Workday CLM to Services CPQ Intake Form Mapping

Administrator Guide

The following table details the field mappings and field types supported between Workday Services CPQ and Workday CLM (Evisort) intake forms.

Intake Form Field Label	Workday Field Name	Recommended Evisort Field Type
Company	Company	Text
Currency	Currency	Text
Customer	Customer on Quote	Text
Opportunity	Opportunity Name	Text
Opportunity Notes	Opportunity Notes	Text
Opportunity Custom Fields	Opportunity Custom Fields	Text
Opportunity Notes	Opportunity Notes	Text
Opportunity Worktags	Opportunity Worktags	Text
Primary Quote	Primary Quote	Text
Quote Custom Fields	Quote Custom Fields	Text
Quote Discount	Discount	Text
Quote Description	Description	Text
Quote Margin	Margin	Text
Quote Name	Quote Name	Text
Quote Number	Quote Number	Text
Quote Price	Price	Text
Quote Worktag: Custom Worktags	Custom Worktags	Text
Quote Worktags	Quote Worktags	Text
Salesperson	Salesperson	Text
Services Quoted	Services from Services Catalog	Text
Service Worktags	Service Worktags	Text

Mapping Considerations

Data Formatting

: All mapped Workday field values pass into Workday CLM intake form fields as text representations.

Worktag Concatenation

: Multi-instance worktag values (such as Quote, Opportunity, or Service worktags) pass as comma-separated lists.

Custom Field & Worktag Support

Custom fields and custom worktag dimensions associated with Opportunities, Quotes, and Services pass multi-instance data directly into CLM workflows.

When you have custom fields for a Quote or an Opportunity, while mapping you can select the Additional Data for Opportunity
option for Opportunity field, or Additional Data for Quote
option for Quote field from the

Services CPQ Field Name

prompt to access all associated custom fields.