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

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.