SECTIONSUsing Analysis Items on Opportunities or Orders
If you create contracts from Salesforce opportunities or orders via the integrations available in Billing Central, and you want to use Foundations analysis items on opportunities or orders, you must work through the following setup:
- Create the Foundations analysis items and set up analysis mappings for them. See Analysis Items Overview for more information.
If you are upgrading and you already use the Analysis Item fields on billing documents, set them up as analysis mappings if you want them to be available on other objects.
- Add the Analysis Items Lightning component to the Opportunity or Order Lightning record pages. See the Salesforce Help for more information.
- Ensure that the mappings configured for the Opportunity to Contract or Order to Contract integration with Billing Central include the analysis items that you set up at step 1.
For more information about the Opportunity to Contract integration, see Setting up the Opportunity To Contract Feature.
For more information about the Order to Contract integration, see