Services CPQ Administration

The Services CPQ Administration page enables you to map fields on an estimate and its related records to fields on a project and its related records when a project is created from an estimate. For more information about creating a project from an estimate, see Creating a Project from an Estimate.

Mappings in Services CPQuse the FDN Mappings component. For more information, see Adding Custom Mappings from the FDN Mappings Component.

Notes:

• Your administrator must assign you the FDN Core - Administrator and FDN Core - Mapping permission sets to be able to edit and create mappings.
• The following field mappings can't be edited or deleted: Account, Currency ISO Code, End Date, Opportunity, and Start Date. These fields will always map from an estimate to their counterparts on a project.

Services CPQ provides the following field mappings:

• Estimate to Project
• Estimate Task to Project Task Mappings
• Line Set to Milestone Mappings

To create a custom mapping:

1. Navigate to the relevant mapping page by doing one of the following:
   • On the Services CPQ Administration page, click Services CPQ Custom Mappings and select the relevant field mapping.
   • Navigate to the relevant tab from the list above.
2. Click Add Mapping.
3. In the Source Field Path field, select the field from the source object that you want to map from.
4. In the Target Field field, select the field from the target object that you want to map to.
5. Click Save, or Save & New to save and create another new mapping.