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            Set Up a Context Definition for Home Health

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            Set Up a Context Definition for Home Health

            To support efficient data access for the budgeting and quoting capabilities of Home Health, create a context definition based on the predefined SalesTransactionContext context definition.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-on license
            User Permissions Needed
            To create a context definition:

            Context Service Admin

            or

            Manage Home Health

            Simplify the sharing and consumption of business application data by using Context Service. A context definition contains the complete set of information required to perform a particular process and it defines the relationship between the nodes and their structure, attributes, context tags, and mapping. Your users can use nodes and attributes to easily access the relevant data from the mapped data source.

            Prerequisite: Turn on Context Services in Setup.

            1. From Setup, in the Quick Find box, enter Context Service, and select Context Definitions.
            2. On the Standard Definitions tab, select the SalesTransactionContext context definition.
            3. Click Action button, and select Extend.
            4. Enter a name for the context definition and save your changes.
            5. On the Custom Definitions tab, select the extended context definition that you created.
            6. On the Map Data tab, click Action button corresponding to SalesTransaction, and click Edit.
            7. Select Mark as Default and click Map.
            8. Activate the context definition.

            You can now use this custom context definition to set up a pricing procedure.

            See Also

             
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