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Groups* Salesforce Revenue Cloud *Manish Sharma's Question
Manish Sharma (Vedendu IT Solutions Pvt Ltd) asked in * Salesforce Revenue Cloud *
Aug 19, 8:52 PM

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! 

1 answer
  1. Kate Shelton (Salesforce)
    Today, 2:42 AM

    Yes, this should be achievable through Context Definition alone — no Flow or Apex needed. Context Definitions can map through the Account relationship, not just fields on the Quote itself. 

    So you'd map your Region attribute to Account.Region__c on one side and Quote.Region__c on the other, and it should flow through on its own.

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