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Salesforce CPQ field mappings guide

Zuora

Salesforce CPQ field mappings guide

This document outlines the field mappings between Salesforce CPQ and Zuora for Account, Address, Order, Subscription, Order Line Items, and Product Catalog.

Account

SALESFORCE

ZUORA

DESCRIPTION

ACCOUNT

ACCOUNT

 

Account Name

Account Name

 
 

Account Number

Auto generated in Zuora

Id

CRM Account ID

 

Account Currency

Currency



 
 

Bill Cycle day

Default: This sets the bill cycle day for the new account to the 1st day of the billing cycle.

Billing Address

Bill To Contact

If the Billing Address is provided, a Bill To contact with the first name and last name as <account name>_billTo is created. It is mandatory to have a Billing Address in SFDC CPQ, else sync will error out.

Shipping Address

Ship To Contact

If a Shipping Address is provided, then a Sold To Contact with the first name and last name as <account name>_soldTo is created. If empty in SFDC, then Bill To contact will be used as Sold To contact.

Note

Description


 

Account Owner

Sales Rep

The ID of the Account Owner 

 

Auto-Pay

Default: Set to False

Contact

The address mappings in SFDC are the same for the Billing and Shipping addresses on the Accounts and Orders.

SALESFORCE

ZUORA

DESCRIPTION

ADDRESS

CONTACT

 

ID

CRM ID

As part of the connector setup, you will need to create this as a custom field.

Street

Address 1

 

City

City

 

State/Province

State/Province

 

Zip/Postal Code

Postal Code

 

Country

Country

 

Email

Work Email

 

Mobile

Mobile Phone

 

Order

SALESFORCE

ZUORA

DESCRIPTION

ORDER

ORDER

 

Order Number

Order Number

 
 

Order status 

The default status is set as pending.

Account Name

Account

If the Zuora account doesn't exist, the Salesforce account is synced first.

Description

Description


 

Effective Date

Order Date

 

Subscription

If the Salesforce order product has an associated Subscription object), a subscription will be generated in Zuora.

Non-usage charge-based subscriptions

Non-usage charge-based subscriptions are subscription plans that don't require payments based on usage metrics. Typically, they involve flat fees or recurring charges with no added expenses based on usage. Refer to this section for detailed information about the usage support.

The following table outlines the mapping of non-usage-based subscription charges.

SALESFORCE

ZUORA

ORDER 

ORDER PRODUCT 

SUBSCRIPTION

SUBSCRIPTION RATE PLAN

SUBSCRIPTION RATE PLAN CHARGE

DESCRIPTION

 

Subscription Number

Subscription Number

   

The subscription linked to the Order Product.

Contract Start Date

 

Contract Effective Date

   

The contract linked to the order.

[Optional]

Subscription Owner Account


 

Subscription Owner Account

   

Create a custom field in SFDC with API name SubscriptionOwner__c of type Account Lookup

[Optional]

Invoice Owner Account

 

Invoice Owner Account

   

Create a custom field in SFDC with API name InvoiceOwner__c of type Account Lookup

Bill To Contact or Billing Address

 

Bill To Contact

   

Use Bill To Contact if available; otherwise, use the Billing Address; if not, default it from the account.

Ship To Contact or Shipping Address

 

Sold To Contact

   

Use Ship To Contact if present, otherwise, use Shipping Address; if not, default it from account.

Payment Term

 

Payment Term

     
   

Term Type

   

If the term type on the subscription object is set to evergreen, the subscription will be created as 'Evergreen.' Otherwise, it will default to being 'Termed'.

   

Renewal Setting: Renew to Evergreen

   

Default value

   

Period

   

Months in between the start date and end date on the subscription object

   

Period Type: Month

   

Default Value

 

ID

 

Externally Managed PlanId

   
 

Product2 Id

 

External Catalog Plan Id

 

The ID of the product2 linked to the order product

 

Net Price

   

List Price

The Net Price field on the subscription object linked to the order product

 

Quantity

   

Quantity

 
 

Order Product Number

   

Charge Number

 
   

Quote Number

   

The quote number of the Quote linked with the order

   

Quote Business Type

   

Type field on the Quote object

   

Quote Type

   

Type field on the Quote object

Usage-based charge subscription

Usage-based charges are fees that depend on how much a product or service is used. The charges can change based on how much or how often you use it, giving you flexible and scalable pricing options.

This table shows the mappings between the order item consumption schedules, rates, and the subscription object. All the other mappings for the subscription and order remain consistent with the ones mentioned previously.

SALESFORCE

ZUORA

ORDER ITEM 

CONSUMPTION SCHEDULE 

ORDER ITEM CONSUMPTION RATE

SUBSCRIPTION RATE PLAN

SUBSCRIPTION RATE PLAN CHARGE

DESCRIPTION

ID

 

Externally Managed Plan Id

 

If the ID for product consumptionSchedule is managed externally, skip the syncing process.

   

External Catalog Plan Id

 

The product consumption schedule ID on the order item consumption schedule.

     

Tier Order

The connector categorizes the order item consumption rates by their lower bounds.

 

Price

 

Price

Applicable on each tier

 

Pricing Method

 

Price Format

Applicable on each tier

 

Lower Bound

 

Starting Unit

Applicable on each tier

 

Upper Bound -1

 

Ending Unit

Unlike Zuora, Salesforce does not include upper bounds.

 

Cap

 

Cap

Relevant if Zuora allows for capping.

Order Line Items

When the order product in Salesforce does not have an associated Subscription object, an Order Line Item will be created.

SALESFORCE

ZUORA

DESCRIPTION

ORDER

ORDER PRODUCT

ORDER LINE ITEM

 
 

Product Name

Item Name

The product's name, as indicated by the Product2 object.

 

Zuora Status

Item State

If you want to create a custom field on the Salesforce Order Product object, name it Zuora_Status__c. Make sure it is a picklist type and the values align with Zuora options. By default, set the value to “SentToBilling”.

 

Quantity

Quantity

 
 

Product ID

Product Code

The ID of the Product2 in the Order Product

Effective Date

 

Transaction Start Date

 

Effective Date

 

Transaction End Date

 
   

Item Type: Product

Default value

ID

 

Purchase Order Number

 
   

LINE CATEGORY: Sales

Default value

 

Description

Description

 

Activated Date/ Effective Date

 

Bill Target Date

Assign the Activated Date if it exists; otherwise, use the Effective Date.

 

Unit Price

List Price Per Unit

 
 

Unit Price

Amount per unit

 

[Optional]

Invoice Owner Account

 

Invoice Owner Account

Create a custom field in SFDC with API name InvoiceOwner__c of type Account Lookup

[Optional]

OLI Owner Account

 

OLI Owner Account

Create a custom field in SFDC with API name SubscriptionOwner__c of type Account Lookup. The OLI Owner account must already exist in Zuora.

Bill To Contact or Billing Address

 

Bill To Contact

Use Bill To Contact if available, otherwise use Billing Address.

Ship To Contact or Shipping Address

 

Sold To Contact

If Ship To Contact is available, use it; otherwise, use the Shipping Address or default it.

Product Catalog

The product catalog doesn't synchronize on its own. Orders override the product catalog at the subscription rate plan charge level during syncing.

Non-usage-based products

The following table outlines the mapping of non-usage-based products.

SALESFORCE

ZUORA

DESCRIPTION

PRODUCT2        

CONSUMPTION SCHEDULE

PRODUCT

PRODUCT RATE PLAN

PRODUCT RATE PLAN CHARGE

 

Product Code

 

SKU

     

Product ID

   

Externally Managed Plan Ids

 

This ID serves as a determinant for product existence in Zuora. If the product exists, syncing is bypassed.

Product Name

 

Name

Name

Name

 
   

Effective Start Date: 01/01/2000
Effective End Date:
01/01/3000

Effective Start Date: 01/01/2000
Effective End Date:
01/01/3000

Effective Start Date: 01/01/2000
Effective End Date:
01/01/3000

Default setting

     

Currency

 

Applicable if Flexible Billing Attribute is enabled. All currencies from the product2’s PriceBook entries are activated.

Pricing Method

     

Charge Model 

If the Pricing Method is List, then Per Unit Pricing. Otherwise, it defaults to Flat Fee Pricing.

Charge Type

     

Charge Type

Supports Recurring, One Time, and Usage charges. If empty, it defaults to a One-time charge in Zuora.

Billing Frequency

     

Billing Period

If the billing frequency is “Invoice Plan,” it will be set to “Subscription Term” in Zuora. If left empty, it defaults to “Month”.

Tax Code

     

Tax Code

 

Taxable

     

Taxable

 
       

Accounting Code = “Accounts Receivable”

Default value

       

Deferred Revenue Account = “Accounts Receivable”

Default value

       

Bill Cycle Type = “Default from Customer”

Default value

       

Trigger Event = “Contract Effective”

Default value

       

UOM = “Each”

Default value

 

Usage-based products

The following table describes the mapping for usage-based products. Refer to this section for detailed information about the usage support. 

 

SALESFORCE

ZUORA

DESCRIPTION

PRODUCT2        

PRODUCT CONSUMPTION SCHEDULE

CONSUMPTION SCHEDULE

PRODUCT

PRODUCT RATE PLAN

PRODUCT RATE PLAN CHARGE

 

Name

   

Name

     

Product Code

   

SKU

     

Name

 

Name

 

Name

 

The product's name combined with the name of the consumption schedule.

     

Effective Start Date: 01/01/2000
Effective End Date:
01/01/3000

Effective Start Date: 01/01/2000
Effective End Date:
01/01/3000

Effective Start Date: 01/01/2000
Effective End Date:
01/01/3000

Default value

 

ID

   

Externally Managed Plan Ids

   

Description

     

Description

   
   

Name

   

Name

 
   

Type

   

Charge Model

If the type is "Range," use the volume model. If it's "Slab," use the tiered model.

         

Charge Type = “Usage”

Default value

   

Unit of Measure

   

UOM

 

Billing Frequency

       

Billing Period

 

Tax Code

       

Tax Code

 

Taxable

       

Taxable

 
         

Default Qty = 1

Default value

 

Currency ISO Code 

     

Currency

 
         

Tier. From = 0

Default value

         

Tier.To = 1

Default value

         

Tier.List price

Default value

         

Tier.Price format

The fee can either be a flat rate or per unit, depending on the pricing method for consumption.