Supported Merge Fields for Quote Templates
The document outlines the supported merge fields for quote templates, detailing their mapping to corresponding Zuora Quotes fields.
This article presents the merge fields supported in quote templates and the corresponding Zuora Quotes field to which each merge field is mapped.
Merge field names are case-sensitive. Specify the merge fields exactly as shown in the below tables.
An alternative to specifying a merge field as given in the first column of the below tables, you can specify an API name of the field from the second column. For example, <<Quote.AmendmentName>> can be also specified as <<Quote.zqu__Amend_Name__c>> as zqu__Amend_Name__c is the API name of the corresponding field.
Customer Account Merge Fields
The following table lists the merge fields on the Account object and the corresponding mapping fields in Salesforce.
| Customer Account Merge Field | Salesforce Field on the Customer Account Object |
|---|---|
| SAccount.AccountNumber | AccountNumber |
| SAccount.AnnualRevenue | AnnualRevenue |
| SAccount.BillingCity | BillingAddress |
| SAccount.BillingCountry | BillingAddress |
| SAccount.BillingPostalCode | BillingAddress |
| SAccount.BillingState | BillingAddress |
| SAccount.BillingStreet | BillingAddress |
| SAccount.Description | Description |
| SAccount.Fax | Fax |
| SAccount.Industry | Industry |
| SAccount.Name | Name |
| SAccount.NumberOfEmployees | NumberOfEmployees |
| SAccount.Owner | Owner |
| SAccount.Ownership | Ownership |
| SAccount.Phone | Phone |
| SAccount.Rating | Rating |
| SAccount.ShippingCity | ShippingAddress |
| SAccount.ShippingCountry | ShippingAddress |
| SAccount.ShippingPostalCode | ShippingAddress |
| SAccount.ShippingState | ShippingAddress |
| SAccount.ShippingStreet | ShippingAddress |
| SAccount.Sic | Sic |
| SAccount.Site | Site |
| SAccount.TickerSymbol | TickerSymbol |
| SAccount.Type | Type |
| SAccount.Website | Website |
Account Owner Merge Fields
The following table lists the merge fields on the Account Owner object and the corresponding mapping fields in Salesforce.
| Account Owner Merge Field | Salesforce Field on the User Object |
|---|---|
| SAccount.Owner.Alias | Alias |
| SAccount.Owner.City | Address |
| SAccount.Owner.CompanyName | CompanyName |
| SAccount.Owner.Country | Address |
| SAccount.Owner.Department | Department |
| SAccount.Owner.Division | Division |
| SAccount.Owner.Email | |
| SAccount.Owner.EmailEncodingKey | EmailEncodingKey |
| SAccount.Owner.EmployeeNumber | EmployeeNumber |
| SAccount.Owner.Extension | Extension |
| SAccount.Owner.Fax | Fax |
| SAccount.Owner.ForecastEnabled | ForecastEnabled |
| SAccount.Owner.IsActive | IsActive |
| SAccount.Owner.LanguageLocaleKey | LanguageLocaleKey |
| SAccount.Owner.LocaleSidKey | LocaleSidKey |
| SAccount.Owner.MobilePhone | MobilePhone |
| SAccount.Owner.Phone | Phone |
| SAccount.Owner.PostalCode | Address |
| SAccount.Owner.ReceivesAdminInfoEmails | ReceivesAdminInfoEmails |
| SAccount.Owner.ReceivesInfoEmails | ReceivesInfoEmails |
| SAccount.Owner.State | Address |
| SAccount.Owner.Street | Address |
| SAccount.Owner.TimeZoneSidKey | TimeZoneSidKey |
| SAccount.Owner.Title | Title |
| SAccount.Owner.Username | Username |
Bill To Contact Merge Fields
The following table lists the merge fields on the Bill To Contact object and the corresponding mapping fields in Salesforce.
| Bill To Contact Merge Field | Salesforce Field on the Contact Object |
|---|---|
| BillToContact.AssistantName | AssistantName |
| BillToContact.AssistantPhone | AssistantPhone |
| BillToContact.Birthdate | Birthdate |
| BillToContact.City | MailingAddress |
| BillToContact.Country | MailingAddress |
| BillToContact.Department | Department |
| BillToContact.Description | Description |
| BillToContact.DoNotCall | DoNotCall |
| BillToContact.Email | |
| BillToContact.Fax | Fax |
| BillToContact.FirstName | Name |
| BillToContact.HasOptedOutOfEmail | HasOptedOutOfEmail |
| BillToContact.HasOptedOutOfFax | HasOptedOutOfFax |
| BillToContact.HomePhone | HomePhone |
| BillToContact.LastCURequestDate | LastCURequestDate |
| BillToContact.LastCUUpdateDate | LastCUUpdateDate |
| BillToContact.LastName | Name |
| BillToContact.LeadSource | LeadSource |
| BillToContact.MobilePhone | MobilePhone |
| BillToContact.OtherCity | OtherAddress |
| BillToContact.OtherCountry | OtherAddress |
| BillToContact.OtherPhone | OtherPhone |
| BillToContact.OtherPostalCode | OtherAddress |
| BillToContact.OtherState | OtherAddress |
| BillToContact.OtherStreet | OtherAddress |
| BillToContact.Phone | Phone |
| BillToContact.PostalCode | MailingAddress |
| BillToContact.Salutation | Name |
| BillToContact.State | MailingAddress |
| BillToContact.Street | MailingAddress |
| BillToContact.Title | Title |
Sold To Contact Merge Fields
The following table lists the merge fields on the Sold To Contact object and the corresponding mapping fields in Salesforce.
| Sold To Contact Merge Field | Salesforce Field on the Contact Object |
|---|---|
| SoldToContact.AssistantName | AssistantName |
| SoldToContact.AssistantPhone | AssistantPhone |
| SoldToContact.Birthdate | Birthdate |
| SoldToContact.City | MailingAddress |
| SoldToContact.Country | MailingAddress |
| SoldToContact.Department | Department |
| SoldToContact.Description | Description |
| SoldToContact.DoNotCall | DoNotCall |
| SoldToContact.Email | |
| SoldToContact.Fax | Fax |
| SoldToContact.FirstName | Name |
| SoldToContact.HasOptedOutOfEmail | HasOptedOutOfEmail |
| SoldToContact.HasOptedOutOfFax | HasOptedOutOfFax |
| SoldToContact.HomePhone | HomePhone |
| SoldToContact.LastCURequestDate | LastCURequestDate |
| SoldToContact.LastCUUpdateDate | LastCUUpdateDate |
| SoldToContact.LastName | Name |
| SoldToContact.LeadSource | LeadSource |
| SoldToContact.MobilePhone | MobilePhone |
| SoldToContact.OtherCity | OtherAddress |
| SoldToContact.OtherCountry | OtherAddress |
| SoldToContact.OtherPhone | OtherPhone |
| SoldToContact.OtherPostalCode | OtherAddress |
| SoldToContact.OtherState | OtherAddress |
| SoldToContact.OtherStreet | OtherAddress |
| SoldToContact.Phone | Phone |
| SoldToContact.PostalCode | MailingAddress |
| SoldToContact.Salutation | Name |
| SoldToContact.State | MailingAddress |
| SoldToContact.Street | MailingAddress |
| SoldToContact.Title | Title |
Opportunity Merge Fields
The following table lists the merge fields on the Opportunity object and the corresponding mapping fields in Salesforce.
| Opportunity Merge Field | Salesforce Field on the Opportunity Object |
|---|---|
| SOpportunity.Amount | Amount |
| SOpportunity.CloseDate | CloseDate |
| SOpportunity.Description | Description |
| SOpportunity.ExpectedRevenue | ExpectedRevenue |
| SOpportunity.IsPrivate | IsPrivate |
| SOpportunity.LeadSource | LeadSource |
| SOpportunity.NextStep | NextStep |
| SOpportunity.Name | Name |
| SOpportunity.Owner | Owner |
| SOpportunity.Probability | Probability |
| SOpportunity.StageName | StageName |
| SOpportunity.TotalOpportunityQuantity | TotalOpportunityQuantity |
| SOpportunity.Type | Type |
Opportunity Owner Merge Fields
The following table lists the merge fields on the Opportunity Owner object and the corresponding mapping fields in Salesforce.
| Opportunity Owner Merge Field | Salesforce Field on the User Object |
|---|---|
| SOpportunity.Owner.Alias | Alias |
| SOpportunity.Owner.City | Address |
| SOpportunity.Owner.CompanyName | CompanyName |
| SOpportunity.Owner.Country | Address |
| SOpportunity.Owner.ForecastEnabled | ForecastEnabled |
| SOpportunity.Owner.Department | Department |
| SOpportunity.Owner.Division | Division |
| SOpportunity.Owner.Email | |
| SOpportunity.Owner.EmailEncodingKey | EmailEncodingKey |
| SOpportunity.Owner.EmployeeNumber | EmployeeNumber |
| SOpportunity.Owner.Extension | Extension |
| SOpportunity.Owner.Fax | Fax |
| SOpportunity.Owner.IsActive | IsActive |
| SOpportunity.Owner.MobilePhone | MobilePhone |
| SOpportunity.Owner.LanguageLocaleKey | LanguageLocaleKey |
| SOpportunity.Owner.LocaleSidKey | LocaleSidKey |
| SOpportunity.Owner.Phone | Phone |
| SOpportunity.Owner.PostalCode | Address |
| SOpportunity.Owner.ReceivesAdminInfoEmails | ReceivesAdminInfoEmails |
| SOpportunity.Owner.ReceivesInfoEmails | ReceivesInfoEmails |
| SOpportunity.Owner.State | Address |
| SOpportunity.Owner.Street | Address |
| SOpportunity.Owner.TimeZoneSidKey | TimeZoneSidKey |
| SOpportunity.Owner.Title | Title |
| SOpportunity.Owner.Username | Username |
Organization Merge Fields
The following table lists the merge fields on the Organization object and the corresponding mapping fields in Salesforce.
| Organization Merge Field | Salesforce Field on the Organization Object |
|---|---|
| Organization.City | City |
| Organization.Country | Country |
| Organization.Division | Division |
| Organization.Fax | Fax |
| Organization.Name | Name |
| Organization.OrganizationType | OrganizationType |
| Organization.PrimaryContact | PrimaryContact |
| Organization.Phone | Phone |
| Organization.PostalCode | PostalCode |
| Organization.State | State |
| Organization.Street | Street |
Quote Merge Fields
The following table lists the merge fields on the Quote object and the corresponding mapping fields in Salesforce.
| Quote Merge Field | Salesforce Field on the Quote Object |
|---|---|
| Quote.AmendmentName | zqu__Amendment_Name__c |
| Quote.AutoRenew | zqu__AutoRenew__c |
| Quote.BillingMethod | zqu__PaymentMethod__c |
| Quote.Currency | zqu__Currency__c |
| Quote.Customer_Acceptance_Date | zqu__Customer_Acceptance_Date__c |
| Quote.Description | zqu__Description__c |
| Quote.ExistSubscriptionID | zqu__ExistSubscriptionID__c |
| Quote.GenerateInvoice | zqu__GenerateInvoice__c |
| Quote.InitialTerm | zqu__InitialTerm__c |
| Quote.InvoiceID | zqu__InvoiceID__c |
| Quote.InvoiceOwnerName | zqu__InvoiceOwnerName__c |
| Quote.InvoiceOwnerId | zqu__InvoiceOwnerId__c |
| Quote.InvoiceProcessingOption | zqu__InvoiceProcessingOption__c |
| Quote.Is_Parent_Quote | zqu__Is_Parent_Quote__c |
| Quote.Name | Name |
| Quote.Number | zqu__Number__c |
| Quote.ParentQuote | zqu__ParentQuote__c |
| Quote.PaymentMethod | zqu__PaymentMethod__c |
| Quote.PaymentTerm | zqu__PaymentTerm__c |
| Quote.Previewed_Delta_MRR | zqu__Previewed_Delta_MRR__c |
Quote.Previewed_Delta_TCV (Total Change in TCV for the entire quote) | zqu__Previewed_Delta_TCV__c |
| Quote.Previewed_MRR | zqu__Previewed_MRR__c |
| Quote.Previewed_SubTotal | zqu__Previewed_SubTotal__c |
| Quote.Previewed_TCV | zqu__Previewed_TCV__c |
| Quote.Previewed_Tax | zqu__Previewed_Tax__c |
Quote.Previewed_Total (Total value of the quote. The total value of a quote may not match the sum of all charges in the quote. For example, if you create an amendment quote, the total value of the quote is $0 if no new product or an additional quantity was added to the quote.) | zqu__Previewed_Total__c |
| Quote.RecordReadOnly | zqu__RecordReadOnly__c |
| Quote.RenewalTerm | zqu__RenewalTerm__c |
| Quote.Service_Activation_Date | zqu__Service_Activation_Date__c |
| Quote.StartDate | zqu__StartDate__c |
| Quote.Status | zqu__Status__c |
| Quote.SubscriptionName | zqu__Subscription_Name__c |
| Quote.SubscriptionTermEndDate | zqu__SubscriptionTermEndDate__c |
| Quote.SubscriptionTermStartDate | zqu__SubscriptionTermStartDate__c |
| Quote.Subscription_Term_Type | zqu__Subscription_Term_Type__c |
Quote.SubscriptionType (A subscription type is one of the following:
| zqu__SubscriptionType__c |
| Quote.SubscriptionVersion | zqu__SubscriptionVersion__c |
| Quote.Terms | zqu__Terms__c |
| Quote.TermStartDate | zqu__TermStartDate__c |
| Quote.ValidUntil | zqu__ValidUntil__c |
| Quote.ZuoraAccountID | zqu__ZuoraAccountID__c |
| Quote.Zuora_Account_Number | zqu__ZuoraAccountID__c |
| Quote.ZuoraSubscriptionID | zqu__ZuoraSubscriptionID__c |
Rate Plan Merge Fields
The following table lists the Rate Plan merge fields and the corresponding mapping fields in Salesforce.
These merge fields are supported in the 7.0 or later versions of Zuora Quotes.
| Rate Plan Merge Field | Salesforce Field on the Product Rate Plan Option Object |
|---|---|
| RatePlan.Id | Id |
| RatePlan.Name | Name |
| RatePlan.ProductName | zqu__ProductRatePlanOption__c.zqu__ProductOption__c.zqu__ChildProduct__c.Name |
| RatePlan.BundleName | zqu__ProductRatePlanOption__c.zqu__ProductOption__c.zqu__RootProduct__c.Name |
| RatePlan.AddonGroupName | zqu__ProductRatePlanOption__c.zqu__ProductOption__c.zqu__ProductOptionGroup__c.Name |
Child Rate Plan Merge Fields
The following table lists the Chid Rate Plan merge fields and the corresponding mapping fields in Salesforce.
These merge fields are supported in the 7.3 or later versions of Zuora Quotes.
Rate Plan Merge Field | Salesforce Field on the Product Rate Plan Option Object |
|---|---|
| ChildRatePlan.Id | Id |
| ChildRatePlan.Name | Name |
| ChildRatePlan.ProductName | zqu__QuoteRatePlanOption__c.zqu__QuoteProductOption__c.zqu__ChildProduct__c.Name |
| ChildRatePlan.BundleName | zqu__QuoteRatePlanOption__c.zqu__QuoteProductOption__c.zqu__RootProduct__c.Name |
| ChildRatePlan.AddonGroupName | zqu__QuoteRatePlanOption__c.zqu__QuoteProductOption__c.zqu__QuoteProductOptionGroup__c.Name |
Bundle Rate Plan Merge Fields
The following table lists the Bundle Rate Plan merge fields and the corresponding mapping fields in Salesforce.
These merge fields are supported in the 7.0 or later versions of Zuora Quotes.
Bundle Rate Plan Merge Field | Salesforce Field on the Quote Rate Plan Object |
|---|---|
| BundleRatePlan.Name | zqu__QuoteRatePlan__c.Name |
| BundleRatePlan.BundleName | zqu__QuoteRatePlan__c.zqu__ProductRatePlan__c.zqu__Product__c.Name |
Quote Charge Tier Merge Fields
The following table lists the Quote Charge Tier merge fields and the corresponding mapping fields in Salesforce.
These merge fields are supported in the 7.0 or later versions of Zuora Quotes.
Quote Charge Tier Field | Salesforce Field on the Quote Charge Tier Object |
|---|---|
| QuoteChargeTier.Id | Id |
| QuoteChargeTier.Name | Name |
| QuoteChargeTier.Price | zqu__Price__c |
| QuoteChargeTier.Effective_Price | zqu__Effective_Price__c |
| QuoteChargeTier.StartingUnit | zqu__StartingUnit__c |
| QuoteChargeTier.EndingUnit | zqu__EndingUnit__c |
| QuoteChargeTier.Tier | zqu__Tier__c |
| QuoteChargeTier.IsOveragePrice | zqu__IsOveragePrice__c |
Quote Charge Interval Detail Merge Fields
The following table lists the Quote Charge Interval Detail merge fields and the corresponding mapping fields in Salesforce.
These merge fields are supported in the 9.26 or later versions of Zuora Quotes.
| Quote Charge Interval Detail Field | Salesforce Field on the Quote Charge Interval Detail Object |
|---|---|
| QuoteChargeIntervalDetail.Name | Name |
| QuoteChargeIntervalDetail.zqu__Quote__c | zqu__Quote__c |
| QuoteChargeIntervalDetail.zqu__ProductRatePlanCharge__c | zqu__ProductRatePlanCharge__c |
| QuoteChargeIntervalDetail.zqu__QuoteRatePlanCharge__c | zqu__QuoteRatePlanCharge__c |
| QuoteChargeIntervalDetail.zqu__StartDate__c | zqu__StartDate__c |
| QuoteChargeIntervalDetail.zqu__EndDate__c | zqu__EndDate__c |
| QuoteChargeIntervalDetail.zqu__TCB__c | zqu__TCB__c |
| QuoteChargeIntervalDetail.zqu__MRR__c | zqu__MRR__c |
Quote Ramp Interval Merge Fields
The following table lists the Quote Ramp Interval merge fields and the corresponding mapping fields in Salesforce.
These merge fields are supported in the 10.6 or later versions of Zuora Quotes.
| Quote Charge Interval Detail Field | Salesforce Field on the Quote Charge Interval Detail Object |
|---|---|
| QuoteRampInterval.zqu__Inline_Discount__c | zqu__Inline_Discount__c |
| QuoteRampInterval.zqu__Interval_Discount__c | zqu__Interval_Discount__c |
| QuoteRampInterval.zqu__Interval_End_Date__c | zqu__Interval_End_Date__c |
| QuoteRampInterval.zqu__Interval_Start_Date__c | zqu__Interval_Start_Date__c |
| QuoteRampInterval.zqu__Interval_Subtotal__c | zqu__Interval_Subtotal__c |
| QuoteRampInterval.zqu__Interval_Tax__c | zqu__Interval_Tax__c |
| QuoteRampInterval.zqu__Interval_Total__c | zqu__Interval_Total__c |
| QuoteRampInterval.zqu__Quote__c | zqu__Quote__c |
| QuoteRampInterval.Name | Name |
| QuoteRampInterval.zqu__Description__c | zqu__Description__c |
| QuoteRampInterval.zqu__Gross_TCB__c | zqu__Gross_TCB__c |
| QuoteRampInterval.zqu__Gross_TCV__c | zqu__Gross_TCV__c |
| QuoteRampInterval.zqu__Net_TCB__c | zqu__Net_TCB__c |
| QuoteRampInterval.zqu__Net_TCV__c | zqu__Net_TCV__c |
| QuoteRampInterval.zqu__Discount_TCB__c | zqu__Discount_TCB__c |
| QuoteRampInterval.zqu__Discount_TCV__c | zqu__Discount_TCV__c |
Charge Merge Fields
The following table lists the Charge merge fields and the corresponding mapping fields in Salesforce.
In the 6.4x or earlier versions, the Charge merge fields are mapped to the Quote Charge object in Salesforce.
In the 6.50 or later versions, the Charge merge fields are mapped to the Quote Rate Plan Charge object in Salesforce.
We recommend that you replace the Charge object with the QuoteRatePlanCharge merge object in the 6.50 or later version of Zuora Quotes.
| Charge Merge Field | Salesforce Field on the Quote Rate Plan Charge Object |
|---|---|
| Charge.Apply_Discount_To_One_Time_Charges | zqu__Apply_Discount_To_One_Time_Charges__c |
| Charge.Apply_Discount_To_Recurring_Charges | zqu__Apply_Discount_To_Recurring_Charges__c |
| Charge.Apply_Discount_To_Usage_Charges | zqu__Apply_Discount_To_Usage_Charges__c |
| Charge.ChargeType | zqu__ChargeType__c |
| Charge.Currency | zqu__Currency__c |
| Charge.Description | zqu__Description__c |
| Charge.Discount | zqu__Discount__c |
| Charge.Discount_Level | zqu__Discount_Level__c |
| Charge.EffectivePrice | zqu__EffectivePrice__c |
| Charge.FeeType | zqu__FeeType__c |
Charge.FirstPeriodCharge In the 6.50 or later versions, this field will not have a value. | zqu__FirstPeriodCharge__c |
| Charge.IncludedUnits | zqu__IncludedUnits__c |
| Charge.ListPrice | zqu__ListPrice__c |
| Charge.Model | zqu__Model__c |
Charge.MRR In the 7.1 or later versions, this field is not populated. | zqu__MRR__c |
| Charge.PreviwedMRR | zqu__PreviewedMRR__c |
Charge.MRRForRollup In the 6.50 or later versions, this field does not have a value. | zqu__MRRForRollup__c |
| Charge.Name | Name |
| Charge.Period | zqu__Period__c |
Charge.PeriodNumeric In the 6.50 or later versions, this field will not have a value. | zqu__PeriodNumeric__c |
| Charge.ProductName | zqu__ProductName__c |
| Charge.ProductRatePlanCharge | zqu__ProductRatePlanCharge__c |
| Charge.Quantity | zqu__Quantity__c |
| Charge.Quote | zqu__Quote__c |
| Charge.RatePlanCharge_ZuoraID | zqu__RatePlanCharge_ZuoraID__c |
| Charge.RatePlanName | zqu__ProductRatePlanName__c |
Charge.TCV In the 7.1 or later versions, this field is not populated. | zqu__TCV__c |
| Charge.PreviewedTCV | zqu__PreviewedTCV__c |
Charge.TCVForRollup In the 6.50 or later versions, this field will not have a value. | zqu__TCVForRollup__c |
| Charge.Total | zqu__Total__c |
Charge.Total_Discount_Amount In the 6.50 or later versions, this field will not have a value. | zqu__Total_Discount_Amount__c |
Charge.Type In the 6.50 or later versions, this field will not have a value. | zqu__Type__c |
| Charge.UOM | zqu__UOM__c |
| Charge.Upto_How_Many_Periods | zqu__Total_Discount_Amount__c |
Quote Rate Plan Charge Merge Fields
The following table lists the Quote Rate Plan Charge merge fields and the corresponding mapping fields in Salesforce. These merge fields are used for the New Subscription, Amendment, and Renewal types quotes.
Quote Rate Plan Charge Merge Field | Salesforce Field on the Quote Rate Plan Charge Object |
|---|---|
| QuoteRatePlanCharge.Apply_Discount_To_One_Time_Charges | zqu__Apply_Discount_To_One_Time_Charges__c |
| QuoteRatePlanCharge.Apply_Discount_To_Recurring_Charges | zqu__Apply_Discount_To_Recurring_Charges__c |
| QuoteRatePlanCharge.Apply_Discount_To_Usage_Charges | zqu__Apply_Discount_To_Usage_Charges__c |
| QuoteRatePlanCharge.BillCycleDay | zqu__BillCycleDay__c |
| QuoteRatePlanCharge.BillCycleType | zqu__BillCycleType__c |
| QuoteRatePlanCharge.BillingPeriodAlignment | zqu__BillingPeriodAlignment__c |
| QuoteRatePlanCharge.ChargeType | zqu__ChargeType__c |
| QuoteRatePlanCharge.Currency | zqu__Currency__c |
| QuoteRatePlanCharge.Description | zqu__Description__c |
| QuoteRatePlanCharge.Discount | zqu__Discount__c |
| QuoteRatePlanCharge.Discount_Level | zqu__Discount_Level__c |
| QuoteRatePlanCharge.EffectivePrice | zqu__EffectivePrice__c |
| QuoteRatePlanCharge.FeeType | zqu__FeeType__c |
| QuoteRatePlanCharge.IncludedUnits | zqu__IncludedUnits__c |
| QuoteRatePlanCharge.ListPrice | zqu__ListPrice__c |
| QuoteRatePlanCharge.ListTotal | zqu__ListTotal__c |
| QuoteRatePlanCharge.Model | zqu__Model__c |
QuoteRatePlanCharge.MRR In the 7.1 or later versions, this field is not populated. | zqu__MRR__c |
| QuoteRatePlanCharge.Period | zqu__Period__c |
| QuoteRatePlanCharge.PreviewedMRR | zqu__PreviewedMRR__c |
| QuoteRatePlanCharge.ProductName | zqu__ProductName__c |
QuoteRatePlanCharge.TCV In the 7.1 or later versions, this field is not populated. | zqu__TCV__c |
| QuoteRatePlanCharge.PreviewedTCV | zqu__PreviewedTCV__c |
| QuoteRatePlanCharge.ProductRatePlanCharge | zqu__ProductRatePlanCharge__c |
| QuoteRatePlanCharge.ProductRatePlanChargeZuoraId | zqu__ProductRatePlanChargeZuoraId__c |
| QuoteRatePlanCharge.Quantity | zqu__Quantity__c |
| QuoteRatePlanCharge.QuoteRatePlan | zqu__QuoteRatePlan__c |
| QuoteRatePlanCharge.QuoteRatePlanChargeZuoraId | zqu__QuoteRatePlanChargeZuoraId__c |
| QuoteRatePlanCharge.SpecificBillingPeriod | zqu__SpecificBillingPeriod__c |
| QuoteRatePlanCharge.SubscriptionRatePlanChargeZuoraId | zqu__SubscriptionRatePlanChargeZuoraId__c |
| QuoteRatePlanCharge.Total | zqu__Total__c |
| QuoteRatePlanCharge.TriggerDate | zqu__TriggerDate__c |
| QuoteRatePlanCharge.TriggerEvent | zqu__TriggerEvent__c |
| QuoteRatePlanCharge.UOM | zqu__UOM__c |
| QuoteRatePlanCharge.Upto_How_Many_Periods | zqu__Total_Discount_Amount__c |
Charge Summary Merge Fields
The following table lists the Charge Summary merge fields and the corresponding mapping fields in Salesforce.
These merge fields are used for Amendments and Renewal quotes. And starting from the 6.50 version of Zuora Quotes, these merge fields are also used for New Subscription quotes.
| Charge Summary Merge Field | Salesforce Field on the Quote Charge Summary Object |
|---|---|
| ChargeSummaries.Apply_Discount_To_One_Time_Charges | zqu__Apply_Discount_To_One_Time_Charges__c |
| ChargeSummaries.Apply_Discount_To_Recurring_Charges | zqu__Apply_Discount_To_Recurring_Charges__c |
| ChargeSummaries.Apply_Discount_To_Usage_Charges | zqu__Apply_Discount_To_Usage_Charges__c |
| ChargeSummaries.zqu__BillingTotal__c | zqu__BillingTotal__c |
| ChargeSummaries.ChangeLog | zqu__ChangeLog__c |
| ChargeSummaries.Description | zqu__Description__c |
| ChargeSummaries.Discount | zqu__Discount__c |
| ChargeSummaries.Discount_Level | zqu__Discount_Level__c |
| ChargeSummaries.EffectivePrice | zqu__EffectivePrice__c |
| ChargeSummaries.ListPrice | zqu__ListPrice__c |
| ChargeSummaries.ListTotal | zqu__ListTotal__c |
| ChargeSummaries.Model | zqu__Model__c |
ChargeSummaries.MRR In the 7.1 or later versions, this field is not populated. | zqu__MRR__c |
| ChargeSummaries.PreviewedMRR | zqu__PreviewedMRR__c |
| ChargeSummaries.Name | Name |
| ChargeSummaries.Opportunity | zqu__Opportunity__c |
| ChargeSummaries.Period | zqu__Period__c |
| ChargeSummaries.ProductName | zqu__Product_Name__c |
| ChargeSummaries.Quantity | zqu__Quantity__c |
| ChargeSummaries.Quote_Charge | zqu__Quote_Charge__c |
| ChargeSummaries.QuoteRatePlan | zqu__QuoteRatePlan__c |
| ChargeSummaries.QuoteRatePlanCharge | zqu__Upto_How_Many_Periods__c |
| ChargeSummaries.RatePlanName | zqu__Product_Rate_Plan_Name__c |
ChargeSummaries.TCV In the 7.1 or later versions, this field is not populated. | zqu__TCV__c |
| ChargeSummaries.PreviewedTCV | zqu__PreviewedTCV__c |
ChargeSummaries.TotalPrice (Total amount of each charge for the quote. For example, for a quote with two charges, $50 and $70, ChargeSummary.TotalPrice merge field displays two amounts, $50 and $70.) | zqu__TotalPrice__c |
| ChargeSummaries.Type | zqu__Type__c |
| ChargeSummaries.UOM | zqu__UOM__c |
| ChargeSummaries.Upto_How_Many_Periods | zqu__Upto_How_Many_Periods__c |
| Note: The following fields are only available if you have the Orders feature enabled. We are actively soliciting feedback from a small set of early adopters. If you wish to have access to the feature, submit a request at Zuora Global Support. | |
| ChargeSummaries.DeltaDiscountMRR | zqu__DeltaDiscountMRR__c |
| ChargeSummaries.DeltaDiscountMRREndDate | zqu__DeltaDiscountMRREndDate__c |
| ChargeSummaries.DeltaDiscountMRRStartDate | zqu__DeltaDiscountMRRStartDate__c |
| ChargeSummaries.DeltaDiscountTCB | zqu__DeltaDiscountTCB__c |
| ChargeSummaries.DeltaDiscountTCBEndDate | zqu__DeltaDiscountTCBEndDate__c |
| ChargeSummaries.DeltaDiscountTCBStartDate | zqu__DeltaDiscountTCBStartDate__c |
| ChargeSummaries.DeltaDiscountTCBTax | zqu__DeltaDiscountTCBTax__c |
| ChargeSummaries.DeltaDiscountTCV | zqu__DeltaDiscountTCV__c |
| ChargeSummaries.DeltaDiscountTCVEndDate | zqu__DeltaDiscountTCVEndDate__c |
| ChargeSummaries.DeltaDiscountTCVStartDate | zqu__DeltaDiscountTCVStartDate__c |
| ChargeSummaries.DeltaMRR | zqu__DeltaMRR__c |
| ChargeSummaries.DeltaMRREndDate | zqu__DeltaMRREndDate__c |
| ChargeSummaries.DeltaMRRStartDate | zqu__DeltaMRRStartDate__c |
| ChargeSummaries. DeltaTCB | zqu__DeltaTCB__c |
| ChargeSummaries.DeltaTCBEndDate | zqu__DeltaTCBEndDate__c |
| ChargeSummaries.DeltaTCBStartDate | zqu__DeltaTCBStartDate__c |
| ChargeSummaries.DeltaTCBTax | zqu__DeltaTCBTax__c |
| ChargeSummaries.DeltaTCV | zqu__DeltaTCV__c |
| ChargeSummaries.DeltaTCVEndDate | zqu__DeltaTCVEndDate__c |
| ChargeSummaries.DeltaTCVStartDate | zqu__DeltaTCVStartDate__c |
Charge Summary.Quote Rate Plan Merge Fields
The following table lists the merge fields on the ChargeSummary.QuoteRatePlan object and the corresponding mapping fields in Salesforce.
| Charge Summary Quote Rate Plan Merge Field | Salesforce Field on the Quote Rate Plan Object |
|---|---|
| ChargeSummary.QuoteRatePlan.AmendmentType | zqu_AmendmentType_c |
| ChargeSummary.QuoteRatePlan.ProductRatePlanZuoraId | zqu__ProductRatePlanZuoraId__c |
| ChargeSummary.QuoteRatePlan.Quote | zqu__Quote__c |
| ChargeSummary.QuoteRatePlan.QuoteAmendment | zqu__QuoteAmendment__c |
| ChargeSummary.QuoteRatePlan.QuoteRatePlanZuoraId | zqu__QuoteRatePlanZuoraId__c |
| ChargeSummary.QuoteRatePlan.SubscriptionRatePlanZuoraId | zqu__SubscriptionRatePlanZuoraId__c |
Charge Detail Merge Fields
The following table lists the merge fields on the ChargeDetail object and the corresponding mapping fields in Salesforce.
The Charge Detail merge fields are available in Zuora Quotes version 7.2 and later.
| Charge Detail Merge Field | Salesforce Field on the Quote Charge Detail Object |
|---|---|
| Name | Name |
| MRR | zqu__MRR__c |
| TCV | zqu__TCV__c |
| DeltaMRR | zqu__DeltaMRR__c |
| DeltaTCV | zqu__DeltaTCV__c |
| BillingDiscount | zqu__BillingDiscount__c |
| BillingTax | zqu__BillingTax__c |
| BillingSubtotal | zqu__BillingSubtotal__c |
| BillingTotal | zqu__BillingTotal__c |
Quote Feature Merge Fields
The following table lists the merge fields on the QuoteFeature object. The QuoteFeature merge fields are mapped to the QuoteProductFeature__c object. You can use these merge fields to reference all fields created on the QuoteProductFeature__c object.
| Quote Feature Merge Field | Salesforce Field on the Quote Product Feature Object |
|---|---|
| QuoteFeature.ZFeature__c.Code__c | zqu__ZFeature__c.zqu__Code__c |
| QuoteFeature.ZFeature__c.Description__c | zqu__ZFeature__c.zqu__Description__c |
| QuoteFeature.ZFeature__c.FeatureName__c | zqu__ZFeature__c.zqu__FeatureName__c |
| QuoteFeature.QuoteRatePlan.zqu__QuoteProductName__c | zqu__QuoteRatePlan__c.zqu__QuoteProductName__c |
| QuoteFeature.QuoteRatePlan.Name | zqu__QuoteRatePlan__c.Name |