Salesforce Process Designer Examples

This documentation guides Administrators and Modelers on configuring and mapping Salesforce entities using Process Designer.

Each example showcases how to:

Map relevant fields and entities for opportunity and quote processing.
Configure integrations for pricing structures within Salesforce.
Set up process workflows for Cloud Connect automation in Process Designer. See Process Designer for more details.

Example Opportunity: Mapping Fields and Process Integration

Process Context

Field	Value
Name	Any friendly name.
Process Integration	Name of the Salesforce Process Integration.
Entity	Opportunity

Process Map

Opportunity Header Details

Field	Value
Name	Opportunity
Process Integration	Name of the Salesforce Process Integration.
Entity	Opportunity
Template
Option Link Property

Opportunity Lines Mapping

Name	Field	Data Type	Mapping Type	Properties
Opportunity ID	ID	String	Key
Description	Description	String	Property	Description

OpportunityLine Existing Header Details

Field	Value
Name	OpportunityLine Existing
Process Integration	Name of the Salesforce Process Integration.
Entity	OpportunityLineItem
Template
Option Link Property

OpportunityLine Existing Lines Mapping

Name	Field	Data type	Mapping type	Properties	Notes
Line item ID	ID	String	Key
Quantity	Quantity	Double	Property	Quantity
Sales Price	UnitPrice	Decimal	Property	Price
Price Book Entry ID	PricebookEntryID	String	Property	PricebookEntryID	PriceBookEntry ID contains a Salesforce ID and has an example value of 01u8Y00000PVI1fQAH. Please note that this value is specific to a Salesforce environment.

OpportunityLine New Header Details

Field	Value
Name	OpportunityLine new
Process Integration	Name of the Salesforce Process Integration.
Entity	OpportunityLineItem
Template
Option Link Property

OpportunityLine New Lines Mapping

Name	Field	Data Type	Mapping Type	Properties
Line item ID	ID	String	Key
Quantity	Quantity	Double	Property	Quantity
Sales Price	UnitPrice	Decimal	Property	Price

PriceBookEntry Standard Price Book Header Details

Field	Value
Name	PriceBookEntry standard price book
Process Integration	Name of the Salesforce Process Integration.
Entity	PricebookEntry
Template
Option Link Property

PriceBookEntry Standard Price Book Lines Mapping

Name	Field	Data Type	Mapping Type	Properties	Notes
Price Book Entry ID	ID	String	Key
Sales Price	UnitPrice	Decimal	Property	Price
Active	IsActive	Boolean	Constant	true
Price Book ID	Pricebook2ID	String	Property	PriceBook2ID	Pricebook2Id contains a Salesforce ID (the price book ID) with an example value of 01s8Y000002HC6wQAG. This is the standard pricebookid. Please note that this value is specific to a Salesforceenvironment.

Product Header Details

Field	Value
Name	Product
Process integration	Name of the Salesforce Process Integration.
Entity	Product
Template
Option link property

Product Lines Mapping

Name	Field	Data type	Mapping type	Properties
Product ID	ID	String	Key
Product Name	Name	String	Property	Description
Product Code	ProductCode	String	Property	SalesCode
IsActive	Active	String	Constant	true

PriceBookEntry Non-Standard Price Book Header Details

Field	Value
Name	PriceBookEntry non-standard price book
Process Integration	Name of the Salesforce Process Integration.
Entity	PricebookEntry
Template
Option Link Property

PriceBookEntry Non-Standard Price Book Lines Mapping

Name	Field	Data Type	Mapping Type	Properties	Notes
Price Book Entry ID	ID	String	Key
Sales Price	UnitPrice	Decimal	Property	Price
Active	IsActive	Boolean	Constant	true
Price Book ID	Pricebook2ID	String	Property	PriceBook2ID	Pricebook2Id contains a Salesforce ID (the price book ID) with an example value of 01s8Y000002HC6wQAG. This is the standard pricebookid. Please note that this value is specific to a Salesforceenvironment.

Product Header Details

Field	Value
Name	Product
Process Integration	Name of the Salesforce Process Integration.
Entity	Product
Template
Option Link Property

Product Lines Mapping

Name	Field	Data Type	Mapping Type	Properties
Product ID	ID	String	Key
Product Name	Name	String	Property	Description
Product Code	ProductCode	String	Property	SalesCode
IsActive	Active	String	Constant	true

PriceBookEntry Non-Standard Price BookHeader Details

Field	Value
Name	PriceBookEntry non-standard
Process Integration	Name of the Salesforce Process Integration.
Entity	PricebookEntry
Template
Option Link Property

PriceBookEntry Non-Standard Price Book Lines mapping

Name	Field	Data type	Mapping type	Properties	Notes
Price Book Entry ID	ID	String	Key
Sales Price	UnitPrice	Decimal	Property	Price
Active	IsActive	Double	Boolean	true
Price Book ID	Pricebook2ID	String	Property	PriceBook2ID	Pricebook2Id contains a Salesforce ID (the price book ID) with an example value of 01s8Y000002HC6wQAG. This is the standard pricebookid. Please note that this value is specific to a Salesforceenvironment.

Process Structure Opportunity

The following diagrams illustrate the process structure for standard and non-standard price book implementations.

Process Structure for Standard Price Book in Process Designer

Salesforce std pricebook process structure.png

Process Structure Diagram for Standard Price Book Diagram

Salesforce std pricebook process structure diagram.png

Process Structure Non-Standard Price Book

SF-Process Structure in Process Desinger nonstd pricebook.png

Process Structure Diagram Non-Standard Price Book

SF-process Structure in Diagram nonstd pricebook.png

Example Quote: Mapping Fields and Process Integration

This example demonstrates how to correctly map quote data in Salesforce Process Integration, ensuring that price book entries, products, and quote line Items are structured for accurate pricing in Cloud Connect.

Before proceeding, you must determine whether to reference existing products, create a new product for a standard price book, or create a new product for a non-standard price book.

OpportunityLineItem vs. QuoteLineItem

OpportunityLineItem associates a product and price with an opportunity record.

QuoteLineItem links a product and price to a sales quote, allowing adjustments before finalizing the deal.

Process Context

Field	Value
Name	Any friendly name.
Process Integration	Name of the Salesforce Process Integration.
Entity	Quote

Process Map

Quote Header Details

Field	Value
Name	Quote
Process Integration	Name of the Salesforce Process Integration.
Entity	Quote
Template
Option Link Property

Quote Lines Mapping

Name	Field	Data Type	Mapping Type	Properties
Quote ID	ID	String	Key
Quote Name	Name	String	Property	Description

QuoteLine Existing Header Details

Field	Value
Name	QuoteLine existing
Process Integration	Name of the Salesforce Process Integration.
Entity	QuoteLineItem
Template
Option Link Property

QuoteLine Existing Lines Mapping

Name	Field	Data Type	Mapping Type	Properties	Notes
Quote Line item ID	ID	String	Key
Quantity	Quantity	Double	Property	Quantity
Sales Price	UnitPrice	Decimal	Property	Price
Price Book Entry ID	PricebookEntryID	String	Property	PricebookEntryID	The PriceBookEntryID field stores the unique identifier of a Price Book Entry in Salesforce. PriceBookEntry ID contains a Salesforce ID and has an example value of 01u8Y00000PVI1fQAH. Please note that this value is specific to a Salesforce environment.

QuoteLine New Header Details

Field	Value
Name	QuoteLine new standard price book
Process Integration	Name of the Salesforce Process Integration.
Entity	QuoteLineItem
Template
Option Link Property

QuoteLine New Lines Mapping

Name	Field	Data Type	Mapping Type	Properties
Quote Line Item ID	ID	String	Key
Quantity	Quantity	Double	Property	Quantity
Sales Price	UnitPrice	Decimal	Property	Price

PriceBookEntry Standard Price Book Header Details

Field	Value
Name	QuoteLine PriceBookEntry standard price book
Process Integration	Name of the Salesforce Process Integration.
Entity	PriceBookEntry
Template
Option Link Property

PriceBookEntry Standard Price Book Lines Mapping

Name	Field	Data Type	Mapping Type	Properties
Price Book Entry ID	ID	String	Key
List Price	UnitPrice	Decimal	Property	Price
Active	IsActive	Boolean	Constant	true
Price Book ID	Pricebook2ID	String	Property	Pricebook2ID

PriceBookEntry Non-Standard Price Book Header Details

Field	Value
Name	QuoteLine PriceBookEntry standard price book
Process Integration	Name of the Salesforce Process Integration.
Entity	PriceBookEntry
Template
Option Link Property

PriceBookEntry Non-Standard Price Book Lines Mapping

Name	Field	Data Type	Mapping Type	Properties	Notes
Price Book Entry ID	ID	String	Key
List Price	UnitPrice	Decimal	Property	Price
Active	IsActive	Boolean	Constant	true
Price Book ID	NonStandardPricebookID	String	Property	Pricebook2ID	Pricebook2Id contains a Salesforce ID (the price book ID) with an example value of 01s8Y000002HC6wQAG. This is the standard pricebookid. Please note that this value is specific to a Salesforceenvironment.

Product Header Details

Field	Value
Name	Product
Process Integration	Name of the Salesforce Process Integration.
Entity	Product2
Template
Option Link Property

Product Lines Mapping

Name	Field	Data type	Mapping type	Properties	Notes
Product ID	ID	String	Key
Product Name	Name	String	Property	Description
Product Code	ProductCode	String	Constant	12345	12345 is just an example.
Active	IsActive	Boolean	Constant	true

Process Structure Existing Product

The following diagrams illustrate the existing product's process structure with standard and non-standard price book implementations.

The fish Category below references an existing product and a standard price book.

The Tank Category with process map QuoteLine - standard price book creates a new product in the standard price book.

Process Structure for Existing Product and Standard Price Book in Process Designer

SF-Example Quote Strucutre in Process Designer.png

Process Structure Diagram for Existing Product and Standard Price Book in Process Designer

SF-Process Diagram for Example Quote.png

Process Structure Existing Product and Non-Standard Price Book

The fish Category below references an existing product and a standard price book.

The Tank Category with process map QuoteLine - standard price book creates a new product in the standard price book.

SF-existing product and non-standard pricebook in Process Designer.png

Process Structure Diagram Existing Product and Non-Standard Price Book

Sf-Example Quote Process Diagram.png