The following table sets out sample mappings for a new Plan from various Salesforce objects:Documentation Index
Fetch the complete documentation index at: https://docs.m3ter.com/llms.txt
Use this file to discover all available pages before exploring further.
| m3ter | Salesforce Opportunity | Salesforce Contract | Salesforce Quote | Salesforce Order |
|---|---|---|---|---|
| accountId | ||||
| accountMapping_m3Id | Opportunity.Account | SBQQ__Contract__r.Account | SBQQ__Quote__r.SBQQ__Account__r | Order.Account |
| AccountMapping | ||||
| bespoke | TRUE | TRUE | TRUE | TRUE |
| code | Id | Id | Id | id |
| hardcoded | ordinal,bespoke | ordinal,bespoke,minimumSpendDescription | ordinal,bespoke | ordinal,bespoke |
| minimumSpendBillInAdvance | ||||
| minimumSpendDescription | Description | MinimumSpend | ||
| MinimumSpend | ||||
| name | Name | SBQQ__ProductName__c | Name | OrderItemNumber |
| ordinal | 1 | 1 | 1 | 1 |
| PlanObject | OpportunityLineItem | SBQQ__Subscription__c | SBQQ__QuoteLine__c | OrderItem |
| planTemplateId | ProductCode | SBQQ__ProductName__c | SBQQ__ProductCode__c | Product2Id |
| standingChargeBillInAdvance | ||||
| standingChargeDescription | ||||
| standingCharge |