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Personalizar definiciones del Motor de procesamiento de datos para importaciones de partidas de presupuesto
Modifique la definición del Motor de procesamiento de datos si desea que los usuarios importen campos personalizados. Gestión de transacciones utiliza esta definición para procesar partidas de presupuesto después de que un usuario cargue un archivo CSV.
Ediciones necesarias
| Disponible en: Lightning Experience |
| Disponible en: Ediciones Enterprise, Unlimited y Developer de Revenue Cloud donde Gestión de transacciones está activada |
| Permisos de usuario necesarios | |
|---|---|
| Para crear una definición del Motor de procesamiento de datos: | Personalizar aplicación Y Modificar todos los datos |
-
Antes de empezar, descargue la plantilla existente.
- En Configuración, busque y seleccione Motor de procesamiento de datos.
-
Haga clic en
correspondiente a la plantilla Crear partidas de presupuesto desde un archivo CSV y seleccione Descargar.
Como el tipo de plataforma de ejecución de la definición es Principal, no puede abrirla en la herramienta del generador de definiciones visuales.
-
Abra y modifique el archivo JSON descargado. Cumpla estos requisitos durante la personalización.
- Mantenga los valores predeterminados para los campos definitionRunMode, executionPlatformType y processType.
- Mantenga los nodos Obtener_relacionada_partida_presupuesto_relaciones_y_atributos y Consolidar_y_escribir_partida_presupuesto_y_sus_registros_relacionados para crear partidas secundarias predeterminadas para productos empaquetados y atributos de partidas de presupuesto predeterminados.
- Mantenga el parámetro Referencia de partida de presupuesto en el nodo personalizado Obtener_partida_presupuesto_relacionada_relaciones_y_atributos y el nodo Consolidar_y_escribir_partida_presupuesto_y_sus_registros_relacionados.
- Establezca el valor del campo isTemplate en false.
- Utilice el nombre de API para alias de campos personalizados y cambie el sufijo __c a _c.
Por ejemplo, utilice el alias SpecialInstructions_c para el campo personalizado SpecialInstructions__c. - Utilice la API BatchCalcJobDefinition para cargar la definición del Motor de procesamiento de datos actualizada.
- Seleccione la definición actualizada en el campo Definición del Motor de procesamiento de datos para la importación de partidas de presupuesto.
Ejemplo
En este ejemplo, la definición incluye nodos y lógica específicos para procesar datos.
- El nodo Obtener productos exclusivos utiliza una función agregada para contar códigos de productos exclusivos desde filas de partidas de presupuesto filtradas.
- El nodo adjunto combina filas de partidas de presupuesto con y sin modelos de venta de productos.
- El nodo Consolidar y redactar partidas de presupuesto y sus registros relacionados consolida partidas de presupuesto, relaciones y atributos. Luego los redacta juntos en objetos de destino.
- Los filtros restringen filas basándose en la variable de entrada QuoteId e identifican productos sin vender modelos.
- Los campos de expresión identifican modelos de venta en blanco y determinan valores predeterminados para StartDate y SubscriptionTerm.
{
"FullName" : "SpecialInstructions_c",
"Metadata" : {
"aggregates" : [ {
"description" : "Gets a list of unique products from the quote line item rows and their count.",
"fields" : [ {
"aggregateFunction" : "Count",
"alias" : "UniqueProductCodeCount",
"sourceFieldName" : "ProductCode"
} ],
"groupBy" : [ "ProductCode", "QuoteId" ],
"label" : "Get Unique Products",
"name" : "Get_Unique_Products",
"sourceName" : "Filter_Quote_Line_Item_Rows_by_Quote_ID"
} ],
"appends" : [ {
"description" : "Combines quote line item rows that have a product selling model with those that don’t have one.",
"isDisjointedSchema" : false,
"label" : "Combine Quote Line Item Rows With and Without Product Selling Models",
"name" : "Combine_Quote_Line_Item_Rows_With_and_Without_Product_Selling_Models",
"sources" : [ "Add_Product_Fields_to_Quote_Line_Item_Rows_with_Product_Selling_Models", "Add_Product_Fields_to_Quote_Line_Item_Rows_Without_Product_Selling_Models" ]
} ],
"atomicWritebacks" : [ {
"description" : "Consolidates quote line item, quote line relationship, and quote line item attribute records, and then writes all the records together to the target objects.",
"label" : "Consolidate and Write Quote Line Item and Its Related Records",
"name" : "Consolidate_and_Write_Quote_Line_Item_and_Its_Related_Records",
"writebackObjectRelationships" : [ {
"childWritebackObjectName" : "Create_Quote_Line_Item_Relationship",
"parentWritebackObjectName" : "Create_Quote_Line_Item_Records",
"sequenceNumber" : 1
}, {
"childWritebackObjectName" : "Create_Quote_Line_Attributes",
"parentWritebackObjectName" : "Create_Quote_Line_Item_Records",
"sequenceNumber" : 1
} ],
"writebackSequence" : 1
} ],
"customNodes" : [ {
"description" : "Gets child line item, relationship, and attribute records for the input quote line items. It also adds QuoteLineReference values to these records. The Composite Writeback node uses these values to write the related records together.",
"extensionName" : "GetRelatedLinesRelationshipsAndAttributes",
"extensionNamespace" : "TransactionManagement",
"label" : "Get Related Quote Line Items, Relationships, and Attributes",
"name" : "Get_Related_Quote_Line_Items_Relationships_and_Attributes",
"parameters" : [ {
"name" : "Attribute_AttributeName",
"value" : "Attribute_AttributeName"
}, {
"name" : "Attribute_AttributeValue",
"value" : "Attribute_AttributeValue"
}, {
"name" : "Attribute_AttributePicklistValueId",
"value" : "Attribute_AttributePicklistValueId"
}, {
"name" : "Attribute_AttributeDefinitionId",
"value" : "Attribute_AttributeDefinitionId"
}, {
"name" : "Relationship_MainQuoteLineId",
"value" : "Relationship_MainQuoteLineId"
}, {
"name" : "Relationship_AssociatedQuoteLineId",
"value" : "Relationship_AssociatedQuoteLineId"
}, {
"name" : "Relationship_ProductRelationshipTypeId",
"value" : "Relationship_ProductRelationshipTypeId"
}, {
"name" : "Relationship_AssociatedQuoteLinePricing",
"value" : "Relationship_AssociatedQuoteLinePricing"
}, {
"name" : "Relationship_AssociatedQuantScaleMethod",
"value" : "Relationship_AssociatedQuantScaleMethod"
}, {
"name" : "Relationship_ProductRelatedComponent",
"value" : "Relationship_ProductRelatedComponent"
}, {
"name" : "RowType",
"value" : "RowType"
}, {
"name" : "QuoteLineReference",
"value" : "QuoteLineReference"
} ],
"sources" : [ "Add_Default_Fields_to_Quote_Line_Item_Rows" ]
} ],
"dataSpaceApiName" : "default",
"datasources" : [ {
"description" : "Gets all rows from the CSV file, which is used as a data source to create quote line item records.",
"fields" : [ {
"alias" : "BillingFrequency",
"dataType" : "Text",
"displaySequence" : 1,
"isPrimaryKey" : false,
"name" : "BillingFrequency"
}, {
"alias" : "SubscriptionTerm",
"dataType" : "Text",
"displaySequence" : 1,
"isPrimaryKey" : false,
"name" : "SubscriptionTerm"
}, {
"alias" : "StartDate",
"dataType" : "Date",
"displaySequence" : 1,
"isPrimaryKey" : false,
"name" : "StartDate"
}, {
"alias" : "SalesPrice",
"dataType" : "Text",
"displaySequence" : 1,
"isPrimaryKey" : false,
"name" : "SalesPrice"
}, {
"alias" : "QuoteId",
"dataType" : "Text",
"displaySequence" : 1,
"isPrimaryKey" : false,
"name" : "QuoteId"
}, {
"alias" : "Quantity",
"dataType" : "Text",
"displaySequence" : 1,
"isPrimaryKey" : false,
"name" : "Quantity"
}, {
"alias" : "ProductSellingModelName",
"dataType" : "Text",
"displaySequence" : 1,
"isPrimaryKey" : false,
"name" : "ProductSellingModelName"
}, {
"alias" : "ProductName",
"dataType" : "Text",
"displaySequence" : 1,
"isPrimaryKey" : false,
"name" : "ProductName"
}, {
"alias" : "ProductDescription",
"dataType" : "Text",
"displaySequence" : 1,
"isPrimaryKey" : false,
"name" : "ProductDescription"
}, {
"alias" : "ProductCode",
"dataType" : "Text",
"displaySequence" : 1,
"isPrimaryKey" : false,
"name" : "ProductCode"
}, {
"alias" : "EndDate",
"dataType" : "Date",
"displaySequence" : 1,
"isPrimaryKey" : false,
"name" : "EndDate"
}, {
"alias" : "DiscountPercentage",
"dataType" : "Text",
"displaySequence" : 1,
"isPrimaryKey" : false,
"name" : "DiscountPercentage"
}, {
"alias" : "DiscountAmount",
"dataType" : "Text",
"displaySequence" : 1,
"isPrimaryKey" : false,
"name" : "DiscountAmount"
}, {
"alias" : "ServiceDate",
"dataType" : "Date",
"displaySequence" : 1,
"isPrimaryKey" : false,
"name" : "ServiceDate"
}, {
"alias" : "RowNumber",
"dataType" : "Text",
"displaySequence" : 1,
"isPrimaryKey" : true,
"name" : "RowNumber"
}, {
"alias" : "QuoteLineGroupId",
"dataType" : "Text",
"displaySequence" : 1,
"isPrimaryKey" : false,
"name" : "QuoteLineGroupId"
}, {
"alias" : "SpecialInstructions_c",
"dataType" : "Text",
"displaySequence" : 1,
"isPrimaryKey" : false,
"name" : "SpecialInstructions"
} ],
"fileIdentifier" : "{!CSV_File_ID}",
"fileSource" : "ContentManagement",
"label" : "Get Quote Line Item Rows from a CSV File",
"name" : "Get_Quote_Line_Item_Rows_from_a_CSV_File",
"sourceName" : "Get_Quote_Line_Items_from_a_CSV_File_CSV",
"type" : "CSV"
}, {
"description" : "Gets all price book entries, which are used as a data source to populate pricing information.",
"fields" : [ {
"alias" : "IsActive",
"dataType" : "Text",
"displaySequence" : 1,
"isPrimaryKey" : false,
"name" : "IsActive"
}, {
"alias" : "Pricebook2Id",
"dataType" : "Text",
"displaySequence" : 1,
"isPrimaryKey" : false,
"name" : "Pricebook2Id"
}, {
"alias" : "Id",
"dataType" : "Text",
"displaySequence" : 1,
"isPrimaryKey" : false,
"name" : "Id"
}, {
"alias" : "Product2Id",
"dataType" : "Text",
"displaySequence" : 1,
"isPrimaryKey" : false,
"name" : "Product2Id"
}, {
"alias" : "ProductCode",
"dataType" : "Text",
"displaySequence" : 1,
"isPrimaryKey" : false,
"name" : "ProductCode"
}, {
"alias" : "ProductSellingModelId",
"dataType" : "Text",
"displaySequence" : 1,
"isPrimaryKey" : false,
"name" : "ProductSellingModelId"
} ],
"label" : "Get Price Book Entries from Salesforce Object",
"name" : "Get_Price_Book_Entries_from_Salesforce_Object",
"sourceName" : "PricebookEntry",
"type" : "StandardObject"
}, {
"description" : "Gets all product selling models, which are used as a data source to populate the method by which a product is sold.",
"fields" : [ {
"alias" : "ProductSellingModelId",
"dataType" : "Text",
"displaySequence" : 1,
"isPrimaryKey" : false,
"name" : "Id"
}, {
"alias" : "ProductSellingModelName",
"dataType" : "Text",
"displaySequence" : 1,
"isPrimaryKey" : false,
"name" : "Name"
}, {
"alias" : "SellingModelType",
"dataType" : "Text",
"displaySequence" : 1,
"isPrimaryKey" : false,
"name" : "SellingModelType"
}, {
"alias" : "PricingTerm",
"dataType" : "Numeric",
"displaySequence" : 1,
"isPrimaryKey" : false,
"name" : "PricingTerm"
} ],
"label" : "Get Product Selling Models from Salesforce Object",
"name" : "Get_Product_Selling_Models_from_Salesforce_Object",
"sourceName" : "ProductSellingModel",
"type" : "StandardObject"
}, {
"description" : "Gets all quotes and their related price book IDs. Price books contain the list of products and their prices.",
"fields" : [ {
"alias" : "Pricebook2Id",
"dataType" : "Text",
"displaySequence" : 1,
"isPrimaryKey" : false,
"name" : "Pricebook2Id"
}, {
"alias" : "Id",
"dataType" : "Text",
"displaySequence" : 1,
"isPrimaryKey" : false,
"name" : "Id"
} ],
"label" : "Get Quote and Related Price Books from Salesforce Object",
"name" : "Get_Quote_and_Related_Price_Books_from_Salesforce_Object",
"sourceName" : "Quote",
"type" : "StandardObject"
} ],
"definitionRunMode" : "OnDemand",
"description" : "Adds quote line items from a CSV file to a quote.",
"doesGenAllFailedRecords" : false,
"executionPlatformObjectType" : "None",
"executionPlatformType" : "CORE",
"filters" : [ {
"criteria" : [ {
"inputVariable" : "QuoteId",
"operator" : "Equals",
"sequence" : 1,
"sourceFieldName" : "QuoteId"
} ],
"description" : "Filters the quote line item rows where the QuoteId field value matches the Quote ID variable value.",
"filterCondition" : "1",
"isDynamicFilter" : false,
"label" : "Filter Quote Line Item Rows by Quote ID",
"name" : "Filter_Quote_Line_Item_Rows_by_Quote_ID",
"sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
}, {
"criteria" : [ {
"inputVariable" : "QuoteId",
"operator" : "Equals",
"sequence" : 1,
"sourceFieldName" : "Id"
} ],
"description" : "Filters the quote record where the ID matches the value in the Quote ID variable.",
"filterCondition" : "1",
"isDynamicFilter" : false,
"label" : "Filter Quote with Matching Quote ID",
"name" : "Filter_Quote_with_Matching_Quote_ID",
"sourceName" : "Get_Quote_and_Related_Price_Books_from_Salesforce_Object"
}, {
"criteria" : [ {
"inputVariable" : "Pricebook2Id",
"operator" : "Equals",
"sequence" : 1,
"sourceFieldName" : "Pricebook2Id"
} ],
"description" : "Filters the price book record where the ID matches the value in the Price Book ID input variable.",
"filterCondition" : "1",
"isDynamicFilter" : false,
"label" : "Filter Price Book Entries by Price Book ID",
"name" : "Filter_Price_Book_Entries_by_Price_Book_ID",
"sourceName" : "Get_Price_Book_Entries_from_Salesforce_Object"
}, {
"criteria" : [ {
"operator" : "Equals",
"sequence" : 1,
"sourceFieldName" : "IsProductSellingModelEmpty",
"value" : "0"
} ],
"description" : "Filters quote line item rows that have a product selling model.",
"filterCondition" : "1",
"isDynamicFilter" : false,
"label" : "Filter Quote Line Item Rows with Product Selling Models",
"name" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models",
"sourceName" : "Identify_Quote_Line_Item_Rows_Without_Product_Selling_Models"
}, {
"criteria" : [ {
"operator" : "Equals",
"sequence" : 1,
"sourceFieldName" : "IsProductSellingModelEmpty",
"value" : "1"
} ],
"description" : "Filters quote line item rows that don’t have a product selling model.",
"filterCondition" : "1",
"isDynamicFilter" : false,
"label" : "Filter Quote Line Item Rows without Product Selling Models",
"name" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models",
"sourceName" : "Identify_Quote_Line_Item_Rows_Without_Product_Selling_Models"
}, {
"criteria" : [ {
"operator" : "Equals",
"sequence" : 1,
"sourceFieldName" : "IsProductSellingModelBlank",
"value" : "1"
} ],
"description" : "Filters products that don't have a product selling model.",
"filterCondition" : "1",
"isDynamicFilter" : false,
"label" : "Filter Products Without Product Selling Model",
"name" : "Filter_Products_Without_Product_Selling_Model",
"sourceName" : "Identify_Products_Without_Product_Selling_Models"
}, {
"criteria" : [ {
"operator" : "Equals",
"sequence" : 1,
"sourceFieldName" : "RowType",
"value" : "QuoteLineItem"
} ],
"description" : "Filters all the quote line item records.",
"filterCondition" : "1",
"isDynamicFilter" : false,
"label" : "Filter Quote Line Item Rows",
"name" : "Filter_Quote_Line_Item_Rows",
"sourceName" : "Get_Related_Quote_Line_Items_Relationships_and_Attributes"
}, {
"criteria" : [ {
"operator" : "Equals",
"sequence" : 1,
"sourceFieldName" : "RowType",
"value" : "QuoteLineRelationship"
} ],
"description" : "Filters all the quote line item relationship records.",
"filterCondition" : "1",
"isDynamicFilter" : false,
"label" : "Filter Quote Line Item Relationship",
"name" : "Filter_Quote_Line_Item_Relationship",
"sourceName" : "Get_Related_Quote_Line_Items_Relationships_and_Attributes"
}, {
"criteria" : [ {
"operator" : "Equals",
"sequence" : 1,
"sourceFieldName" : "RowType",
"value" : "QuoteLineItemAttribute"
} ],
"description" : "Filters all the quote line item attribute records.",
"filterCondition" : "1",
"isDynamicFilter" : false,
"label" : "Filter Quote Line Attributes",
"name" : "Filter_Quote_Line_Attributes",
"sourceName" : "Get_Related_Quote_Line_Items_Relationships_and_Attributes"
} ],
"isTemplate" : false,
"joins" : [ {
"description" : "Adds price book entry fields to the products based on the product code.",
"fields" : [ {
"alias" : "ProductCode_CSV",
"sourceFieldName" : "ProductCode",
"sourceName" : "Get_Unique_Products"
}, {
"alias" : "Id",
"sourceFieldName" : "Id",
"sourceName" : "Filter_Price_Book_Entries_by_Price_Book_ID"
}, {
"alias" : "IsActive",
"sourceFieldName" : "IsActive",
"sourceName" : "Filter_Price_Book_Entries_by_Price_Book_ID"
}, {
"alias" : "Pricebook2Id",
"sourceFieldName" : "Pricebook2Id",
"sourceName" : "Filter_Price_Book_Entries_by_Price_Book_ID"
}, {
"alias" : "Product2Id",
"sourceFieldName" : "Product2Id",
"sourceName" : "Filter_Price_Book_Entries_by_Price_Book_ID"
}, {
"alias" : "ProductCode",
"sourceFieldName" : "ProductCode",
"sourceName" : "Filter_Price_Book_Entries_by_Price_Book_ID"
}, {
"alias" : "ProductSellingModelId",
"sourceFieldName" : "ProductSellingModelId",
"sourceName" : "Filter_Price_Book_Entries_by_Price_Book_ID"
} ],
"joinKeys" : [ {
"primarySourceFieldName" : "ProductCode",
"secondarySourceFieldName" : "ProductCode"
} ],
"label" : "Add Price Book Entries to Products",
"name" : "Add_Price_Book_Entries_to_Products",
"primarySourceName" : "Get_Unique_Products",
"secondarySourceName" : "Filter_Price_Book_Entries_by_Price_Book_ID",
"type" : "Inner"
}, {
"description" : "Adds the price book ID to quote line item rows based on the quote ID.",
"fields" : [ {
"alias" : "DiscountAmount",
"sourceFieldName" : "DiscountAmount",
"sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
}, {
"alias" : "DiscountPercentage",
"sourceFieldName" : "DiscountPercentage",
"sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
}, {
"alias" : "EndDate",
"sourceFieldName" : "EndDate",
"sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
}, {
"alias" : "ProductCode",
"sourceFieldName" : "ProductCode",
"sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
}, {
"alias" : "ProductDescription",
"sourceFieldName" : "ProductDescription",
"sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
}, {
"alias" : "ProductName",
"sourceFieldName" : "ProductName",
"sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
}, {
"alias" : "ProductSellingModelName",
"sourceFieldName" : "ProductSellingModelName",
"sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
}, {
"alias" : "Quantity",
"sourceFieldName" : "Quantity",
"sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
}, {
"alias" : "QuoteId",
"sourceFieldName" : "QuoteId",
"sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
}, {
"alias" : "QuoteLineGroupId",
"sourceFieldName" : "QuoteLineGroupId",
"sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
}, {
"alias" : "RowNumber",
"sourceFieldName" : "RowNumber",
"sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
}, {
"alias" : "SalesPrice",
"sourceFieldName" : "SalesPrice",
"sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
}, {
"alias" : "ServiceDate",
"sourceFieldName" : "ServiceDate",
"sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
}, {
"alias" : "SpecialInstructions_c",
"sourceFieldName" : "SpecialInstructions_c",
"sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
}, {
"alias" : "StartDate",
"sourceFieldName" : "StartDate",
"sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
}, {
"alias" : "SubscriptionTerm",
"sourceFieldName" : "SubscriptionTerm",
"sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
}, {
"alias" : "BillingFrequency",
"sourceFieldName" : "BillingFrequency",
"sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
}, {
"alias" : "Pricebook2Id",
"sourceFieldName" : "Pricebook2Id",
"sourceName" : "Filter_Quote_with_Matching_Quote_ID"
} ],
"joinKeys" : [ {
"primarySourceFieldName" : "QuoteId",
"secondarySourceFieldName" : "Id"
} ],
"label" : "Add Price Book ID to Quote Line Item Rows",
"name" : "Add_Price_Book_ID_to_Quote_Line_Item_Rows",
"primarySourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File",
"secondarySourceName" : "Filter_Quote_with_Matching_Quote_ID",
"type" : "Inner"
}, {
"description" : "Adds product selling model fields to products based on the product selling model ID.",
"fields" : [ {
"alias" : "Pricebook2Id",
"sourceFieldName" : "Pricebook2Id",
"sourceName" : "Add_Price_Book_Entries_to_Products"
}, {
"alias" : "PricebookEntryId",
"sourceFieldName" : "Id",
"sourceName" : "Add_Price_Book_Entries_to_Products"
}, {
"alias" : "Product2Id",
"sourceFieldName" : "Product2Id",
"sourceName" : "Add_Price_Book_Entries_to_Products"
}, {
"alias" : "ProductCode",
"sourceFieldName" : "ProductCode_CSV",
"sourceName" : "Add_Price_Book_Entries_to_Products"
}, {
"alias" : "PricingTerm",
"sourceFieldName" : "PricingTerm",
"sourceName" : "Get_Product_Selling_Models_from_Salesforce_Object"
}, {
"alias" : "ProductSellingModelName",
"sourceFieldName" : "ProductSellingModelName",
"sourceName" : "Get_Product_Selling_Models_from_Salesforce_Object"
}, {
"alias" : "SellingModelType",
"sourceFieldName" : "SellingModelType",
"sourceName" : "Get_Product_Selling_Models_from_Salesforce_Object"
} ],
"joinKeys" : [ {
"primarySourceFieldName" : "ProductSellingModelId",
"secondarySourceFieldName" : "ProductSellingModelId"
} ],
"label" : "Add Product Selling Models to Products",
"name" : "Add_Product_Selling_Models_to_Products",
"primarySourceName" : "Add_Price_Book_Entries_to_Products",
"secondarySourceName" : "Get_Product_Selling_Models_from_Salesforce_Object",
"type" : "LeftOuter"
}, {
"description" : "Adds price book entry and product selling model fields to quote line item rows that have a product selling model, based on product code, price book ID, and product selling model name.",
"fields" : [ {
"alias" : "DiscountAmount",
"sourceFieldName" : "DiscountAmount",
"sourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models"
}, {
"alias" : "DiscountPercentage",
"sourceFieldName" : "DiscountPercentage",
"sourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models"
}, {
"alias" : "EndDate",
"sourceFieldName" : "EndDate",
"sourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models"
}, {
"alias" : "ProductDescription",
"sourceFieldName" : "ProductDescription",
"sourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models"
}, {
"alias" : "ProductName",
"sourceFieldName" : "ProductName",
"sourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models"
}, {
"alias" : "Quantity",
"sourceFieldName" : "Quantity",
"sourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models"
}, {
"alias" : "QuoteId",
"sourceFieldName" : "QuoteId",
"sourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models"
}, {
"alias" : "QuoteLineGroupId",
"sourceFieldName" : "QuoteLineGroupId",
"sourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models"
}, {
"alias" : "SalesPrice",
"sourceFieldName" : "SalesPrice",
"sourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models"
}, {
"alias" : "ServiceDate",
"sourceFieldName" : "ServiceDate",
"sourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models"
}, {
"alias" : "SpecialInstructions_c",
"sourceFieldName" : "SpecialInstructions_c",
"sourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models"
}, {
"alias" : "StartDate",
"sourceFieldName" : "StartDate",
"sourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models"
}, {
"alias" : "SubscriptionTerm",
"sourceFieldName" : "SubscriptionTerm",
"sourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models"
}, {
"alias" : "BillingFrequency",
"sourceFieldName" : "BillingFrequency",
"sourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models"
}, {
"alias" : "PricebookEntryId",
"sourceFieldName" : "PricebookEntryId",
"sourceName" : "Add_Product_Selling_Models_to_Products"
}, {
"alias" : "PricingTerm",
"sourceFieldName" : "PricingTerm",
"sourceName" : "Add_Product_Selling_Models_to_Products"
}, {
"alias" : "Product2Id",
"sourceFieldName" : "Product2Id",
"sourceName" : "Add_Product_Selling_Models_to_Products"
}, {
"alias" : "SellingModelType",
"sourceFieldName" : "SellingModelType",
"sourceName" : "Add_Product_Selling_Models_to_Products"
} ],
"joinKeys" : [ {
"primarySourceFieldName" : "ProductCode",
"secondarySourceFieldName" : "ProductCode"
}, {
"primarySourceFieldName" : "Pricebook2Id",
"secondarySourceFieldName" : "Pricebook2Id"
}, {
"primarySourceFieldName" : "ProductSellingModelName",
"secondarySourceFieldName" : "ProductSellingModelName"
} ],
"label" : "Add Product Fields to Quote Line Item Rows with Product Selling Models",
"name" : "Add_Product_Fields_to_Quote_Line_Item_Rows_with_Product_Selling_Models",
"primarySourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models",
"secondarySourceName" : "Add_Product_Selling_Models_to_Products",
"type" : "LeftOuter"
}, {
"description" : "Adds price book entry and product selling model fields to quote line item rows that don’t have a product selling model, based on product code, price book ID, and product selling model name.",
"fields" : [ {
"alias" : "DiscountAmount",
"sourceFieldName" : "DiscountAmount",
"sourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models"
}, {
"alias" : "DiscountPercentage",
"sourceFieldName" : "DiscountPercentage",
"sourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models"
}, {
"alias" : "EndDate",
"sourceFieldName" : "EndDate",
"sourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models"
}, {
"alias" : "ProductDescription",
"sourceFieldName" : "ProductDescription",
"sourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models"
}, {
"alias" : "ProductName",
"sourceFieldName" : "ProductName",
"sourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models"
}, {
"alias" : "Quantity",
"sourceFieldName" : "Quantity",
"sourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models"
}, {
"alias" : "QuoteId",
"sourceFieldName" : "QuoteId",
"sourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models"
}, {
"alias" : "QuoteLineGroupId",
"sourceFieldName" : "QuoteLineGroupId",
"sourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models"
}, {
"alias" : "SalesPrice",
"sourceFieldName" : "SalesPrice",
"sourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models"
}, {
"alias" : "ServiceDate",
"sourceFieldName" : "ServiceDate",
"sourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models"
}, {
"alias" : "SpecialInstructions_c",
"sourceFieldName" : "SpecialInstructions_c",
"sourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models"
}, {
"alias" : "StartDate",
"sourceFieldName" : "StartDate",
"sourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models"
}, {
"alias" : "SubscriptionTerm",
"sourceFieldName" : "SubscriptionTerm",
"sourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models"
}, {
"alias" : "BillingFrequency",
"sourceFieldName" : "BillingFrequency",
"sourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models"
}, {
"alias" : "PricebookEntryId",
"sourceFieldName" : "PricebookEntryId",
"sourceName" : "Filter_Products_Without_Product_Selling_Model"
}, {
"alias" : "PricingTerm",
"sourceFieldName" : "PricingTerm",
"sourceName" : "Filter_Products_Without_Product_Selling_Model"
}, {
"alias" : "Product2Id",
"sourceFieldName" : "Product2Id",
"sourceName" : "Filter_Products_Without_Product_Selling_Model"
}, {
"alias" : "SellingModelType",
"sourceFieldName" : "SellingModelType",
"sourceName" : "Filter_Products_Without_Product_Selling_Model"
} ],
"joinKeys" : [ {
"primarySourceFieldName" : "ProductCode",
"secondarySourceFieldName" : "ProductCode"
}, {
"primarySourceFieldName" : "Pricebook2Id",
"secondarySourceFieldName" : "Pricebook2Id"
} ],
"label" : "Add Product Fields to Quote Line Item Rows Without Product Selling Models",
"name" : "Add_Product_Fields_to_Quote_Line_Item_Rows_Without_Product_Selling_Models",
"primarySourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models",
"secondarySourceName" : "Filter_Products_Without_Product_Selling_Model",
"type" : "LeftOuter"
} ],
"label" : "SpecialInstructions_c",
"parameters" : [ {
"dataType" : "FileIdentifier",
"description" : "The ID of the CSV file that contains the quote line item rows that must be processed to create records.",
"isMultiValue" : false,
"label" : "CSV File ID",
"name" : "CSV_File_ID"
}, {
"dataType" : "Text",
"description" : "The ID of the quote for which quote line items must be created.",
"isMultiValue" : false,
"label" : "Quote ID",
"name" : "QuoteId"
}, {
"dataType" : "Text",
"description" : "The ID of the price book associated with the quote to which the quote line items must be added.",
"isMultiValue" : false,
"label" : "Price Book ID",
"name" : "Pricebook2Id"
} ],
"processType" : "RevenueTransactionManagement",
"status" : "Active",
"transforms" : [ {
"name" : "Identify_Quote_Line_Item_Rows_Without_Product_Selling_Models",
"sourceName" : "Add_Price_Book_ID_to_Quote_Line_Item_Rows",
"label" : "Identify Quote Line Item Rows without Product Selling Models",
"transformationType" : "Expression",
"partitionBy" : [ ],
"orderBy" : [ ],
"expressionFields" : [ {
"alias" : "IsProductSellingModelEmpty",
"expression" : "IF(ISBLANK({ProductSellingModelName} ),1,0)",
"dataType" : "Numeric",
"length" : 1,
"decimalPlaces" : 0
} ],
"droppedFields" : [ ]
}, {
"name" : "Identify_Products_Without_Product_Selling_Models",
"sourceName" : "Add_Product_Selling_Models_to_Products",
"label" : "Identify Products Without Product Selling Models",
"transformationType" : "Expression",
"partitionBy" : [ ],
"orderBy" : [ ],
"expressionFields" : [ {
"alias" : "IsProductSellingModelBlank",
"expression" : "IF(ISBLANK({ProductSellingModelName} ),1,0)",
"dataType" : "Numeric",
"length" : 1,
"decimalPlaces" : 0
} ],
"droppedFields" : [ ]
}, {
"name" : "Add_Default_Fields_to_Quote_Line_Item_Rows",
"sourceName" : "Combine_Quote_Line_Item_Rows_With_and_Without_Product_Selling_Models",
"label" : "Add Default Fields to Quote Line Item Rows",
"transformationType" : "Expression",
"partitionBy" : [ ],
"orderBy" : [ ],
"expressionFields" : [ {
"alias" : "DefaultPeriodBoundary",
"expression" : "IF({SellingModelType} == \"TermDefined\" || {SellingModelType} == \"Evergreen\",\"Anniversary\",NULL)",
"dataType" : "Text",
"length" : 100
}, {
"alias" : "DefaultStartDate",
"expression" : "IF({SellingModelType} == \"OneTime\",{StartDate},IF({SellingModelType} == \"TermDefined\" && ISBLANK({StartDate}),TODAY(),IF({SellingModelType} == \"Evergreen\" && ISBLANK({StartDate}),TODAY(),{StartDate})))",
"dataType" : "Date"
}, {
"alias" : "DefaultSubscriptionTerm",
"expression" : "IF({SellingModelType} == \"OneTime\" || {SellingModelType} == \"Evergreen\",{SubscriptionTerm},IF({SellingModelType} == \"TermDefined\" && ISBLANK({SubscriptionTerm}),IF(ISBLANK({EndDate}),TEXT(FLOOR({PricingTerm})),{SubscriptionTerm}),{SubscriptionTerm}))",
"dataType" : "Text",
"length" : 100
} ],
"droppedFields" : [ ]
} ],
"writebacks" : [ {
"name" : "Create_Quote_Line_Item_Records",
"label" : "Create Quote Line Item Records",
"sourceName" : "Filter_Quote_Line_Item_Rows",
"targetObjectName" : "QuoteLineItem",
"writebackRecordMaxLimit" : 0,
"isChangedRow" : false,
"shouldCreateTargetObject" : false,
"isExistingDataset" : false,
"description" : "Creates quote line item records for all the rows in the CSV file, including their child line items.",
"canWrtbckToNonEditableFields" : false,
"storageType" : "sObject",
"operationType" : "Insert",
"writebackSequence" : 1,
"fields" : [ {
"isAutogenerated" : false,
"runtimeParameter" : false,
"sourceFieldName" : "PricebookEntryId",
"targetFieldName" : "PricebookEntryId"
}, {
"isAutogenerated" : false,
"runtimeParameter" : false,
"sourceFieldName" : "Product2Id",
"targetFieldName" : "Product2Id"
}, {
"isAutogenerated" : false,
"runtimeParameter" : false,
"sourceFieldName" : "Quantity",
"targetFieldName" : "Quantity"
}, {
"isAutogenerated" : false,
"runtimeParameter" : false,
"sourceFieldName" : "QuoteId",
"targetFieldName" : "QuoteId"
}, {
"isAutogenerated" : false,
"runtimeParameter" : false,
"sourceFieldName" : "DiscountAmount",
"targetFieldName" : "DiscountAmount"
}, {
"isAutogenerated" : false,
"runtimeParameter" : false,
"sourceFieldName" : "DiscountPercentage",
"targetFieldName" : "Discount"
}, {
"isAutogenerated" : false,
"runtimeParameter" : false,
"sourceFieldName" : "DefaultStartDate",
"targetFieldName" : "StartDate"
}, {
"isAutogenerated" : false,
"runtimeParameter" : false,
"sourceFieldName" : "DefaultPeriodBoundary",
"targetFieldName" : "PeriodBoundary"
}, {
"isAutogenerated" : false,
"runtimeParameter" : false,
"sourceFieldName" : "DefaultSubscriptionTerm",
"targetFieldName" : "SubscriptionTerm"
}, {
"isAutogenerated" : false,
"runtimeParameter" : false,
"sourceFieldName" : "EndDate",
"targetFieldName" : "EndDate"
}, {
"isAutogenerated" : false,
"runtimeParameter" : false,
"sourceFieldName" : "ProductDescription",
"targetFieldName" : "Description"
}, {
"isAutogenerated" : false,
"runtimeParameter" : false,
"sourceFieldName" : "ProductName",
"targetFieldName" : "CustomProductName"
}, {
"isAutogenerated" : false,
"runtimeParameter" : false,
"sourceFieldName" : "SalesPrice",
"targetFieldName" : "UnitPrice"
}, {
"isAutogenerated" : false,
"runtimeParameter" : false,
"sourceFieldName" : "ServiceDate",
"targetFieldName" : "ServiceDate"
}, {
"isAutogenerated" : false,
"runtimeParameter" : false,
"sourceFieldName" : "QuoteLineGroupId",
"targetFieldName" : "QuoteLineGroupId"
}, {
"isAutogenerated" : false,
"runtimeParameter" : false,
"sourceFieldName" : "BillingFrequency",
"targetFieldName" : "BillingFrequency"
}, {
"isAutogenerated" : false,
"runtimeParameter" : false,
"sourceFieldName" : "SpecialInstructions_c",
"targetFieldName" : "SpecialInstructions__c"
}, {
"isAutogenerated" : false,
"runtimeParameter" : false,
"sourceFieldName" : "QuoteLineReference",
"targetFieldName" : "QuoteLineReference"
} ]
}, {
"name" : "Create_Quote_Line_Item_Relationship",
"label" : "Create Quote Line Item Relationship",
"sourceName" : "Filter_Quote_Line_Item_Relationship",
"targetObjectName" : "QuoteLineRelationship",
"writebackRecordMaxLimit" : 0,
"isChangedRow" : false,
"shouldCreateTargetObject" : false,
"isExistingDataset" : false,
"description" : "Creates quote line item relationship records for all the quote line items.",
"canWrtbckToNonEditableFields" : false,
"storageType" : "sObject",
"operationType" : "Insert",
"writebackSequence" : 2,
"fields" : [ {
"isAutogenerated" : false,
"runtimeParameter" : false,
"sourceFieldName" : "Relationship_AssociatedQuoteLinePricing",
"targetFieldName" : "AssociatedQuoteLinePricing"
}, {
"isAutogenerated" : false,
"runtimeParameter" : false,
"sourceFieldName" : "Relationship_ProductRelationshipTypeId",
"targetFieldName" : "ProductRelationshipTypeId"
}, {
"isAutogenerated" : false,
"runtimeParameter" : false,
"sourceFieldName" : "Relationship_AssociatedQuantScaleMethod",
"targetFieldName" : "AssociatedQuantScaleMethod"
}, {
"isAutogenerated" : false,
"runtimeParameter" : false,
"sourceFieldName" : "Relationship_ProductRelatedComponent",
"targetFieldName" : "ProductRelatedComponentId"
}, {
"isAutogenerated" : false,
"parentName" : "QuoteLineItem",
"relationshipName" : "MainQuoteLine",
"runtimeParameter" : false,
"sourceFieldName" : "Relationship_MainQuoteLineId",
"targetFieldName" : "QuoteLineReference"
}, {
"isAutogenerated" : false,
"parentName" : "QuoteLineItem",
"relationshipName" : "AssociatedQuoteLine",
"runtimeParameter" : false,
"sourceFieldName" : "Relationship_AssociatedQuoteLineId",
"targetFieldName" : "QuoteLineReference"
} ]
}, {
"name" : "Create_Quote_Line_Attributes",
"label" : "Create Quote Line Attributes",
"sourceName" : "Filter_Quote_Line_Attributes",
"targetObjectName" : "QuoteLineItemAttribute",
"writebackRecordMaxLimit" : 0,
"isChangedRow" : false,
"shouldCreateTargetObject" : false,
"isExistingDataset" : false,
"description" : "Creates quote line item attribute records for all the quote line items.",
"canWrtbckToNonEditableFields" : false,
"storageType" : "sObject",
"operationType" : "Insert",
"writebackSequence" : 2,
"fields" : [ {
"isAutogenerated" : false,
"runtimeParameter" : false,
"sourceFieldName" : "Attribute_AttributeDefinitionId",
"targetFieldName" : "AttributeDefinitionId"
}, {
"isAutogenerated" : false,
"parentName" : "QuoteLineItem",
"relationshipName" : "QuoteLineItem",
"runtimeParameter" : false,
"sourceFieldName" : "QuoteLineReference",
"targetFieldName" : "QuoteLineReference"
}, {
"isAutogenerated" : false,
"runtimeParameter" : false,
"sourceFieldName" : "Attribute_AttributeName",
"targetFieldName" : "AttributeName"
}, {
"isAutogenerated" : false,
"runtimeParameter" : false,
"sourceFieldName" : "Attribute_AttributePicklistValueId",
"targetFieldName" : "AttributePicklistValueId"
} ]
} ]
}
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