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CPQ Quote Line Fields
Quote lines store information about the products that a sales rep has quoted. With certain page layout and field-level security settings, some fields aren’t visible or editable. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All Salesforce CPQ Editions |
Important Fields that appear in the quote line editor are defined by the Line Editor
field set, which is defined on the Quote, Quote Line, and Quote Line Group objects. After a
Salesforce upgrade, sometimes the Line Editor field set doesn’t reflect new field restrictions.
As a result, some fields in the quote line editor don’t behave as expected. If fields don’t
behave as expected, ensure they’re available for the Line Editor field set on the Quote, Quote
Line, and Quote Line Group objects.
| Field | API Name | Data Type | Definition |
|---|---|---|---|
| Additional Discount | SBQQ__AdditionalDiscount__c | Formula (Currency) | Total additional discounts extended to this line item. Additional discount is defined as a discount extended on top of volume discount or negotiated prices. |
| Additional Discount (%) | SBQQ__Discount__c | Percent (9, 2) | Additional customer discount extended to this line item, expressed as a percentage. |
| Additional Discount (Amount) | SBQQ__AdditionalDiscountAmount__c | Currency (12, 2) | Additional customer discount extended on this line item in the form of an absolute amount. |
| Additional Quantity | SBQQ__AdditionalQuantity__c | Number (10, 2) | Additional Product quantity that contributes to volume discount calculations. |
| Allow Asset Refunds | SBQQ__AllowAssetRefund__c | Checkbox | Indicates whether the underlying asset’s quantity can be refunded. Relevant only for amendments. |
| Batch Quantity | SBQQ__BatchQuantity__c | Number (10, 2) | If products are sold in batches, this field stores the quantity in each batch. Default value is copied from the product. |
| Billing Frequency | SBQQ__BillingFrequency__c | Picklist | Defines the billing frequency. Values:
|
| Block Price | SBQQ__BlockPrice__c | Lookup (Block Price) | Assign a fixed price to a product based on quantity and quantity range. This field’s value overrides the automatic calculation of quantity multiplied by unit price. |
| Bundled | SBQQ__Bundled__c | Checkbox | The product on this line item is part of a bundle product on this quote. Bundled line items have a price of 0, and price and quantity can’t be edited. |
| Carry-Over Line | SBQQ__CarryoverLine__c | Checkbox | Denotes this line as an auto-mapped option on an Upgraded Bundle. |
| Component Cost | SBQQ__ComponentCost__c | Currency (14, 2) | Total cost of components in this bundle. |
| Component Discounted By Package | SBQQ__ComponentDiscountedByPackage__c | Checkbox | Fixes additional discount for this component to the parent bundle discount. |
| Component List Total | SBQQ__ComponentListTotal__c | Currency (14, 2) | List total of components in this configuration. This field is populated only if the line item references a configurable product. |
| Component Net Total | SBQQ__ComponentTotal__c | Currency (14, 2) | Net total of components in this configuration. This field is populated only if the line item references a configurable product. |
| Component Percent of Total Scope | SBQQ__ComponentSubscriptionScope__c | Picklist | Subscription scope set at the component level. This field overrides the subscription scope copied from the product. Values:
|
| Component Uplifted By Package | SBQQ__ComponentUpliftedByPackage__c | Checkbox | Fixes uplift for this component to the parent bundle uplift. Uplift applies only to multi-segmented products. |
| Component Visibility | SBQQ__ComponentVisibility__c | Formula (Text) | Indicates the visibility of the component line item. |
| Compound Discount (%) | SBQQ__CompoundDiscountRate__c | Percent (5, 3) | Discount rate compounded by quantity (historic). |
| Configuration Required | SBQQ__ConfigurationRequired__c | Checkbox | This field is no longer supported. |
| Contracted Price | SBQQ__ContractedPrice__c | Lookup (Contracted Price) | Contracted price if the product has negotiated pricing for opportunity's account. Contracted prices are available on the Account and can be applied to any product in any price book. |
| Cost | SBQQ__Cost__c | Lookup (Cost) | Cost record for the line item. |
| Cost Editable | SBQQ__CostEditable__c | Checkbox | Specifies whether cost can be edited on the line item. |
| Customer Total | SBQQ__CustomerTotal__c | Formula (Currency) | Customer total price for the quote line item. This total is the net total, excluding any partner discounts. |
| Customer Unit Price | SBQQ__CustomerPrice__c | Currency (12, 2) | Customer unit price for the product quoted by the line item. This price is the net unit price, excluding partner discounts. |
| Default Subscription Term | SBQQ__DefaultSubscriptionTerm__c | Number (5, 0) | Term length of the subscription, which applies only if the product is a subscription. It’s copied from the subscription term of the related product when the line item is first generated. |
| Description | SBQQ__Description__c | Rich Text Area (32000) | Description of the line item. |
| Discount Schedule | SBQQ__DiscountSchedule__c | Lookup (Discount Schedule) | Specify discounts in terms of percentage or amount to be discounted from the product's price using quantity purchased or term. Set quantity or term ranges in tiers of different discount percentages. The discount is applied to the list price, and the resulting total is stored in the regular price. |
| Discount Schedule Type | SBQQ__DiscountScheduleType__c | Picklist | Discount schedule type. Copied from the Type field in the associated discount schedule. Must be a stored value because it’s used in rollup formula fields. Values:
|
| Discount Tier | SBQQ__DiscountTier__c | Lookup (Discount Tier) | Discount tier used by the line item. This field is populated only if a product is volume discounted and the discount schedule is of type Range. |
| Distributor Discount | SBQQ__DistributorDiscount__c | Percent (3, 2) | This discount is applied to the partner price and reflected in the net price. |
| Dynamic Option ID | SBQQ__DynamicOptionId__c | Text (40) | Contains the feature ID and product ID to identify the feature and optional SKU associated with the line item. |
| Earliest Valid Amendment Start Date | SBQQ__EarliestValidAmendmentStartDate__c | Formula (Date) | The earliest amendment start date allowed, based on previously amended subscriptions. |
| Effective End Date | SBQQ__EffectiveEndDate__c | Formula (Date) | Effective end date for this subscription. |
| Effective Quantity | SBQQ__EffectiveQuantity__c | Formula (Number) | Effective quantity used in computing totals. Same as quantity unless the product is block-priced or covered by the Slab discount schedule, or an existing subscription. For amendment quotes, this field is equal to (Quantity) - (Prior Quantity). |
| Effective Start Date | SBQQ__EffectiveStartDate__c | Formula (Date) | Effective start date for this subscription. |
| End Date | SBQQ__EndDate__c | Date | Date the service represented by this line item ends (applies only if product is a subscription). |
| Existing | SBQQ__Existing__c | Checkbox | Indicates that the customer already owns this product. This checkbox is typically used for products with options during add-on quoting. The product is on the quote solely to drive the Configurator. |
| Favorite | SBQQ__Favorite__c | Lookup (Favorite) | Favorite to which this line item belongs. |
| Generate Contracted Price | SBQQ__GenerateContractedPrice__c | Picklist | Generates a contracted price based on the adjusted quote line if flagged. Values:
|
| Gross Profit | SBQQ__GrossProfit__c | Currency (14, 2) | Gross profit amount on this line item. |
| Group | SBQQ__Group__c | Lookup (Quote Line Group) | Group to which this line belongs, if any. |
| Hidden | SBQQ__Hidden__c | Checkbox | Denotes whether this line item is hidden in generated PDF documents. |
| Incomplete | SBQQ__Incomplete__c | Checkbox | Flag set internally by application logic when a line item is saved to an incomplete database. This flag can be set when price rules are evaluated. Test this field in validation rules to avoid firing the rules prematurely. Don’t add this field to a page layout or otherwise update it. |
| List Total | SBQQ__ListTotal__c | Formula (Currency) | Quantity multiplied by list unit price. |
| List Unit Price | SBQQ__ListPrice__c | Currency (12, 2) | The list unit price inherits this product's price book entry by default unless a special price type is defined. |
| Markup | SBQQ__Markup__c | Formula (Currency) | Markup amount on this item. This value is calculated automatically by applying markup rate or absolute amount to the product cost. |
| Markup (%) | SBQQ__MarkupRate__c | Percent (6, 2) | Markup on the line item, expressed as a percentage. |
| Markup (Amount) | SBQQ__MarkupAmount__c | Currency (14, 2) | Markup amount for the line item. |
| Maximum List Unit Price | SBQQ__MaximumPrice__c | Currency (14, 2) | Maximum unit price for the product. Used to enforce list price ceiling for products with dynamically calculated prices. |
| Minimum List Unit Price | SBQQ__MinimumPrice__c | Currency (18, 0) | Minimum list unit price for this product. Used to enforce list price floor for products with dynamically calculated list prices. |
| Net Total | SBQQ__NetTotal__c | Formula (Currency) | Net total price for this quote line item. |
| Net Unit Price | SBQQ__NetPrice__c | Currency (12, 2) | Net unit price for the product quoted by this line item. |
| Non Discountable | SBQQ__NonDiscountable__c | Checkbox | Marks this line item as non-discountable. This field doesn’t override the discounts specified in the Discount Schedule field. |
| Non Partner Discountable | SBQQ__NonPartnerDiscountable__c | Checkbox | Select this checkbox to make this line item non-discountable for partners. |
| Number | SBQQ__Number__c | Number (5, 0) | Number indicating this line item's position within its group or quote; its value must be unique within the group or quote. |
| Optional | SBQQ__Optional__c | Checkbox | Marks this line item as optional; optional line items don't contribute to quote totals and aren’t transferred to the opportunity. |
| Option Discount (%) | SBQQ__OptionDiscount__c | Percent (3,2) | If this line item is for an optional SKU, this field captures any discount given to the bundle and extended to the option. |
| Option Discount (Amount) | SBQQ__OptionDiscountAmount__c | Currency (10,2) | Discount extended on this product because it's part of a bundle. |
| Option Level | SBQQ__OptionLevel__c | Number (5,0) | Indicates the nesting level of this option (applies only to line items generated from options). |
| Option Type | SBQQ__OptionType__c | Picklist | Indicates the option type, which is copied from the related product option; determines how quantity is calculated. Types:
|
| Original Price | SBQQ__OriginalPrice__c | Currency (12,2) | The original unit price for the product quoted by this line item. Original price originates from the price book. Also known as MSRP. |
| Original Quantity | SBQQ__BundledQuantity__c | Number (10,2) | For items with calculated quantities, this field holds the original (user-entered) quantity. |
| Original Unit Cost | SBQQ__OriginalUnitCost__c | Currency (14,2) | Cost for one unit of product quoted on this line item if cost schedules weren’tapplied. |
| Package | SBQQ__Bundle__c | Checkbox | Indicates whether this line item represents a bundle, that is, whether it includes other line items in this quote. |
| Package Cost | SBQQ__PackageCost__c | Formula (Currency) | Total cost of this bundle, including the cost of its components. |
| Package List Total | SBQQ__PackageListTotal__c | Formula (Currency) | Total list price of this bundle, including its components. |
| Package Product Code | SBQQ__PackageProductCode__c | Text (255) | Product code for the bundle. Salesforce CPQ generates this code by appending codes of selected components according to a user-specified pattern. |
| Package Product Description | SBQQ__PackageProductDescription__c | Rich Text Area (32,000) | Dynamic product description generated from the components inside this bundle. |
| Package Total | SBQQ__PackageTotal__c | Formula (Currency) | Total price of this bundle, including its components. |
| Partner Discount | SBQQ__PartnerDiscount__c | Percent (3, 2) | If your company sells through a channel/VARI, a partner discount can be given on a quote or individual product line item. Partner discounts are applied after all automatic and discretionary discounts. The partner discount is accounted for in the partner price. |
| Partner Total | SBQQ__PartnerTotal__c | Formula (Currency) | Total of the partner discount. By default, partner discounts are applied after all automatic and discretionary discounts. The partner discount is accounted for in the partner price. |
| Partner Unit Price | SBQQ__PartnerPrice__c | Currency (12, 2) | Partner unit price. Price after partner discount but before distributor discount. |
| Percent of Total (%) | SBQQ__SubscriptionPercent__c | Percent (4, 3) | Percent of non-subscription product total to use when calculating this line item price. |
| Percent of Total Base | SBQQ__SubscriptionBase__c | Text (30) | Determines the price that serves as the base for percent-of-total calculations. |
| Percent of Total Category | SBQQ__SubscriptionCategory__c | Picklist | Category defined on the product to limit percent-of-total calculations to certain products. Copied from the product record. |
| Percent of Total Scope | SBQQ__SubscriptionScope__c | Picklist | Indicates how dynamic subscription prices are calculated: Quote uses all the non-subscription products in the quote, while Group uses only non-subscription products in the same group. Values:
|
| Percent of Total Target Price | SBQQ__SubscriptionTargetPrice__c | Currency (12, 2) | Percentage of the subscription target product price for calculating maintenance. |
| Previous Segment Regular Price | SBQQ__PreviousSegmentPrice__c | Currency (12, 2) | When set, this value takes the place of the previous segment's regular price when uplift is calculated for this segment. |
| Previous Segment Uplift | SBQQ__PreviousSegmentUplift__c | Currency (10, 2) | When set, this value takes the place of the previous segment's uplift amount when uplift is calculated for this segment. |
| Price Dimension | SBQQ__Dimension__c | Lookup (Price Dimension) | Dimension within an MDQ product. Each segment can be priced independently. Each product can contain several price dimensions. Yearly price dimensions are treated as subscriptions. |
| Price Editable | SBQQ__PriceEditable__c | Checkbox | Flag indicating whether the price is editable for this line item. |
| Pricebook Entry ID | SBQQ__PricebookEntryID__c | Id | When you add a product to a quote and save, the resulting quote line inherits its price book entry ID from the product’s price book entry ID. When you order the quote, your order products inherit their price book entry IDs from their quote lines. |
| Pricing Method | SBQQ__PricingMethod__c | Picklist | Indicates how the price for this line item is calculated. List subtracts the discount from the list price. Cost adds markup to the cost.
|
| Pricing Method Editable | SBQQ__PricingMethodEditable__c | Checkbox | Specifies whether the pricing method can be edited on this line item. |
| Prior Quantity | SBQQ__PriorQuantity__c | Number (10, 2) | Sum of quantities from prior purchases.  Note For internal use only. Do not edit this
field. |
| Product | SBQQ__Product__c | Lookup (Product) | Product quoted by this line item. |
| Product Code | SBQQ__ProductCode__c | Formula (Text) | Code for the product referenced by this line item. |
| Product Family | SBQQ__ProductFamily__c | Formula (Text) | A category you can use to help you organize this line item in Salesforce (whether it's a new or existing product family). Use this field during product selection to filter to the correct product or product SKU. |
| Product Name | SBQQ__ProductName__c | Formula (Text) | Name of the product referenced by this line item |
| Product Option | SBQQ__ProductOption__c | Lookup (Product Option) | Product option that generated this line item (if any). |
| Prorated List Price | SBQQ__ProratedListPrice__c | Currency (16, 2) | Prorated list unit price. |
| Prorated Unit Price | SBQQ__ProratedPrice__c | Currency (12, 2) | Prorated price of the product quoted by this line item. This price differs from the special price only if the product is a subscription and the line item is prorated. |
| Prorate Multiplier | SBQQ__ProrateMultiplier__c | Number (4, 4) | Calculated ratio used to compute prorated price. |
| Quantity | SBQQ__Quantity__c | Number (10, 2) | Quantity quoted. |
| Quote | SBQQ__Quote__c | Master-Detail (Quote) | Quote to which this line item belongs. |
| Regular Total | SBQQ__RegularTotal__c | Formula (Currency) | Unit price before additional discount is multiplied by quantity. |
| Regular Unit Price | SBQQ__RegularPrice__c | Currency (12, 2) | Unit price before additional discount. |
| Renewal | SBQQ__Renewal__c | Checkbox | Indicates that this line item represents a renewed product. This field is set to true only for non-subscription products for quote type Renewal. Under normal circumstances, this field isn’t modified via the UI. |
| Renewed Asset | SBQQ__RenewedAsset__c | Lookup (Asset) | Asset being renewed if this line item represents product renewal. |
| Renewed Subscription | SBQQ__RenewedSubscription__c | Lookup (Subscription) | The subscription that this quote line item renews. |
| Required By | SBQQ__RequiredBy__c | Lookup (Quote Line) | Links this line item to another line item in the same quote whose product requires this line item's product. |
| Segment Index | SBQQ__SegmentIndex__c | Number (2, 0) | For multi-segmented products, the index representing this quote line item’s position in the segment table. |
| Segment Key | SBQQ__SegmentKey__c | Text (30) | For multi-segmented products, a shared key used to group multi-dimensional quote line items. |
| Segment Label | SBQQ__SegmentLabel__c | Text (25) | For multi-segmented products, the column header label (for example, "Year 1") associated with this line item. Salesforce CPQ generates the segment label with double spaces between the segment and number. |
| Source | SBQQ__Source__c | Lookup (Quote Line) | Source of the cloned quote line item. |
| Special Price | SBQQ__SpecialPrice__c | Currency (12, 2) | If the Special Price Type field has a value, special price replaces list price as the starting point in the quote line price calculation sequence.
If Special Price Type field’s value is null, the special price inherits the value of the list unit price. However, Salesforce CPQ doesn’t use the special price in calculating the quote line item price. |
| Special Price Description | SBQQ__SpecialPriceDescription__c | Text (80) | Name of the discount tier or contracted price applied to achieve the special price for this line item. |
| Special Price Type | SBQQ__SpecialPriceType__c | Picklist | Stores the type of special price offered on this line item. A null value indicates that there’s no special pricing. Under normal circumstances, this field isn’t modified via the UI. |
| Start Date | SBQQ__StartDate__c | Date | Date the service represented by this line item begins (applies only if the product is a subscription). |
| Subscribed Asset IDs | SBQQ__SubscribedAssetIds__c | Long Text Area (19,000) | Comma-separated list of asset IDs covered by the subscription line. Only applicable to renewal quotes. Don’t update unless instructed. |
| Subscription Pricing | SBQQ__SubscriptionPricing__c | Picklist | Determines how the subscription on this line item is priced. A blank value means that this line contains product that isn’t a subscription. Values:
|
| Subscription Term | SBQQ__SubscriptionTerm__c | Number (5, 0) | Term for the subscription product in the line item. If the product isn’t a subscription, this value has no effect. |
| Subscription Type | SBQQ__SubscriptionType__c | Picklist | Determines the contract's pricing and process. By default, this field is mapped from the product. For any legacy quote line, this field’s value is null. For a new quote line item, the value is conditionally mapped from the default subscription type. The conditional picklist values are as follows:
|
| Taxable | SBQQ__Taxable__c | Checkbox | Indicates whether products in records related to this account are taxable. By default, selecting this field doesn't perform actions in Salesforce CPQ. For example, selecting this field doesn’t prevent the product from being added to quotes and orders for non-taxable accounts. However, Avalara for Salesforce CPQ evaluates the Taxable field when performing tax calculations. |
| Term Discount | SBQQ__TermDiscount__c | Currency (12, 2) | Discount calculated by applying the subscription term against the term discount schedule. |
| Term Discount Schedule | SBQQ__TermDiscountSchedule__c | Lookup (Discount Schedule) | Schedule for discounts based on subscription term. This field is useful when you want to show a breakdown of payments in separate groups for different terms, yet you want to apply the discount for the entire duration of the subscription. Leave Term Discount Level blank if you want discount schedules applied based on the term of each line item. |
| Term Discount Tier | SBQQ__TermDiscountTier__c | Lookup (Discount Tier) | Tier within the term discount schedule used to discount this line item. |
| Total Discount (%) | SBQQ__TotalDiscountRate__c | Formula (Percent) | Total discount for this line item including volume discount, contracted discount, and additional discount. |
| Total Discount (Amount) | SBQQ__TotalDiscountAmount__c | Formula (Currency) | Total discount amount for this line item including volume discount, contracted discount, and additional discount. |
| Unit Cost | SBQQ__UnitCost__c | Currency (14, 2) | Cost for one unit of product quoted on this line item. |
| Unprorated Net Price | SBQQ__UnproratedNetPrice__c | Currency (14, 2) | This field is deprecated. |
| Upgraded Asset | SBQQ__UpgradedAsset__c | Lookup (Asset) | The asset that this quote line is upgrading. When the quote is contracted, this asset’s Usage End Date field is populated to indicate it's been retired. |
| Upgraded Quantity | SBQQ__UpgradedQuantity__c | Number (10, 2) | Portion of this line item's prior quantity upgraded to another product. |
| Upgraded Subscription | SBQQ__UpgradedSubscription__c | Lookup (Subscription) | The subscription that this quote line is upgrading. When the quote is contracted, this subscription’s Terminated Date field is populated. |
| Uplift | SBQQ__Uplift__c | Percent (7, 2) | Uplift is applied as a percentage against the previous year's price. The resulting price is entered in the Regular Price field on top of special or contracted prices. Uplifts compound year after year. Uplift can’t be applied to the first year of a subscription. |
| Uplift (Amount) | SBQQ__UpliftAmount__c | Currency (10, 2) | Uplift (Amount) is measured as a currency amount. This field is system calculated, because uplift can only be applied to MDQ segments in percentages. |
| Volume Discount | SBQQ__VolumeDiscount__c | Percent (12, 2) | Discount schedules let you specify volume discounts based on a percentage of the product's price to be discounted using the quantity purchased or term. You can set the quantity or term ranges in tiers of different discount percentages. You can also apply discount schedules to the subscription term. |
See Also
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