If you are working with Salesforce Revenue Cloud, a common requirement is ensuring that data entered during the quoting process flows through to the final Order record. This could include a requested installation date or a specific purchase order number.
Without this automation, teams are often forced to manually re-enter data. This slows down operations and introduces the risk of human error. Unlike legacy Salesforce CPQ which uses "twin fields," Salesforce Revenue Cloud handles this data flow through Context Definitions. This guide walks through the exact steps to map a field from a Quote to an Order using the Sales Transaction Context.
The Architecture of Data Flow
To pass a value from a Quote to an Order, the data does not jump directly between objects. Instead, it travels through the Revenue Cloud engine via the following path.
Quote (Source) → Sales Transaction Context → Order (Target)
You will map the Quote field to an attribute in the Context Definition and then map that same attribute to the Order field.
Prerequisites for Success
Before you begin the configuration, ensure you have the following elements in place.
- Custom Fields that exist on both the Quote and Order objects. While it is best practice for these fields to have the same API name, Revenue Cloud allows mapping between fields with different names.
- Context Definition where you are working with an active Sales Transaction context definition. Ideally, this should be one you have cloned or extended from the standard definition.
Step-by-Step Guide for Field Mapping
For this example, we will map a field called Installation Date.
Step 1. Configure the Sales Transaction Context
First, you need to create a container or attribute in the context of definition to hold the data as it moves between objects.
- Navigate to Setup and then Context Definitions.
- Select your active Sales Transaction context definition and click Edit.
- Navigate to the Structure section and select the Sales Transaction node.
- Add a new Attribute with the name Installation Date and a unique tag.
- Enable both Input and Output modes to allow bidirectional flow.
Step 2. Map the Quote to the Context
Now that the attribute exists, we need to pull the data from the Quote into the Context.
- Go to the Map Data tab within your Context Definition.
- Locate the Quote Entities Mapping and click Map.
- In the Sales Transaction node, select the Installation Date field on the Quote as the source.
- Select the Installation Date attribute you created in the previous step as the target.
- Save the mapping to connect the two.
Step 3. Map the Context to the Order
Finally, we push the data from the Context into the Order.
- Return to the Map Data tab and locate the Order Entities Mapping.
- Find the Sales Transaction node mapping and click Map.
- Select the Installation Date attribute on the Sales Transaction node as the source.
- Select the Installation Date field on the Order as the target.
- Save and Activate the Context Definition to push the changes to live.
Frequently Asked Questions regarding Revenue Cloud Mapping
1. How do I map fields from Quote to Order in Salesforce Revenue Cloud?
- You map fields by using Context Definitions. You create an attribute in the Sales Transaction Context, map the Quote field to that attribute as an input, and then map that attribute to the Order field as an output.
2. What is the difference between Twin Fields and Context Definitions?
- Twin Fields in legacy CPQ require identical API names on both objects to sync data. Context Definitions in Revenue Cloud allow you to map data between fields with different names and offer superior flexibility by decoupling data from specific objects.
3. Does Revenue Cloud support header-level field mapping?
- Yes, Revenue Cloud supports header-level mapping through the Sales Transaction node in the context definition. For line-level mapping, you should use the Sales Transaction Item node.
Conclusion for Bridging the Quote-to-Cash Gap
Mapping fields from a Quote to an Order is a critical step in automating your Quote-to-Cash lifecycle. By successfully configuring the Sales Transaction Context, you eliminate the "swivel-chair" processes that plague manual data entry. This ensures that specific deal terms negotiated by sales reps make it downstream to fulfillment without error.
Ready to Optimize Your Revenue Cloud Implementation?
At Minuscule Technologies, we act as your Strategic Engineering Partner to help you master the shift to Context Definitions.
- Context Definition Design that ensures data flows dynamically across your entire revenue stack.
- Lifecycle Automation that connects Quoting directly to Order Management and Billing.
- Migration Support for teams moving from legacy CPQ "twin fields" to the modern Revenue Cloud architecture.
Consult with Minuscule Technologies Today. Don’t let manual data entry slow your growth. Let us help you engineer a seamless Quote-to-Order workflow today.
