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Salesforce CPQ Quote Line Group Fields
Salesforce CPQ provides various custom managed fields for CPQ quote line groups. Quote lines groups store information about how lines on a quote are organized into groups. With certain page layout and field-level security settings, some fields aren’t visible or editable. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All Salesforce CPQ Editions |
| Field | API Name | Data Type | Definition |
|---|---|---|---|
| Account | SBQQ__Account__c | Lookup(Account) | The account referenced by this quote line group |
| Additional Disc. % | SBQQ__AdditionalDiscountRate__c | Percent(3, 2) | Additional customer discount extended to this line item expressed in form of a percentage |
| Billing Frequency | SBQQ__BillingFrequency__c | Picklist | Defines the billing frequency - One-Time - Monthly - Quarterly - Semiannual - Annual - Usage |
| Created By | CreatedById | Lookup(User) | The user who created this quote line group |
| Customer Total | SBQQ__CustomerTotal__c | Formula (Currency) | Customer total price for this quote line item. This is the Net Total excluding any partner discounts. |
| Description | SBQQ__Description__c | Rich Text Area(32000) | Description for this line item |
| End Date | SBQQ__EndDate__c | Date | Date the service represented by this line item ends (only applies if product is a subscription) |
| Favorite | SBQQ__Favorite__c | Lookup(Favorite) | Favorite to which this Quote Line belongs |
| Group Name | Name | Text(80) | Group to which this line belongs |
| Last Modified By | LastModifiedById | Lookup(User) | The user who edited this quote line group more recently |
| List Total | SBQQ__ListTotal__c | Currency(12,2) | Total for this group's line items before any discounts are applied |
| Markup (%) | SBQQ__MarkupRate__c | Percent(6, 2) | Markup on this line item expressed as a percentage |
| Net Total | SBQQ__NetTotal__c | Currency(12,2) | Net total price for this quote line item |
| Number | SBQQ__Number__c | Number(5, 0) | Number indicating this line's position within its group or quote |
| Optional | SBQQ__Optional__c | Checkbox | Marks this line as optional. Optional line items don't contribute to quote totals and are not transferred to the Opportunity. |
| Quote | SBQQ__Quote__c | Master-Detail(Quote) | Quote to which this line item belongs |
| Quote Process | SBQQ__QuoteProcess__c | Lookup(Quote Process) | Quote process used with this group. Overrides the quote level field. |
| Separate Contract | SBQQ__SeparateContract__c | Checkbox | If selected, a separate contract is generated for subscriptions in this group |
| Solution Group | SBQQ__SolutionGroup__c | Lookup(Solution Group) | Solution group from which this quote group was generated (if any) |
| Source | SBQQ__Source__c | Lookup(Quote Line Group) | Source of cloned quote line group |
| Start Date | SBQQ__StartDate__c | Date | Date the service represented by this line item will begin (only applies if the product is a subscription) |
| Subscription Term | SBQQ__SubscriptionTerm__c | Number(5, 0) | Term for the subscription product in this line. If the product is not a subscription this value has no effect |
| Target Customer Amount | SBQQ__TargetCustomerAmount__c | Number(5,0) | Lets sales reps define a new value for the quote line group subtotal. Salesforce CPQ applies an equal Additional Discount value to the group’s discountable quote lines so that the group’s subtotal matches the target customer amount. Approval requirements still apply to quote lines discounted this way. |
See Also
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