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            Deploy Field Mappings XML Via Postman

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            Deploy Field Mappings XML Via Postman

            Deploy XML via postman to configure the field mappings from an object and map it to specific contract object fields. For deploying the field mappings, you must set up a connected app, create a POST request to generate an access code, and then create a SOAP URL. In this section, you set up a connected app to establish a connection between the postman and Salesforce org and obtain the consumer key and consumer secret.

            If you are using the sample field mappings XML for opportunity, quote, and order. You must download the file from Sample Object Hierarchy Relationships Mapping in XML.

            The user with CLM Admin permission set can create custom XML files along with support mappings. Here are a few valid XML deployment scenarios:

            • ParentToParent

            • ParentToParent with ChildToChild

            • ParentToParent with ParentToChild

            • All three mappings can also include support mappings.

            The CLM Admin must follow the deployment sequence for all the deployments to be successful.

            Note
            Note The parent mapping must be deployed successfully in the org for the child mapping deployment to be successful. If incorrect mappings have been inserted, delete the mappings from the parent level and create another mapping to avoid failure.

            1. Deploy parent-to-parent mapping.

            2. Deploy parent-to-parent support mappings, and parent-to-child mappings and child-to-child mappings.

            3. Deploy support mappings for the child-to-child and parent-to-child.

            1. Create a Connected App in your Org
              When you create a connected app, make sure that you understand how it’s going to be used so you can configure the appropriate settings. For example, if you’re creating a connected app to integrate an external application with your Salesforce API, configure the connected app with OAuth authorization settings.
            2. Create a POST Request to Generate Access Code in Postman
              You need to create a POST request to generate an access code to use during SOAP URL creation for authentication and integration.
            3. Create a SOAP URL in Postman
              You must create a SOAP URL to post the request with the Base64 zip file for field mappings.
             
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