Field Mappings in Product Integration
This article describes how the Salesforce CPQ product catalog fields are mapped to Zuora object fields.
Product Integration
| Salesforce CPQ Object | Salesforce Field | Zuora Field | Zuora Object |
|---|---|---|---|
| Product2 | Id | sfdcId__c | Product |
| Product2 | ProductId__c | Id | Product |
| Product2 | ProductName__c | Name | Product |
| Product2 | ProductEffectiveStartDate__c | EffectiveStartDate | Product |
| Product2 | ProductEffectiveEndDate__c | EffectiveEndDate | Product |
| Product2 | CustomField__c | CustomField__c | Product |
Product Rate Plan Integration
| Salesforce CPQ Object | Salesforce Field | Zuora Field | Zuora Object | Notes |
|---|---|---|---|---|
| N/A | N/A | sfdcPricingType __c | ProductRatePlan | Set to the following values: - DISCOUNT_SCHEDULE: - BLOCK_PRICE: - PRICEBOOK_ENTRY: |
| PricebookEntry | PRPlanId__c | Id | ProductRatePlan | |
| Product2 | PRPlanName__c | Name | ProductRatePlan | |
| Product2 | PRPlanEffective StartDate__c | EffectiveStartDate | ProductRatePlan | |
| Product2 | PRPlanEffective | EffectiveEndDate | ProductRatePlan | |
| Product2 | ProductId__c | ProductId | ProductRatePlan | |
| PricebookEntry | CurrencyIsoCode | ActiveCurrencies | ProductRatePlan | If Multi-Currency is enabled, the currency of each charge is collected and joined from the associated Pricebook Entries or Block Prices. Only included when creating plans/charges. |
| SBQQ__ BlockPrice__c | CurrencyIsoCode | ActiveCurrencies | ProductRatePlan | If Multi-Currency is enabled, the currency of each charge is collected and joined from the associated Pricebook Entries or Block Prices. Only included when creating plans/charges. |
| SBQQ__ | SBQQ__Product__c | sfdcProductID__c | ProductRatePlan | When sfdcPricingType__c is DISCOUNT_SCHEDULE |
| SBQQ__ DiscountSchedule__c | SBQQ__Pricebook __c | sfdcPricebookID __c | ProductRatePlan | When sfdcPricingType__c is DISCOUNT_SCHEDULE |
| SBQQ__ DiscountSchedule__c | Id | sfdcDiscScheduleID __c | ProductRatePlan | When sfdcPricingType__c is DISCOUNT_SCHEDULE |
| Product2 | CustomField__c | CustomField__c | ProductRatePlan | Custom fields are read from the WSDL uploaded in Zuora 360. |
Product Rate Plan Charge Integration
| Salesforce CPQ Object | Salesforce Field | Zuora Field | Zuora Object | Notes |
|---|---|---|---|---|
| N/A | N/A | Id | ProductRatePlan Charge | Queried from Zuora during updates |
| Product2 | PRPChargeName__c | Name | ProductRatePlan Charge | |
| Product2 | ProductDescription__c | Description | ProductRatePlan | |
| Product2 | PRPChargeBillCycleDay __c | BillCycleDay | ProductRatePlan Charge | |
| Product2 | PRPChargeBillCycleType __c | BillCycleType | ProductRatePlan Charge | |
| Product2 | PRPChargeBillingPeriod __c | BillingPeriod | ProductRatePlan Charge | |
| Product2 | PRPChargeBillingPeriod Alignment__c | BillingPeriodAlignment | ProductRatePlan Charge | |
| Product2 | PRPChargeCharged ThroughDate__c | BillCycleType | ProductRatePlan Charge | |
| Product2 | PRPChargeChargeModel __c | ChargeModel | ProductRatePlan Charge | |
| Product2 | SBQQ__DefaultQuantity __c | DefaultQuantity | ProductRatePlan Charge | |
| Product2 | PRPChargeIncludedUnits __c | IncludedUnits | ProductRatePlan Charge | |
| Product2 | PRPChargeNumberOf Period__c | NumberOfPeriodf | ProductRatePlan Charge | |
| Product2 | PRPChargeOverage | OverageCalculation Option | ProductRatePlan Charge | |
| Product2 | PRPChargeOverageUnused UnitsCreditOption__c | OverageUnusedUnits CreditOption | ProductRatePlan Charge | |
| Product2 | PRPChargeSmoothing Model__c | SmoothingModel | ProductRatePlan Charge | |
| Product2 | PRPChargeSpecificBilling Period__c | SpecificBillingPeriod | ProductRatePlan Charge | |
| Product2 | PRPChargeTrigger Event__c | TriggerEvent | ProductRatePlan Charge | |
| Product2 | SBQQ__Taxable__c | Taxable | ProductRatePlan Charge | If Zuora Tax is enabled |
| Product2 | PRPChargeTaxMode__c | TaxMode | ProductRatePlan Charge | If Zuora Tax is enabled |
| Product2 | PRPChargeTaxCode__c | TaxCode | ProductRatePlan Charge | If Zuora Tax is enabled |
| Product2 | PRPChargeDeferred RevenueAccount__c | DeferredRevenue Account | ProductRatePlan Charge | If Zuora Finance is enabled |
| Product2 | PRPChargeRecognized RevenueAccount__c | RecognizedRevenue Account | ProductRatePlan Charge | If Zuora Finance is enabled |
| Product2 | PRPChargeRevenue | RevenueRecognition RuleName | ProductRatePlan Charge | If Zuora Finance is enabled |
| Product2 | PRPChargeAccounting | AccountingCode | ProductRatePlan Charge | If Zuora Finance is NOT enabled |
| Product2 | PRPChargeChargeType__c | ChargeType | ProductRatePlan Charge | On creation only |
| Product2 | PRPChargeUomName__c | UOM | ProductRatePlan Charge | On creation only |
| SBQQ__ BlockPrice__c | SBQQ__Product__c | sfdcProductID__c | ProductRatePlan Charge | Used for the Block Price charges |
| PricebookEntry | Pricebook2Id | sfdcProductID__c | ProductRatePlan Charge | Used for the Discount Schedule and Pricebook Entry charges |
| PricebookEntry | sfdcProductID__c | sfdcPricebookID__c | ProductRatePlan Charge | Used for the Discount Schedule and Pricebook Entry charges |
| Product2 | CustomField__c | CustomField__c | ProductRatePlan Charge | Custom fields are read from the WSDL uploaded in Zuora 360. |
Product Rate Plan Charge Tier Integration for Discount Schedule
| Salesforce CPQ Object | Salesforce Field | Zuora Field | Zuora Object | Notes |
|---|---|---|---|---|
| SBQQ__ DiscountTier__c | SBQQ__LowerBound__c | StartingUnit | ProductRatePlan ChargeTier | |
| SBQQ__ DiscountTier__c | SBQQ__UpperBound__c | EndingUnit | ProductRatePlan ChargeTier | EndingUnit = SBQQ__UpperBound__c - 1 |
| SBQQ__ DiscountSchedule__c | SBQQ__Type__c | PriceFormat | ProductRatePlan ChargeTier | If SBQQ__DiscountSchedule__c.SBQQ_Type__c is: - "Slab", set to "FlatFee" - "Range", set to "Per Unit" |
| SBQQ__ DiscountSchedule__c | SBQQ__DiscountUnit__c | Price | ProductRatePlan ChargeTier | If SBQQ_DiscountSchedule__c.SBQQ__DiscountUnit__cc is: - "Percent", set the Price to: - "Amount", set the Price to: |
| PricebookEntry | CurrencyISOCode | Currency | ProductRatePlan ChargeTier | Set when Multi-Currency is enabled. |
Product Rate Plan Charge Tier Integration for Block Price
| Salesforce CPQ Object | Salesforce Field | Zuora Field | Zuora Object | Notes |
|---|---|---|---|---|
| SBQQ__ BlockPrice__c | SBQQ__Price__c | Price | ProductRatePlan ChargeTier | |
| SBQQ__ DiscountTier__c | SBQQ__LowerBound __c | StartingUnit | ProductRatePlan ChargeTier | |
| SBQQ__ DiscountTier__c | SBQQ__UpperBound __c | EndingUnit | ProductRatePlan ChargeTier | EndingUnit = SBQQ__UpperBound__c - 1 |
| N/A | N/A | PriceFormat | ProductRatePlan ChargeTier | Always set to "Flat Fee". |
| SBQQ__ BlockPrice__c | CurrencyISOCode | Currency | ProductRatePlan ChargeTier | Set when Multi-Currency is enabled. |
Product Rate Plan Charge Tier Integration for Pricebook Entry
| Salesforce CPQ Object | Salesforce Field | Zuora Field | Zuora Object | Notes |
|---|---|---|---|---|
| PricebookEntry | UnitPrice | Price | ProductRatePlanChargeTier | |
| N/A | N/A | Currency | ProductRatePlanChargeTier | Set when Multi-Currency is enabled. |