Important fields to consider on Test Class for Salesforce CPQ

Дата публикации: Sep 27, 2025

Описание

When working on Unit Tests, you always need to generate sample data to be used in the tests. This article covers the required fields for each object that needs to be inserted when creating sample datasets.

You can append other fields per your requirement.

Решение

Fields on each object to populate (Note that in case your org has other fields on each object marked as “Required”, those fields need to be inserted as well. )

Product

Field Label	API
Product Name	Name
Active	IsActive
Product Code	ProductCode

Price Book Entry

Field Label	API
Product	Product2Id
Price Book	Pricebook2Id
List Price	UnitPrice
Active	IsActive

Account

Field Label	API
Account Name	Name
Renewal Model	SBQQ__RenewalModel__c

Opportunity

Field Label	API
Opportunity Name	Name
Account	AccountId
Stage	StageName
Close Date	CloseDate
price book	Pricebook2Id

Opportunity Product

Field Label	API	Notes
Product	Product2Id
Opportunity	OpportunityId
Price Book Entry ID	PricebookEntryId
Total Price	TotalPrice
Quantity	Quantity
Quote Line	SBQQ__QuoteLine__c	This is not required, however, it is needed to simulate CPQ behavior.

Quote

Field Label	API	Notes
Account	SBQQ__Account__c
Opportunity	SBQQ__Opportunity2__c
Price Book	SBQQ__PricebookId__c
Start Date	SBQQ__StartDate__c	This is not required, however, it is needed to simulate CPQ behavior.
Subscription Term	SBQQ__SubscriptionTerm__c	This is not required, however, it is needed to simulate CPQ behavior. You can also insert an End Date (SBQQ__EndDate__c) field instead of Subscription Term.

Include Primary (SBQQ__Primary__c) if needed to test order or contract processes.

Quote Line

Field Label	API
Quote	SBQQ__Quote__c
Product	SBQQ__Product__c
Price Book Entry ID	SBQQ__PricebookEntryId__c
Quantity	SBQQ__Quantity__c

In case you would need to test Parent-child product behavior, please insert SBQQ__ProductOption__c, SBQQ__RequiredBy__c, SBQQ__OptionLevel__c, SBQQ__OptionType__c fields.

Contract

Field Label	API
Account Name	AccountId
Opportunity	SBQQ__Opportunity__c
Quote	SBQQ__Quote__c
Contract Term (months)	ContractTerm
Contract Start Date	StartDate
Renewal Pricebook Id	SBQQ__RenewalPricebookId__c
Amendment Pricebook Id	SBQQ__AmendmentPricebookId__c

Subscription

Field Label	API
Account	SBQQ__Account__c
Contract	SBQQ__Contract__c
Product	SBQQ__Product__c
Quantity	SBQQ__Quantity__c

Please refer to the fields mentioned in the Legacy data upload with Renewals and Amendments in Salesforce CPQ article in case you need to create a dependency between subscriptions or assets.

Order

Field Label	API
Account Name	AccountId
Quote	SBQQ__Quote__c
Opportunity	OpportunityID
Order Start Date	EffectiveDate
Status	Status

Order Product

Field Label	API
Order	OrderId
Product	Product2Id
Unit Price	UnitPrice
Quantity	Quantity
Start Date	ServiceDate
End Date	EndDate

Номер статьи базы знаний

000390047

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