If you’re working with Salesforce Revenue Cloud and wondering how to pass data from a Quote to an Order, you’re not alone. It’s a common task—and once you know the steps, it’s easier than it sounds.
In this guide, we’ll walk through the simple process of mapping a field (like an installation date) from a Quote record to an Order record using the Sales Transaction Context in Revenue Cloud.
When you create a Quote, you often need that data to carry over to the Order. If the fields don’t map correctly, your team ends up doing extra work or making mistakes. Automating that connection saves time and ensures everything flows smoothly through your sales process.
As Jared Christensen, Consultant at SOLVD explains in the video:
“We’re going to be mapping through the sales transaction context definition, and we’re going to map through the quote entities mapping to the sales transaction.”
Here’s how to do it in plain language:
“Although the direction may look like it’s going from the Sales Transaction to the Quote, setting the attribute for both input and output allows it to go both ways.”Then:
“The fields don’t need to have the same API name, but in my example, they do,” Jared Christensen, Consultant at SOLVD points out.
Once everything is mapped:
If it did, congrats—you just successfully mapped from Quote to Order!
At SOLVD, we help companies like yours streamline and automate processes using Revenue Cloud and Agentforce. If you want expert help or just need a second opinion, we’re here for you.
👉 Schedule a free call with our team to make your Salesforce setup smoother and 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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