The following table sets out sample mappings for a new AccountPlan from various Salesforce objects:Documentation Index
Fetch the complete documentation index at: https://docs.m3ter.com/llms.txt
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| m3ter | Salesforce Opportunity | Salesforce Contract | Salesforce Quote (CPQ) | Salesforce Order |
|---|---|---|---|---|
| accountMapping_m3Id | Opportunity.Account | SBQQ__Contract__r.Account | SBQQ__Quote__r.SBQQ__Account__r | Order.Account |
| AccountMapping | ||||
| AccountPlanObject | OpportunityLineItem | SBQQ__Subscription__c | SBQQ__QuoteLine__c | OrderItem |
| billEpoch | ||||
| code | Id | Id | Id | Id |
| contractId | ||||
| endDate | Opportunity.End_Date__c | SBQQ__EndDate__c | SBQQ__EndDate__c | EndDate |
| hardcoded | ||||
| planGroupId | ||||
| planId | ProductCode | SBQQ__ProductName__c | SBQQ__ProductCode__c | Product2Id |
| startDate | Opportunity.CloseDate | SBQQ__StartDate__C | SBQQ__StartDate__C | ServiceDate |