You are here:
Before you Begin
Complete these requirements before configuring your extended transactions:
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud where Transaction Management is enabled |
- Turn on Context Service in Salesforce Setup.
- Verify Permissions: Make sure that you have the Context Service Admin and Manage Revenue Cloud permissions to extend definitions.
- Assign Pricing Permissions: Assign the Salesforce Pricing Design Time User permission to edit pricing procedures.
- Set Security: Configure field-level security for all fields you intend to extend so they map correctly.
- Grant Access: Provide read access to source custom fields and edit access to destination custom fields to help APIs to populate data.
- Review Mapping Paths: Confirm that your business process aligns with supported mapping flows, such as Product to Quote Line or Order to Asset.
This table maps the business process and mapping required between their objects.
| Business Process or API | Source Object | Destination Object | Context to Context Mapping Required? |
|---|---|---|---|
| Browse Catalog | Product | Quote Line | Y |
| Product | Order Product | Y | |
| Configuration | Product | Quote Line | Y |
| Product | Order Product | Y | |
| Quote to Order | Quote | Order | N |
| Quote Line | Order Product | ||
| Quote Action | Order Action | ||
| Order to Asset | Order Product | Asset Action Source | Y Use the AssetToSalesTransactionMapping |
| Order Item Detail | Asset Action Source | ||
| Order Action | Asset Action | ||
| Asset to Quote and Asset to Order | Asset Action Source | Quote Line Detail | Y Use the SalesTransactionToAssetMapping |
| Asset Action Source | Order Item Detail | ||
| Quote to Contract | Quote | Contract | Y |
| Order to Contract | Order | Contract | Y |
Note You can't map a QuoteLineItem or OrderItem object to an Asset object.
Did this article solve your issue?
Let us know so we can improve!
