Supported Mapping Types

From Summer '23, the Salesforce Contracts supports four types of mapping to create and update contracts from standard and custom objects.

Warning Existing customers who upgraded to Summer '23 or later releases must delete their existing field mappings and create a new structure to continue using the create contract and update contract features from standard or custom objects.

The mappingType includes:

• ParentToParent

• ChildToChild

• ParentToChild

• Support

  Support Mapping refers to a lookup reference from one object to another object. Salesforce Contracts supports the dot reference only up to one level. Support mapping is available for all three mapping types. ParentToParentWithSupport, ChildToChildWithSupport, and ParentToChildWithSupport. AnyObject.AnyLookup.Anyfield -> Contract.AnyField. For example, you can create a lookup from Opportunity to Account and then map any field from Account to any field in Contract. Opportunity.Account.AccountName -> Contract.Name.

The user with CLM Admin permission set can use the standard XML file to define a mapping between the standard or custom objects and the contract. For example, to create a contract from a Quote, use the parent-to-parent mapping type, and to map quote lines to contract lines, use the child-to-child mapping type. Similarly, you can use support mappings as well.