Field mappings in product integration
This document details the mapping of Salesforce CPQ product catalog fields to Zuora object fields for product integration.
Product Integration
| Salesforce CPQ Object | Salesforce Field | Zuora Field | Zuora Object |
|---|---|---|---|
| Product2 | Id | sfdcId__c | Product |
| Product2 | ProductId__c | Id | Product |
| Product2 | ProductName__c | Name | Product |
| Product2 | ProductEffectiveStartDate__c | EffectiveStartDate | Product |
| Product2 | ProductEffectiveEndDate__c | EffectiveEndDate | Product |
| Product2 | CustomField__c | CustomField__c | Product |
Product Rate Plan Integration
| Salesforce CPQ Object | Salesforce Field | Zuora Field | Zuora Object | Notes |
|---|---|---|---|---|
| N/A | N/A | sfdcPricingType__c | ProductRatePlan | Set to the following values: - DISCOUNT_SCHEDULE:When the plan is created from a discount schedule - BLOCK_PRICE:When the charges are created from a set of block prices - PRICEBOOK_ENTRY:When the charges are created from a set of Pricebook entries. |
| PricebookEntry | PRPlanId__c | Id | ProductRatePlan | |
| Product2 | PRPlanName__c | Name | ProductRatePlan | |
| Product2 | PRPlanEffectiveStartDate__c | EffectiveStartDate | ProductRatePlan | |
| Product2 | PRPlanEffectiveEndDate__c | EffectiveEndDate | ProductRatePlan | |
| Product2 | ProductId__c | ProductId | ProductRatePlan | |
| PricebookEntry | CurrencyIsoCode | ActiveCurrencies | ProductRatePlan | If Multi-Currency is enabled, the currency of each charge is collected and joined from the associated Pricebook Entries or Block Prices. Only included when creating plans/charges. |
| SBQQ__BlockPrice__c | CurrencyIsoCode | ActiveCurrencies | ProductRatePlan | If Multi-Currency is enabled, the currency of each charge is collected and joined from the associated Pricebook Entries or Block Prices. Only included when creating plans/charges. |
| SBQQ__DiscountSchedule__c | SBQQ__Product__c | sfdcProductID__c | ProductRatePlan | When sfdcPricingType__c is DISCOUNT_SCHEDULE |
| SBQQ__DiscountSchedule__c | SBQQ__Pricebook__c | sfdcPricebookID__c | ProductRatePlan | When sfdcPricingType__c is DISCOUNT_SCHEDULE |
| SBQQ__DiscountSchedule__c | Id | sfdcDiscScheduleID__c | ProductRatePlan | When sfdcPricingType__c is DISCOUNT_SCHEDULE |
| Product2 | CustomField__c | CustomField__c | ProductRatePlan | Custom fields are read from the WSDL uploaded in Zuora 360. |
Product Rate Plan Charge Integration
| Salesforce CPQ Object | Salesforce Field | Zuora Field | Zuora Object | Notes |
|---|---|---|---|---|
| N/A | N/A | Id | ProductRatePlanCharge | Queried from Zuora during updates |
| Product2 | PRPChargeName__c | Name | ProductRatePlanCharge | |
| Product2 | ProductDescription__c | Description | ProductRatePlanCharge | |
| Product2 | PRPChargeBillCycleDay__c | BillCycleDay | ProductRatePlanCharge | |
| Product2 | PRPChargeBillCycleType__c | BillCycleType | ProductRatePlanCharge | |
| Product2 | PRPChargeBillingPeriod__c | BillingPeriod | ProductRatePlanCharge | |
| Product2 | PRPChargeBillingPeriodAlignment__c | BillingPeriodAlignment | ProductRatePlanCharge | |
| Product2 | PRPChargeChargedThroughDate__c | BillCycleType | ProductRatePlanCharge | |
| Product2 | PRPChargeChargeModel__c | ChargeModel | ProductRatePlanCharge | |
| Product2 | SBQQ__DefaultQuantity__c | DefaultQuantity | ProductRatePlanCharge | |
| Product2 | PRPChargeIncludedUnits__c | IncludedUnits | ProductRatePlanCharge | |
| Product2 | PRPChargeNumberOfPeriod__c | NumberOfPeriodf | ProductRatePlanCharge | |
| Product2 | PRPChargeOverageCalculationOption__c | OverageCalculationOption | ProductRatePlanCharge | |
| Product2 | PRPChargeOverageUnusedUnitsCreditOption__c | OverageUnusedUnitsCreditOption | ProductRatePlanCharge | |
| Product2 | PRPChargeSmoothingModel__c | SmoothingModel | ProductRatePlanCharge | |
| Product2 | PRPChargeSpecificBillingPeriod__c | SpecificBillingPeriod | ProductRatePlanCharge | |
| Product2 | PRPChargeTriggerEvent__c | TriggerEvent | ProductRatePlanCharge | |
| Product2 | SBQQ__Taxable__c | Taxable | ProductRatePlanCharge | If Zuora Tax is enabled |
| Product2 | PRPChargeTaxMode__c | TaxMode | ProductRatePlanCharge | If Zuora Tax is enabled |
| Product2 | PRPChargeTaxCode__c | TaxCode | ProductRatePlanCharge | If Zuora Tax is enabled |
| Product2 | PRPChargeDeferredRevenueAccount__c | DeferredRevenueAccount | ProductRatePlanCharge | If Zuora Finance is enabled |
| Product2 | PRPChargeRecognizedRevenueAccount__c | RecognizedRevenueAccount | ProductRatePlanCharge | If Zuora Finance is enabled |
| Product2 | PRPChargeRevenueRecognitionRuleName__c | RevenueRecognitionRuleName | ProductRatePlanCharge | If Zuora Finance is enabled |
| Product2 | PRPChargeAccountingCode__c | AccountingCode | ProductRatePlanCharge | If Zuora Finance is NOT enabled |
| Product2 | PRPChargeChargeType__c | ChargeType | ProductRatePlanCharge | On creation only |
| Product2 | PRPChargeUomName__c | UOM | ProductRatePlanCharge | On creation only |
| SBQQ__BlockPrice__c | SBQQ__Product__c | sfdcProductID__c | ProductRatePlanCharge | Used for the Block Price charges |
| PricebookEntry | Pricebook2Id | sfdcProductID__c | ProductRatePlanCharge | Used for the Discount Schedule and Pricebook Entry charges |
| PricebookEntry | sfdcProductID__c | sfdcPricebookID__c | ProductRatePlanCharge | Used for the Discount Schedule and Pricebook Entry charges |
| Product2 | CustomField__c | CustomField__c | ProductRatePlanCharge | Custom fields are read from the WSDL uploaded in Zuora 360. |
Product Rate Plan Charge Tier Integration for Discount Schedule
| Salesforce CPQ Object | Salesforce Field | Zuora Field | Zuora Object | Notes |
|---|---|---|---|---|
| SBQQ__DiscountTier__c | SBQQ__LowerBound__c | StartingUnit | ProductRatePlanChargeTier | |
| SBQQ__DiscountTier__c | SBQQ__UpperBound__c | EndingUnit | ProductRatePlanChargeTier | EndingUnit = SBQQ__UpperBound__c - 1 |
| SBQQ__DiscountSchedule__c | SBQQ__Type__c | PriceFormat | ProductRatePlanChargeTier | If SBQQ__DiscountSchedule__c.SBQQ_Type__c is: - "Slab", set to "FlatFee" - "Range", set to "Per Unit" |
| SBQQ__DiscountSchedule__c | SBQQ__DiscountUnit__c | Price | ProductRatePlanChargeTier | If SBQQ_DiscountSchedule__c.SBQQ__DiscountUnit__cc is: - "Percent", set the Price to:(1 - SBQQ__DiscountTier__c.SBQQ__Discount __c / 100) x PricebookEntry.UnitPrice - "Amount", set the Price to:PricebookEntry.UnitPrice - SBQQ__DiscountTier__c.SBQQ__DiscountAmount__c |
| PricebookEntry | CurrencyISOCode | Currency | ProductRatePlanChargeTier | Set when Multi-Currency is enabled. |
Product Rate Plan Charge Tier Integration for Block Price
| Salesforce CPQ Object | Salesforce Field | Zuora Field | Zuora Object | Notes |
|---|---|---|---|---|
| SBQQ__BlockPrice__c | SBQQ__Price__c | Price | ProductRatePlanChargeTier | |
| SBQQ__DiscountTier__c | SBQQ__LowerBound__c | StartingUnit | ProductRatePlanChargeTier | |
| SBQQ__DiscountTier__c | SBQQ__UpperBound__c | EndingUnit | ProductRatePlanChargeTier | EndingUnit = SBQQ__UpperBound__c - 1 |
| N/A | N/A | PriceFormat | ProductRatePlanChargeTier | Always set to "Flat Fee". |
| SBQQ__BlockPrice__c | CurrencyISOCode | Currency | ProductRatePlanChargeTier | Set when Multi-Currency is enabled. |
Product Rate Plan Charge Tier Integration for Pricebook Entry
| Salesforce CPQ Object | Salesforce Field | Zuora Field | Zuora Object | Notes |
|---|---|---|---|---|
| PricebookEntry | UnitPrice | Price | ProductRatePlanChargeTier | |
| N/A | N/A | Currency | ProductRatePlanChargeTier | Set when Multi-Currency is enabled. |