For this guide, you should be familiar with creating templatized workflows in Workflow Designer and, specifically, creating dynamic tables in workflows. You should also be familiar with mapping Salesforce fields to workflow fields in a workflow launch configuration.
You should be familiar with the basics of sales processes in Salesforce Sales Cloud, as well as the fundamentals of configuring Salesforce CPQ. The Ironclad Managed Package for Salesforce will need to be installed in your Salesforce environment. You should be familiar with how to create an Ironclad workflow launch configuration in Salesforce.
Ironclad Salesforce Connector Mapping
Ironclad’s dynamic tables can receive tabular data from Salesforce such as opportunity product line items or quote line items. The example below shows a dynamic table in workflow designer that can receive line item information; the columns may differ depending on your organization’s Salesforce configuration.
This guide assumes that you have an order form/quote template that will receive quote line items from Salesforce CPQ.
You will use three core capabilities throughout this process:
- traversing to Salesforce line items to map them to a dynamic table,
- sorting the line items based on a line item property (optional), and
- filtering the line items based on a line item property (optional).