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3234884 - CMT : CPQ: Customer Custom Field data not being saved in Customer Info Tab


CPQ: Customer Custom Field data not being saved in Customer Info Tab


Applies To:  


This article will show how to troubleshoot why customer custom field data is not being saved in your customer info tab when creating/editing a customer's record.

The main reason for this issue is because customer's custom field name matches the standard CPQ customer field name already in the system.


For this example, we created a new customer custom field name "FirstName" and add it to the "Bill To" section. Note that "FirstName" is already being used as a standard customer field in the system.

Check the "Customer Fields Permission" page to verify if newly created customer custom fields were added:

Now from the user side, load up a quote and create a new customer's record on the customer info tab by clicking "Add" from the "Bill To" section. Once the record is saved, the page will refresh inserting a new record.

Page will refresh and notice how the customer custom field (First Name) is missing the value inputted above.


In order to resolve this issue, you will need to rename the customer custom field to NOT match the standard CPQ customer field already being used


To resolve example above:

Rename the customer custom field.

To test issue is resolve, reload the same quote and edit the newly created customer's record.

Page will refresh and customer custom field (First Name) should save correctly.


In order to avoid this type of issue, it's best to reference all of the standard CPQ customer fields name from the following page, Standard CPQ Customer Fields Name.




KBA , CEC-SAL-CPQ , Sales Cloud CPQ , How To


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