Configuring the Data Mapping Lightning component (Optional)

If you're using Salesforce Lightning, it's a recommended best practice to use the Data Mapping Lightning component to pre-populate fields in your Sertifi Sending Wizard.

After you install and configure the Sertifi for Salesforce app and the Sertifi for Salesforce CPQ extension, and you're using Salesforce Lightning, you should set up your Sertifi Sending Wizard via the Data Mapping component. This Lightning component pulls fields directly from the Quote object to pre-opulate fields in the Sertifi Sending Wizard. This saves your sales reps time in sending Quotes in Sertifi for Salesforce CPQ, and can assist in preventing errors and maintaining better data organization.

To use the Data Mapping lightning component:

Navigate to the Lightning App Launcher.
Select Sertifi for Salesforce CPQ.
Click the Sertifi CPQ Settings tab. The Data Mapping Lightning component opens.
Configure your pre-populated data by selecting the relevant fields from each dropdown.
Click Save.