Quotes Visual Mapping

Let’s move now to the new visual mapping.

Just as with interceptors we can set the mapping only for our session thus ensuring that we do not ruin anyone's work who is sharing the same partition.

We can now just add an object. So here we will select for example quotes and object type.

So you can see we have a list of items and values. The reason we are doing all this setting under Opportunity in the CRM is because we want this ID from the CRM to be mapped for example to an external reference in Pricefx. You can add a description if you want.

Now you can save the changes and if you go to quotes now and create a quote with the respective mapping, you will see in the label there is the Opportunity ID and the same ID also appeared automatically in the external reference field.

So this is how it works. You can map item fields as you want. It works for Opportunity and Account and for all of our click objects.