How to Keep Contract Line Items in Sync with Data True-Up
Data True-Up syncs line item details between a generated document and a Sales Contract
Line Item record and its related records. Context Service document templates support Data
True-Up line-item tokens.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, Unlimited, and
Developer Editions
When a template includes a line-item table, such as a product or service list per contract,
map each line-item record to a row in the document by using repeating section tokens with the
DT_ prefix.
After generating the document or modifying the line-item content in Salesforce or the
document, use Data True-Up to fetch the current values or write changes back. Data True-Up
keeps product or service fields such as quantity, total price, aligned between the document
and the Salesforce record.
Make sure that the line-item repeating section and the field tokens use the correct API
names. Data True-Up reconciles only the fields that it supports for sync. See Supported Data Type Fields for Data True-Up.
Format for Line-Item Tokens
The DT_ prefix identifies which line items participate in the Data True-Up reconciliation
process.
Define the start and end of the repeating line-item section by using the
{{#DT_LineItems}} and {{/DT_LineItems}} tokens.
Use tokens with the DT_ prefix within a section, such as {{DT_Product Name}}. Match them
to the API field names defined for the line-item object so they participate in Data
True-Up reconciliation.
Replace DT_LineItems with your organization’s line-item object API name while preserving
the DT_ prefix for Data True-Up compatibility.
You can include
standard tokens inside a Data True-Up line-item section. This approach helps reduce the
number of Data True-Up tokens and stay within the supported
limit.
In this example, only tokens with the DT_ prefix count toward the Data True-Up
token limit. This pattern is useful when you don’t need reconciliation for every field.
{{DT_ProductName}} participates in Data True-Up reconciliation.
{{Quantity}} is a standard token and resolves as a normal replacement value.
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