Understanding system product fields

The system provides predefined product fields that capture essential details about each product record. These fields are built into the application to support core functionalities such as record creation, pricing, and billing.

Accessing system product fields

• Go to Setup > Configure, Price, Quote (CPQ) > Products from the left sidebar.
• Alternatively, use the search bar in Setup, type Products and click to select.

System product fields

Name*

The name of the product.

Description

Provides additional details or context about the product.

Category

Provides the category of the product. The default options are Hardware and Software, and you can modify them or add more categories as needed.

Product code

A unique identifier for the product, useful for inventory.

List price

The selling price of the product.

Owner

Identifies the user responsible for managing the product record.

Is active

Indicates whether the product is active in the system. If not checked, the product becomes inactive and will not appear in selection lists for new transactions or quotes.

Selling type*

Defines how the product is sold. The default options are Standalone and Subscription, and these system-defined values cannot be modified.

Subscription type

Defines the nature of the subscription for the product. The default options are Term based and Evergreen, and these system-defined values cannot be modified.

Charge type

Defines how the product is charged. The default options are Recurring and One time, and these system-defined values cannot be modified.

Billing frequency

Defines how often the customer is billed for the product. The default options are Monthly, Quarterly, Half yearly, and Yearly, and these system-defined values cannot be modified.

Term

Defines the subscription period in months. Applicable only for term based products.

Tax

Specifies the tax applied to the product for pricing and billing. You can create predefined line-item and one-time taxes in the Tax Library from the product fields listing page. While creating a product, you can select the required tax from this predefined list.

Fields marked with an asterisk (*) are mandatory by default.
These system fields come built-in and cannot be deleted. However, they can be renamed for better relevance.

Insight fields

Insight fields are system-generated and automatically capture activity and interaction data related to products. They cannot be customized, but they appear on the products detail page and can be used for filtering. These fields provide real-time visibility into engagement without manual input, helping users track activity history and follow up effectively.

Modified on

Stores the date and time when the product record was last updated.

Modified by

Stores the user who last updated the product record.

Created on

Stores the date and time when the product record was created.

Created by

Stores the user who created the product record.

Owner email

Stores the email address of the user assigned as the owner of the product record.

Customizing system product fields

System fields in products can be customized to improve usability and ensure they align with your sales process. While you cannot delete or change their field type, you can modify aspects such as visibility, mandatory status, dynamic behavior, and field order.

Field visibility

When creating a product, the form displays only the fields included in the create form in the fields setup. After you save the product, the details page displays all the fields, including those hidden during creation. To include fields in the create form:

• Go to Setup > Configure, Price, Quote (CPQ) > Products.
• Under Form settings, click Edit.
• Check the Show in create form checkbox.
• Save your changes.

Alternatively, you can check Show in create form option in the field details page which you can access by clicking the field name in the field listing page.

The Create form settings apply only to the detailed create form. They do not affect the quick create form, which appears as a pop-up and is configured by default for faster record creation and cannot be customized.

Required fields

To make fields mandatory,

• Go to Setup > Configure, Price, Quote (CPQ) > Products.
• Under Form settings, click Edit.
• Check Show in create form and Make this field required.
• Save your changes.

Alternatively, you can check the Make this field required option in the field detail page which you can access by clicking the field name in the field listing page. Note that Show in create form must be checked before that.

Field order

In the create form and in the details page of the product, fields appear in the order you set using the Reorder fields option on the fields listing page’s toolbar.

Other field customization options

When you click a field name in the fields listing page, you will be redirected to the details page, and you can configure the following:

Field name

The label shown to users wherever this field is used. It can be edited to make it clear and descriptive.

API name

This name is used to reference the field in the API and other integrations. It cannot be changed.

Field type

The data type (e.g., Single-line text, long number) of the field. This determines how the field behaves and what data it can store. It cannot be changed.

Description

To provide a brief explanation or context for this field. This helps users understand the purpose or importance of the field. This description can either be shown below the label or as a tooltip based on whether Display description as tooltip option is checked or not.

Instructions

To provide specific directions or format requirements to guide users in entering information correctly and avoiding errors. This will be displayed below the input field. Example: “Enter the date in DD/MM/YYYY format.”

Placeholder text

To provide a short hint about what to enter. This text appears inside the field until the user starts typing. Example: “Enter product name.”

Options

Provides the list of options users can select from when entering data in the field. These options are applicable only for fields with selective field types, such as Single-select dropdown, Radio button, and Checkbox list fields.

Field display and editing configurations

• Show in create form – Check this option to display the field when creating a product record.
• Make this field required – Check this option to make the field mandatory when creating a product record.
• Conditional logic – Allows you to set rules that determine the behavior of this field based on values from other fields. Configure conditions to dynamically display this field as optional or mandatory in the create form or during inline editing on the details page, adapting to the editing requirements.
• Controlling field (Field dependency) – Allows you to add a master field that controls the behavior of this field, turning it into a dependent field. This dependency allows for configuring the dependent field’s state (visible, required when visible) or the automatic population of values based on the controlling field’s inputs.
• Make this field non-editable on the details page – Prevents users from editing the field after creation.

If a field is included in the create form, you cannot add a controlling field or apply conditional logic to it. Similarly, if a field is already dependent on a controlling field or displayed based on conditional logic, it cannot be directly included in the create form.

Dependency between selling type and related fields

The Selling type field has two system-defined options: Standalone and Subscription.

When the selling type is Subscription

• It is mapped to the Subscription type field with the available options Term-based and Evergreen.
• When the subscription type is Term-based, it is mapped to the Term field and the field is mandatory.
• When the subscription type is Evergreen, the Term field is not applicable.
• When the selling type is Subscription, it is also mapped to the Charge type field with the only available option Recurring, and this field is mandatory.
• The Recurring charge type is further mapped to the Billing frequency field with the available options Monthly, Quarterly, Half yearly and Yearly, and this field is mandatory.

When the selling type is Standalone

• It is mapped to the Charge type field with the only available option One-time, and this field is mandatory.
• The Subscription type, Term, and Billing frequency fields are not applicable.

All these mappings and option values are system-defined and cannot be changed.