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CPQ Contract Fields
Contracts store information on the subscriptions that sales reps have quoted or ordered. They also contain fields that help customize your renewals and amendments. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All Salesforce CPQ Editions |
| Field | API Name | Data Type | Definition |
|---|---|---|---|
| Active Contract | SBQQ__ActiveContract__c | Formula (Number) | Select whether this contract is in effect. |
| Amendment and Renewal Behavior | SBQQ__AmendmentRenewalBehavior__c | Picklist | Determines how Salesforce CPQ calculates Renewal Start Date and Amendment End Date:
|
| Amendment Opportunity Record Type ID | SBQQ__AmendmentOpportunityRecordTypeId__c | Text(18) | The record type of a related amendment opportunity. |
| Amendment Opportunity Stage | SBQQ__AmendmentOpportunityStage__c | Text(60) | The opportunity stage for amendment opportunities created from this contract. |
| Amendment Owner | SBQQ__AmendmentOwner__c | Lookup(User) | Used to assign the owner of the amendment record. This field is never automatically populated, even by default from a previous contract. |
| Amendment Pricebook ID | SBQQ__AmendmentPricebookId__c | Text(18) | The ID of the pricebook associated with an amendment related to this contract. |
| Amendment Start Date | SBQQ__AmendmentStartDate__c | Date | The start date for amendment quotes created from this contract. If left blank, Salesforce CPQ uses the date of the amendment’s creation. |
| Combine Subscription Quantities | SBQQ__SubscriptionQuantitiesCombined__c | Checkbox | Combine quantities of subscriptions for the same product into one line on renewal quotes and amendment quotes. |
| Default Renewal Contact Roles | SBQQ__DefaultRenewalContactRoles__c | Checkbox | Include contact roles from the original opportunity in the renewal opportunity. |
| Default Renewal Partners | SBQQ__DefaultRenewalPartners__c | Checkbox | Include the original opportunity partners in a renewal opportunity. |
| Disable Amendment Co-Term | SBQQ__DisableAmendmentCoTerm__c | Checkbox | Ignore the value of the Amendment and Renewal Behavior field on this record, and don’t calculate an End Date for the amendment quote. If unchecked, Salesforce CPQ sets the amendment quote’s end date according to the value of the Amendment Renewal & Behavior field on this record. |
| Evergreen | SBQQ__Evergreen__c | Boolean (Checkbox) | Indicates if the contract is evergreen or not. |
| Expiration Date | SBQQ__ExpirationDate__c | Formula (Date) | Contract end date for use in time-based workflows. |
| Master Contract | SBQQ__MasterContract__c | Checkbox | Designate this contract as the master contract for this account. Upon renewal, Salesforce CPQ rolls all contracts into this one. |
| MDQ Renewal Behavior | SBQQ__MDQRenewalBehavior__c | Picklist | Define how segmented subscription products appear on renewal Quotes.
|
| Opportunity | SBQQ__Opportunity__c | Lookup(Opportunity) | The opportunity that a sales rep contracted to create this contract. |
| Opportunity Pricebook ID | SBQQ__OpportunityPricebookId__c | Formula (Text) | The ID of the pricebook that the parent opportunity uses. |
| Order | SBQQ__Order__c | Lookup(Order) | The order that a sales rep contracted to create or amend this contract record. The order is populated when it is created and is updated only when a contract is amended. |
| Preserve Bundle Structure | SBQQ__PreserveBundleStructureUponRenewals__c | Checkbox | Bundles on the renewal quote appear as you last configured them on the quote you’re renewing. If you don’t select this field, your bundles appear on the renewal quote as if you added them to the quote for the first time. |
| Quote | SBQQ__Quote__c | Lookup(Quote) | If a sales rep contracted an opportunity to create this contract, this field references that opportunity’s primary quote. |
| Renewal Forecast | SBQQ__RenewalForecast__c | Checkbox | Create a renewal opportunity for forecasting purposes. This action doesn’t create a renewal quote. |
| Renewal Opportunity | SBQQ__RenewalOpportunity__c | Lookup(Opportunity) | The renewal opportunity that tracks the renewal of this contract’s subscriptions. |
| Renewal Opportunity Stage | SBQQ__RenewalOpportunityStage__c | Text(60) | Override the default stage of opportunities created by renewing this contract. To apply the override to the renewal opportunity, override the stage before selecting Renewal Forecast. |
| Renewal Owner | SBQQ__RenewalOwner__c | Lookup(User) | Used to assign the owner of the renewal record. This field is never automatically populated, even by default from a previous contract. |
| Renewal Pricebook ID | SBQQ__RenewalPricebookId__c | Text(18) | Choose a pricebook ID for renewal opportunities if you don't want to use the original opportunity’s pricebook ID. |
| Renewal Quoted | SBQQ__RenewalQuoted__c | Checkbox | Create a renewal quote and renewal opportunity. |
| Renewal Term | SBQQ__RenewalTerm__c | Number(18, 0) | Set the length of the renewal. By default, the renewal term matches the contract’s term. |
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