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Mobile App Configuration for Quotes and Pricing

Mobile App Configuration for Quotes and Pricing

Set up object metadata cache configurations for quotes and pricing objects your mobile app needs for online and offline access.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.

Generate a metadata cache to package the object schema configuration that the Life Sciences Cloud mobile app uses for online and offline access. This cache defines how the mobile app fetches and stores this metadata when the device is offline.

Object Type Where Clause
Quote Data Not applicable
QuoteLineItem Data Not applicable
QuoteDocument Data Not applicable
Quote Document Recipient Data Not applicable
DigitalSignature Data Not applicable
DocumentRecipient Data Not applicable
Pricebook2 Data Not applicable
PricebookEntry Data Not applicable
PriceAdjustmentSchedule Data Not applicable
PriceAdjustmentTier Data Not applicable
Product2 Data Not applicable
ProductSellingModel Data Not applicable
ProductCategoryProduct Data Not applicable
LifeSciMarketableProduct Data Not applicable
ProductTerritoryAvailability Data Territory.Name = '{USER.TERRITORY}' AND AlignmentType = 'Territory Exclusion'
ProductTerrDtlAvailability Data Territory.Name = '{USER.TERRITORY}' AND AlignmentType = 'Territory Exclusion'
LifeSciProductAcctRstrc Data Not applicable
UnitOfmeasure Data Not applicable
Important
Important If you create a custom object in the Price Adjustment Matrix element for dynamic discounting, create a corresponding metadata configuration record for it to be available on iPad.

Pricing on an iPad runs from cached, offline data. If you update a price book or pricing procedure, those changes don't reach a field rep's iPad automatically. If field reps report pricing that doesn't match your latest configuration, regenerate the metadata cache.

 
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