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bestpractices:crmintegrationsetup:sending_attributes_to_salesforce [2012/01/26 13:43]
rolaniyi [Sending attributes to salesforce]
bestpractices:crmintegrationsetup:sending_attributes_to_salesforce [2012/01/26 16:32] (current)
rolaniyi [Sending Attributes to salesforce]
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 +====== Sending Attributes to Salesforce ======
 +
 + 1. Sending attributes to a **single** custom field: Only if 1 item is the quote (could have multiple line items) or every main item in the quote has the same attribute value selected\\
 +   * Navigate through **CPQ Setup>>CRM Integration>>Custom Field Mappings** to define new mapping. See chapter on [[adminhelp:crmintegrationsetup:customfieldsmapping]] \\
 +    * use tag <*CTX.Quote.CurrentItem.MainItem.Attribute(…)*> to make sure that every record created receives the attribute value (even from line items)\\
 +     * use tag <*CTX.Quote.CurrentItem.Attribute(…)*> if attribute should not be passed from every item in the quote (only main items)\\
 +
 + 2. Sending attributes to **multiple** records (oppty line items, assets, etc): When each main item in the quote passes an attribute value to a record in SF (oppty line item, asset)\\
 +    * Navigate through **CPQ Setup>> CRM Integration>> CRM Item Mappings** to define new mapping. See chapter on [[adminhelp:crmintegrationsetup:crmitemmappings]]\\
 +      * use tag <*CTX.Quote.CurrentItem.MainItem.Attribute(…)*>  to make sure that every record created receives the attribute value (even for line items)\\
 +      * use tag <*CTX.Quote.CurrentItem.Attribute(…)*> if attribute should not be passed from every item in the quote (only main items)\\
 + 
 +<note> In some situations, a custom table is used to track properties of each part number. In this case, the table lookup should then be used in place of the CTX tag for any mappings. If field is Saleforce is a picklist, then the attributes in CPQ MUST match exactly the values in the SF field</note>
 +  
 +===== See Also =====
 +
 +  * [[adminhelp:crmintegrationsetup:customfieldsmapping|Custom Fields Mappings]]
 +  * [[adminhelp:crmintegrationsetup:productmapping|Products Mappings]]
 +  * [[adminhelp:crmintegrationsetup:customerrolesmapping|Customer Roles Mapping]]
 +  * [[adminhelp:crmintegrationsetup:usermappings|User Mappings]]
 +  * [[adminhelp:crmintegrationsetup:crmitemmappings|CRM Item Mappings]]
 +
  
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