Learn how to add custom fields from the Product object in Zuora to product filters in Salesforce, ensuring seamless integration and visibility in Quote Studio.

1. For the custom field on the Product object in Zuora, create a custom field with the same API name and data type on the Product2 standard object in Salesforce.
   For example, you have a Picklist type custom field called Source Type (Source_Type__c) on the Product object in Zuora, and it has the following enum values: Internet (default) and Commercial. Then you can take the following steps to create a counterpart in Salesforce. Note that the steps are documented based on the Salesforce Lightning Experience.
   1. Navigate to Setup > Object Manager > Product (API Name: Product2) > Fields & Relationships.
   2. Click New.
   3. Select the Picklist data type, and click Next.
   4. Complete the following details:

      • Field Label: Enter Source Type.

      • Value: Select Enter values, with each value separated by a new line, and enter Internet and Commercial in the text box below. Note that you need to enter Internet in the first line and select the Use first value as default value check box to ensure that it is the default value.

      • Complete other optional settings as needed, then click Next.

   5. Configure field-level security for this field, then click Next.

      • Select only the Visible check box for the profile of users you want to grant edit access to this field.

      • Select both the Visible and Read-Only check boxes for the profile of users you want to grant read access to this field.

      • Leave both check boxes deselected if you want to hide this field from a user profile.

   6. Select the Add Field check box for the page layout where you want to add this field.
   7. Click Save. Then the custom field is created on the Product2 object.
2. Add the created custom field to the product filters.
   1. Navigate to Zuora Config > Quote Studio Settings > Product And Quick Filters.
   2. Click the Product Filters tab, then click Edit.
   3. Select the custom field you created then click to add this field to the Selected Product Filters box.
   4. (Optional) Click or to adjust the display order of the selected fields.
   5. Click Save.

      Subsequently, when users browse product rate plans in Quote Studio, they can see that the custom field is displayed in the Product Filters section on the left.