Field Mappings allow easy copying of data between objects. The current flows supported in the Field Mappings are:
| Process | Source Object | Target Object |
| Opportunity Booking | Opportunity | Contract |
| Opportunity Creation from a Contact (Transaction Wizard) | Contact | Opportunity |
| Quote Line Entry | Pricebook Entry | Quote Line Item |
| Quote Line Entry | Product | Quote Line Item |
To setup a field mapping, browse to the Custom Metadata object:
(Lightning)
Setup-->Custom Code-->Custom Metadata Types -->FieldMapping-->Manage Records
(Classic)
Setup-->Develop-->Custom Metadata Types-->FieldMapping-->Manage Records
Field Definitions:
- Label: Unique Label for this entry
- FieldMapping Name: Unique Name for this entry
- From Object: The Source object the data will be copied FROM.
- From Field: The field on the Source object the data will be copied FROM.
- To Field: The field on the Target object the data will be copied TO.
- To Object: The object the data will be copied TO.
Below is an example setup for copying the Contact's Lead Source to a custom "SourceDetail__c" field:
Below is an additional example that will copy the ORGID__c custom field from an Opportunity to a similar field on the Contract called "InstanceID__c".
| NOTE: The field types in the mapping must be the same. For example, it will not copy a text field into a date field. |