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

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

In this video, we walk through how to make custom fields editable within the Transaction Line Editor in Salesforce Revenue Cloud Advanced. If you’ve added a custom field—like “Delivery Date”—to the line editor but noticed updates don’t save to the quote line, this guide is for you. 📌 What You’ll Learn: ✅ Why custom fields may not save from the Transaction Line Editor ✅ How to create and tag an attribute on the Sales Transaction Item ✅ How to set up the Quote Entities Mapping ✅ How to validate that changes persist on the Quote Line 🛠 Steps Covered in This Video: 0:00 - Intro & Scenario Overview 0:27 - Adding a Custom Field to the Line Editor 0:59 - Problem: Field Doesn’t Save to the Quote Line 1:20 - Step 1: Go to Context Definitions in Setup 1:45 - Find the Active Context Definition via Pricing Procedure 2:08 - Step 2: Create an Attribute for the Custom Field 2:47 - Step 3: Tag the Attribute on the Sales Transaction Item 3:13 - Step 4: Map the Attribute to the Quote Line Field 3:37 - Step 5: Test in the Transaction Line Editor 4:02 - Final Validation on the Quote Line Record 4:15 - Wrap-Up & Best Practices 💡 Why This Matters: Without proper mapping through context definitions, custom fields won’t persist updates from the Transaction Line Editor. This video ensures your custom UI enhancements actually write data to the underlying records. 📺 Related Videos: ➡️ Intro to Context Definitions ➡️ Configuring the Product Configurator Screen ➡️ Quote Line to Order Product Mapping ⚡ Drop questions below or request a walkthrough on a related use case! 👍 Like & Subscribe for more Revenue Cloud tutorials, context mapping strategies, and UI customization tips. #Salesforce #RevenueCloud #CPQ #SalesforceAdmin #SalesforceDeveloper #TransactionLineEditor #ContextDefinition #SalesforceAutomation Music from Free To Use Source: https://freetouse.com/music Engineering by Aylex