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Field sets customization for CPQ X

Customize field sets in CPQ X to add new settings to the Quote Studio page by incorporating custom fields.

CPQ X provides a set of standard field sets for the Quote and Quote Rate Plan Charge objects. These field sets correspond to different sections on the Quote Studio page, while the fields are displayed as different settings or display fields. If you want to add more settings to the Quote Studio page, you can add new custom fields to the corresponding field set.

Note: Before adding custom fields to a specific section on the Quote Studio page, you must ensure that the custom fields you want to add have been created. See Create a custom field from Salesforce for step-by-step instructions about how to create a new custom field.