I am preparing a demonstration of how an RPA platform can insert orders into SFDC based on data extracted from inbound PO documents. I am able to insert an order based on the details I found at the link below. However this requires that you pass the AccountID of the customer, and IDs of the items ordered from the price book. An inbound PO will have the customer company name and product codes rather than the Salesforce IDs, so I will need a mapping table for Accounts, and one for price book items.

How can I routinely extract from SFDC the AccountID <> CompanyName mappings, and the PriceBookID <> ProductCode mappings?


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