Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
Insurance
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Set Up Custom Field Mapper for Insurance

            You are here:

            1. Salesforce Help
            2. Docs
            3. Digital Insurance

            Set Up Custom Field Mapper for Insurance

            To get Quote Line Items to display correctly, download the CustomFieldMap file from Static Resources, then install it as a DataPack.

            1. To get the mappings used by Insurance objects and fields, download and install the CustomFieldMap file.
              1. From Setup, in the Quick Find box, enter Static Resources and then select Static Resources.
              2. Click DP_CUSTOM_CustomFieldMap.
              3. Right-click View File and select Save Link As.
              4. Add .JSON as an extension to the end of the filename suggested. Browse to a place on your local computer where you can find the file again easily, and then click Save.
              5. Back in your org, from the App Launcher, find and select OmniStudio DataPacks.
              6. Click the Installed tab.
              7. Click Import From, and then select From File.
              8. Click Browse, then navigate to the DP_CUSTOM_CustomFieldMap.JSON file on your local computer.
              9. Click Open, and then click Next.
              10. In the Select Items to Import window, make sure all the items are selected, and then click Next.
              11. Click Next again. When the import is complete, click Done.
            2. Verify the custom field mappings for the Quote Line Item object.
              1. From the App Launcher, find and select Field Mapper.
              2. In Source Object, select Product<Product2>.
              3. In Destination Object, select Quote Line Item<QuoteLineItem>.
              4. Click Load Settings.
              5. Verify the mapped fields listed in the Fields Map.
            3. Verify and add to the mapping of other fields.
              1. From the App Launcher, find and select Field Mapper.
              2. From the Source Object dropdown menu, select a Source Object listed in the table below.
              3. From the Destination Object dropdown menu, select the corresponding Destination Object listed in the table.
              4. Click Load Settings.
              5. Verify the mapped fields listed in the Fields Map, and add other custom field mappings as needed.

                Source Object

                Destination Object

                Product<Product2>

                Quote Line Item<QuoteLineItem>

                Contract<Contract>

                Quote<Quote>

                Census Member<GroupCensusMember__c>

                Contact<Contact>

                Quote<Quote>

                Asset<Asset>

                Asset<Asset>

                Quote<Quote>
             
            Loading
            Salesforce Help | Article