Salesforce CPQ field mappings guide

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	Sold 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
Parent Account ID	Parent	The connector uses the Parent Account ID from Salesforce to find the corresponding account in Zuora by referencing the CRM ID field. If the parent account doesn't exist in Zuora, the connector will create the account without the associated orders.

Contact

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 order status is determined by the dates set on the orders in Salesforce and the settings in your Billing Subscription configuration.
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	SUBSCRIPTION RATE PLAN	SUBSCRIPTION RATE PLAN CHARGE	DESCRIPTION
		Start Date	Subscription Start Date
		End Date	End Date			When 'subscription_term_in_days' is not used, the End Date in Zuora is calculated as the Subscription Start Date + the subscription term. When 'subscription_term_in_days' is used, the End Date in Zuora is the End Date in Salesforce + 1 day.
Effective Date			Contract Effective Date			When “trigger_dates_on_orders” is enabled
Customer AuthorizedDate			Customer acceptance date			When “trigger_dates_on_orders” is enabled
Company AuthorizedDate			Service activation date			When “trigger_dates_on_orders” is enabled
Currency ISO Code			Currency			Applicable only when multicurrency is enabled.
		Subscription Type	Term Type			If the Subscription Type is Evergreen, it will remain Evergreen; otherwise, it will be set to 'Renew with Specific Term.'
			Initial Term			The duration between the start date and end date on the subscription object will be in months or days, depending on whether "subscription_term_in_days" is enabled.
			Period type			Months or days, depending on the enablement of 'subscription_term_in_days.
		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
			Renewal Setting			If the Subscription Type is Evergreen, it will be renewed as Evergreen; otherwise, it will be set to 'Renew with Specific Term.'
			Renewal Term			The renewal term will be the same as the current term and is only applicable for non-evergreen subscriptions.
	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
					Bill Cycle Type	Inherited from the product catalog: When “sfdc_use_list_price_base” is set to “true” and there is a recurring charge, it is defaulted to “Charge Trigger Day.”
	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			The combination of product code and product ID is used to verify the existence of a product in Zuora.
Accounting Code					Create a custom field under Product in Salesforce with the API name Z_Accounting_Code__c. If not present, it defaults to “Accounts Receivable.”
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
Tax Mode				Tax Mode	Set the custom field API name as “TaxMode__c” to explicitly define its value. If not specified for taxable charges, it will default to “Tax Exclusive”.
Deferred Revenue Account					Create a custom field in Salesforce under Product with the API name Z_Deferred_Revenue_Account__c. If not present, it defaults to “Accounts Receivable”.
Recognized Revenue Account					Create a custom field in Salesforce under Product with API name Z_Recognized_Revenue_Account__c. If not present,it defaults to “Accounts Receivable”
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
Quantity Unit of Measure				UOM = “Each”	If not provided, it defaults to “Each.”

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	Depending on the pricing method on the consumption rate object, the fee can be determined as either a flat rate or per unit.