Services CPQ Administration

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

Mappings in Services CPQ use 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.
  • When creating custom mappings, ensure that the mappings you create are between the same field types. For example, Text to Text and Date to Date. If you create a mapping between different field types, users will receive an error when creating a project from an estimate.

Services CPQ Mappings

You can map fields on an estimate to fields on a project so that the required data is transferred from the estimate to the new project.

The following fields are mapped by default:

Estimate to Project Default Mappings

Estimate Field

Project Field
Start Date Start Date
End Date End Date
Currency ISO Code Currency ISO Code
Account Account
Opportunity Opportunity

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 | Estimate to Project Mappings.
    • Navigate to the Estimate to Project Mappings tab.
  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.

You can map fields on an estimate task to fields on a project task so that the required data is transferred from the task on the estimate to the task on the new project.

The following fields are mapped by default:

Estimate Task to Project Task Default Mappings

Estimate Field

Project Field
Estimate Task Name Project Task Name
Start Date Start Date & Time
End Date End Date & Time
Currency ISO Code Currency ISO Code
Peer Order Peer Order
End Date Actual End Date & Time

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 | Estimate Task to Project Task Mappings.
    • Navigate to the Estimate Task to Project Task Mappings tab.
  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.

You can map line sets on an estimate to milestones on a project so that the required data is transferred from the line set on the estimate to the milestone on a new project.

The following fields are mapped by default:

Line Set to Milestone Default Mappings

Estimate Field

Project Field
Estimate Line Set Name Milestone Name
End Date Target Date
Start Date Start Date
Net Bill Amount Milestone Amount
Estimate Line Set Name Description

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 | Line Set to Milestone Mappings.
    • Navigate to the Line Set to Milestone Mappings.
  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.

You can map role requests on an estimate to resource requests so that the required data is transferred from the role request on the estimate to the resource request on the opportunity or new project.

Note:

All role request to resource request mappings are used as grouping criteria when resource requests are created when a role request is added to opportunity or a project is created from the estimate.

The following fields are mapped by default:

Role Request to Resource Request Default Mappings

Estimate Field

Project Field
Resource Role Resource Role
External Resource Notes
Requested Bill Rate Requested Bill Rate
Currency ISO Code Currency ISO Code
Start Date Start Date
End Date End Date
Hours Requested Hours
Suggested Resource Suggested Resource
Region Region
Practice Practice
Group Group

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 | Role Request to Resource Request Mappings.
    • Navigate to the Role Request to Resource Request Mappings tab.
  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.

You can map vendor line items on an estimate to milestones on a project so that the required data is transferred from the vendor line item on the estimate to the milestone on the new project.

The following fields are mapped by default:

Vendor Line Item to Milestone Default Mappings

Estimate Field

Project Field
Estimate Vendor Line Item Name Milestone Name
Bill Amount Milestone Amount
Cost Amount Milestone Cost
Billing Date Target Date
Vendor Account Vendor Account

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 | Vendor Line Item to Milestone Mappings.
    • Navigate to the Vendor Line Item to Milestone Mappings.
  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.

Services CPQ – Salesforce CPQ Connector Mappings

You can map estimate product instances on an estimate to quote lines on a quote so that the required data is transferred from the estimate product instance on the estimate to the quote line on the quote.

The following fields are mapped by default:

Estimate Product Instance to Quote Line Default Mappings

Estimate Product Instance Field

Quote Line Field
Record ID Estimate Product
Estimate Product Instance Name Description
Net Bill Amount (Estimate Currency) List Unit Price
Net Bill Amount (Estimate Currency) Net Unit Price
Estimate Product > Product Product

To create a custom mapping:

  1. Navigate to the relevant mapping page by doing one of the following:
    • On the Services CPQ – Salesforce CPQ Connector Administration page, click Services CPQ - Salesforce CPQ Connector Custom Mappings | Estimate Product Instance to Quote Line Mappings.
    • Navigate to the Est Prod Instance to Quote Line Mappings tab.
  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.