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グループ* Salesforce Revenue Cloud *Manish Sharma の質問
Manish Sharma (Bandhan Technologies) が「* Salesforce Revenue Cloud *」で質問
8月19日 20:52

Is there a way to populate the Quote fields from the Account fields using Context Definition only?

Hi everyone, Is there a way to populate the Quote field "Region__c" from the Account field "Region__c" using Context Definition only? 

I'm curious if this is achievable purely through Context Definition (without Flow or Apex) — has anyone done this before? Please help. 

Thanks! 

5 件の回答
  1. Rohit . (360 Cloud Solution)
    9月4日 6:43

    @Manish Sharma

     

    Yes, it is possible using

    Context Definition alone. Map a context attribute such as Region from Account.Region__c through the Quote’s Account relationship to Quote.Region__c. No Flow or Apex is required. 

    For example: 

    Account.Region__c → Context Attribute (Region) → Quote.Region__c 

    Make sure the mapping uses supported matching data types and the context definition is active. 

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