New Static Resource
Static resources in Salesforce enable you to upload and reference various types of content, such as archives (.zip and .jar files), images, style sheets, JavaScript, and other files, specifically for use within your Salesforce organization. After onboarding a tenant, you must request the service team for the static resource file which you will use as a resource file to upload while creating a new static resource.
The static resource is used as a mapping file while syncing Quotes from Salesforce to the Conga platform.
- Create a New Custom Static Resource: Ensure you create a new custom static resource in the target organization. The existing static resources from managed packages are outdated and do not work, which causes errors.
- Verify Fields in Conga Platform: Ensure that the fields you adding to the mapping file already exist in the Conga Platform. If not, you encounter a “metadata for field xxx not found” error.
- Update Mapping File with Custom Fields: If you want to sync any custom fields from the SFDC Proposal to the Conga Platform Proposal then add that field to the static resource file and also create that field on the Conga platform.
Prerequisites
- Quote field name mapping file. To get the mapping file, do one of the following.
- Click the QuoteFieldNameMap.json file. The mapping file is automatically downloaded and saved in your system.
- Copy the JSON content from the Quote Field Name Mapping File topic and save it to your local system as a .json file.
Note:
Do not change the file name and file type while saving this mapping file.
Creating Static Resource in a Salesforce Org
- Go to .
- Click New and enter
QuoteFieldNameMapin the Name field. - Click Choose file and upload the mapping file.
- In the Cache Control dropdown, select one of the following values.
- Private: Select this to restrict API access to authenticated users only.
- Public: Select this to share static resource data cached on the Salesforce server with other users in your organization.
- Click Save.
Quote Field Name Mapping File
[
{
"SourceFieldName": "Apttus_QPConfig__ABOType__c",
"SourceFieldType": "picklist",
"SourceLookUpName": null,
"ROCFieldName": "ABOType",
"ROCFieldType": "Picklist",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_Proposal__Account__c",
"SourceFieldType": "reference",
"SourceLookUpName": "",
"ROCFieldName": "Account",
"ROCFieldType": "Lookup",
"IsAliasOrCalculated": false,
"ROCLookUpName": "Account"
},
{
"SourceFieldName": "Apttus_Proposal__Amount__c",
"SourceFieldType": "currency",
"SourceLookUpName": null,
"ROCFieldName": "Amount",
"ROCFieldType": "Currency",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_Proposal__Approval_Stage__c",
"SourceFieldType": "picklist",
"SourceLookUpName": null,
"ROCFieldName": "ApprovalStage",
"ROCFieldType": "Picklist",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_QPConfig__AutoActivateOrder__c",
"SourceFieldType": "boolean",
"SourceLookUpName": null,
"ROCFieldName": "AutoActivateOrder",
"ROCFieldType": "Boolean",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_QPConfig__AutoCreateBill__c",
"SourceFieldType": "boolean",
"SourceLookUpName": null,
"ROCFieldName": "AutoCreateBill",
"ROCFieldType": "Boolean",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_QPConfig__AutoCreateRevenue__c",
"SourceFieldType": "boolean",
"SourceLookUpName": null,
"ROCFieldName": "AutoCreateRevenue",
"ROCFieldType": "Boolean",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_QPConfig__BillingPreferenceId__c",
"SourceFieldType": "reference",
"SourceLookUpName": null,
"ROCFieldName": "BillingPreference",
"ROCFieldType": "Lookup",
"IsAliasOrCalculated": false,
"ROCLookUpName": "BillingPreference"
},
{
"SourceFieldName": "Apttus_QPConfig__BillToAccountId__c",
"SourceFieldType": "reference",
"SourceLookUpName": null,
"ROCFieldName": "BillToAccount",
"ROCFieldType": "Lookup",
"IsAliasOrCalculated": false,
"ROCLookUpName": "Account"
},
{
"SourceFieldName": "Apttus_QPConfig__ConfigurationEffectiveDate__c",
"SourceFieldType": "date",
"SourceLookUpName": null,
"ROCFieldName": "ConfigurationEffectiveDate",
"ROCFieldType": "DateTime",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_QPConfig__ConfigurationFinalizedDate__c",
"SourceFieldType": "datetime",
"SourceLookUpName": null,
"ROCFieldName": "ConfigurationFinalizedDate",
"ROCFieldType": "DateTime",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_QPConfig__ConfigurationSyncDate__c",
"SourceFieldType": "datetime",
"SourceLookUpName": null,
"ROCFieldName": "ConfigurationSyncDate",
"ROCFieldType": "DateTime",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_Proposal__Description__c",
"SourceFieldType": "textarea",
"SourceLookUpName": null,
"ROCFieldName": "Description",
"ROCFieldType": "String",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_Proposal__Discount_Percent__c",
"SourceFieldType": "percent",
"SourceLookUpName": null,
"ROCFieldName": "DiscountPercent",
"ROCFieldType": "String",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_Proposal__ExpectedEndDate__c",
"SourceFieldType": "date",
"SourceLookUpName": null,
"ROCFieldName": "ExpectedEndDate",
"ROCFieldType": "DateTime",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_Proposal__ExpectedStartDate__c",
"SourceFieldType": "date",
"SourceLookUpName": null,
"ROCFieldName": "ExpectedStartDate",
"ROCFieldType": "DateTime",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_Proposal__Grand_Total__c",
"SourceFieldType": "currency",
"SourceLookUpName": null,
"ROCFieldName": "GrandTotal",
"ROCFieldType": "Currency",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_QPConfig__Intent__c",
"SourceFieldType": "picklist",
"SourceLookUpName": null,
"ROCFieldName": "Intent",
"ROCFieldType": "Picklist",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_Proposal__Internal_Deadline__c",
"SourceFieldType": "date",
"SourceLookUpName": null,
"ROCFieldName": "InternalDeadline",
"ROCFieldType": "String",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_QPConfig__IsAutoAccepted__c",
"SourceFieldType": "boolean",
"SourceLookUpName": null,
"ROCFieldName": "IsAutoAccepted",
"ROCFieldType": "Boolean",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_QPConfig__IsSystemGenerated__c",
"SourceFieldType": "boolean",
"SourceLookUpName": null,
"ROCFieldName": "IsSystemGenerated",
"ROCFieldType": "Boolean",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_QPConfig__IsTaskPending__c",
"SourceFieldType": "boolean",
"SourceLookUpName": null,
"ROCFieldName": "IsTaskPending",
"ROCFieldType": "Boolean",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_QPConfig__LegalEntityId__c",
"SourceFieldType": "reference",
"SourceLookUpName": null,
"ROCFieldName": "LegalEntity",
"ROCFieldType": "Lookup",
"IsAliasOrCalculated": false,
"ROCLookUpName": "LegalEntity"
},
{
"SourceFieldName": "Apttus_QPConfig__LocationId__c",
"SourceFieldType": "reference",
"SourceLookUpName": null,
"ROCFieldName": "Location",
"ROCFieldType": "Lookup",
"IsAliasOrCalculated": false,
"ROCLookUpName": "AccountLocation"
},
{
"SourceFieldName": "Apttus_Proposal__Net_Amount__c",
"SourceFieldType": "currency",
"SourceLookUpName": null,
"ROCFieldName": "NetAmount",
"ROCFieldType": "Currency",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_Proposal__Opportunity__c",
"SourceFieldType": "reference",
"SourceLookUpName": null,
"ROCFieldName": "Opportunity",
"ROCFieldType": "Lookup",
"IsAliasOrCalculated": false,
"ROCLookUpName": "Opportunity"
},
{
"SourceFieldName": "Apttus_QPConfig__ParentProposalId__c",
"SourceFieldType": "reference",
"SourceLookUpName": null,
"ROCFieldName": "ParentProposal",
"ROCFieldType": "Lookup",
"IsAliasOrCalculated": false,
"ROCLookUpName": "Proposal"
},
{
"SourceFieldName": "Apttus_QPConfig__PartnerAccountId__c",
"SourceFieldType": "reference",
"SourceLookUpName": null,
"ROCFieldName": "PartnerAccount",
"ROCFieldType": "Lookup",
"IsAliasOrCalculated": false,
"ROCLookUpName": "Account"
},
{
"SourceFieldName": "Apttus_Proposal__Payment_Term__c",
"SourceFieldType": "picklist",
"SourceLookUpName": null,
"ROCFieldName": null,
"ROCFieldType": null,
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_QPConfig__PaymentTermId__c",
"SourceFieldType": "reference",
"SourceLookUpName": null,
"ROCFieldName": "PaymentTerm",
"ROCFieldType": "Lookup",
"IsAliasOrCalculated": false,
"ROCLookUpName": "PaymentTerm"
},
{
"SourceFieldName": "Apttus_QPConfig__PODate__c",
"SourceFieldType": "date",
"SourceLookUpName": null,
"ROCFieldName": "PODate",
"ROCFieldType": "DateTime",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_QPConfig__PONumber__c",
"SourceFieldType": "string",
"SourceLookUpName": null,
"ROCFieldName": "PONumber",
"ROCFieldType": "String",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_Proposal__Presented_Date__c",
"SourceFieldType": "date",
"SourceLookUpName": null,
"ROCFieldName": "PresentedDate",
"ROCFieldType": "DateTime",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_QPConfig__PriceListId__c",
"SourceFieldType": "reference",
"SourceLookUpName": null,
"ROCFieldName": "PriceList",
"ROCFieldType": "Lookup",
"IsAliasOrCalculated": false,
"ROCLookUpName": "PriceList"
},
{
"SourceFieldName": "Apttus_QPConfig__PricingDate__c",
"SourceFieldType": "datetime",
"SourceLookUpName": null,
"ROCFieldName": "PricingDate",
"ROCFieldType": "DateTime",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_Proposal__Primary__c",
"SourceFieldType": "boolean",
"SourceLookUpName": null,
"ROCFieldName": "IsPrimary",
"ROCFieldType": "Boolean",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_Proposal__Primary_Contact__c",
"SourceFieldType": "reference",
"SourceLookUpName": null,
"ROCFieldName": "PrimaryContact",
"ROCFieldType": "Lookup",
"IsAliasOrCalculated": false,
"ROCLookUpName": "Contact"
},
{
"SourceFieldName": "Apttus_Proposal__Proposal_Approval_Date__c",
"SourceFieldType": "date",
"SourceLookUpName": null,
"ROCFieldName": "ProposalApprovalDate",
"ROCFieldType": "DateTime",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_Proposal__Proposal_Category__c",
"SourceFieldType": "picklist",
"SourceLookUpName": null,
"ROCFieldName": "ProposalCategory",
"ROCFieldType": "Picklist",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_Proposal__Proposal_Expiration_Date__c",
"SourceFieldType": "date",
"SourceLookUpName": null,
"ROCFieldName": "ProposalExpirationDate",
"ROCFieldType": "DateTime",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_Proposal__Proposal_Name__c",
"SourceFieldType": "string",
"SourceLookUpName": null,
"ROCFieldName": "ProposalName",
"ROCFieldType": "String",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_QPConfig__PurchaseId__c",
"SourceFieldType": "string",
"SourceLookUpName": null,
"ROCFieldName": "PurchaseId",
"ROCFieldType": "String",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_QPConfig__QTCProfile__c",
"SourceFieldType": "picklist",
"SourceLookUpName": null,
"ROCFieldName": "QTCProfile",
"ROCFieldType": "Picklist",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_QPConfig__ReadyForActivationDate__c",
"SourceFieldType": "datetime",
"SourceLookUpName": null,
"ROCFieldName": "ReadyForActivationDate",
"ROCFieldType": "DateTime",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_QPConfig__ReadyForBillingDate__c",
"SourceFieldType": "datetime",
"SourceLookUpName": null,
"ROCFieldName": "ReadyForBillingDate",
"ROCFieldType": "DateTime",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_QPConfig__ReadyForFulfillmentDate__c",
"SourceFieldType": "datetime",
"SourceLookUpName": null,
"ROCFieldName": "ReadyForFulfillmentDate",
"ROCFieldType": "DateTime",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_QPConfig__ReadyForRevRecDate__c",
"SourceFieldType": "datetime",
"SourceLookUpName": null,
"ROCFieldName": "ReadyForRevRecDate",
"ROCFieldType": "DateTime",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_Proposal__ReadyToGenerate__c",
"SourceFieldType": "boolean",
"SourceLookUpName": null,
"ROCFieldName": "ReadyToGenerate",
"ROCFieldType": "Boolean",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_Proposal__ReadyToPresent__c",
"SourceFieldType": "boolean",
"SourceLookUpName": null,
"ROCFieldName": "ReadyToPresent",
"ROCFieldType": "Boolean",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_Proposal__RelatedProposalId__c",
"SourceFieldType": "reference",
"SourceLookUpName": null,
"ROCFieldName": "RelatedProposal",
"ROCFieldType": "Lookup",
"IsAliasOrCalculated": false,
"ROCLookUpName": "Proposal"
},
{
"SourceFieldName": "Apttus_Proposal__RFP_Intake_Date__c",
"SourceFieldType": "date",
"SourceLookUpName": null,
"ROCFieldName": "RFPIntakeDate",
"ROCFieldType": "DateTime",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_Proposal__RFP_Response_Due_Date__c",
"SourceFieldType": "date",
"SourceLookUpName": null,
"ROCFieldName": "RFPResponseDueDate",
"ROCFieldType": "DateTime",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_Proposal__RFP_Stage__c",
"SourceFieldType": "picklist",
"SourceLookUpName": null,
"ROCFieldName": "RFPStage",
"ROCFieldType": "Picklist",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_Proposal__RFP_Value__c",
"SourceFieldType": "currency",
"SourceLookUpName": null,
"ROCFieldName": "RFPValue",
"ROCFieldType": "Currency",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_Proposal__Risk_Factors__c",
"SourceFieldType": "multipicklist",
"SourceLookUpName": null,
"ROCFieldName": "RiskFactors",
"ROCFieldType": "MultiPicklist",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_Proposal__Sales_Tax_Amount__c",
"SourceFieldType": "currency",
"SourceLookUpName": null,
"ROCFieldName": "SalesTaxAmount",
"ROCFieldType": "Currency",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_Proposal__Sales_Tax_Percent__c",
"SourceFieldType": "percent",
"SourceLookUpName": null,
"ROCFieldName": "SalesTaxPercent",
"ROCFieldType": "string",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_Proposal__Shipping_Handling__c",
"SourceFieldType": "currency",
"SourceLookUpName": null,
"ROCFieldName": "ShippingHandling",
"ROCFieldType": "Currency",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_QPConfig__ShipToAccountId__c",
"SourceFieldType": "reference",
"SourceLookUpName": null,
"ROCFieldName": "ShipToAccount",
"ROCFieldType": "Lookup",
"IsAliasOrCalculated": false,
"ROCLookUpName": "Account"
},
{
"SourceFieldName": "Apttus_QPConfig__SingleTransactionAdjustment__c",
"SourceFieldType": "boolean",
"SourceLookUpName": null,
"ROCFieldName": "SingleTransactionAdjustment",
"ROCFieldType": "Boolean",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_QPConfig__SourceChannel__c",
"SourceFieldType": "picklist",
"SourceLookUpName": null,
"ROCFieldName": "SourceChannel",
"ROCFieldType": "Picklist",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_Proposal__Special_Terms__c",
"SourceFieldType": "textarea",
"SourceLookUpName": null,
"ROCFieldName": "SpecialTerms",
"ROCFieldType": "String",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_Proposal__Strategic_Importance__c",
"SourceFieldType": "picklist",
"SourceLookUpName": null,
"ROCFieldName": "StrategicImportance",
"ROCFieldType": "Picklist",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_QPConfig__SyncAssetChangesToQuote__c",
"SourceFieldType": "boolean",
"SourceLookUpName": null,
"ROCFieldName": "SyncAssetChangesToQuote",
"ROCFieldType": "Boolean",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_QPConfig__SyncWithOpportunity__c",
"SourceFieldType": "string",
"SourceLookUpName": null,
"ROCFieldName": null,
"ROCFieldType": null,
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_QPConfig__UseType__c",
"SourceFieldType": "picklist",
"SourceLookUpName": null,
"ROCFieldName": "UseType",
"ROCFieldType": "Picklist",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Apttus_Proposal__Valid_Until_Date__c",
"SourceFieldType": "date",
"SourceLookUpName": null,
"ROCFieldName": "ValidUntilDate",
"ROCFieldType": "DateTime",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Manager__c",
"SourceFieldType": "reference",
"SourceLookUpName": "User",
"ROCFieldName": "Manager_c",
"ROCFieldType": "Lookup",
"IsAliasOrCalculated": false,
"ROCLookUpName": "User"
},
{
"SourceFieldName": "AVP__c",
"SourceFieldType": "reference",
"SourceLookUpName": "User",
"ROCFieldName": "AVP_c",
"ROCFieldType": "Lookup",
"IsAliasOrCalculated": false,
"ROCLookUpName": "User"
},
{
"SourceFieldName": "SVP__c",
"SourceFieldType": "reference",
"SourceLookUpName": "User",
"ROCFieldName": "SVP_c",
"ROCFieldType": "Lookup",
"IsAliasOrCalculated": false,
"ROCLookUpName": "User"
},
{
"SourceFieldName": "OwnerId",
"SourceFieldType": "reference",
"SourceLookUpName": "User",
"ROCFieldName": "Owner",
"ROCFieldType": "Lookup",
"IsAliasOrCalculated": false,
"ROCLookUpName": "User"
},
{
"SourceFieldName": "OpportunityType__c",
"SourceFieldType": "string",
"SourceLookUpName": null,
"ROCFieldName": "APTS_OpportunityType_c",
"ROCFieldType": "String",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Opportunity_Channel_Type__c",
"SourceFieldType": "string",
"SourceLookUpName": null,
"ROCFieldName": "APTS_OpportunityChannelType_c",
"ROCFieldType": "String",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "Opportunity_Sub_Type__c",
"SourceFieldType": "string",
"SourceLookUpName": null,
"ROCFieldName": "APTS_OpportunitySubType_c",
"ROCFieldType": "String",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
},
{
"SourceFieldName": "APTS_RecordTypeName__c",
"SourceFieldType": "string",
"SourceLookUpName": null,
"ROCFieldName": "APTS_RecordTypeName_c",
"ROCFieldType": "String",
"IsAliasOrCalculated": false,
"ROCLookUpName": null
}
]