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Dynamically Display Salesforce CPQ Quote Fields in the Quote Line Editor

게시 일자: Oct 1, 2025
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When Using the Quote Line Editor in Salesforce CPQ, the Quote Line object’s Line Editor Field Set controls which fields are shown in the quote line editor. While you can Add Fields to the Quote Line Editor Field Set to change what fields are displayed, this doesn't include quote fields specifically.

With the Salesforce CPQ Special Field, HeaderFieldSetName, you can create a field on the quote object to dynamically display specific quote field in the quote line editor. You can choose to control the quote field set that is displayed by using a formula field or you can allow users to make their own selection by using a picklist field.

NOTE: 
  • HeaderFieldSetName is available beginning in CPQ version 228 (Winter '21 ). 
솔루션

Allow the user to dynamically change the quote fields shown in the quote line editor.

  1.  Navigate to the Quote Object.
  2.  Create new Field Sets as necessary.
  3.  Create a New Picklist Field on the Quote Object.
  4.  Set a Field Label.
  5.  Set Field Name to HeaderFieldSetName.
  6.  Input picklist values, these must be the API names of the Field Sets you created on the Quote Object (Remember: Field Set API Names do not contain  "__c").
  7.  Return to the Quote Object.
  8.  Edit the Line Editor Field Set and include the new field.
  9.  Include the HeaderFieldSetName field on all field sets in the picklist.
  10.  Click Quick Save. Notice the Field Set has changed.
      
NOTE:
  • "Quick Save" must be clicked in order for the user to see the change of the quote line Quote fields. In addition, setting the picklist value back to "--None--" and clicking "Quick Save" will return the UI to the "Line Editor" Field Set.
  • If the HeaderFieldSetName field is not selected in the field sets or displayed in the quote line editor, the value can be edited from the quote record.
  • Invalid field values used in the HeaderFieldSetName will result in zero fields displayed in the quote line editor. 

Control the Field Set using a Formula field

  1. Navigate to the Quote Object.
  2. Create new Field Sets as necessary.
  3. Navigate to the Quote Object.
  4. Create a new Formula Field.
  5. Set Field Label.
  6. Set Field Name: HeaderFieldSetName (API Name: HeaderFieldSetName__c).
  7. Set Formula Return Type to Text.
NOTE: In the body of the formula, simply return the API names (Remember: Field Set API Names do not contain  "__c") of the custom Field Sets created in Step 2, in accordance with implementation requirements.  
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