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Salesforce CPQ Special Fields

Дата публикации: Jan 5, 2026
Описание
Admins can manually create the following custom fields in Salesforce CPQ to make use of advanced features. Review the list of fields below and their associated feature descriptions to determine if you need to create them in your org.
Решение
NOTE: Special fields can be impacted by sort order and downstream price fields according to the CPQ Price Waterfall and therefore should be appropriately tested before implementation in production orgs.
Field

Object/

Location

Data TypeDescription

AdditionalDiscountUnit

Quote LinePicklistThe value entered for this picklist field will change the unit of an additional discount entered on the Quote Line. Default recommended picklist values are Percent, Currency, Unit, and Total.
AdditionalInstructionsProduct FeatureText Create a text field with this name and populate it on a given Product Feature record, and it will display the instructions/help text to the user when configuring the bundle.
ApplyAdditionalDiscountLastQuoteFormula as numberApply the 'Additional Discount' last in the price waterfall (Internal Pricing Logic). Create a number formula field that evaluates to 1 to do this.
ApplyPartnerDiscountFirstQuoteFormula as numberApplyPartnerDiscountFirst calculates the partner discount off List Price, then any automatic discounts, and manual additional discounts last. 
ApprovalsArchivedQuoteFormula as number This field can be set to a value of 1 to prevent approval records from being deleted from the approvals Related List when using advanced approvals.
ChannelDiscountsOffListQuoteFormula as numberChannelDiscountsOffList calculates all discounts off List Price without calculating them sequentially. 
ContractedAccountIDQuoteFormula as textAllows you to populate with a Salesforce ID from an account that contains a Contracted Price you would like to use (generally using a Workflow Rule). For example: if you want to set up logic that says "no matter if this Quote is direct or channel, use the direct Contracted Price", this is how you accomplish that.
ContractGroupContractsTextThis field can be used to combine active contracts on an account to renew and co-terminate onto a single renewal opportunity. 
CustomActiveContractContractsCheckboxIndicates which contracts to use as active in a renewal process. 
CustomNameQuote or Quote DocumentFormula as textThe value returned from the formula can be used to modify the name on the Quote Document 
DefaultSalesRepIDQuoteFormula as textAutomatically populates the Sales Rep field on quotes when it is blank. 
DocumentCurrencySymbolQuoteFormula as text Create a text formula that returns a currency symbol based on the Currency ISO code to display the desired symbol instead of the ISO code in the document output. For example: CASE( CurrencyIsoCode, "EUR","€", "GBP","£", "$").
EditLinesFieldSetNameQuoteFormula as text or PicklistDynamically displays different columns for fields in the Edit Lines page based on type of user or quote. See Dynamic Edit Lines Page for instructions. If you want different users to see different fields or columns on the Edit Lines page based on the type of user or type of quote, set up the EditLinesFieldSetName field to apply different field sets in different scenarios. 
ForceDeferredContractFormula as numberChange the process triggered from setting Renewal Forecast to True from synchronous to asynchronous 
HeaderFieldSetNameQuoteFormula as Text or PicklistDynamically displays quote fields on the quote line editor based on the type of user or quote. See Dynamic Display Salesforce CPQ Quote Fields in the Quote line Editor for instructions. To show different quote fields based on the type of user or type of quote, set up the HeaderFieldSetName field to apply different field sets in different scenarios.

NOTE: Dynamic display of Quote fields using HeaderFieldSetName must have the field type as picklist or formula. The feature doesn't work with field type set as Rich Text Area
IncludePriorQuantityQuote and SubscriptionFormula as CheckboxInclude prior quantity of a Subscription product for use in calculating Discount Schedules with Cross Orders enabled.
LineSortFieldQuoteFormula as Number or TextAutomatically sort Quote Lines in the Line Editor in the same order as the products appear on the configuration page
MarkupunitQuote LinePicklistCustom picklist allowing for markups to be either by percent or amount
OverageRateBlock PriceCurrencyAllows you to enter an overage rate for block prices, which is added on top of the block price selected and calculated by taking the difference between the minimum quantity for the block and the quantity entered for that line item. 
ProrateAmountDiscountsQuote LineFormula as NumberAllows you to configure quotes to have the total quote amount represent discount per unit of quantity and discount per unit of term. For example, you may want to apply an annual discount to a subscribed product that has 6 months remaining on the term.
QuotePrimaryContactOpportunityFormula as textOverride default Primary Contact Mapping from Oppty to Quote
QuotePrimaryPartnerOpportunityFormula as text Salesforce CPQ designates the Quote-level Primary Partner record by looking at the Partner record marked Primary in the partner Opportunity's Partner Roles related list. If QuotePrimaryPartner contains a Partner record ID, Salesforce CPQ will use that value instead for copying to the Quote's Primary Partner field.
UnitPriceForceOverrideOrderItemCurrencyProvides the ability to override the Unit Price of an Order Item.
NOTE: This special field is not supported for Salesforce Billing.
Номер статьи базы знаний

000381629

 
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