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Mapping Salesforce Custom Fields with Proposal Builder

Overview

Proposal Builder gives you even more control over your proposals with custom field mapping. You can create fields in Salesforce and seamlessly map them to Responsive custom fields.

Permissions

You must have the System Administrator privilege in Salesforce to complete the installation.

Select the applicable tab for your edition of Responsive.

  • Mapping Salesforce Custom Fields with Proposal Builder

    Custom fields created in Salesforce should be mapped to Proposal Builder custom fields in Responsive so they appear during proposal creation.

    To map a Salesforce custom field to Responsive, follow the steps mentioned below.

    Go to Organization Settings > Proposal Builder > Custom Fields and click Add Field.
    PB - Add Custom Field.png

    Fill the details on the Add Custom Field popup.

    PB - Add Custom Fields Popup.png

    • Specify the Merge Tag Name.
    • Enter a Display Name for the custom field.
    • Specify a Group Name.
    • Select the Type of the field response.
    • Optionally you can enter a placeholder text in the Value field, specify a Prefix or Suffix value and a Help Text in the corresponding fields.
    • Check the Show in the Basic Info Page if you want the field to be displayed on the Basic Info page.
    • Check the Required box to make the field mandatory.
    • Check the Associate with Salesforce (instance name) box to associate the field with Salesforce.
      • A section as shown below will be displayed:
        PB - Salesforce Field.png
      • Select the custom field you want to associate with the object from the Salesforce Fields drop-down list.
        PB - Salesforce Field Drop-down.png
    • Uncheck the Editable box to prevent the field from being edited on Responsive.

    Click Add. The field displays in the Custom Fields section of the Organization Settings.
    PB - Salesforce Custom Field.png

    While creating a proposal, the mapped fields are indicated with [i] Integration - Salesforce - 02.png as shown below.
    PB - Create Proposal - Custom Fields.png

  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Mapping Salesforce Custom Fields with Proposal Builder

    Custom fields created in Salesforce should be mapped to Proposal Builder custom fields in Responsive so they appear during proposal creation.

    To map a Salesforce custom field to Responsive, follow the steps mentioned below.

    Go to Organization Settings > Proposal Builder > Custom Fields and click Add Field.
    PB - Add Custom Field.png

    Fill the details on the Add Custom Field popup.

    PB - Add Custom Fields Popup.png

    • Specify the Merge Tag Name.
    • Enter a Display Name for the custom field.
    • Specify a Group Name.
    • Select the Type of the field response.
    • Optionally you can enter a placeholder text in the Value field, specify a Prefix or Suffix value and a Help Text in the corresponding fields.
    • Check the Show in the Basic Info Page if you want the field to be displayed on the Basic Info page.
    • Check the Required box to make the field mandatory.
    • Check the Associate with Salesforce (instance name) box to associate the field with Salesforce.
      • A section as shown below will be displayed:
        PB - Salesforce Field.png
      • Select the custom field you want to associate with the object from the Salesforce Fields drop-down list.
        PB - Salesforce Field Drop-down.png
    • Uncheck the Editable box to prevent the field from being edited on Responsive.

    Click Add. The field displays in the Custom Fields section of the Organization Settings.
    PB - Salesforce Custom Field.png

    While creating a proposal, the mapped fields are indicated with [i] Integration - Salesforce - 02.png as shown below.
    PB - Create Proposal - Custom Fields.png

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