Loading
Apprendre
Table des matières
Sélectionner des filtres

          Aucun résultat
          Aucun résultat
          Voici quelques conseils de recherche

          Vérifiez l'orthographe de vos mots-clés.
          Utilisez des termes de recherche plus généraux.
          Sélectionnez moins de filtres pour élargir votre recherche.

          Recherchez dans toute l’aide de Salesforce
          Personnalisation des définitions du Moteur de traitement des données pour les importations d'éléments de ligne de devis

          Personnalisation des définitions du Moteur de traitement des données pour les importations d'éléments de ligne de devis

          Modifiez la définition du Moteur de traitement des données si vous souhaitez que les utilisateurs importent des champs personnalisés. La Gestion des transactions utilise cette définition pour traiter les éléments de ligne de devis lorsqu'un utilisateur charge un fichier CSV.

          Éditions requises

          Disponible avec : Lightning Experience
          Disponible avec : Éditions Enterprise, Unlimited et Developer de Revenue Cloud dans lesquelles la Gestion des transactions est activée
          Autorisations utilisateur requises
          Pour créer une définition de Moteur de traitement des données :

          Personnaliser l'application

          ET

          Modifier toutes les données

          1. Avant de commencer, téléchargez le modèle existant.
            1. Dans Configuration, recherchez et sélectionnez Moteur de traitement des données.
            2. Cliquez sur le menu d'actions correspondant au modèle Créer des éléments de ligne de devis à partir d'un fichier CSV, puis sélectionnez Télécharger.
              Le type de plate-forme d'exécution de la définition est Core. Par conséquent, vous ne pouvez pas l'ouvrir dans l'outil du générateur de définition visuel.
          2. Ouvrez et modifiez le fichier JSON téléchargé. Respectez ces exigences pendant la personnalisation.
            • Conservez les valeurs par défaut des champs definitionRunMode, executionPlatformType et processType.
            • Gardez les nœuds Get_Related_Quote_Line_Items_Relationships_and_Attributes et Consolidate_and_Write_Quote_Line_Item_and_Its_Related_Records afin de créer des éléments de ligne enfants par défaut pour des produits empaquetés et des attributs d'élément de ligne de devis par défaut.
            • Maintenez le paramètre Référence de ligne de devis dans le nœud personnalisé Get_Related_Quote_Line_Items_Relationships_and_Attributes et le nœud Consolidate_and_Write_Quote_Line_Item_and_Its_Related_Records.
            • Définissez la valeur du champ isTemplate sur false.
            • Utilisez le nom d'API des alias de champ personnalisés et changez le suffixe __c en _c.
            Utilisez par exemple l'alias SpecialInstructions_c pour le champ personnalisé SpecialInstructions__c.
          3. Utilisez l'API BatchCalcJobDefinition pour charger la définition mise à jour du Moteur de traitement des données.
          4. Sélectionnez la définition mise à jour dans le champ Définition du Moteur de traitement des données pour l'importation d'éléments de ligne de devis.
          Exemple
          Exemple

          Dans cet exemple, la définition inclut des nœuds et une logique spécifiques pour le traitement des données.

          • Le nœud Obtenir des produits uniques utilise une fonction d'agrégation pour compter les codes produits uniques à partir des lignes d'élément de ligne de devis filtrées.
          • Le nœud ajouté combine des lignes d'élément de ligne de devis avec et sans modèle de vente de produits.
          • Le nœud Consolider et écrire un élément de ligne de devis et ses enregistrements associés regroupent les éléments de ligne de devis, les relations et les attributs. Il les écrit ensuite ensemble dans des objets cibles.
          • Les filtres limitent les lignes en fonction de la variable d'entrée QuoteId et identifient les produits sans modèle de vente.
          • Les champs d'expression identifient les modèles de vente vides et déterminent les valeurs par défaut pour StartDate et 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"
                } ]
              } ]
            }
          }
           
          Chargement
          Salesforce Help | Article