When you’re using Revenue Cloud, you may want to pass details—like an Installation Date—from a product to a quote line. In the old CPQ system, this was easy. You just made a field with the same name on both, and Salesforce would move the info.
In Revenue Cloud, it’s a bit different. It takes a few more steps, but you get more control.
“It’s a little more complex than CPQ, but it gives you a lot more flexibility,” – Jared Christensen, SOLVD Consultant
Here’s a simple way to do it:
First, make the same field (like Installation Date) on both the Product and Quote Line objects.
Next, find the Product Discovery Context that’s already there. Make a copy (or “clone”) of it. You’ll use this copy to make changes. We do this because some changes can’t be done with the original version.
“Even though cloning isn’t usually best practice, for this use case, it’s required,” – Jared Christensen, SOLVD Consultant
In the new version of the context, go to the part called Category Product. Add your custom field (like Installation Date) there. Make sure the field type matches—if it’s a date, keep it a date.
Now you tell Revenue Cloud how to move the data:
At each step, you’re just matching the same field name.
Once your mapping is done, go update these parts of Revenue Cloud to use your new context:
Make sure they all point to your updated context and that it’s turned on.
Now test it out:
If it works, you’re all set!
If you just need to carry data from the product to the quote and don’t need a lot of rules, using Attributes might be easier. Attributes move through the process without extra setup.
But if you do need to move info into a custom field, the steps above are the way to do it.
This process gives you more control over how your data flows. But if you want help setting it up or making it faster, we’ve got your back.
Book a free call with SOLVD.cloud. Let’s make your Revenue Cloud work smarter.
From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!
SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.
As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.
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