Quote Line to Order Product Field Mapping in Salesforce Revenue Lifecycle Management
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- Опубліковано 12 вер 2024
- Welcome to our step-by-step tutorial on how to map fields from Quote Line to Order Products in Salesforce Revenue Lifecycle Management (RLM). In this video, we'll guide you through the process of ensuring crucial data, like installation dates, are seamlessly transferred when converting quotes to orders.
What You'll Learn:
Field Creation: How to set up fields on Quote Line and Order Product objects.
Context Definitions: Navigating and editing the Sales Transaction Context in Salesforce.
Attributes & Tags: Creating and mapping attributes and tags for data transfer.
Data Mapping: Updating context mappings for both Quote Entities and Order Entities.
Verification: Testing the mapping to ensure data accuracy and integrity.
Key Steps Covered:
Setting Up Fields: Ensure the necessary fields, such as "Installation Date," are present on both Quote Line and Order Product objects.
Editing Context Definitions: Modify the active sales transaction context to include the new field as an attribute and tag.
Mapping Data: Learn how to map these fields correctly so that data flows from quotes to orders without any issues.
Testing: Validate the mapping by creating an order from a quote and checking the field data on the resulting order product.
Why This is Important:
Proper field mapping is essential for maintaining data consistency and streamlining your sales processes. By ensuring that all relevant data is accurately transferred, you can enhance operational efficiency and improve the customer experience.
Watch Now to Learn:
How to leverage Salesforce RLM to automate and streamline your sales transactions.
Practical tips and detailed steps to enhance your Salesforce implementation.
Thank you.
You're welcome!
how can we map from quote line to order item?
Also why are we mapping from salestransaction item to quote line? I mean what is the need for first mapping.
Can we connect to go deeper in some RLM content definition topics. Wondering mostly about the product discovery context, thanks!
I believe you reached out on LinkedIn and we figured it out!
When creating an Order record from a Quote, the Subtotal from the Quote Line Items are not carrying over to the Product Subtotal (TotalLineAmount) on the Order Products. Is there a way to map these fields?
This seems different than CPQ twin fields. With CPQ, I don't have to manually map the fields together. Does RLM require this manual mapping step for Product to Quote Line as well?
Yes it's more complex than twin fields as they are in CPQ but seems to offer more flexibility as you can have fields with different API names pointing to one another.
It's a similar process for product to quote.
How can I map Quote header attribute to Contract using context mapping?
Do you use Salesforce Contracts?
How can I map Product field to Quote Line Field?
Still trying to figure that one out 😂
@@TheCloudUpdate I got the answer. Follow the steps -
1. Context Definition - Click on your ProductDiscoveryContext Definition and create a Context Tag in CategoryProduct:Inherited(field Name) and then Map the data in Product Discovery context definition.
2. Now go to Sales Transaction Context Definition in Map Data edit mapping for ProductDiscoveryContextMapping , their is no connect object on right side for the moment click on + icon and add ProductDiscoveryContextDefintioon that you use and the map the field from SalesTransactionItem to CategoryProduct.
For step 1, when you say mmap the data in product discovery context definition, you mean adding Product on the right hand side to map the field from category product to product? If I try that, I get You cannot update ContextNodeMapping record with Id 11bal0000025mHQ as it an inherited artifact.
@@TheCloudUpdate Yes you have to map data(map your custom field that you create) from CategoryProduct to Product.