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CPQ Quote Fields
Salesforce CPQ provides various custom-managed fields for CPQ quotes. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All Salesforce CPQ Editions |
| Field | API Name | Data Type | Definition |
|---|---|---|---|
| Account | SBQQ__Account__c | Lookup (Account) | The customer account for this quote. Defaults to the account for the opportunity when creating a quote. |
| Additional Discount (%) | SBQQ__CustomerDiscount__c | Percent (3, 2) | Additional percentage-based discount extended to the customer on this quote. This value can be overridden at the individual line item level. Any line items that don't specify an additional discount default to this value. |
| Additional Discount (Amount) | SBQQ__AdditionalDiscountAmount__c | Formula (Currency) | Additional amount-based discount extended to the customer on this quote. This value can be overridden at the individual line item level. Any line items that don't specify an additional discount default to this value. |
| Average Customer Discount (%) | SBQQ__AverageCustomerDiscount__c | Formula (Percent) | Average customer discount (in percentage) for this quote. |
| Average Partner Discount (%) | SBQQ__AveragePartnerDiscount__c | Formula (Percent) | Average partner discount (in percentage) for this quote. |
| Billing Frequency | SBQQ__BillingFrequency__c | Picklist | This field doesn't perform any features by default. We've provided it in case you want to use it with custom automation. By default, your quote line's billing frequency inherits its value from the product's billing frequency only. |
| Bill to City | SBQQ__BillingCity__c | Text (40) | City of the Bill To address for this quote. |
| Bill to Country | SBQQ__BillingCountry__c | Text (80) | Country of the Bill To address for this quote. |
| Bill to Name | SBQQ__BillingName__c | Text (255) | Name for the Bill To address. |
| Bill to Postal Code | SBQQ__BillingPostalCode__c | Text (20) | Postal Code of the Bill To address for this quote. |
| Bill to State | SBQQ__BillingState__c | Text (80) | State portion of the billing address for this quote. |
| Bill to Street | SBQQ__BillingStreet__c | Text Area (255) | Street portion of the billing address for this quote. |
| Contracting Method | SBQQ__ContractingMethod__c | Picklist | Select By Subscription End Date to create a separate contract for each unique subscription end date containing only those subscriptions. Select Single Contract to create one contract containing all subscriptions regardless of their end dates.
|
| Customer Amount | SBQQ__CustomerAmount__c | Rollup Summary (SUM Quote Line) | This field is a rollup summary field. |
| Days Quote Open | SBQQ__DaysQuoteOpen__c | Formula (Number) | Number of days the quote has been open. |
| Default Template | SBQQ__DefaultTemplate__c | Lookup (Quote Template) | Template to use with this quote. Salesforce CPQ automatically selects the template specified here when you click Generate Document. |
| Delivery Method | SBQQ__DeliveryMethod__c | Picklist | Method used to deliver products on this quote. Values are as follows.
|
| Distributor | SBQQ__Distributor__c | Lookup (Account) | Distributor for this quote. Default value copied from partner on the opportunity with the role of Distributor. |
| Distributor Discount | SBQQ__DistributorDiscount__c | Percent (3, 2) | Distributor discount applied to this quote unless it’s overridden at the line item level. |
| Document Status | SBQQ__DocumentStatus__c | Picklist | Indicates the status of your document. Values are as follows.
|
| Email Template ID | SBQQ__EmailTemplateId__c | Text (18) | ID of email template prepopulated when documents generated from this quote are emailed. |
| End Date | SBQQ__EndDate__c | Date | End date for subscriptions in this group. |
| Expires On | SBQQ__ExpirationDate__c | Date | Date after which the quote is no longer valid. A Salesforce admin sets this field’s value at the package level. |
| First Segment Term End Date | SBQQ__FirstSegmentTermEndDate__c | Date | Used with multi-segment products to prorate first segment. Enter the end date to prorate first segment. |
| Generate Contracted Price | SBQQ__GenerateContractedPrice__c | Picklist | If set to Yes, generates a contracted price based on all adjusted quote line items on the quote. Values are as follows.
|
| Group Line Items | SBQQ__LineItemsGrouped__c | Checkbox | Select this option to use SolutionGroups™ or add your own groups on the Edit Lines page to categorize and subtotal quote line items. |
| Introduction | SBQQ__Introduction__c | Long Text Area (2,000) | Introduction that can be printed on the generated PDF document. |
| Key | SBQQ__Key__c | Text (80) (External ID) (Unique Case Insensitive) | Internal unique key used for identifying shopping cart quotes without relying on internal IDs. |
| Last Calculated On | Quote__c.LastCalculatedOn | Date/Time | The date and time of the last successful calculation. |
| Last Saved On | Quote__c.LastSavedOn | Date/Time | The date and time the quote was last saved. |
| Line Item Count | SBQQ__LineItemCount__c | Rollup Summary (COUNT Quote Line) | Number of line items in this quote. |
| List Amount | SBQQ__ListAmount__c | Rollup Summary (SUM Quote Line) | Total List Amount of each non-optional line item in this quote. |
| Markup (%) | SBQQ__MarkupRate__c | Percent (6, 2) | Default markup rate applied to line items on this quote. You can override this value on the group and line item level. |
| Master Contract | SBQQ__MasterContract__c | Lookup (Contract) | Master contract with which subscription products in this quote are to be co-terminated. |
| Master Evergreen Contract | SBQQ__MasterEvergreenContract__c | Lookup (Contract) | Master evergreen contract that determines which evergreen contracts are tied to this quote. |
| Master Evergreen Service Contract | SBQQ__MasterEvergreenServiceContract__c | Lookup (Contract) | Master evergreen service contract that determines which evergreen service contracts are tied to this quote. |
| Net Amount | SBQQ__NetAmount__c | Rollup Summary (SUM Quote Line) | Total net amount of each non-optional line item in this quote.  Note Because Net Price
includes the opportunity product’s Sales Price, which then calculates the opportunity’s
Total Amount, discrepancies occur between the quote’s Net Amount and the opportunity’s
Total Amount. The rollup summary for the quote’s Net Amount pulls the sum of all quote lines’ Net Total (16,2) value, which is rounded to 2 decimals, giving it the same rounded value. The opportunity’s Total amount shows the precise value. |
| Notes | SBQQ__Notes__c | Long Text Area (2,000) | Notes printed on the generated PDF document. |
| Opportunity | SBQQ__Opportunity2__c | Lookup (Opportunity) | Opportunity associated with this quote. |
| Order By | SBQQ__OrderBy__c | Picklist | Split orders by shared field values. |
| Order By Quote Line Group | SBQQ__OrderByQuoteLineGroup__c | Checkbox | Automatically splits orders based on quote line group. |
| Original Quote | SBQQ__OriginalQuote__c | Lookup (Quote) | If this quote represents a change order, use this field to link back to the original quote. |
| Partner | SBQQ__Partner__c | Lookup (Account) | Primary partner on this deal (if any). This field’s default value is copied from the partner marked as primary in the Partners related list on the opportunity. |
| Partner Discount | SBQQ__PartnerDiscount__c | Percent (3, 2) | Discount extended to the partner on this opportunity. |
| Payment Terms | SBQQ__PaymentTerms__c | Picklist | Terms that govern payment of the items in this quote. Values are as follows.
|
| Price Book | SBQQ__PriceBook__c | Lookup (Price Book) | Price book associated with this quote. |
| Price Book ID | SBQQ__PricebookId__c | Text (18) | ID of the price book used by this quote. |
| Primary | SBQQ__Primary__c | Checkbox | Select this checkbox to designate this quote as the primary one on the opportunity and sync quote line items with opportunity line items. |
| Primary Contact | SBQQ__PrimaryContact__c | Lookup (Contract) | Primary contact for the quote. This person's name appears on generated quote document. |
| Print Line Items | SBQQ__LineItemsPrinted__c | Checkbox | Select the checkbox to print individual line items on the generated PDF quote document for group quotes. |
| Quote Number | Name | Auto Number | System-generated number for referencing the quote record. This field can’t be edited or overwritten. |
| Quote Process ID | SBQQ__QuoteProcessId__c | Text (18) | ID of the quote process to use with this quote. This field is meant to be populated by a workflow rule. |
| Quote Template ID | SBQQ__QuoteTemplateId__c | Text (18) | Stores a quote template ID, if one is specified for use in generating quote PDF documents. You can also populate the quote template ID using a workflow rule based on either a custom field for user input, or a standard quote field. When this field has a value, users can preview or generate the quote template. |
| Regular Amount | SBQQ__RegularAmount__c | Rollup Summary (SUM Quote Line) | Total amount of non-optional line items before additional discounts are applied. |
| Sales Rep | SBQQ__SalesRep__c | Lookup (User) | Sales rep responsible for this quote if different from the user who owns the quote record. |
| Ship To City | SBQQ__ShippingCity__c | Text (40) | City on the Ship To address for this quote. |
| Ship To Country | SBQQ__ShippingCountry__c | Text (80) | Country on the Ship To address for this quote. |
| Ship To Name | SBQQ__ShippingName__c | Text (255) | Name on the Ship To address for this quote. |
| Ship To Postal Code | SBQQ__ShippingPostalCode__c | Text (20) | Postal Code on the Ship To address for this quote. |
| Ship To State | SBQQ__ShippingState__c | Text (80) | State/Province on the Ship To address for this quote. |
| Ship To Street | SBQQ__ShippingStreet__c | Text Area (255) | Street on the Ship To address for this quote. |
| Source | SBQQ__Source__c | Lookup (Quote) | If this quote was cloned, this field references the original quote. |
| Start Date | SBQQ__StartDate__c | Date | Start date for subscriptions in this quote. |
| Status | SBQQ__Status__c | Picklist | Status indicating where quote is in its lifecycle. Values are as follows.
|
| Subscription Term | SBQQ__SubscriptionTerm__c | Number (5, 0) | The subscription term used to prorate eligible products by day or month. |
| Target Customer Amount | SBQQ__TargetCustomerAmount__c | Currency (12, 2) | Enter desired customer amount to automatically calculate an additional discount on discountable line items. |
| Total Customer Discount Amount | SBQQ__TotalCustomerDiscountAmount__c | Formula (Currency) | Total amount of customer discount. This amount includes contracted, volume, compound rate, and additional discounts. |
| Type | SBQQ__Type__c | Picklist | Indicates the type of quote. Values are as follows.
|
| Uncalculated | SBQQ__Uncalculated__c | Formula (Checkbox) | Indicates whether the quote has been calculated. If the value is True (that is, if the field is selected), the Last Calculated On date isn’t the same as or older than the Last Saved On date. |
| Watermark Shown | SBQQ__WatermarkShown__c | Checkbox | Select this checkbox to display a watermark in the Quote Document. |
See Also
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