Salesforce Field Mapping
Fields from Salesforce may be mapped to Standard and Custom Fields on Quote in MonetizeNow. The following object mappings are available:
- Salesforce Account to MonetizeNow Account
- Salesforce Contact to MonetizeNow Contact
- Salesforce Opportunity to MonetizeNow Quote
The most common use case is to drive approval, validation, and conditional term logic in MonetizeNow using data from Salesforce. Specific examples are provided on Custom Fields page.
Updated 6 months ago