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Custom Field Sync and Mapping

Zuora

Custom Field Sync and Mapping

The Zuora Billing Salesforce CPQ Connector syncs custom fields. These custom fields can be configured during the Connector setup and are modifiable at any time.

Supported Salesforce and Zuora Objects

Salesforce Object

Zuora Object

Order Product

Order Line Item or Subscription Rate Plan

Subscription

Subscription

Account

Account

Order

Order

Opportunity

Order
Only if the sfdc_order_query_opportunity field during connector setup is true

Custom Field Mapping Format

Custom field mapping is configured using the following format:

<source custom field> : source_customField1, source_customField2
<target custom field>: target_customField1, target_customField2

For example, use the following code to map custom fields on accounts during the Connector setup:

accountCustomFields : source_apiName1, source_apiName2
zuoraAccountCustomFields: target_apiName1, target_apiName2

This maps source_apiName1 to target_apiName1.

Custom field syncing is supported only at the time of creating the parent object in Zuora. The connector does not support updating custom fields.

Syncing Custom Fields to Standard Zuora Fields

The Connector supports mapping Salesforce custom fields to standard fields in Zuora. This mapping is done through custom field configuration. Currently, this feature is supported on the following objects: Account, Contact, and Product.

Configure source and target to ensure seamless data integration and synchronization between Salesforce and Zuora platforms.

  • Source: SFDC custom field name.
  • Target: API name of the standard field in Zuora used in the Zuora Billing API request. For instance, if the API name in the request payload is "notes," it indicates mapping to the Notes field in the account. For more details, refer to Zuora API Reference

Custom field support

The custom field enables data synchronization across multiple objects as follows:

  • Standard-to-Standard: Enables account and contact standard fields for seamless synchronization.
  • Standard-to-Custom: Enables synchronization between standard and custom fields across all objects.
  • Custom-to-Custom: Enables synchronization between custom fields across all objects.