Salesforce RCA: How to Add Custom Fields in the Transaction Line Editor

In this video, we’ll walk you through the steps to add a custom Quote Line Item field to the Transaction Line Editor (TLE) in Salesforce Revenue Cloud Advanced (RCA).

What you’ll learn:
• How to create a Sales Transaction Item Attribute and associate it with a Tag
• How to map a Sales Transaction Item Attribute to Quote Line Item fields using Quote Entities Mapping.
• How to add or modify columns in the Transaction Line Editor