The Marketplace Mapping Manager allows you to:

• map Salesforce fields to Microsoft Marketplace Private Offer fields
• automate Private Offer form population
• define default values for Microsoft Marketplace fields
• configure metadata visibility
• create multiple templates for different Microsoft Marketplace workflows

Examples include:

• Standard Private Offers
• Renewal Offers
• Custom Enterprise Offers

Creating a Marketplace Template

1. To access Microsoft Marketplace templates, navigate to Settings → Sync Configuration → Marketplace.
   
   
   Fig. 1

    

2. From the Cloud account dropdown in the upper-right corner, select your Microsoft cloud account.
   
   
   Fig. 2

    

3. Click Create New Template.
   
   
   Fig. 3

    

4. Enter a unique template name, then click Create.
   
   
   Fig. 4

    

Your new template will now be available for configuration.

Understanding the Marketplace Mapping Template

The Microsoft Marketplace template is divided into four sections:

• Fields
• Plan
• Metadata
• Recipient Source
  
  
  Fig. 5

Each section contains Microsoft Marketplace fields that can be mapped to Salesforce fields or configured with default values.

Marketplace Mapping Fields

Fields Tab

The Fields tab is where Salesforce fields are mapped to Microsoft Marketplace Private Offer fields.

Fig. 6

Field Mapping Columns

Each row contains the following columns:

Table 1

Hidden and Read-Only Fields

The final columns provide additional control over how fields appear when creating Private Offers.

Table 2

Plan Tab

The Plan tab allows you to configure the product plans and plan-specific dimensions associated with the Microsoft Marketplace Private Offer.

Plans are organized into sections based on the corresponding Marketplace product or offer. Each section contains one or more product dimensions that can be mapped to Salesforce fields or assigned a default value.

Plan Mapping Columns

Each plan section contains the following columns:

Table 2

Fig. 7

Configuring Plan Dimensions

For each product dimension, you can either:

• Select a Salesforce field from the dropdown to dynamically populate the value, or
• Enter a Default value to use the same value for every Private Offer created from the template.

A product dimension cannot use both a Salesforce field mapping and a default value simultaneously.

Plan dimensions are grouped by the associated Marketplace offer or product. For example, a template may contain sections such as:

• Labra.io – Proposity to Buy
  • Labra PTB Base plan
     
• PRD Portal Flat Rate Test Offer
  • PRD Flat Rate scans Marketing
  • PRD Flat Rate Single Dimension
  • PRD Flat Rate Multi Dimension
     
• PRD Portal per User Test Offer
  • PRD per user Corporate
  • PRD per user Student
     
• Labra Container
  • PlanDim1
  • PlanDim2
  • PlanDim3
  • PlanDim4
  • PlanDim5

This configuration allows different Marketplace plans and dimensions to be populated automatically based on the Salesforce data associated with the Private Offer.


Fig. 8
 

Metadata Tab

The Metadata tab allows you to configure the global metadata fields that are included when creating a Microsoft Marketplace Private Offer.

Metadata can be used to define additional information required for each Offer or Agreement. Administrators can create multiple metadata entries and configure their corresponding Salesforce object and value.

Fig. 9

Metadata Configuration Columns

Each metadata entry contains the following columns:

Table 3

Creating Metadata

To add a metadata field:

1. Enter the metadata Key.
2. Select the corresponding Salesforce Object from the dropdown.
3. Enter the required Value.
4. Select Read Only if the value should not be editable during Private Offer creation.
5. To add additional metadata fields, click + New metadata.

For picklist fields, the first value is automatically considered the default value.

You can remove an existing metadata entry by clicking the Delete icon next to the corresponding row.

Recipient Source Tab

The Recipient Source tab allows you to define where recipient information is retrieved from when creating a Microsoft Marketplace Private Offer.

The configured Salesforce source determines which records are available for selection as recipients during the Private Offer creation process.

Fig. 10

Selecting the Recipient Source

The Choose source of recipient section allows you to select the Salesforce source used to retrieve recipient information.

Select one of the following options:

To configure the recipient source:

1. Under Choose source of recipient, select the Salesforce object from which recipients should be retrieved.
2. Select either Contacts or Contact Roles.

The selected source determines the recipient records available when creating a Microsoft Marketplace Private Offer from the template.

Saving and Managing Marketplace Templates

Once all desired mappings have been configured, click Save.

Fig. 11

All saved Microsoft Marketplace templates will appear under Settings → Sync Configuration → Marketplace after selecting your Microsoft cloud account.

From this page, users can:

• create new templates
• edit existing templates
• clone templates
• delete templates