Mapping Fields in Salesforce Agentforce Revenue Management | Quote → Order Field Mapping (Part 1)
In this first part of the Revenue Cloud Field Mapping Series, JM from The Cloud Update walks through how to properly create and map new fields across Quote Line Items and Order Products in Salesforce Revenue Cloud.
You’ll learn how to:
Create custom fields on Quote Line Item and Order Product
Add attributes to your active Context Definition (Sales Transaction Item node)
Create attribute tags and mappings for both Quote Entities and Order Entities
Verify that values persist from Quote to Order during order creation.
⏱️ Timestamps
00:00 – Introduction & Overview
00:28 – Why Fields Need Context Definition
01:00 – Creating Fields on Quote Line & Order Product
03:30 – Adding Attribute and Tag in Context Definition
05:45 – Mapping Quote and Order Entities
09:45 – Testing Field Mapping & Final Result
📚 Series Overview
Part 1 (this video): Map fields from Quote Line Item → Order Product
Part 2: Bring values from Product → Quote Line Item
Part 3: Map Order Items → Asset Action Source
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