Product Mapping Resolution - m3ter Documentation

Product Mapping Resolution

The m3ter Connector for Salesforce managed package offers the Product Mapping Resolution capability, which supports mapping the same Salesforce Product to different m3ter Plans or Plan Templates, depending on Billing Frequency and/or Currency Code. This topic introduces Product Mapping Resolution and explains how to work with it:

Important!

Check Version. The Product Mapping Resolution feature described in this topic is only available in v1.1 and above of the m3ter Connector for Salesforce. See m3ter Connector for Salesforce - Changelog for details on how to check your current installed version.

Mapping Resolution Additional Dimensions

The Product-to-Plan mapping engine can now resolve mappings using two additional dimensions — billing frequency and currency code — in addition to the existing Product match. Both additional dimensions are optional and only take effect when configured. For example:

Important! If you are upgrading to v1.1 of the m3ter Connector for Salesforce, you must first add the Billing Frequency and Currency Code fields to the SyncConfig CMDT layouts in your Org.

Billing Frequency

This allows a single Product to resolve to different m3ter Plans depending on the source record’s billing frequency - for example, Monthly vs. Annual. Setup (SyncConfig):

Set Product Mapping Billing Frequency Key to the field path where the billing frequency lives on the source object — a direct field (such as Description) or a parent path (such as Opportunity.Description)

Mapping records:

Set the new Billing Frequency field on each m3ter Mapping to the value that mapping applies to.
Leave it blank to act as the generic fallback for that Product.

Notes:

Values are matched after trim and case normalization, so minor casing/white space differences still match.
Leave the SyncConfig key blank to keep the existing Product-only behavior.

Currency Code

This allows a single Product to resolve to different m3ter Plans depending on the record’s currency — useful for multi-currency Orgs where each currency has its own Plan. Setup (SyncConfig):

Set Product Mapping Currency Code Key to the field path where the currency lives (such as CurrencyIsoCode), or a parent path (such as Opportunity.CurrencyIsoCode)

Mapping records:

Set the new Currency Code field on each m3ter Mapping (such as USD, EUR, GBP).
Leave it blank for a generic fallback mapping.

Notes:

Values are matched after trim and uppercase normalization, in line with ISO currency codes.

How Mapping Resolution Cascades

When both dimensions are configured, Product Mapping Resolution tries the most specific match first and falls back progressively:

Product + Billing Frequency + Currency Code
then Product + Billing Frequency
then Product + Currency Code
then Product only