Adding or Updating Fields on the Object

Below are details adding fields on the back-end, directly on the object.

The below directions are touching Xactly objects directly and cannot be reverted back. It is recommended to have Support make the changes to the object itself. 

Go into Salesforce > Setup > Administer:

1. Build > Create > Tabs
2. Button: New
3. Object: XCImportSource* > Select a Tab Style > Click: Next
4. In the drop down menu: Tab Hidden
5. Toggle to Apply different tab visibility for each profile > System Administrator: Default ON

* You will repeat these steps, but in step 3, you will select the object: XCDealAttribute.

After both tabs are defaulted on, you will pull up three tabs within your browser. The first one will be XCImportSource, the second tab is XCDealAttribute, and the third tab would be the object with the fields.

In the tab that you pulled up with the object field names*:

1. Locate the field that you are trying to map to in Express. To find out the API name:
   1. Go to SFDC > Setup > Customize found on the left menu bar
   2. Find the object the field is housed on.
   3. If the field is on the Opportunity object, you will want to search for "Opportunities"> click the arrow icon > select "Fields".
   4. If the object is a custom object, go to Create instead of Customize > select "Object" > search for the object name.
   5. Search for the field name. It should end in "__c"
2. Copy the API name

NOTE:  If your mapping starts on the child object, let's say Opportunity Product, and you are trying to map to a field that lives on the parent object, Opportunity. The API name that is put in place of that SObjectMapField may be different. You will need to ensure that your parent object's name is included into the field name. This is how Express is able to map to parent object fields.

For example, "Opportunity.CloseDate" (no quotations). The period separates the field name and the object since the mapping starts on the child object.

In the first tab, XCImportSource, you are going to look for the SObjectMapField name:

1. Click on 'Go' next to the drop-down menu "View".
2. These are the mapping names that are in Express.
3. Click on the mapping that you are trying to add or change the fields to for the SObjectMapField name.

For example: SObjectMapField2__c

In the second tab, that you have opened, XCDealAttribute:

1. Click on "Edit", next to the drop-down "View" to customize the view.
2. Scroll down to Step 3. Select Fields to Display
3. In the "Available Fields", search for Custom Object Label Name, the SObjectMapField name that you located in XCImportSource, and Display Name, move those three fields over to "Selected Fields".
   
   Click Save.
4. Click on the field that you are trying to add/modify. There are required fields that should already be filled out if you are modifying if the field is new and NOT in Express:
   1. Custom Object Label Name
   2. DealColumnName
   3. DisplayName
   4. DisplayOrder
   5. Currency (auto-populates)
5. Copy and paste the API name of the field from Salesforce into the according to SObjectMapField.
6. DataType will need to be changed depending on what type of field it is - Date, String, Currency, Boolean, Number, Usertype, Decimal
7. If you are adding/updating a constant value in your mapping, you will need to check off the "isConstant" box and add quotation marks around the text value that you are making constant if this is a NEW field. Any existing fields will already have this checked off.

Another thing to be mindful of is that there is a limitation on the number of fields in Express:

Under Deal Attributes fields there is a fixed number of fields you can add within Express:

• Currency: 10 custom “Currency” fields
• Date: 6 (5 custom “Date” fields, 1 Standard "DealDate")
• Decimal: 10 custom “Number” fields
• User: 5 (4 custom “Profile” fields, 1 standard "Salesperson")
• Text: 26 (25 custom “String” fields, 1 Standard "Deal Id")
• Checkbox: 5 custom checkbox fields (listed as “Boolean”)

Once the new field or updated field is added, you will need to go into Express > Results > Import Data > import the deals again to confirm the correct field is populating.