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Salesforce CPQ Account Fields
Salesforce CPQ provides various custom managed fields for the account object. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All Salesforce CPQ Editions |
Salesforce CPQ doesn't support accounts with billing states that have the same name but different state codes.
| Field | API Name | Data Type | Definition |
|---|---|---|---|
| Combine Asset Quantities | SBQQ__AssetQuantitiesCombined__c | Checkbox | Combine multiple asset records for the same product into one quote line on your renewal quote. If you contracted a quote containing assets with one-per-unit asset conversion, you have several asset records for the same product. This field has been deprecated and is no longer supported. |
| Combine Co-Termed Contracts | SBQQ__CoTermedContractsCombined__c | Checkbox | Control how Salesforce CPQ renews co-terminated contracts when you don't have a master contract. By default, when you renew co-terminated contracts, Salesforce CPQ organizes renewable subscriptions and assets by contract into quote line groups in the renewal quote. When this field is active, Salesforce CPQ instead places the renewable subscriptions and assets into the renewal quote without groups. You can use this field when you renew multiple contracts at once from an account or through a batch job. |
| Contract Co-Termination | SBQQ__ContractCoTermination__c | Picklist | Determines how Salesforce CPQ co-terminates contracts for this customer. If you choose Always, you can pick whether Salesforce CPQ always co-terminates contracts for renewal opportunities or for add-on opportunities. If you choose Prompt, Salesforce CPQ co-terminates only for add-on opportunities. |
| Ignore Parent Contracted Prices | SBQQ__IgnoreParentContractedPrices__c | Checkbox | When sales reps create contracted prices on this account’s child accounts, the contracted prices do not inherit their values from the account parent. |
| Preserve Bundle Structure | SBQQ__PreserveBundle__c | Checkbox | Maintain bundle layout on renewal quotes and amendment quotes. |
| Price Hold End | SBQQ__PriceHoldEnd__c | Date | When sales reps renew a contract before this date, Salesforce CPQ uses the same product prices as the previous renewal. After this date, Salesforce CPQ calculates renewal product pricing based on the contract’s renewal pricing method. |
| Renewal Model | SBQQ__RenewalModel__c | Picklist | Contract-based renewals create subscription records for subscription products and manage subscription information with the contract record. Asset-based renewals don’t create subscriptions or contracts. This method is useful for users who don’t sell subscription products or who use only percent of total products to represent their subscription products. |
| Renewal Pricing Method | SBQQ__RenewalPricingMethod__c | Picklist | This field controls how Salesforce CPQ calculates renewal product prices on a renewal quote.
|
| Taxable | SBQQ__Taxable__c | Checkbox | Indicates whether products in record related to this account are taxable. By default, enabling this field doesn't perform any actions in Salesforce CPQ. For example, selecting this field doesn’t prevent the product from being added to quotes and orders for non-taxable accounts.However, Avalara for Salesforce CPQ evaluates the Taxable field when performing tax calculations. |

