Learn how to create custom fields on the Commitments object in Salesforce that align with custom fields in your Zuora tenant.

1. In Salesforce, go to Setup > Object Manager.
2. Open Commitments (zqu__Commitments__c).
3. Click Fields & Relationships > New.
4. Choose the same data type as in Billing, such as Text, Number, or Picklist, and then click Next.
5. Enter the field details.

   • Field Label - For example, Commitment Segment.

   • Field Name - For example, if the field label is Commitment Segment, Salesforce proposes Commitment_Segment. Confirm that the API name is Commitment_Segment__c.

6. (Optional) Add help text, make the field required, or configure other field properties.
7. Set field-level security for the relevant CPQ profiles or permission sets.
8. Add the new field to the Custom Fields (zqu__CPQX_Custom_Fields) field set so that it appears in the Commitments UI.

   Ensure that the custom field in the Zuora tenant uses the same API name and a compatible data type as the corresponding custom field in Salesforce.