Using the "Find Record(s) In Salesforce" action
2. Setting the "Salesforce Object" field to the object type desired
3. Allow the step to return multiple results
4. Search on the ID field that relates the child object to the parent
5. Provide the ID of the Parent object
6. And this will return the collection of all of the desired Opportunity Product children Line Items.Don’t hesitate to get in touch if things aren’t working like you expect, or if you run into any other trouble. We’re always here and happy to help!
Hope this helps and happy zapping! ⚡️
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