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Order Fields for Salesforce CPQ and Billing
The Order object contains fields for both the CPQ and the Billing packages. API names for Billing package fields use the sbqq__ prefix. With certain page layout and field-level security settings, some fields aren’t visible or editable. (Salesforce CPQ Managed Package)
| Field | API Name | Data Type | Definition |
|---|---|---|---|
| Contracted | SBQQ__Contracted__c | Checkbox | If you’re using contract-based renewals, selecting this field creates a contract, subscriptions, and assets from your order. If you’re using asset-based, renewals, selecting this field creates assets from your order. |
| Contracting Method | SBQQ__ContractingMethod__c | Picklist | The contracting method field controls how Salesforce CPQ sets the start dates and end dates of contracts that you create from order products. You can group your subscriptions into separate contracts based on their subscription end dates or place all your subscriptions in one contract. |
| Estimated Tax | SBQQ__TaxAmount__c | Roll-Up Summary (SUM Order Product) | The estimated amount of tax before the order is finalized. Populated by the Salesforce Billing package's standard tax integration feature, or by external tax integration packages for Salesforce CPQ and Salesforce Billing. For more information, review your tax integration's documentation. |
| Order Bookings | SBQQ__OrderBookings__c | Roll-Up Summary (SUM Order Product Bookings) | Calculates the total amount of all order product bookings. |
| Payment Term | SBQQ__PaymentTerm__c | Picklist | Defines the schedules for how your customers pay for the invoices that you send, such as due on receipt, net 15, or net 30. Inherited from the quote’s Payment Terms field. The quote’s Payment Terms field is an editable picklist field, while the order’s Payment Term field is restricted to a global picklist value set. If an admin adds a custom picklist value to the quote’s Payment Term field, and then a sales rep order the quote, Salesforce CPQ encounters an error. |
| Price Calculation Status | SBQQ__PriceCalcStatus__c | Picklist | When you order a usage product, Salesforce CPQ converts the product’s discount schedule into a price schedule, which inherits the discount schedule’s prices and tiers. When you upload usage, Salesforce Billing prices the usage based on the rules and prices defined in the price schedule. |
| Price Calculation Status Message | SBQQ__PriceCalcStatusMessage | Text(255) | Shows the status of price calculation for usage order products on your order. Salesforce CPQ updates this field throughout the calculation process. |
| Quote | SBQQ__Quote__c | Lookup(Quote) | The quote that you ordered to create this order record. |
| Renewal Term | SBQQ__RenewalTerm__c | Number(16, 2) | By default, when this field is null, renewal opportunities made from this order match the original contract term. You can provide a value here to set your own renewal term. |
| Renewal Uplift (%) | SBQQ__RenewalUpliftRate__c | Percent(8, 3) | Define a percentage for price increases on renewal opportunities made from this order. |
