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          Usa termini di ricerca più generici.
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          Personalizzazione delle definizioni del Motore di elaborazione dati per le importazioni di voci preventivo

          Personalizzazione delle definizioni del Motore di elaborazione dati per le importazioni di voci preventivo

          Modificare la definizione del Motore di elaborazione dati se si desidera che gli utenti importino campi personalizzati. Gestione transazioni utilizza questa definizione per elaborare le voci preventivo dopo che un utente ha caricato un file CSV.

          Versioni (Edition) richieste

          Disponibile nelle versioni: Lightning Experience
          Disponibile in: Enterprise Edition, Unlimited Edition e Developer Edition di Revenue Cloud in cui è abilitata la gestione delle transazioni
          Autorizzazioni utente richieste
          Per creare una definizione del Motore di elaborazione dati:

          Personalizza applicazione

          E

          Modifica tutti i dati

          1. Prima di iniziare, scaricare il modello esistente.
            1. In Imposta, trovare e selezionare Motore di elaborazione dati.
            2. Fare clic su menu delle azioni corrispondente al modello Crea voci preventivo da un file CSV e selezionare Scarica.
              Poiché il tipo di piattaforma di esecuzione della definizione è Core, non è possibile aprirla nello strumento Generatore di definizioni visive.
          2. Aprire e modificare il file JSON scaricato. Rispettare questi requisiti durante la personalizzazione.
            • Mantenere i valori predefiniti per i campi definitionRunMode, executionPlatformType e processType.
            • Mantenere i nodi Get_Related_Quote_Line_Items_Relationships_and_Attributes e Consolidate_and_Write_Quote_Line_Item_and_Its_Related_Records per creare voci secondarie predefinite per i prodotti in bundle e gli attributi delle voci preventivo predefiniti.
            • Mantenere il parametro Riferimento riga preventivo nel nodo personalizzato Get_Related_Quote_Line_Items_Relationships_and_Attributes e nel nodo Consolidate_and_Write_Quote_Line_Item_and_Its_Related_Records.
            • Impostare il valore del campo isTemplate su false.
            • Utilizzare il nome API per gli alias dei campi personalizzati e modificare il suffisso __c in _c.
            Ad esempio, utilizzare l'alias SpecialInstructions_c per il campo personalizzato SpecialInstructions__c.
          3. Utilizzare l'API batchCalcJobDefinition per caricare la definizione aggiornata del Motore di elaborazione dati.
          4. Selezionare la definizione aggiornata nel campo Definizione del Motore di elaborazione dati per l'importazione delle voci preventivo.
          Esempio
          Esempio

          In questo esempio, la definizione include nodi e logica specifici per l'elaborazione dei dati.

          • Il nodo Ottieni prodotti univoci utilizza una funzione di aggregazione per conteggiare i codici prodotto univoci dalle righe di voci preventivo filtrate.
          • Il nodo aggiunto combina le righe delle voci preventivo con e senza modelli di vendita prodotti.
          • Il nodo Consolida e scrivi voce preventivo e il relativo nodo Record correlati consolida le voci preventivo, le relazioni e gli attributi. Quindi li scrive insieme negli oggetti di destinazione.
          • I filtri limitano le righe in base alla variabile di input QuoteId e identificano i prodotti senza modelli di vendita.
          • I campi espressione identificano i modelli di vendita vuoti e determinano i valori predefiniti per StartDate e SubscriptionTerm.
          {
            "FullName" : "SpecialInstructions_c",
            "Metadata" : {
              "aggregates" : [ {
                "description" : "Gets a list of unique products from the quote line item rows and their count.",
                "fields" : [ {
                  "aggregateFunction" : "Count",
                  "alias" : "UniqueProductCodeCount",
                  "sourceFieldName" : "ProductCode"
                } ],
                "groupBy" : [ "ProductCode", "QuoteId" ],
                "label" : "Get Unique Products",
                "name" : "Get_Unique_Products",
                "sourceName" : "Filter_Quote_Line_Item_Rows_by_Quote_ID"
              } ],
              "appends" : [ {
                "description" : "Combines quote line item rows that have a product selling model with those that don’t have one.",
                "isDisjointedSchema" : false,
                "label" : "Combine Quote Line Item Rows With and Without Product Selling Models",
                "name" : "Combine_Quote_Line_Item_Rows_With_and_Without_Product_Selling_Models",
                "sources" : [ "Add_Product_Fields_to_Quote_Line_Item_Rows_with_Product_Selling_Models", "Add_Product_Fields_to_Quote_Line_Item_Rows_Without_Product_Selling_Models" ]
              } ],
              "atomicWritebacks" : [ {
                "description" : "Consolidates quote line item, quote line relationship, and quote line item attribute records, and then writes all the records together to the target objects.",
                "label" : "Consolidate and Write Quote Line Item and Its Related Records",
                "name" : "Consolidate_and_Write_Quote_Line_Item_and_Its_Related_Records",
                "writebackObjectRelationships" : [ {
                  "childWritebackObjectName" : "Create_Quote_Line_Item_Relationship",
                  "parentWritebackObjectName" : "Create_Quote_Line_Item_Records",
                  "sequenceNumber" : 1
                }, {
                  "childWritebackObjectName" : "Create_Quote_Line_Attributes",
                  "parentWritebackObjectName" : "Create_Quote_Line_Item_Records",
                  "sequenceNumber" : 1
                } ],
                "writebackSequence" : 1
              } ],
              "customNodes" : [ {
                "description" : "Gets child line item, relationship, and attribute records for the input quote line items. It also adds QuoteLineReference values to these records. The Composite Writeback node uses these values to write the related records together.",
                "extensionName" : "GetRelatedLinesRelationshipsAndAttributes",
                "extensionNamespace" : "TransactionManagement",
                "label" : "Get Related Quote Line Items, Relationships, and Attributes",
                "name" : "Get_Related_Quote_Line_Items_Relationships_and_Attributes",
                "parameters" : [ {
                  "name" : "Attribute_AttributeName",
                  "value" : "Attribute_AttributeName"
                }, {
                  "name" : "Attribute_AttributeValue",
                  "value" : "Attribute_AttributeValue"
                }, {
                  "name" : "Attribute_AttributePicklistValueId",
                  "value" : "Attribute_AttributePicklistValueId"
                }, {
                  "name" : "Attribute_AttributeDefinitionId",
                  "value" : "Attribute_AttributeDefinitionId"
                }, {
                  "name" : "Relationship_MainQuoteLineId",
                  "value" : "Relationship_MainQuoteLineId"
                }, {
                  "name" : "Relationship_AssociatedQuoteLineId",
                  "value" : "Relationship_AssociatedQuoteLineId"
                }, {
                  "name" : "Relationship_ProductRelationshipTypeId",
                  "value" : "Relationship_ProductRelationshipTypeId"
                }, {
                  "name" : "Relationship_AssociatedQuoteLinePricing",
                  "value" : "Relationship_AssociatedQuoteLinePricing"
                }, {
                  "name" : "Relationship_AssociatedQuantScaleMethod",
                  "value" : "Relationship_AssociatedQuantScaleMethod"
                }, {
                  "name" : "Relationship_ProductRelatedComponent",
                  "value" : "Relationship_ProductRelatedComponent"
                }, {
                  "name" : "RowType",
                  "value" : "RowType"
                }, {
                  "name" : "QuoteLineReference",
                  "value" : "QuoteLineReference"
                } ],
                "sources" : [ "Add_Default_Fields_to_Quote_Line_Item_Rows" ]
              } ],
              "dataSpaceApiName" : "default",
              "datasources" : [ {
                "description" : "Gets all rows from the CSV file, which is used as a data source to create quote line item records.",
                "fields" : [ {
                  "alias" : "BillingFrequency",
                  "dataType" : "Text",
                  "displaySequence" : 1,
                  "isPrimaryKey" : false,
                  "name" : "BillingFrequency"
                }, {
                  "alias" : "SubscriptionTerm",
                  "dataType" : "Text",
                  "displaySequence" : 1,
                  "isPrimaryKey" : false,
                  "name" : "SubscriptionTerm"
                }, {
                  "alias" : "StartDate",
                  "dataType" : "Date",
                  "displaySequence" : 1,
                  "isPrimaryKey" : false,
                  "name" : "StartDate"
                }, {
                  "alias" : "SalesPrice",
                  "dataType" : "Text",
                  "displaySequence" : 1,
                  "isPrimaryKey" : false,
                  "name" : "SalesPrice"
                }, {
                  "alias" : "QuoteId",
                  "dataType" : "Text",
                  "displaySequence" : 1,
                  "isPrimaryKey" : false,
                  "name" : "QuoteId"
                }, {
                  "alias" : "Quantity",
                  "dataType" : "Text",
                  "displaySequence" : 1,
                  "isPrimaryKey" : false,
                  "name" : "Quantity"
                }, {
                  "alias" : "ProductSellingModelName",
                  "dataType" : "Text",
                  "displaySequence" : 1,
                  "isPrimaryKey" : false,
                  "name" : "ProductSellingModelName"
                }, {
                  "alias" : "ProductName",
                  "dataType" : "Text",
                  "displaySequence" : 1,
                  "isPrimaryKey" : false,
                  "name" : "ProductName"
                }, {
                  "alias" : "ProductDescription",
                  "dataType" : "Text",
                  "displaySequence" : 1,
                  "isPrimaryKey" : false,
                  "name" : "ProductDescription"
                }, {
                  "alias" : "ProductCode",
                  "dataType" : "Text",
                  "displaySequence" : 1,
                  "isPrimaryKey" : false,
                  "name" : "ProductCode"
                }, {
                  "alias" : "EndDate",
                  "dataType" : "Date",
                  "displaySequence" : 1,
                  "isPrimaryKey" : false,
                  "name" : "EndDate"
                }, {
                  "alias" : "DiscountPercentage",
                  "dataType" : "Text",
                  "displaySequence" : 1,
                  "isPrimaryKey" : false,
                  "name" : "DiscountPercentage"
                }, {
                  "alias" : "DiscountAmount",
                  "dataType" : "Text",
                  "displaySequence" : 1,
                  "isPrimaryKey" : false,
                  "name" : "DiscountAmount"
                }, {
                  "alias" : "ServiceDate",
                  "dataType" : "Date",
                  "displaySequence" : 1,
                  "isPrimaryKey" : false,
                  "name" : "ServiceDate"
                }, {
                  "alias" : "RowNumber",
                  "dataType" : "Text",
                  "displaySequence" : 1,
                  "isPrimaryKey" : true,
                  "name" : "RowNumber"
                }, {
                  "alias" : "QuoteLineGroupId",
                  "dataType" : "Text",
                  "displaySequence" : 1,
                  "isPrimaryKey" : false,
                  "name" : "QuoteLineGroupId"
                }, {
                  "alias" : "SpecialInstructions_c",
                  "dataType" : "Text",
                  "displaySequence" : 1,
                  "isPrimaryKey" : false,
                  "name" : "SpecialInstructions"
                } ],
                "fileIdentifier" : "{!CSV_File_ID}",
                "fileSource" : "ContentManagement",
                "label" : "Get Quote Line Item Rows from a CSV File",
                "name" : "Get_Quote_Line_Item_Rows_from_a_CSV_File",
                "sourceName" : "Get_Quote_Line_Items_from_a_CSV_File_CSV",
                "type" : "CSV"
              }, {
                "description" : "Gets all price book entries, which are used as a data source to populate pricing information.",
                "fields" : [ {
                  "alias" : "IsActive",
                  "dataType" : "Text",
                  "displaySequence" : 1,
                  "isPrimaryKey" : false,
                  "name" : "IsActive"
                }, {
                  "alias" : "Pricebook2Id",
                  "dataType" : "Text",
                  "displaySequence" : 1,
                  "isPrimaryKey" : false,
                  "name" : "Pricebook2Id"
                }, {
                  "alias" : "Id",
                  "dataType" : "Text",
                  "displaySequence" : 1,
                  "isPrimaryKey" : false,
                  "name" : "Id"
                }, {
                  "alias" : "Product2Id",
                  "dataType" : "Text",
                  "displaySequence" : 1,
                  "isPrimaryKey" : false,
                  "name" : "Product2Id"
                }, {
                  "alias" : "ProductCode",
                  "dataType" : "Text",
                  "displaySequence" : 1,
                  "isPrimaryKey" : false,
                  "name" : "ProductCode"
                }, {
                  "alias" : "ProductSellingModelId",
                  "dataType" : "Text",
                  "displaySequence" : 1,
                  "isPrimaryKey" : false,
                  "name" : "ProductSellingModelId"
                } ],
                "label" : "Get Price Book Entries from Salesforce Object",
                "name" : "Get_Price_Book_Entries_from_Salesforce_Object",
                "sourceName" : "PricebookEntry",
                "type" : "StandardObject"
              }, {
                "description" : "Gets all product selling models, which are used as a data source to populate the method by which a product is sold.",
                "fields" : [ {
                  "alias" : "ProductSellingModelId",
                  "dataType" : "Text",
                  "displaySequence" : 1,
                  "isPrimaryKey" : false,
                  "name" : "Id"
                }, {
                  "alias" : "ProductSellingModelName",
                  "dataType" : "Text",
                  "displaySequence" : 1,
                  "isPrimaryKey" : false,
                  "name" : "Name"
                }, {
                  "alias" : "SellingModelType",
                  "dataType" : "Text",
                  "displaySequence" : 1,
                  "isPrimaryKey" : false,
                  "name" : "SellingModelType"
                }, {
                  "alias" : "PricingTerm",
                  "dataType" : "Numeric",
                  "displaySequence" : 1,
                  "isPrimaryKey" : false,
                  "name" : "PricingTerm"
                } ],
                "label" : "Get Product Selling Models from Salesforce Object",
                "name" : "Get_Product_Selling_Models_from_Salesforce_Object",
                "sourceName" : "ProductSellingModel",
                "type" : "StandardObject"
              }, {
                "description" : "Gets all quotes and their related price book IDs. Price books contain the list of products and their prices.",
                "fields" : [ {
                  "alias" : "Pricebook2Id",
                  "dataType" : "Text",
                  "displaySequence" : 1,
                  "isPrimaryKey" : false,
                  "name" : "Pricebook2Id"
                }, {
                  "alias" : "Id",
                  "dataType" : "Text",
                  "displaySequence" : 1,
                  "isPrimaryKey" : false,
                  "name" : "Id"
                } ],
                "label" : "Get Quote and Related Price Books from Salesforce Object",
                "name" : "Get_Quote_and_Related_Price_Books_from_Salesforce_Object",
                "sourceName" : "Quote",
                "type" : "StandardObject"
              } ],
              "definitionRunMode" : "OnDemand",
              "description" : "Adds quote line items from a CSV file to a quote.",
              "doesGenAllFailedRecords" : false,
              "executionPlatformObjectType" : "None",
              "executionPlatformType" : "CORE",
              "filters" : [ {
                "criteria" : [ {
                  "inputVariable" : "QuoteId",
                  "operator" : "Equals",
                  "sequence" : 1,
                  "sourceFieldName" : "QuoteId"
                } ],
                "description" : "Filters the quote line item rows where the QuoteId field value matches the Quote ID variable value.",
                "filterCondition" : "1",
                "isDynamicFilter" : false,
                "label" : "Filter Quote Line Item Rows by Quote ID",
                "name" : "Filter_Quote_Line_Item_Rows_by_Quote_ID",
                "sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
              }, {
                "criteria" : [ {
                  "inputVariable" : "QuoteId",
                  "operator" : "Equals",
                  "sequence" : 1,
                  "sourceFieldName" : "Id"
                } ],
                "description" : "Filters the quote record where the ID matches the value in the Quote ID variable.",
                "filterCondition" : "1",
                "isDynamicFilter" : false,
                "label" : "Filter Quote with Matching Quote ID",
                "name" : "Filter_Quote_with_Matching_Quote_ID",
                "sourceName" : "Get_Quote_and_Related_Price_Books_from_Salesforce_Object"
              }, {
                "criteria" : [ {
                  "inputVariable" : "Pricebook2Id",
                  "operator" : "Equals",
                  "sequence" : 1,
                  "sourceFieldName" : "Pricebook2Id"
                } ],
                "description" : "Filters the price book record where the ID matches the value in the Price Book ID input variable.",
                "filterCondition" : "1",
                "isDynamicFilter" : false,
                "label" : "Filter Price Book Entries by Price Book ID",
                "name" : "Filter_Price_Book_Entries_by_Price_Book_ID",
                "sourceName" : "Get_Price_Book_Entries_from_Salesforce_Object"
              }, {
                "criteria" : [ {
                  "operator" : "Equals",
                  "sequence" : 1,
                  "sourceFieldName" : "IsProductSellingModelEmpty",
                  "value" : "0"
                } ],
                "description" : "Filters quote line item rows that have a product selling model.",
                "filterCondition" : "1",
                "isDynamicFilter" : false,
                "label" : "Filter Quote Line Item Rows with Product Selling Models",
                "name" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models",
                "sourceName" : "Identify_Quote_Line_Item_Rows_Without_Product_Selling_Models"
              }, {
                "criteria" : [ {
                  "operator" : "Equals",
                  "sequence" : 1,
                  "sourceFieldName" : "IsProductSellingModelEmpty",
                  "value" : "1"
                } ],
                "description" : "Filters quote line item rows that don’t have a product selling model.",
                "filterCondition" : "1",
                "isDynamicFilter" : false,
                "label" : "Filter Quote Line Item Rows without Product Selling Models",
                "name" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models",
                "sourceName" : "Identify_Quote_Line_Item_Rows_Without_Product_Selling_Models"
              }, {
                "criteria" : [ {
                  "operator" : "Equals",
                  "sequence" : 1,
                  "sourceFieldName" : "IsProductSellingModelBlank",
                  "value" : "1"
                } ],
                "description" : "Filters products that don't have a product selling model.",
                "filterCondition" : "1",
                "isDynamicFilter" : false,
                "label" : "Filter Products Without Product Selling Model",
                "name" : "Filter_Products_Without_Product_Selling_Model",
                "sourceName" : "Identify_Products_Without_Product_Selling_Models"
              }, {
                "criteria" : [ {
                  "operator" : "Equals",
                  "sequence" : 1,
                  "sourceFieldName" : "RowType",
                  "value" : "QuoteLineItem"
                } ],
                "description" : "Filters all the quote line item records.",
                "filterCondition" : "1",
                "isDynamicFilter" : false,
                "label" : "Filter Quote Line Item Rows",
                "name" : "Filter_Quote_Line_Item_Rows",
                "sourceName" : "Get_Related_Quote_Line_Items_Relationships_and_Attributes"
              }, {
                "criteria" : [ {
                  "operator" : "Equals",
                  "sequence" : 1,
                  "sourceFieldName" : "RowType",
                  "value" : "QuoteLineRelationship"
                } ],
                "description" : "Filters all the quote line item relationship records.",
                "filterCondition" : "1",
                "isDynamicFilter" : false,
                "label" : "Filter Quote Line Item Relationship",
                "name" : "Filter_Quote_Line_Item_Relationship",
                "sourceName" : "Get_Related_Quote_Line_Items_Relationships_and_Attributes"
              }, {
                "criteria" : [ {
                  "operator" : "Equals",
                  "sequence" : 1,
                  "sourceFieldName" : "RowType",
                  "value" : "QuoteLineItemAttribute"
                } ],
                "description" : "Filters all the quote line item attribute records.",
                "filterCondition" : "1",
                "isDynamicFilter" : false,
                "label" : "Filter Quote Line Attributes",
                "name" : "Filter_Quote_Line_Attributes",
                "sourceName" : "Get_Related_Quote_Line_Items_Relationships_and_Attributes"
              } ],
              "isTemplate" : false,
              "joins" : [ {
                "description" : "Adds price book entry fields to the products based on the product code.",
                "fields" : [ {
                  "alias" : "ProductCode_CSV",
                  "sourceFieldName" : "ProductCode",
                  "sourceName" : "Get_Unique_Products"
                }, {
                  "alias" : "Id",
                  "sourceFieldName" : "Id",
                  "sourceName" : "Filter_Price_Book_Entries_by_Price_Book_ID"
                }, {
                  "alias" : "IsActive",
                  "sourceFieldName" : "IsActive",
                  "sourceName" : "Filter_Price_Book_Entries_by_Price_Book_ID"
                }, {
                  "alias" : "Pricebook2Id",
                  "sourceFieldName" : "Pricebook2Id",
                  "sourceName" : "Filter_Price_Book_Entries_by_Price_Book_ID"
                }, {
                  "alias" : "Product2Id",
                  "sourceFieldName" : "Product2Id",
                  "sourceName" : "Filter_Price_Book_Entries_by_Price_Book_ID"
                }, {
                  "alias" : "ProductCode",
                  "sourceFieldName" : "ProductCode",
                  "sourceName" : "Filter_Price_Book_Entries_by_Price_Book_ID"
                }, {
                  "alias" : "ProductSellingModelId",
                  "sourceFieldName" : "ProductSellingModelId",
                  "sourceName" : "Filter_Price_Book_Entries_by_Price_Book_ID"
                } ],
                "joinKeys" : [ {
                  "primarySourceFieldName" : "ProductCode",
                  "secondarySourceFieldName" : "ProductCode"
                } ],
                "label" : "Add Price Book Entries to Products",
                "name" : "Add_Price_Book_Entries_to_Products",
                "primarySourceName" : "Get_Unique_Products",
                "secondarySourceName" : "Filter_Price_Book_Entries_by_Price_Book_ID",
                "type" : "Inner"
              }, {
                "description" : "Adds the price book ID to quote line item rows based on the quote ID.",
                "fields" : [ {
                  "alias" : "DiscountAmount",
                  "sourceFieldName" : "DiscountAmount",
                  "sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
                }, {
                  "alias" : "DiscountPercentage",
                  "sourceFieldName" : "DiscountPercentage",
                  "sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
                }, {
                  "alias" : "EndDate",
                  "sourceFieldName" : "EndDate",
                  "sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
                }, {
                  "alias" : "ProductCode",
                  "sourceFieldName" : "ProductCode",
                  "sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
                }, {
                  "alias" : "ProductDescription",
                  "sourceFieldName" : "ProductDescription",
                  "sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
                }, {
                  "alias" : "ProductName",
                  "sourceFieldName" : "ProductName",
                  "sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
                }, {
                  "alias" : "ProductSellingModelName",
                  "sourceFieldName" : "ProductSellingModelName",
                  "sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
                }, {
                  "alias" : "Quantity",
                  "sourceFieldName" : "Quantity",
                  "sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
                }, {
                  "alias" : "QuoteId",
                  "sourceFieldName" : "QuoteId",
                  "sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
                }, {
                  "alias" : "QuoteLineGroupId",
                  "sourceFieldName" : "QuoteLineGroupId",
                  "sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
                }, {
                  "alias" : "RowNumber",
                  "sourceFieldName" : "RowNumber",
                  "sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
                }, {
                  "alias" : "SalesPrice",
                  "sourceFieldName" : "SalesPrice",
                  "sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
                }, {
                  "alias" : "ServiceDate",
                  "sourceFieldName" : "ServiceDate",
                  "sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
                }, {
                  "alias" : "SpecialInstructions_c",
                  "sourceFieldName" : "SpecialInstructions_c",
                  "sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
                }, {
                  "alias" : "StartDate",
                  "sourceFieldName" : "StartDate",
                  "sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
                }, {
                  "alias" : "SubscriptionTerm",
                  "sourceFieldName" : "SubscriptionTerm",
                  "sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
                }, {
                  "alias" : "BillingFrequency",
                  "sourceFieldName" : "BillingFrequency",
                  "sourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File"
                }, {
                  "alias" : "Pricebook2Id",
                  "sourceFieldName" : "Pricebook2Id",
                  "sourceName" : "Filter_Quote_with_Matching_Quote_ID"
                } ],
                "joinKeys" : [ {
                  "primarySourceFieldName" : "QuoteId",
                  "secondarySourceFieldName" : "Id"
                } ],
                "label" : "Add Price Book ID to Quote Line Item Rows",
                "name" : "Add_Price_Book_ID_to_Quote_Line_Item_Rows",
                "primarySourceName" : "Get_Quote_Line_Item_Rows_from_a_CSV_File",
                "secondarySourceName" : "Filter_Quote_with_Matching_Quote_ID",
                "type" : "Inner"
              }, {
                "description" : "Adds product selling model fields to products based on the product selling model ID.",
                "fields" : [ {
                  "alias" : "Pricebook2Id",
                  "sourceFieldName" : "Pricebook2Id",
                  "sourceName" : "Add_Price_Book_Entries_to_Products"
                }, {
                  "alias" : "PricebookEntryId",
                  "sourceFieldName" : "Id",
                  "sourceName" : "Add_Price_Book_Entries_to_Products"
                }, {
                  "alias" : "Product2Id",
                  "sourceFieldName" : "Product2Id",
                  "sourceName" : "Add_Price_Book_Entries_to_Products"
                }, {
                  "alias" : "ProductCode",
                  "sourceFieldName" : "ProductCode_CSV",
                  "sourceName" : "Add_Price_Book_Entries_to_Products"
                }, {
                  "alias" : "PricingTerm",
                  "sourceFieldName" : "PricingTerm",
                  "sourceName" : "Get_Product_Selling_Models_from_Salesforce_Object"
                }, {
                  "alias" : "ProductSellingModelName",
                  "sourceFieldName" : "ProductSellingModelName",
                  "sourceName" : "Get_Product_Selling_Models_from_Salesforce_Object"
                }, {
                  "alias" : "SellingModelType",
                  "sourceFieldName" : "SellingModelType",
                  "sourceName" : "Get_Product_Selling_Models_from_Salesforce_Object"
                } ],
                "joinKeys" : [ {
                  "primarySourceFieldName" : "ProductSellingModelId",
                  "secondarySourceFieldName" : "ProductSellingModelId"
                } ],
                "label" : "Add Product Selling Models to Products",
                "name" : "Add_Product_Selling_Models_to_Products",
                "primarySourceName" : "Add_Price_Book_Entries_to_Products",
                "secondarySourceName" : "Get_Product_Selling_Models_from_Salesforce_Object",
                "type" : "LeftOuter"
              }, {
                "description" : "Adds price book entry and product selling model fields to quote line item rows that have a product selling model, based on product code, price book ID, and product selling model name.",
                "fields" : [ {
                  "alias" : "DiscountAmount",
                  "sourceFieldName" : "DiscountAmount",
                  "sourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models"
                }, {
                  "alias" : "DiscountPercentage",
                  "sourceFieldName" : "DiscountPercentage",
                  "sourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models"
                }, {
                  "alias" : "EndDate",
                  "sourceFieldName" : "EndDate",
                  "sourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models"
                }, {
                  "alias" : "ProductDescription",
                  "sourceFieldName" : "ProductDescription",
                  "sourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models"
                }, {
                  "alias" : "ProductName",
                  "sourceFieldName" : "ProductName",
                  "sourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models"
                }, {
                  "alias" : "Quantity",
                  "sourceFieldName" : "Quantity",
                  "sourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models"
                }, {
                  "alias" : "QuoteId",
                  "sourceFieldName" : "QuoteId",
                  "sourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models"
                }, {
                  "alias" : "QuoteLineGroupId",
                  "sourceFieldName" : "QuoteLineGroupId",
                  "sourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models"
                }, {
                  "alias" : "SalesPrice",
                  "sourceFieldName" : "SalesPrice",
                  "sourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models"
                }, {
                  "alias" : "ServiceDate",
                  "sourceFieldName" : "ServiceDate",
                  "sourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models"
                }, {
                  "alias" : "SpecialInstructions_c",
                  "sourceFieldName" : "SpecialInstructions_c",
                  "sourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models"
                }, {
                  "alias" : "StartDate",
                  "sourceFieldName" : "StartDate",
                  "sourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models"
                }, {
                  "alias" : "SubscriptionTerm",
                  "sourceFieldName" : "SubscriptionTerm",
                  "sourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models"
                }, {
                  "alias" : "BillingFrequency",
                  "sourceFieldName" : "BillingFrequency",
                  "sourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models"
                }, {
                  "alias" : "PricebookEntryId",
                  "sourceFieldName" : "PricebookEntryId",
                  "sourceName" : "Add_Product_Selling_Models_to_Products"
                }, {
                  "alias" : "PricingTerm",
                  "sourceFieldName" : "PricingTerm",
                  "sourceName" : "Add_Product_Selling_Models_to_Products"
                }, {
                  "alias" : "Product2Id",
                  "sourceFieldName" : "Product2Id",
                  "sourceName" : "Add_Product_Selling_Models_to_Products"
                }, {
                  "alias" : "SellingModelType",
                  "sourceFieldName" : "SellingModelType",
                  "sourceName" : "Add_Product_Selling_Models_to_Products"
                } ],
                "joinKeys" : [ {
                  "primarySourceFieldName" : "ProductCode",
                  "secondarySourceFieldName" : "ProductCode"
                }, {
                  "primarySourceFieldName" : "Pricebook2Id",
                  "secondarySourceFieldName" : "Pricebook2Id"
                }, {
                  "primarySourceFieldName" : "ProductSellingModelName",
                  "secondarySourceFieldName" : "ProductSellingModelName"
                } ],
                "label" : "Add Product Fields to Quote Line Item Rows with Product Selling Models",
                "name" : "Add_Product_Fields_to_Quote_Line_Item_Rows_with_Product_Selling_Models",
                "primarySourceName" : "Filter_Quote_Line_Item_Rows_with_Product_Selling_Models",
                "secondarySourceName" : "Add_Product_Selling_Models_to_Products",
                "type" : "LeftOuter"
              }, {
                "description" : "Adds price book entry and product selling model fields to quote line item rows that don’t have a product selling model, based on product code, price book ID, and product selling model name.",
                "fields" : [ {
                  "alias" : "DiscountAmount",
                  "sourceFieldName" : "DiscountAmount",
                  "sourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models"
                }, {
                  "alias" : "DiscountPercentage",
                  "sourceFieldName" : "DiscountPercentage",
                  "sourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models"
                }, {
                  "alias" : "EndDate",
                  "sourceFieldName" : "EndDate",
                  "sourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models"
                }, {
                  "alias" : "ProductDescription",
                  "sourceFieldName" : "ProductDescription",
                  "sourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models"
                }, {
                  "alias" : "ProductName",
                  "sourceFieldName" : "ProductName",
                  "sourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models"
                }, {
                  "alias" : "Quantity",
                  "sourceFieldName" : "Quantity",
                  "sourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models"
                }, {
                  "alias" : "QuoteId",
                  "sourceFieldName" : "QuoteId",
                  "sourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models"
                }, {
                  "alias" : "QuoteLineGroupId",
                  "sourceFieldName" : "QuoteLineGroupId",
                  "sourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models"
                }, {
                  "alias" : "SalesPrice",
                  "sourceFieldName" : "SalesPrice",
                  "sourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models"
                }, {
                  "alias" : "ServiceDate",
                  "sourceFieldName" : "ServiceDate",
                  "sourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models"
                }, {
                  "alias" : "SpecialInstructions_c",
                  "sourceFieldName" : "SpecialInstructions_c",
                  "sourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models"
                }, {
                  "alias" : "StartDate",
                  "sourceFieldName" : "StartDate",
                  "sourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models"
                }, {
                  "alias" : "SubscriptionTerm",
                  "sourceFieldName" : "SubscriptionTerm",
                  "sourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models"
                }, {
                  "alias" : "BillingFrequency",
                  "sourceFieldName" : "BillingFrequency",
                  "sourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models"
                }, {
                  "alias" : "PricebookEntryId",
                  "sourceFieldName" : "PricebookEntryId",
                  "sourceName" : "Filter_Products_Without_Product_Selling_Model"
                }, {
                  "alias" : "PricingTerm",
                  "sourceFieldName" : "PricingTerm",
                  "sourceName" : "Filter_Products_Without_Product_Selling_Model"
                }, {
                  "alias" : "Product2Id",
                  "sourceFieldName" : "Product2Id",
                  "sourceName" : "Filter_Products_Without_Product_Selling_Model"
                }, {
                  "alias" : "SellingModelType",
                  "sourceFieldName" : "SellingModelType",
                  "sourceName" : "Filter_Products_Without_Product_Selling_Model"
                } ],
                "joinKeys" : [ {
                  "primarySourceFieldName" : "ProductCode",
                  "secondarySourceFieldName" : "ProductCode"
                }, {
                  "primarySourceFieldName" : "Pricebook2Id",
                  "secondarySourceFieldName" : "Pricebook2Id"
                } ],
                "label" : "Add Product Fields to Quote Line Item Rows Without Product Selling Models",
                "name" : "Add_Product_Fields_to_Quote_Line_Item_Rows_Without_Product_Selling_Models",
                "primarySourceName" : "Filter_Quote_Line_Item_Rows_Without_Product_Selling_Models",
                "secondarySourceName" : "Filter_Products_Without_Product_Selling_Model",
                "type" : "LeftOuter"
              } ],
              "label" : "SpecialInstructions_c",
              "parameters" : [ {
                "dataType" : "FileIdentifier",
                "description" : "The ID of the CSV file that contains the quote line item rows that must be processed to create records.",
                "isMultiValue" : false,
                "label" : "CSV File ID",
                "name" : "CSV_File_ID"
              }, {
                "dataType" : "Text",
                "description" : "The ID of the quote for which quote line items must be created.",
                "isMultiValue" : false,
                "label" : "Quote ID",
                "name" : "QuoteId"
              }, {
                "dataType" : "Text",
                "description" : "The ID of the price book associated with the quote to which the quote line items must be added.",
                "isMultiValue" : false,
                "label" : "Price Book ID",
                "name" : "Pricebook2Id"
              } ],
              "processType" : "RevenueTransactionManagement",
              "status" : "Active",
              "transforms" : [ {
                "name" : "Identify_Quote_Line_Item_Rows_Without_Product_Selling_Models",
                "sourceName" : "Add_Price_Book_ID_to_Quote_Line_Item_Rows",
                "label" : "Identify Quote Line Item Rows without Product Selling Models",
                "transformationType" : "Expression",
                "partitionBy" : [ ],
                "orderBy" : [ ],
                "expressionFields" : [ {
                  "alias" : "IsProductSellingModelEmpty",
                  "expression" : "IF(ISBLANK({ProductSellingModelName} ),1,0)",
                  "dataType" : "Numeric",
                  "length" : 1,
                  "decimalPlaces" : 0
                } ],
                "droppedFields" : [ ]
              }, {
                "name" : "Identify_Products_Without_Product_Selling_Models",
                "sourceName" : "Add_Product_Selling_Models_to_Products",
                "label" : "Identify Products Without Product Selling Models",
                "transformationType" : "Expression",
                "partitionBy" : [ ],
                "orderBy" : [ ],
                "expressionFields" : [ {
                  "alias" : "IsProductSellingModelBlank",
                  "expression" : "IF(ISBLANK({ProductSellingModelName} ),1,0)",
                  "dataType" : "Numeric",
                  "length" : 1,
                  "decimalPlaces" : 0
                } ],
                "droppedFields" : [ ]
              }, {
                "name" : "Add_Default_Fields_to_Quote_Line_Item_Rows",
                "sourceName" : "Combine_Quote_Line_Item_Rows_With_and_Without_Product_Selling_Models",
                "label" : "Add Default Fields to Quote Line Item Rows",
                "transformationType" : "Expression",
                "partitionBy" : [ ],
                "orderBy" : [ ],
                "expressionFields" : [ {
                  "alias" : "DefaultPeriodBoundary",
                  "expression" : "IF({SellingModelType} == \"TermDefined\" || {SellingModelType} == \"Evergreen\",\"Anniversary\",NULL)",
                  "dataType" : "Text",
                  "length" : 100
                }, {
                  "alias" : "DefaultStartDate",
                  "expression" : "IF({SellingModelType} == \"OneTime\",{StartDate},IF({SellingModelType} == \"TermDefined\" &&  ISBLANK({StartDate}),TODAY(),IF({SellingModelType} == \"Evergreen\" &&  ISBLANK({StartDate}),TODAY(),{StartDate})))",
                  "dataType" : "Date"
                }, {
                  "alias" : "DefaultSubscriptionTerm",
                  "expression" : "IF({SellingModelType} == \"OneTime\" || {SellingModelType} == \"Evergreen\",{SubscriptionTerm},IF({SellingModelType} == \"TermDefined\" && ISBLANK({SubscriptionTerm}),IF(ISBLANK({EndDate}),TEXT(FLOOR({PricingTerm})),{SubscriptionTerm}),{SubscriptionTerm}))",
                  "dataType" : "Text",
                  "length" : 100
                } ],
                "droppedFields" : [ ]
              } ],
              "writebacks" : [ {
                "name" : "Create_Quote_Line_Item_Records",
                "label" : "Create Quote Line Item Records",
                "sourceName" : "Filter_Quote_Line_Item_Rows",
                "targetObjectName" : "QuoteLineItem",
                "writebackRecordMaxLimit" : 0,
                "isChangedRow" : false,
                "shouldCreateTargetObject" : false,
                "isExistingDataset" : false,
                "description" : "Creates quote line item records for all the rows in the CSV file, including their child line items.",
                "canWrtbckToNonEditableFields" : false,
                "storageType" : "sObject",
                "operationType" : "Insert",
                "writebackSequence" : 1,
                "fields" : [ {
                  "isAutogenerated" : false,
                  "runtimeParameter" : false,
                  "sourceFieldName" : "PricebookEntryId",
                  "targetFieldName" : "PricebookEntryId"
                }, {
                  "isAutogenerated" : false,
                  "runtimeParameter" : false,
                  "sourceFieldName" : "Product2Id",
                  "targetFieldName" : "Product2Id"
                }, {
                  "isAutogenerated" : false,
                  "runtimeParameter" : false,
                  "sourceFieldName" : "Quantity",
                  "targetFieldName" : "Quantity"
                }, {
                  "isAutogenerated" : false,
                  "runtimeParameter" : false,
                  "sourceFieldName" : "QuoteId",
                  "targetFieldName" : "QuoteId"
                }, {
                  "isAutogenerated" : false,
                  "runtimeParameter" : false,
                  "sourceFieldName" : "DiscountAmount",
                  "targetFieldName" : "DiscountAmount"
                }, {
                  "isAutogenerated" : false,
                  "runtimeParameter" : false,
                  "sourceFieldName" : "DiscountPercentage",
                  "targetFieldName" : "Discount"
                }, {
                  "isAutogenerated" : false,
                  "runtimeParameter" : false,
                  "sourceFieldName" : "DefaultStartDate",
                  "targetFieldName" : "StartDate"
                }, {
                  "isAutogenerated" : false,
                  "runtimeParameter" : false,
                  "sourceFieldName" : "DefaultPeriodBoundary",
                  "targetFieldName" : "PeriodBoundary"
                }, {
                  "isAutogenerated" : false,
                  "runtimeParameter" : false,
                  "sourceFieldName" : "DefaultSubscriptionTerm",
                  "targetFieldName" : "SubscriptionTerm"
                }, {
                  "isAutogenerated" : false,
                  "runtimeParameter" : false,
                  "sourceFieldName" : "EndDate",
                  "targetFieldName" : "EndDate"
                }, {
                  "isAutogenerated" : false,
                  "runtimeParameter" : false,
                  "sourceFieldName" : "ProductDescription",
                  "targetFieldName" : "Description"
                }, {
                  "isAutogenerated" : false,
                  "runtimeParameter" : false,
                  "sourceFieldName" : "ProductName",
                  "targetFieldName" : "CustomProductName"
                }, {
                  "isAutogenerated" : false,
                  "runtimeParameter" : false,
                  "sourceFieldName" : "SalesPrice",
                  "targetFieldName" : "UnitPrice"
                }, {
                  "isAutogenerated" : false,
                  "runtimeParameter" : false,
                  "sourceFieldName" : "ServiceDate",
                  "targetFieldName" : "ServiceDate"
                }, {
                  "isAutogenerated" : false,
                  "runtimeParameter" : false,
                  "sourceFieldName" : "QuoteLineGroupId",
                  "targetFieldName" : "QuoteLineGroupId"
                }, {
                  "isAutogenerated" : false,
                  "runtimeParameter" : false,
                  "sourceFieldName" : "BillingFrequency",
                  "targetFieldName" : "BillingFrequency"
                }, {
                  "isAutogenerated" : false,
                  "runtimeParameter" : false,
                  "sourceFieldName" : "SpecialInstructions_c",
                  "targetFieldName" : "SpecialInstructions__c"
                }, {
                  "isAutogenerated" : false,
                  "runtimeParameter" : false,
                  "sourceFieldName" : "QuoteLineReference",
                  "targetFieldName" : "QuoteLineReference"
                } ]
              }, {
                "name" : "Create_Quote_Line_Item_Relationship",
                "label" : "Create Quote Line Item Relationship",
                "sourceName" : "Filter_Quote_Line_Item_Relationship",
                "targetObjectName" : "QuoteLineRelationship",
                "writebackRecordMaxLimit" : 0,
                "isChangedRow" : false,
                "shouldCreateTargetObject" : false,
                "isExistingDataset" : false,
                "description" : "Creates quote line item relationship records for all the quote line items.",
                "canWrtbckToNonEditableFields" : false,
                "storageType" : "sObject",
                "operationType" : "Insert",
                "writebackSequence" : 2,
                "fields" : [ {
                  "isAutogenerated" : false,
                  "runtimeParameter" : false,
                  "sourceFieldName" : "Relationship_AssociatedQuoteLinePricing",
                  "targetFieldName" : "AssociatedQuoteLinePricing"
                }, {
                  "isAutogenerated" : false,
                  "runtimeParameter" : false,
                  "sourceFieldName" : "Relationship_ProductRelationshipTypeId",
                  "targetFieldName" : "ProductRelationshipTypeId"
                }, {
                  "isAutogenerated" : false,
                  "runtimeParameter" : false,
                  "sourceFieldName" : "Relationship_AssociatedQuantScaleMethod",
                  "targetFieldName" : "AssociatedQuantScaleMethod"
                }, {
                  "isAutogenerated" : false,
                  "runtimeParameter" : false,
                  "sourceFieldName" : "Relationship_ProductRelatedComponent",
                  "targetFieldName" : "ProductRelatedComponentId"
                }, {
                  "isAutogenerated" : false,
                  "parentName" : "QuoteLineItem",
                  "relationshipName" : "MainQuoteLine",
                  "runtimeParameter" : false,
                  "sourceFieldName" : "Relationship_MainQuoteLineId",
                  "targetFieldName" : "QuoteLineReference"
                }, {
                  "isAutogenerated" : false,
                  "parentName" : "QuoteLineItem",
                  "relationshipName" : "AssociatedQuoteLine",
                  "runtimeParameter" : false,
                  "sourceFieldName" : "Relationship_AssociatedQuoteLineId",
                  "targetFieldName" : "QuoteLineReference"
                } ]
              }, {
                "name" : "Create_Quote_Line_Attributes",
                "label" : "Create Quote Line Attributes",
                "sourceName" : "Filter_Quote_Line_Attributes",
                "targetObjectName" : "QuoteLineItemAttribute",
                "writebackRecordMaxLimit" : 0,
                "isChangedRow" : false,
                "shouldCreateTargetObject" : false,
                "isExistingDataset" : false,
                "description" : "Creates quote line item attribute records for all the quote line items.",
                "canWrtbckToNonEditableFields" : false,
                "storageType" : "sObject",
                "operationType" : "Insert",
                "writebackSequence" : 2,
                "fields" : [ {
                  "isAutogenerated" : false,
                  "runtimeParameter" : false,
                  "sourceFieldName" : "Attribute_AttributeDefinitionId",
                  "targetFieldName" : "AttributeDefinitionId"
                }, {
                  "isAutogenerated" : false,
                  "parentName" : "QuoteLineItem",
                  "relationshipName" : "QuoteLineItem",
                  "runtimeParameter" : false,
                  "sourceFieldName" : "QuoteLineReference",
                  "targetFieldName" : "QuoteLineReference"
                }, {
                  "isAutogenerated" : false,
                  "runtimeParameter" : false,
                  "sourceFieldName" : "Attribute_AttributeName",
                  "targetFieldName" : "AttributeName"
                }, {
                  "isAutogenerated" : false,
                  "runtimeParameter" : false,
                  "sourceFieldName" : "Attribute_AttributePicklistValueId",
                  "targetFieldName" : "AttributePicklistValueId"
                } ]
              } ]
            }
          }
           
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