How to Make Custom Fields Editable in the Transaction Line Editor (Revenue Cloud Advanced)

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How to Make Custom Fields Editable in the Transaction Line Editor (Revenue Cloud Advanced)

Managing custom fields in Salesforce Revenue Cloud Advanced can sometimes be challenging, especially when you need to track additional information directly within the Transaction Line Editor. This article provides a clear guide on configuring custom fields to ensure they are editable and persistent from this crucial sales interface.

The Challenge: Why Custom Field Updates Don’t Stick

A frequent hurdle for administrators is adding custom fields to the Transaction Line Editor, only to find that changes made there don’t save or appear correctly on the Quote Line Items. This disconnection occurs because the Transaction Line Editor operates within a ‘Sales Transaction’ context, and the data needs to be explicitly mapped to the underlying Quote Line Item records for changes to persist.

The Solution: Step-by-Step Configuration

Properly configuring custom fields for the Transaction Line Editor requires mapping the data flow using Revenue Cloud’s Context Definition framework. Here’s how to do it:

Step 1: Create Your Custom Field and Add to Layouts

Create the Custom Field: First, ensure your custom field (e.g., ‘Delivery Date’) exists on the Quote Line Item object. Choose the appropriate data type.
Add to Quote Line Item Layout: While not strictly necessary for the Transaction Line Editor, adding the field to the Quote Line Item page layout is good practice for verification.
Add to Transaction Line Editor Component: Navigate to the Lightning App Builder for your Quote record page. Edit the page and select the Transaction Line Editor component. In the component properties, add your new custom field to the list of displayed columns.

Step 2: Identify and Configure the Context Definition

Go to Setup and search for ‘Revenue Cloud’.
Navigate to Revenue Cloud Settings.
Find and open Context Definitions.
Identify the active Context Definition that your Transaction Line Editor component uses. This is typically the one extending from the Sales Transaction context. If you have multiple, check your active pricing procedure configuration or other relevant setup that dictates which context is in use.

Step 3: Create an Attribute in the Sales Transaction Item Context

Within your chosen Context Definition, go to the Map Data tab.
Click Edit.
Expand the Sales Transaction Item section (this represents the line items within the transaction context).
Scroll down to the Attributes section and click New Attribute.
Create a new attribute for your custom field (e.g., ‘Delivery Date Attribute’).
Crucially, set the Direction for this attribute to Input and Output. This allows data to flow into the Transaction Line Editor for display/editing and out from it when changes are saved.
Ensure the Data Type of the attribute matches the data type of your custom field on the Quote Line Item object.
Save the new attribute.

Step 4: Map the Attribute to the Quote Line Item Field

Still within the Context Definition’s Map Data tab, locate the Quote Entities mapping section.
Click Edit Map.
On the left side of the mapping interface, find the Sales Transaction Item entity.
Expand it and look under the ‘Unmapped’ section for the attribute you just created (e.g., ‘Delivery Date Attribute’).
On the right side, find the Quote Line Item entity.
Drag and drop your attribute from the left onto the corresponding custom field on the Quote Line Item entity on the right side.
Verify the mapping line connects the correct attribute to the correct field.
Save your changes to the Context Definition.

Testing Your Configuration

After completing these steps, it’s essential to test. Refresh your Quote record page and open the Transaction Line Editor. Locate your custom field, make a change, and save. Close the editor and navigate directly to the related Quote Line Item record to confirm that the change persisted correctly on the underlying record.

Why This Matters for Your Sales Process

Enabling custom fields in the Transaction Line Editor directly enhances the efficiency and accuracy of your sales team. It allows them to capture vital, deal-specific information like delivery dates, special instructions, or custom codes without navigating away from the quote line item details. This streamlined data entry improves data quality and accelerates the quoting process.

By leveraging the powerful Context Definition framework in Salesforce Revenue Cloud, you can tailor the Transaction Line Editor to perfectly match your business’s unique data requirements, making your quoting process more robust and user-friendly.

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