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            Add Subscribers to a Quote or Order

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            Add Subscribers to a Quote or Order

            After you create a quote or order, the next step is to add subscribers to the quote or order. Add subscribers by manually entering the subscriber details or by using a CSV file.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with Communications Cloud Advanced

            Add a Subscriber Manually

            Add a subscriber one at a time by manually entering the subscriber details. Incrementally add subscribers to quotes or orders.

            Required Editions

            User Permissions Needed
            To add a subscriber manually:

            CME Sales Features

            To add multiple subscribers at once, see Add Subscribers in Bulk by Using a CSV File.

            1. On the quote or order record page, click the Subscribers tab.
            2. Click The Add icon
            3. Select Add New Subscriber for select how to add subscribers.
            4. Enter the new subscriber details, and then click Add to List.
              To add more subscribers, repeat steps 3 and 4.
            5. Click Submit.
              The subscriber is added to the Subscribers tab.

            Add Subscribers in Bulk by Using a CSV File

            To add subscribers in bulk, upload a CSV file with subscriber data from the Subscribers 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 subscribers from a CSV file:

            CME Sales Features

            AND

            Advanced CSV Data Import

            To upload multiple subscribers to a quote or order, create a CSV file with the subscriber details. Download a sample subscribers file and update the file with your subscriber details. Alternatively, create a CSV file containing the subscriber details with SubscriberRole, SubscriberFirstName, SubscriberLastName, Name, MobStnIntlSbscrbDirNbr, ServiceCity, ServiceState, SubscriberEmail, and ServicePostalCode column headings.

            When you upload the file, the fields are mapped based on the column heading. Alternatively, map columns manually from the uploaded file.

            1. Create a CSV file with the required subscribers details.
            2. On the quote or order record page, click the Subscribers tab.
            3. Click Upload icon
            4. Click Upload Files or drop a CSV file. After the files are uploaded, click Done.
            5. To manually map fields.
              1. Click Map Columns.
              2. Modify the mapping as needed.
              3. Save your mappings.
              4. Click Add.
            6. To automatically map the fields and add, click Add.
              The subscribers from the CSV file are added to the Subscribers tab.
             
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