Map Custom Fields from Product to Quote Line in Revenue Cloud(Context Definitions)

Learn how to map custom field values from Product to Quote Line Item in Salesforce Revenue Cloud using Context Definitions and cross-context mappings.

In this tutorial, we walk through creating a custom Product node in the Product Discovery context, adding attributes and tags, configuring object mappings, and linking everything with a cross-context mapping to the Sales Transaction context.

We use a Pricing Method picklist field as our example, but this approach works for any custom field you need to carry from Product to Quote Line.

📌 TIMESTAMPS
0:00 - Introduction & The Challenge
2:08 - Step-by-Step Overview
2:41 - Modify Product Discovery Context (Create Product Node)
5:34 - Modify Sales Transaction Context
7:00 - Configure Quote Entities Mapping
8:07 - Cross-Context Mapping (Product Discovery → Sales Transaction)
9:54 - Testing the Field Mapping

#RevenueCloud #Salesforce #ContextDefinitions #QuoteToCash

Видео Map Custom Fields from Product to Quote Line in Revenue Cloud(Context Definitions) канала The Cloud Update