Bookshelf v8.0: Samples of Proposal Field Mappings

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Samples of Proposal Field Mappings

The Proposal Field Mappings view of the Administration - Document screen includes opportunity and account mappings. These mappings list common fields you can use to create a proposal. Table 4 shows these mappings for the Opportunity business object and business component.

Table 4. Mappings for Opportunity Business Object and Business Component
Bookmark	Business Component Field
Company	Account
Address	Street Address
City	City
State	State
ZipCode	Postal Code
Country	Country
Industry	Industry

Table 5 shows these mappings for the Account business object and business component.

Table 5. Mapping for Account Business Object and Business Component
Bookmark	Business Component Field
Company	Account
Address	Street Address
City	City
State	State
ZipCode	Postal Code
Country	Country
Industry	Industry
Account Type	Type

To create a mapping, use the bookmark name in the Microsoft Word document (for example, REF Company). Associate the bookmark with a business component field (for example, Account). Select the mapping for the proposal templates you create.

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