Using Product Manager Read Only Field Mappings

Read-Only Field Mappings enable administrators to define which Opportunity Product fields are accessible in the Product Manager on a per-Product basis.

For example, in an environment with both hardware and software Products, you may need to capture the manufacturing facility whenever a hardware Product is added to an Opportunity. A Read-Only Field Mapping can be configured to make the manufacturing-facility field editable for hardware Products while keeping it read-only for software Products.

To create a Read-Only Field Mapping:

1. Go to the Setup area
2. From the menu on the left, select “Custom Metadata Types”.
3. Select the “Manage Records” option on the “Product Manager Read-Only Field Mapping” metadata type.
4. Select the “New” button.
5. Fill in the required fields:
   1. Label – Give the record an appropriate name.
   2. Product Manager Read-Only Field Mapping Name – Give the record a unique name or identifier.
   3. Protected Component – Leave this as False.
   4. Controlling SObject – This should always be set to the Product object.
   5. Controlling Field – Select a checkbox field from the Product Object, which defines when the “Controlled Field” is editable. Note: You may need to create a checkbox formula field on the Product to determine the required logic.
   6. Controlled SObject – This should always be set to the Opportunity Product object.
   7. Controlled Field – Select the field from the Opportunity Product, which should be editable when the “Controlling Field” is set to true on the Product.