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Tilpasse databehandlingsmotor-definisjoner for import av tilbudslinjeelementer
Endre Databehandlingsmotor-definisjonen hvis du vil at brukere skal kunne importere tilpassede felt. Transaksjonsbehandling bruker denne definisjonen til å behandle tilbudslinjeelementer etter at en bruker har lastet opp en CSV-fil.
Nødvendige utgaver
| Tilgjengelig i Lightning Experience |
| Tilgjengelig i Enterprise, Unlimited og Developer Edition i Revenue Cloud der Transaksjonsbehandling er aktivert |
| Nødvendige brukertillatelser | |
|---|---|
| Slik oppretter du en Databehandlingsmotor-definisjon: | Tilpasse program OG Endre alle data |
-
Last ned den eksisterende malen før du begynner.
- Finn og velg Data Processing Engine under Oppsett.
-
Klikk på
som tilsvarer malen Opprett tilbudslinjeelementer fra en CSV-fil, og velg Last ned.
Fordi utførelsesplattformtypen for definisjonen er Core, kan du ikke åpne den i verktøyet for den visuelle definisjonsbyggeren.
-
Åpne og rediger den nedlastede JSON-filen. Overhold disse kravene under tilpassing.
- Behold standardverdiene for feltene definitionRunMode, executionPlatformType og processType.
- Behold nodene Get_Related_Quote_Line_Items_Relationships_and_Attributes og Consolidate_and_Write_Quote_Line_Item_and_Its_Related_Records for å opprette standard underordnede linjeelementer for pakkede produkter og standardattributter for tilbudslinjeelementer.
- Oppretthold parameteren Tilbudslinjereferanse i den tilpassede noden Get_Related_Quote_Line_Items_Relationships_and_Attributes og konsolidate_and_Write_Quote_Line_Item_and_Its_Related_Records-noden.
- Angi verdien i isTemplate-feltet til false.
- Bruk API-navnet for aliaser for tilpassede felt, og endre suffikset __c til _c.
Bruk for eksempel aliaset SpecialInstructions_c som det tilpassede feltet SpecialInstructions__c. - Bruk BatchCalcJobDefinition API til å laste opp den oppdaterte Databehandlingsmotor-definisjonen.
- Velg den oppdaterte definisjonen i feltet Databehandlingsmotor-definisjon for import av tilbudslinjeelementer.
Eksempel
I dette eksemplet inkluderer definisjonen spesifikke noder og logikk for behandling av data.
- Hent unike produkter-noden bruker en aggregeringsfunksjon til å telle unike produktkoder fra rader med filtrerte tilbudslinjeelementer.
- Den tilføyde noden kombinerer tilbudslinjeelementrader med og uten produktsalgsmodeller.
- Konsolider og skriv tilbudslinjeelement og dens Relaterte poster-node konsoliderer tilbudslinjeelementer, relasjoner og attributter. Deretter skrives de sammen til målobjekter.
- Filtre begrenser rader basert på QuoteId-inndatavariabelen og identifiserer produkter uten å selge modeller.
- Uttrykksfelt identifiserer tomme salgsmodeller og bestemmer standardverdier for StartDate og 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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