Field Mapper

The Field Mapper feature allows an administrator to configure additional fields to be mapped from one object to another beyond the baseline code when the mechanism has been set up for a given process. This is particularly useful for custom fields.

Currently, this is available for the the import quote to sale process.

Within a customer's org:

  1. Ensure all source or destination fields exist in the org, e.g. you have added the custom fields if appropriate. Also, ensure you have run the First Time Setup or Settings Tab -> Other Tasks -> System Integrity if you did add custom fields.
  1. Navigate to Setup -> Develop -> Custom Settings
  2. Click the Manage link next to Custom Field Mappings
  3. Click New

Examples of Category values would be [QUOTE_TO_SALE, QUOTE_ITEM_TO_SALE_ITEM].

Examples of records to be created:

e.g. a custom field called Manufacturer__c on Quote Item

  • Name: Quote Item Manufacturer to Sale Item
  • Category: QUOTE_ITEM_TO_SALE_ITEM (we would create a class that defined these as constants)
  • Source Object API Name: i360__Quote_Item__c
  • Source Field API Name: i360__Manufacturer__c
  • Source Destination API Name: i360__Sale_Item__c
  • Source Destination API Name: i360__Vendor__c

e.g. a custom field called Contract_Number__c on Quote

  • Name: Quote Contract Number to Sale
  • Category: QUOTE_TO_SALE (we would create a class that defined these as constants)
  • Source Object API Name: i360__Quote __c
  • Source Field API Name: i360__Contract_Number__c
  • Source Destination API Name: i360__Sale__c
  • Source Destination API Name: i360__Contract_Number__c