Objects and fieldsets for custom fields
This document outlines the custom fields and fieldsets supported in Zuora Quotes.
Add the custom fields you want to send to Zuora to the following fieldsets. The Custom Amendment Fields fieldset is supported starting in Zuora Quotes, version 9.0. The rest fieldsets are supported starting in Zuora Quotes, version 6.0.
|
Object (API Name) |
Quote Type Options |
Fieldset for Sending to Zuora (API Name) |
|---|---|---|
|
Quote Order Line Item (zqu__QuoteOrderLineItem__c) |
New Subscriptions Amendments Renewals |
(zqu__CPQX_Custom_Line_Item_Fields) Fields in this set will be included in QLI data when quotes are sent to Zuora. |
|
Quote (zqu__Quote__c) |
New Subscriptions Amendments Renewals |
Custom Quote Fields (zqu__CustomQuoteFields) Do not use the Custom Quote Fields fieldset on the Quote object together with the Custom Amendment Fields fieldset on the Quote Amendment object. When sent to Zuora, the values populated in the Custom Amendment Fields fieldset will override those in the Custom Quote Fields fieldset. As a workaround, you can move those QuoteAmendment.CustomAmendmentFields custom fields from the Quote Amendment object to the Quote object. |
|
Quote (zqu__Quote__c) |
New Subscriptions Amendments Renewals |
Custom Order Fields (zqu__CustomOrderFields) This fieldset is applicable only if you have the Orders feature enabled for your Zuora tenant. Fields in this fieldset will be included in the order request data when quotes are sent to Zuora. |
|
Quote (zqu__Quote__c) |
Amendments Renewals |
Custom Quote Query Fields (zqu__CustomQuoteQueryFields) This fieldset can be used to get dafta from subscriptions in Zuora to CPQ. The supported data types are Text, Number, Boolean, Date, and Picklist. |
|
Quote (zqu__Quote__c) |
Amendments Renewals |
Custom Quote Query Fields (zqu__Custom_Order_Query_Fields) This fieldset can be used to get data from orders in Zuora to CPQ. The supported data types are Text, Number, Boolean, Date, and Picklist. |
|
Quote Amendment (zqu__QuoteAmendment__c) |
Amendments Renewals |
Custom Amendment Fields (zqu__CustomAmendmentFields) Do not use the Custom Quote Fields fieldset on the Quote object together with the Custom Amendment Fields fieldset on the Quote Amendment object. When sent to Zuora, the values populated in the Custom Amendment Fields fieldset will override those in the Custom Quote Fields fieldset. As a workaround, you can move the QuoteAmendment.CustomAmendmentFields custom fields from the Quote Amendment object to the Quote object. |
|
Quote Rate Plan (zqu__QuoteRatePlan__c) |
New Subscriptions Amendments Renewals |
Custom Rate Plan Fields (zqu__CustomRatePlanFields) You cannot add the standard fields, prefixed with "zqu_",on the Quote Rate Plan object to this fieldset. |
|
Quote Charge (zqu__QuoteCharge__c) |
New Subscriptions (6.4x or earlier versions only) |
Custom Charge Fields (zqu__CustomChargeFields of the Quote Rate Plan Charge object) Use this fieldset in Zuora Quotes 6.4x or earlier. In the 6.50 or later versions, use the fieldset on the Quote Rate Plan Charge object. |
|
Quote Rate Plan Charge (zqu__QuoteRatePlanCharge__c) |
New Subscriptions (6.50 or later versions) Amendments Renewals |
Custom Charge Fields (zqu__CustomChargeFields) Custom Charge Query Fields (zqu__CustomChargeQueryFields) If any custom field values need to be displayed in an Amendment Quote based on the Subscription Rate Plan Charge in Zuora, you should add them to Custom_Charge_Query_Fields fieldset. Note:
If you add custom fields into this fieldset in Quote Studio without creating corresponding custom fields in Zuora, you may experience errors or encounter failures when loading Amend/Renew Quotes. However, if your intention is solely to display or update the fields in Quote Studio for data capture in Salesforce, without the need to send or retrieve values from Zuora, you can add the field to any other fieldsets in Quote Studio, and they will be visible. |
|
ZFeature (zqu__ZFeature__c) |
New Subscriptions Amendments Renewals |
Custom Quote Product Feature FieldsNo Content found for /db/organizations/zuora/repositories/prod-sitemap/content/documents/external_publications/cpq/set_up_cpq/_topics/custom_quote_product_feature_fields.dita (zqu__CustomSentToZuoraFields) |
|
Account (This is a standard Salesforce object.) |
New Subscriptions |
Custom Account Fields (zqu__CustomAccountFields) |