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Assets Object Fields for Legacy Data Upload
Create your Salesforce CPQ legacy data import file by defining and populating the fields required for the assets object. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All Salesforce CPQ and Salesforce Billing Editions |
Fields to Populate on the Assets Object
| Field API Name | Type | Description |
|---|---|---|
| AccountId | Lookup(Account) | Lookup to the account that owns the subscription. |
| SBQQ__RootId__c | Text (18) | The 18-digit SF ID of bundle parent's asset record. Root Id must point to the top-most parent if the bundle is nested. |
| Product2Id | Lookup(Product) | Lookup to the product that the subscription represents. |
| SBQQ__Number__c | Number(5,0) | The field dictates the order the product is listed in the line editor. Any number can be used. |
| Quantity | Number(10,2) | The quantity of the asset. |
| SBQQ__PricingMethod__c | Picklist | Indicates how the price for this line item is calculated. List pricing subtracts discounts from a list price. Cost pricing adds markups to a cost price. See Product Pricing Methods. |
| SBQQ__ListPrice__c | Currency(12,2) | The list price for this asset. Pricebook entry's unit price of the product sold. |
| Price | Currency(12,2) | Unit price including any partner and distributor discounts. |
| SBQQ__DiscountScheduleType__c | Picklist | The type of schedule that determines how a discount is calculated. Choices are Range or Slab. Required if the product has a discount schedule defined. Type must match the type from the discount schedule defined in the lookup. |
| SBQQ__DiscountSchedule__c | Lookup(Discount Schedule) | Required if the product has a discount schedule defined or is otherwise defined in a bundle, for example a product option. Specifies discounts in terms of percent or amount discounted off the product's price by using quantity purchased or term. Set quantity/term ranges in tiers of different discount percentages. The discount applies to the list price and the resulting total is stored in the regular price. |
| SBQQ__TermDiscountSchedule__c | Lookup(Discount Schedule) | Required if the product has a term discount schedule defined. The discount schedule for discounts based on subscription terms. Used to show a breakdown of payments into separate groups for different terms with the discount reflected for the duration of the subscription. Leave Term Discount Level blank if you want discount schedules applied based on the term of each line item. |
| SBQQ__CombineKey__c | Text(18) | The combine key is used to tie one-per-unit assets together. The asset quantities are rolled together for amendments or renewals of all assets on an account with the same combine key value. Use combine keys if you’re using one-per-unit product conversions. Set the combine key to LatestQuoteLine if LatestQuoteLine has a value. Otherwise, use QuoteLine. For data migration, the combine key is blank if there’s one per Quote Line. Combine keys must have a unique value on the asset quantities that you want to be rolled together. |
| UsageEndDate | Date | CPQ uses this field to terminate an asset. Don’t populate this field. |
Important Root Id must be null for records where Revised Asset lookup is
populated when data loading an Original Asset and its revisions.
| Field API Name | Type | Description |
|---|---|---|
| SBQQ__Bundle__c | Checkbox | Required if the product is a parent to other products. Indicates that the product on the line item is bundled with another product in the quote or order. |
| Field API Name | Type | Description |
|---|---|---|
| SBQQ__OptionLevel__c | Number(5,0) | Indicates nest level of this option: 1 for children of the parent product and 2 for grandchildren of the top-level bundle product (only applies to lines generated from options). |
| SBQQ__BundledQuantity__c | Number(10,2) | The initial quantity of the option before it was multiplied by the parent's quantity. |
| SBQQ__ProductOption__c | Lookup(Product Option) | Lookup to the product option that joins the parent product reference to this subscription's product. |
| SBQQ__OptionType__c | Picklist | Indicates the option type from the related product options and determines how the quantity is calculated. Option type must match the type of the referenced product option record. |
| SBQQ__RequiredByProduct__c | Lookup(Product) | The bundle parent's product record for the referenced product option. |
| SBQQ__RequiredByAsset__c | Text(18) | The 18-digit SF ID of the asset that’s this asset’s parent (Null if SBQQ__RequiredBySubscription__c is populated). |
| SBQQ__RequiredBySubscription__c | Text(18) | The 18-digit SF ID of the subscription that’s this asset’s parent (Null if SBQQ__RequiredByAsset__c is populated). If populated, this asset is a child in a bundle. |
| SBQQ__DynamicOptionId__c | ? | Required for Dynamic Bundle. FeatureID:ProductID. This field contains the Feature ID and Product ID to identify the feature and optional SKU associated with this line. |
| Field API Name | Type | Description |
|---|---|---|
| SBQQ__Active__c | Boolean | Indicates whether the subscribed asset record is active or not. Set to True for assets still active for the account. |
| SBQQ__Asset__c | Lookup(Asset) | Lookup to the asset record related to this subscribed asset. |
| SBQQ__AssetRootId__c | Text(1300) | The 18-digit SF ID of the parent bundle asset or subscription record. |
| SBQQ__ContractId__c | Text(1300) | The 18-digit SF ID of the contract that generated this subscribed asset. |
| SBQQ__Subscription__c | Lookup(Subscription) | Lookup to the percent of total subscription record whose scope covers the related asset. |
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