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Adding a New Field to Field Mapper
Field Mapper is preconfigured to map all the available fields between objects. If you add fields to the Asset, Opportunity, Quote, or Order objects, use Field Mapper to map them between objects.
Make sure to record the mappings you add and edit so that you can restore them on the next upgrade of Salesforce Industries Communications when you run the Field Maps Maintenance job.
- Go to the Field Mapper tab.
- Select the Source Object and Destination Object—for example, OpportunityLineItem, OrderItem, Asset, or QuoteLineItem.
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Click Load Settings.
The Fields Map displays the fields that can be mapped. Fields on the left are fields in the source object—in this example, Opportunity. Fields on the right are fields in the destination object—Quote. The specific fields you see depend on how your org is set up.
To map a field from an opportunity to a quote, you must select the fields to map from the opportunity list on the left and select the field from the quote on the right.
- Click Add.
- In the Fields Map list, click Select.
- Click Select.
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Select the new field on the source object.
NoteYou can also select a relational field on the source object—for example, Product2.Name.
- The option you select in the first column may expose more columns. If so, select the appropriate option.
- Repeat steps 5 through 8 for each field to map.
- Click Save.
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Select the field in the destination object to map.
Note
Except for ID fields, which can be mapped to fields of type reference, fields can only be mapped to fields of the same type.
- Click Save.
- To add filters to mapped fields, go to Add a Filter to the Field Mapper.
