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Add Locations to a Quote and Order
After you create a quote, the next step is to add locations to the quote or order. Add locations by uploading a CSV file with the location data. Alternatively, add locations by selecting service accounts, or by manually entering new location details.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with Communications Cloud Advanced |
Add Locations in Bulk by Using a CSV File
Add locations in bulk by uploading a CSV file with location data from the Locations tab of a quote or order. Salesforce automatically maps the file columns to the corresponding fields. Alternatively, map columns manually from the uploaded file to fields in the quote line item recipient or order product recipient objects.
Required Editions
| User Permissions Needed | |
|---|---|
| To add locations from a CSV file: | Revenue Cloud for Communications Features AND Advanced CSV Data Import |
To upload multiple locations to a quote or order, create a CSV file with the location details. Download a sample locations file and update the file with your location details, or create a CSV file containing the location details with ServiceStreet, ServiceCity, ServiceState, ServiceCountry, ServicePostalCode, BroadbandConnectionType, MaxDownloadSpeed, MaxDownloadSpeed, MaxUploadSpeed, and Name column headings.
When you upload the file, the fields are mapped based on the column heading. Alternatively, map columns manually from the uploaded file.
- Create a CSV file with the required locations details.
- On the quote or order record page, click the Locations tab.
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Click
- Click Upload Files or drop a CSV file. After the files are uploaded, click Done.
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To manually map fields.
- Click Map Columns.
- Modify the mapping as needed.
- Save your mappings.
- Click Add.
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To automatically map the fields and add, click Add.
The locations from the CSV file are added to the Locations tab.
Add a Location Manually
Add a location to a quote or order by selecting service accounts or by manually entering the location details.
Required Editions
| User Permissions Needed | |
|---|---|
| To add a location manually: | Revenue Cloud for Communications Features OR CME Sales Features |
- On the quote or order record page, click the Locations tab.
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Click
- To add locations by selecting a service account, select Service Account.
- Enter the service account name in the autosuggested search field, and then select the service account.
- To add a new location manually, select + Input New Location.
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Enter the new location details, and then click Add.
Based on how you added the locations, the Add Locations window shows the location type as Service Account or Input New Location for each of the additions.
- Click Submit.
The location is added to the Locations tab. To add multiple locations at once, see Add Locations in Bulk by Using a CSV File.
