Fields that sync in the MonetizeNow managed package

This section lists every field the MonetizeNow managed package syncs between Salesforce and MonetizeNow, grouped by Salesforce object. Each row shows the Salesforce field, the MonetizeNow object and field it maps to, and the direction the value syncs. To learn how the sync runs, see How the Salesforce Managed Package Sync Works.

Jump to an object

Select an object to go to its field table.

How to read the tables

The Sync Direction column uses these values:

• Salesforce → MonetizeNow: Salesforce is the source. The value syncs from Salesforce to MonetizeNow.
• Salesforce → MonetizeNow (written back on update): Salesforce is the source. When the record is updated in MonetizeNow, MonetizeNow also writes the value back to Salesforce.
• MonetizeNow → Salesforce: MonetizeNow is the source. The value syncs from MonetizeNow to Salesforce.
• Two-way: The value syncs in both directions.
• Two-way (link key): An ID that links a record in one system to its matching record in the other.
• Salesforce only: A managed package field that controls or reports on the sync. It has no matching MonetizeNow field.

Account

MonetizeNow object: Account. Salesforce Account records link to MonetizeNow accounts. Salesforce owns the account name, billing and shipping addresses, and parent account. MonetizeNow owns billing status, latest contract, and primary billing contact. Billing currency syncs both ways. Records sync to MonetizeNow when EnableSync__c is true. If a sync fails, SyncError__c shows the error message. LastSyncDate__c shows when the record last synced.

Contact

MonetizeNow object: Contact. Salesforce Contact records link to MonetizeNow contacts. Contact details, including billing status, sync from Salesforce to MonetizeNow. Records sync to MonetizeNow when EnableSync__c is true. If a sync fails, SyncError__c shows the error message. LastSyncDate__c shows when the record last synced.

Opportunity

The opportunity name syncs from Salesforce. Quote and contract details sync from MonetizeNow to the opportunity, including stage, primary quote, contract, and the amount and close date of renewal opportunities.

Opportunity Product (OpportunityLineItem)

MonetizeNow object: Quote Item. Opportunity products are populated from the synced quote items (QuoteItem__c). All fields sync from MonetizeNow to Salesforce.

With Opportunity Product Sync Behavior set to Split By Year, a Quote Item longer than 12 months becomes one Opportunity Product per contract year. Each line's ServiceDate and EndDate__c are the part of the Quote Item that falls in its contract year: from the start of the contract year or the Quote Item's start date, whichever is later, to the end of the contract year or the Quote Item's end date, whichever is earlier. In this mode, Quote Items that are not split use their own start and end dates rather than the contract's. See Customizing Opportunity Product Sync Process for how TotalPrice is split.

Contract

Salesforce Contract records mirror MonetizeNow contracts. All fields sync from MonetizeNow to Salesforce.

Product (Product2)

MonetizeNow object: Offering/Product. Each Salesforce product represents a MonetizeNow offering and product. All fields sync from MonetizeNow to Salesforce. LastSyncDate__c shows when the record last synced.

Quote (Quote__c)

MonetizeNow object: Quote. Managed package object that mirrors the MonetizeNow quote. All fields sync from MonetizeNow to Salesforce.

Quote Item (QuoteItem__c)

MonetizeNow object: Quote Item. Managed package object that mirrors each MonetizeNow quote item. All fields sync from MonetizeNow to Salesforce.

Quote Offering Group (QuoteOfferingGroup__c)

MonetizeNow object: Quote Offering Group. Managed package object that mirrors MonetizeNow quote offering groups, including billing and shipping account and contact. All fields sync from MonetizeNow to Salesforce.

Rate (Rate__c)

MonetizeNow object: Rate. Managed package object that mirrors MonetizeNow rates. All fields sync from MonetizeNow to Salesforce.

Price (Price__c)

MonetizeNow object: Price. Managed package object that mirrors the prices (price tiers) on each MonetizeNow rate. All fields sync from MonetizeNow to Salesforce.

Mapping data from Salesforce to MonetizeNow

Fields from Salesforce may be mapped to Standard and Custom Fields on Quote in MonetizeNow. The following object mappings are available:

1. Salesforce Account to MonetizeNow Account
2. Salesforce Contact to MonetizeNow Contact
3. 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.

You can configure the mapping on the CRM Configuration page in MonetizeNow.

Mapping data from MonetizeNow to Salesforce

Mapping Quote Data to Salesforce

MonetizeNow automatically synchronizes most Quote data from MonetizeNow to Salesforce, but we also support mapping custom Quote fields from MonetizeNow to Salesforce.

To configure this, all you need to do is create custom fields in each system that have matching API names.

Additional Considerations:

1. Case insensitive
2. Ignores special characters
3. Ignores the Salesforce suffix of __c
4. Will never auto-map to a field with the monetize__ managed package prefix
5. The data types must be compatible (e.g. a number or boolean cannot map to a string field)
6. We can only map identical objects using this approach. For example, a MonetizeNow quote to a Salesforce Quote. If you need data to flow from a Salesforce Quote to another Salesforce object, your best option would be to utilize Salesforce Flows.

Mapping Quote Offering and Quote Item Data to Salesforce

Custom fields on MonetizeNow Quote Offerings and Quote Items map to Salesforce Quote Item (monetize__QuoteItem__c) fields, using the same matching rules as Quote custom fields above. This requires version V0.61.1 or later of the managed package.

Salesforce has no Quote Offering record. Each Salesforce Quote Item holds one MonetizeNow Quote Item together with its Quote Offering, so the offering's custom fields are copied onto each of its Quote Items. When the offering and the Quote Item both have a custom field with the same name, the Quote Item's value is used.

Mapping Product and Offering Data to Salesforce

You can map fields from MonetizeNow Products and Offerings to Salesforce (including both standard and custom Salesforce fields)

1. Configure mappings in CRM > Salesforce Data Mapping > MonetizeNow → Salesforce
2. Select either Product or Offering as the source object
   1. Both sync to the MonetizeNow Product object in Salesforce.

Important

• Clearing a field value in MonetizeNow will not overwrite an existing value in Salesforce.
• Updating a Product record in MonetizeNow alone will not trigger a sync.
  • A re-sync is only triggered by updating an Offering, updating a Rate, or running a manual re-sync via "Re-sync Catalog."

FAQs

While Salesforce doesn't natively allow external platforms (like MonetizeNow) to update invoice-related fields inside Opportunities, you can set up custom automations in SFDC to surface invoice payment statuses where your sales teams need them.

What's the Alternate Solution?: Many MonetizeNow customers solve this by building custom flows within Salesforce. These flows typically pull invoice data from MonetizeNow and display key payment status fields directly on the Opportunity record. This gives your Sales team visibility into outstanding invoices tied to deals they've closed, without needing to leave SFDC.

Here's a quick breakdown of how it works:

1. Sync Invoice Data from MonetizeNow to SFDC: Use our standard Invoice APIs to fetch the invoice details you need.
2. Map MonetizeNow Invoice Data to Custom Fields in SFDC: You'll want to create custom fields on the Opportunity object to house this data.
   For example:
   • Invoice ID
   • Payment Status (Paid, Unpaid, Overdue, etc.)
   • Due Date
   • Invoice Amount
3. Automate the Flow Between Invoice and Opportunity: We recommend linking invoices to Opportunities using a shared reference field (e.g., Deal ID or Subscription ID). Once the link is in place, your flow can automatically display the invoice status on the Opportunity page layout, making it easy for reps to spot outstanding payments.