servicemax sfm creating id as names

[bpoliquin]

When i create a support case in SFDC with an SFM button on an opportunity, the name of the record is the Id name and not the actually name. Is there anything i can change in the SFM transaction so it creates the record with the name of the product and not the Id?

[richard_lewis]

Hi Bob, have you looked at the option of using SFM mapping to map your 'Product Name' field to the 'Case Name' or 'Opportunity Product Name' field? Some screenshots of your SFM mapping may help with diagnosis if this doesn't help.

Regards, Richard.

[bpoliquin]

Hi Richard,

Thanks for helping. Screenshots below.

[richard_lewis]

Hi Bob, that shows the field map for existing records. Can you show me the field map for the new records? Did you try mapping the field I suggested in the map for new records?

Regards, Richard

[bpoliquin · Accepted solution]

Hi Richard,

I ended up creating a formula field and added the Id field as text and that seems to work. Thank you for all your help.

[richard_lewis]

Great news Bob!

As your question is now answered then please either select one of the answers as the correct one or mark it as assumed answered.

Regards, Richard