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Mapping of Custom Salesforce CPQ Fields Between Objects
Certain pairs of CPQ objects pass custom field values from the first object to the second object when the second object is created. The values pass if the custom fields are editable, have matching field types, and have matching API names. We call these field pairs “twin fields.” (Salesforce CPQ Managed Package)
Required Editions
| Available in: All Salesforce CPQ Editions |
- To map one field to another, you need Read access on the source field and Edit access on the target field.
- Standard fields can’t be mapped between objects.
- Remembering quote line twin field values for bundle parents or standalone products isn’t supported. However, if twin fields exist between the product and quote line, Salesforce CPQ copies the Product field value to the quote line when you add the favorite to a quote.
- Custom address fields aren’t supported for twin field mapping.
One-Way Mapping
Objects in Column 1 of this table pass field values to custom fields with matching types and API names from the objects in column 2.
| Column 1 | Column 2 |
|---|---|
| Contract | Opportunities made from amending or renewing the contract |
| Service Contract | Opportunities made from amending or renewing the service contract |
| Opportunity Products | Quote Line Salesforce CPQ maps from opportunity products to quote lines only for standalone products and only when opportunity products have been created before a sales rep creates the opportunity’s first primary quote. |
| Product | Quote Line |
| Product Option | Quote Line If a product and product option both have the same field as a related quote line, the quote line field inherits the value of the product option field. |
| Quote | Order 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. |
| Quote Line | Order Product |
| Quote Line | Opportunity Product Salesforce CPQ maps twin field values from the quote line to the opportunity product when the quote line is created and anytime that the quote line record is updated. |
| Quote Line | Subscription |
| Quote Line | Assets |
| Quote Line | Contract Line Item |
| Subscriptions | Quote Line On amendment quotes, quote lines inherit twin field values from the first subscription record, not any amended subscriptions made from that record. |
| Contract Line Item | Quote Line |
| Order Product | Invoice Line Salesforce Billing fields can't map a formula field that returns text to a text field. |
| Asset | Quote Line Salesforce CPQ maps from the asset back to the quote line only during amendment and renewal processes when quote lines are generated from assets. |
| Quote Line | Favorite Products for Child Products Standalone or parent products require a Configuration Attribute to retain a Quote Line field value. |
| Favorite Product | Quote Line Products added without a twin field on the Favorite Product but with a twin field from the Product will map the Product value to the Quote Line. |
Mapping in the Configurator
When a bundle is configured, objects in Column 1 pass their custom field values to the resulting new quote lines. When you open the configurator to reconfigure the bundle, Salesforce CPQ sets product option and configuration attribute values based on matching field values from their related quote lines.
| Column 1 | Column 2 |
|---|---|
| Configuration Attributes | Quote Line Configuration attributes always map to the bundle parent’s quote line. They map to the bundle’s child products only when the configuration attribute’s Apply to Product Options field is enabled. Mapping occurs only for quote lines that are product options of the bundle containing the configuration attribute. Configuration attribute-to-quote line mapping includes quote line fields on segmented quote lines. |
| Product options | Quote Line |
