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. The following table shows these mappings for the 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 |
The following table shows these mappings for the 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.