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Custom field availability in the Salesforce CPQ quote calculator

Publish Date: Dec 30, 2025
Description

In the Salesforce CPQ system, the calculator aggregates data from required fields and then processes the values according to the rules you have set up in an org. In order to keep the data size from the org to the Heroku server as small as possible, Salesforce CPQ does not pass every field from the Quote and Quote Line objects. The following list contains the fields and values that are pulled from the org for use in calculations. These same fields are also the fields that are returned in the Salesforce CPQ QuoteReader API calls.

NOTE: In Price Rules when using Field in Price Condition or Tested Field within a Lookup Query, the referenced Quote Line field must be used in the calculation sequence in order for the field to be available.

Resolution

The calculator pulls a certain list of fields by default for calculation. Those fields are listed in this article: Default Fields Included in Salesforce CPQ Calculation Payload.

Custom fields referenced in the following ways will also be included in the payload for calculation:

  • Fields in the "Field" field within Price Conditions of Active Price Rules
  • Fields in the "Tested Field" field within Lookup Queries of Active Price Rules/Product Rules
  • Fields in the "Target Field" field within Price Actions of Active Price Rules
  • Fields in the "Source Field" field within Price Actions of Active Price Rules
  • Fields on the Quote, Quote Line, and Quote Line Group objects referenced in the "Formula" field of Price Conditions of Active Price Rules
  • Fields on the Quote, Quote Line, and Quote Line Group objects referenced in the "Formula" field of Price Actions of Active Price Rules
  • Fields in the "Value Field" field within Product Actions of Active Product Rules
  • Fields in the "Tested Field" field within Error Conditions of Active Product Rules
  • Fields in the "Filter Field" field on Summary Variables that are referenced by Active Product Rules and Active Price Rules
  • Fields in the "Quote Fields", "Quote Line Fields", and "Quote Line Group Fields" fields on a Custom Script being used as the Quote Calculator Plugin
  • Fields in the ReferencedFields field set on the Quote, Quote Line, and Quote Line Group objects - See: ReferencedFields Field Set in Salesforce CPQ
Knowledge Article Number

000382246

 
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