If your business uses Salesforce Revenue Cloud, you probably want your product details to stay accurate all the way from quotes to orders to assets. Good news — this is possible with a simple tool called “mapping.”
In this guide, we’ll explain how to connect information from the Order Product to the Asset using Salesforce. This means details like “Installation Date” can flow automatically from the start of a sale to the final asset created.
Without this setup, teams often have to enter the same data over and over again in different places. That slows everyone down and increases the chance of mistakes.
As Jared Christensen, SOLVD Consultant, said:
“Mapping fields from Order Product to Asset saves time and makes sure customer data stays accurate.”
First, make sure the fields you want to pass from the Order Product to the Asset exist. In this example, we’re using Installation Date. But it could be any important detail for your business.
“You don’t even need the API names to match between fields — Salesforce lets you map them anyway,” said Jared Christensen, SOLVD Consultant.
In Salesforce, go into your Sales Transaction Context Definition and set up the mapping from Order Product to Sales Transaction Item. This is where Salesforce will start passing the field data.
Next, set up the mapping from Sales Transaction Item to Asset Action Source. This is a key step so the data keeps flowing.
Finally, map from Asset Action Source to Asset. This completes the connection, so your data moves from Order Product all the way to the Asset without anyone needing to retype it.
Jared Christensen, SOLVD Consultant sums it up well:
“When done right, mapping ensures your data flows smoothly from quote to asset with less manual work.”
Setting this up helps your team:
SOLVD.cloud helps businesses like yours get the most out of Salesforce Revenue Cloud.
Want to see how this mapping could work for your team?
→ Schedule a free consultation with SOLVD.cloud today.
Let us show you how to automate more of your business — and save your team hours of manual work.
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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