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Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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Configure Opportunity Product sync

Configure field mappings

Learn how to configure how Zuora CPQ fields map to Salesforce Opportunity Product fields, including required system mappings and custom metric fields.

Field mappings define which Zuora CPQ values populate which Opportunity Products fields.

  • The mapping UI lists all Opportunity Products fields, including:

    • Standard fields (e.g., Opportunity, PricebookEntry).

    • Custom fields you created (e.g., zqu__GrossMRR__c, zqu__NetTCB__c).

  • Some mappings are required and auto-created (not deletable, but source can often be changed):

    • OpportunityId (set from the quote’s parent Opportunity).

    • PricebookEntryId (from the product and Standard Pricebook).

    • Quantity (typically from Charge Segment quantity).

    • TotalPrice (typically from Charge Segment Net TCB).

To add a mapping for a custom metric:

  1. Ensure the custom field exists on Opportunity Product.
  2. In Field Mappings:
    1. Select the destination field (e.g., zqu__GrossMRR__c or zqu__DeltaQuantity__c).
    2. Select the source field from Zuora CPQ objects; for example:

      • Charge Segment zqu__GrossMRR__c, zqu__NetMRR__c, zqu__NetTCB__c, quantities, deltas.

      • Quote Rate Plan Charge or Product fields for classification

    Mappings can be activated/deactivated without deletion, which is useful for iterative configuration.

    Available source objects for mappings:

    • Charge Segment (primary)

    • Quote Rate Plan Charge

    • Quote Rate Plan

    • Product Rate Plan

    • Product2

    • Quote Charge Summary

    • Quote Charge Detail

    • Quote Ramp Interval

    • Quote Charge Interval Detail

    Note:

    Field mappings can be exported from one Salesforce org and imported into another using Data Loader or Workbench.

    To export, query the source org:

    SELECT zqu__MappingName__c, zqu__DestinationField__c, zqu__DestinationObject__c, zqu__SourceObject__c, zqu__SourceField__c, zqu__DataType__c, zqu__IsRequired__c, zqu__IsActive__c, zqu__SortOrder__c, zqu__Description__c FROM zqu__OppProdSyncFieldMapping__c ORDER BY zqu__IsRequired__c DESC, zqu__SortOrder__c ASC

    To import, use Data Loader upsert with zqu__MappingName__c as the external ID match field. Existing mappings with the same name are updated and new mappings are inserted. Required system mappings (Opportunity, Pricebook Entry, Quantity, Total Price) are matched by name and preserved automatically.

    Note:

    Source field paths that traverse relationships, such as zqu__QuoteRatePlanCharge__r.zqu__EffectivePrice__c, include the package namespace.

Last updated: May 4, 2026