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. The connector does not restrict the data type of custom fields in Salesforce CPQ or Zuora and their mappings.
Supported Salesforce and Zuora Objects
| Source | Target | Description |
|---|---|---|
|
Account |
Account |
The connector maps any custom or standard field from Salesforce to a custom or standard field in Zuora. |
|
Contact |
Contact |
The connector maps any custom or standard field from Salesforce to a custom or standard field in Zuora. Configure this information in the account-level fields of the connector setup. |
|
Order |
Order |
|
|
Subscription |
Subscription |
|
|
Order Item |
Order Line Item or Subscription Rate Plan |
Mapping is based on the order item type (asset or subscription). |
|
Order Item Consumption Schedule |
Subscription Rate Plan |
|
|
Opportunity |
Order |
|
|
Product |
Product |
The connector maps any custom or standard field from Salesforce to a custom or standard field in Zuora. |
|
Product |
Product Rate Plan |
The connector maps any custom or standard field from Salesforce to a custom or standard field in Zuora. |
|
Product |
Product Rate Plan Charge |
The connector maps any custom or standard field from Salesforce to a custom or standard field in Zuora. |
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.
Map to Standard Zuora Fields
The Connector supports mapping Salesforce 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 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. To map nested standard fields in the Zuora API, use the format <parent field>/<child field>. To link the VATId in TaxInfo, use the mapping taxInfo/VATId.
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.