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Customize field sets for CPQ X

Zuora

Customize field sets for CPQ X

CPQ X provides a set of standard field sets for the Quote and Quote Rate Plan Charge objects. These field sets correspond to different sections on the Quote Studio page, while the fields are displayed as different settings or display fields. If you want to add more settings to the Quote Studio page, you can add new custom fields to the corresponding field set.

Note: The steps in this article are documented based on the Salesforce Lightning Experience.

Prerequisites

Before adding custom fields to a specific section on the Quote Studio page, you must ensure that the custom fields you want to add have been created. See Create a custom field from Salesforce for step-by-step instructions about how to create a new custom field.

Add custom fields to Quote Studio

To add a custom field to the Quote Studio page:

  1. Click Setup icon and select Setup. The Setup homepage opens.
  2. Click the Object Manager tab. 
  3. Find the Quote (zqu__Quote__c) or Quote Rate Plan Charge (zqu__QuoteRatePlanCharge__c) object, and click the object name. 
  4. Click Field Sets in the left pane.
  5. Find the field set specific to CPQ X to which you want to add fields, and click the field set name. For example, if you want to add a new column to the table of the selected rate plan charges, you must add the intended field to the Charge Display Metrics (zqu__CPQX_Charge_Display_Fields) field set. 
    Add custom fields example
  6. Drag and drop the field you want to add from the box at the top to the In the Field Set box.
  7. Drag the fields up and down in the In the Field Set box to adjust the display order.
  8. Click Save. The new custom field is then added to the selected field set, which will be reflected in the corresponding section on the Quote Studio page.

Standard fields 

The following table lists the newly introduced field sets and fields for CPQ X:

Object
(API Name)
Field set
(API Name)
Fields

Quote
(zqu__Quote__c)

Billing 

(zqu__CPQX_Subscription_Billing)

  • Account
  • Bill To Contact
  • Sold To Contact
  • Bill Cycle Date
  • Currency
  • Billing Batch

Overview

(zqu__CPQX_Subscription_Overview)

  • Subscription Term Type

Quote Information

(zqu__CPQX_Quote_Information)

  • Quote Name
  • Account
  • Opportunity
  • Valid Until
  • Start Date
  • Primary

Quote Summary

(zqu__CPQX_Quote_Summary)

  • Account
  • Opportunity
  • Valid Until
  • Start Date

Subscription Summary

(zqu__CPQX_Subscription_Summary)

  • Initial Term
  • Initial Term Period Type
  • Term Start Date

Terms And Conditions

(zqu__CPQX_Subscription_Terms_And_Conditions)

  • Initial Term
  • Auto Renew
  • Renewal Settings
  • Renewal Term
  • Invoice Separately
  • Term Start Date

Quote Rate Plan Charge
(zqu__QuoteRatePlanCharge__c)

Charge Display Metrics

(zqu__CPQX_Charge_Display_Fields)

  • Quantity
  • List Price
  • Discount
  • Effective Price

Charge Display Metrics

(zqu__CPQX_Charge_Display_Metrics)

  • Quantity
  • List Price
  • Discount
  • Effective Price