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          Ei tuloksia
          Tässä on joitain hakuvinkkejä

          Tarkista avainsanojesi oikeinkirjoitus.
          Käytä yleisempiä hakutermejä.
          Laajenna hakua valitsemalla vähemmän suodattimia.

          Hae koko Salesforce-ohjeesta
          Datan käsittelyjärjestelmän määritelmien mukauttaminen tarjouksen rivikohteiden tuontia varten

          Datan käsittelyjärjestelmän määritelmien mukauttaminen tarjouksen rivikohteiden tuontia varten

          Muokkaa datan käsittelyjärjestelmän määritelmää, jos haluat käyttäjien tuovan mukautettuja kenttiä. Transaktioiden hallinta käyttää tätä määritelmää käsitelläkseen tarjouksen rivikohteita, kun käyttäjä on ladannut CSV-tiedoston palvelimelle.

          Vaaditut versiot

          Käytettävissä: Lightning Experiencessa
          Käytettävissä: Revenue Cloudin Enterprise-, Unlimited- ja Developer Edition -versioissa, joissa on transaktioiden hallinta käytössä
          Tarvittavat käyttöoikeudet
          Datan käsittelyjärjestelmän määritelmän luominen:

          Sovelluksen mukautusoikeus

          JA

          Kaikkien tietojen muokkausoikeus

          1. Lataa olemassa oleva malli ennen aloittamista.
            1. Etsi ja avaa Määritykset-valikosta Datan käsittelyjärjestelmä.
            2. Napsauta toimintovalikko, joka vastaa Luo tarjouksen rivikohteita CSV-tiedostomallista, ja valitse Lataa.
              Koska määritelmän suoritusalustan tyyppi on Core, et voi avata sitä visuaalisen määritelmän rakentajan työkalussa.
          2. Avaa ja muokkaa ladattua JSON-tiedostoa. Noudata näitä vaatimuksia mukautuksen aikana.
            • Säilytä oletusarvot definitionRunMode-, executionPlatformType- ja processType-kentille.
            • Pidä Get_Related_Quote_Line_Items_Relationships_and_Attributes- ja Consolidate_and_Write_Quote_Line_Item_and_Its_Related_Records -noodit luodaksesi pakattuille tuotteille oletusarvoisia alitason rivikohteita ja oletusarvoisia tarjouksen rivikohteen attribuutteja.
            • Ylläpidä Quote Line Reference -parametriä mukautetussa Get_Related_Quote_Line_Items_Relationships_and_Attributes-noodissa ja Consolidate_and_Write_Quote_Line_Item_and_Its_Related_Records -noodissa.
            • Määritä isTemplate-kentän arvoksi false.
            • Käytä mukautettujen kenttien aliasten API-nimeä ja muuta jälkiliite __c muotoon _c.
            Käytä mukautetulle SpecialInstructions__c-kentälle esimerkiksi alias SpecialInstructions_c.
          3. Käytä BatchCalcJobDefinition API -rajapintaa ladataksesi palvelimelle päivitetyn datan käsittelyjärjestelmän määritelmän.
          4. Valitse päivitetty määritelmä Datan käsittelyjärjestelmän määritelmä tarjouksen rivikohteiden tuomista varten -kentästä.
          Esimerkki
          Esimerkki

          Tässä esimerkissä määritelmä sisältää tietyt noodit ja logiikan datan käsittelyyn.

          • Nouda yksilölliset tuotteet -noodi käyttää aggregaattifunktiota laskeakseen yksilölliset tuotekoodit suodatetuista tarjouksen rivikohteiden riveistä.
          • Liitetty noodi yhdistää tarjouksen rivikohteiden rivit tuotteiden myyntimalleilla ja ilman.
          • Yhdistä ja kirjoita tarjouksen rivikohde ja siihen liittyvät tietueet -noodi yhdistää tarjouksen rivikohteita, suhteita ja attribuutteja. Sen jälkeen se kirjoittaa ne yhteen kohdeobjekteihin.
          • Suodattimet rajoittavat rivejä QuoteId-syöttömuuttujan perusteella ja tunnistavat tuotteet, jotka eivät myy malleja.
          • Lausekentät tunnistavat tyhjät myyntimallit ja määrittävät oletusarvot StartDate- ja SubscriptionTerm-arvoille.
          {
            "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"
                } ]
              } ]
            }
          }
           
          Ladataan
          Salesforce Help | Article