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      Deal Manager objects and fields
      • 14 May 2024
      • 5 Minutes to read
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      Deal Manager objects and fields

      • Updated on 14 May 2024
      • 5 Minutes to read
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      Article summary

      The Deal Manager application is built on the Salesforce Platform and therefore has access to its features and configuration capabilities. Deal Manager also adds the following objects, fields, and Lightning components to a Salesforce org​.

      When possible, Zilliant documentation avoids using biased language. We have maintained some terms to avoid affecting customer implementations.

      Objects

      Object system nameObject labelRelationship to SalesforcePurposeNotes
      ContractAgreementDeal Manager extends and changes the functionality of Saleforce's native Contract with additional fields, page layouts, Lightning record pages, action buttons, compact layouts, and search layouts.Header objectYou must enable the native Contracts feature before you install and implement Deal Manager.
      zpl_ContractLineItem_c managed objectAgreement Line ItemJoined to the Salesforce Contract object by a master-detail relationship.Line objectIncludes corresponding fields, page layouts, action buttons, compact layouts, and search layouts
      zpl_ContractSubline_c managed objectzpl (Zilliant DM)Joined to the Salesforce zpl_ContractLineItem_c object by a master-detail relationship.Subline object Provides additional attributes for contract line itemsIncludes corresponding fields, page layouts, action buttons, compact layouts, and search layouts.
      zpl_PriceLookup_c managed objectQuoteUsed instead of the Salesforce Quote.Header objectIncludes corresponding fields, page layouts, action buttons, compact layouts, and search layouts.
      zpl_PriceLookupLine_c managed objectQuote LineJoined to the zpl_PriceLookup_c object by a master-detail relationship.Line objectIncludes corresponding fields, page layouts, action buttons, compact layouts, and search layouts.
      zpl_PriceLookupSubline_c managed objectPrice Lookup SublineJoined to the zpl_PriceLookupLine_c object by a master-detail relationship.Subline object Provides additional attributes for quote line itemsIncludes corresponding fields, page layouts, action buttons, compact layouts, and search layouts.
      zpl_Deal_c managed objectDealHas no master-detail relationship to the Salesforce Account object.Header objectIncludes corresponding fields, page layouts, action buttons, compact layouts, and search layouts.
      zpl_DealLine_c managed objectDeal LineJoined to the zpl_Deal_c object by a master-detail relationship.Line objectIncludes corresponding fields, page layouts, action buttons, compact layouts, and search layouts.
      zpl_DealSubline_c managed objectDeal SublineJoined to the zpl_DealLine_c object by a master-detail relationship.Subline object Provides additional attributes for deal line itemsIncludes corresponding fields, page layouts, action buttons, compact layouts, and search layouts.
      Important

      The Salesforce Platform allows creating new custom objects. However, there are several considerations:

      • In Zilliant-owned orgs, it is a violation of the Deal Manager package license to add custom objects to the Salesforce org.
      • In customer-owned orgs, depending on the licensing agreement between the org owners and Salesforce, the implementation team can add a custom object.

      Fields

      The Deal Manager application has specific Zilliant-proprietary features for displaying and controlling the fields' values on the header, line, and subline object records in a Deal Manager implementation.

      Based on the Salesforce design, the header, line, and subline object records are stored in sObject. Accordingly, every Deal Manager implementation has a header sObject, a line sObject, and a subline sObject.

      The Zilliant Deal Manager managed package uses the following types of fields:

      • Standard Salesforce fields on the header, line, and subline object records.
      • Fields that are part of the Deal Manager managed package.
      • Custom fields in the Quick Start for Agreement Management implementation. These fields are not native to the Salesforce Platform nor to the Deal Manager managed package. Your implementation team can add, edit, or delete these fields.

      In addition, your implementation team can add new custom fields to any sObject that is either a standard Salesforce object or an object that was added as part of the Deal Manager managed package.

      The table below lists the types of fields that can be added to a specific object record with details on how each field can be used in the Deal Manager implementation.

      ObjectField typeDetails
      • Header object
      • Line object
      • Subline object
      		A field of a particular data type (for example, Currency, Checkbox) that is NOT one of the following types: Auto Number, Formula, Roll-up summary, Lookup Relationship, External Lookup Relationship
      • A user or Deal Manager (via an IQA configuration call at the stage of adding line and/or editing line) can enter a value in this field, or it can be entered by a combination of both by using dynamic editability rules.
      • You can add these fields at the header, line, or subline levels to capture information relative to that record. For example, if an implementation team wants to add a Shipping Type picklist that applies to all lines in an agreement, then they will add the field at the header level. But if they want to have different values on each line, then they would add the field at the line level.
      • Using these fields in conjunction with an update from Deal Manager IQ Anywhere and the Deal Manager components, enables a user either to edit a field or have it calculated without using a custom Apex in Salesforce. An example of this would be the Discount % field, where a user either enters the value or it is calculated by Deal Manager if the user enters a value in the Net Price field.
      • Header object
      • Line object
      • Subline object
      		Salesforce Formula Field
      • A read-only field.
      • The developer configures a calculation for this field that can use all fields from the current records, fields from the parent records, and grandparent records.
      • Use these fields when you need a read-only field that does not require any calculations or data available only from a Deal Manager IQ Anywhere configuration.
      • The Edit Lines modal can be configured to have these fields updated after a user enters changes and prior to saving the user's edits.
      • Header object
      • Line object
      • Subline object
      		Salesforce Roll-up Summary Field
      • A read-only field.
      • These fields present a roll-up of information from a child object to the object where the field is located. For example, on the agreement header, a roll-up field Total Revenue is the sum of the Total Revenue fields on all the lines for this header.
      • The roll-up fields available are COUNT, SUM, MIN and MAX. The child records included in the roll-up can be filtered by one or more criteria.
      • Header object
      • Line object
      • Subline object
      		Salesforce Lookup Field
      • These fields are in a child relationship with the object where the field is located and the object that is populated in the field.
      • If you need to create a relationship with an object that doesn’t exist in the Salesforce org, refer to the information in the Objects section above.

      Use the Salesforce online training to understand the details of adding and using the many types of customer fields available.

      Lightning components

      ComponentPurposeWorkspace
      Add LinesComponent for adding new lines
      Line ItemsComponent for displaying line items and editing lines with the Edit and Mass Edit actionsCan be activated within the Line Items component
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