> This page is for Docs.

> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://zuora.ferndocs.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://zuora.ferndocs.com/_mcp/server.

# Legacy CPQ setup

> This section provides guidance on configuring Zuora Quotes custom objects and layouts in Salesforce.

This section provides guidance on configuring Zuora Quotes custom objects and layouts in Salesforce.

This section contains the articles that describe how to configure Zuora Quotes custom objects, their fields, field sets, and display layouts in Salesforce to customize Zuora Quotes for your organization. It discusses the following topics:

* [Set_Permissions_for_Zuora_Quotes_Custom_Objects\_-\_Zuora.pdf](https://zuora.deploy.heretto.com/v4/deployments/QPAZk6lsgXwvotedNERE/object/6aee7899-3dbf-40de-870c-0db0fc7d2491?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6Inp1b3JhIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZC9vYmplY3RfdXVpZCI6IjZhZWU3ODk5LTNkYmYtNDBkZS04NzBjLTBkYjBmYzdkMjQ5MSIsImV4cCI6MTc4NDk5OTcxOSwianRpIjoiOTlkYzFkNTBhNWMzNDRjYWI2MjJlMWZkNzUwMDllN2YiLCJodHRwczovL2pvcnNlay5jb20vZXpkX2ZpbGVzZXQiOiJRUEFaazZsc2dYd3ZvdGVkTkVSRSJ9.WQ-m_ktJYTsAcO88Wffw0OjeJ_9DhIECn9OJS8H6Kxs\&response-content-disposition=filename%3D%22Set_Permissions_for_Zuora_Quotes_Custom_Objects_-_Zuora.pdf%22)

* [Configure_the_Opportunity_Page_Layout\_-\_Zuora.pdf](https://zuora.deploy.heretto.com/v4/deployments/QPAZk6lsgXwvotedNERE/object/3ab57440-662c-4380-b8a6-354ee0499d63?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6Inp1b3JhIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZC9vYmplY3RfdXVpZCI6IjNhYjU3NDQwLTY2MmMtNDM4MC1iOGE2LTM1NGVlMDQ5OWQ2MyIsImV4cCI6MTc4NDk5OTcxOSwianRpIjoiMDM2YzkzNmEwNDZiNDY1YWI1MTMxNmFjZTNlN2MxNDQiLCJodHRwczovL2pvcnNlay5jb20vZXpkX2ZpbGVzZXQiOiJRUEFaazZsc2dYd3ZvdGVkTkVSRSJ9.rJwe8SyHQluUmXQ7-qCEoEGJgfYwvO1n_B1szulTylQ\&response-content-disposition=filename%3D%22Configure_the_Opportunity_Page_Layout_-_Zuora.pdf%22)

* [Create_a_Remote_Site_for_Zuora_Quotes\_-\_Zuora.pdf](https://zuora.deploy.heretto.com/v4/deployments/QPAZk6lsgXwvotedNERE/object/d8622956-0a5b-40be-b1ad-28751f57415a?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6Inp1b3JhIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZC9vYmplY3RfdXVpZCI6ImQ4NjIyOTU2LTBhNWItNDBiZS1iMWFkLTI4NzUxZjU3NDE1YSIsImV4cCI6MTc4NDk5OTcxOSwianRpIjoiYzRlOGIxMzAxNGY1NGNjZWE0ZDIyZDQ4MDVmODAwMTEiLCJodHRwczovL2pvcnNlay5jb20vZXpkX2ZpbGVzZXQiOiJRUEFaazZsc2dYd3ZvdGVkTkVSRSJ9.YCFe7T2HWsZxThTenDSfclycFlIBosjwBg8ocfhWSUw\&response-content-disposition=filename%3D%22Create_a_Remote_Site_for_Zuora_Quotes_-_Zuora.pdf%22)

* [Customize_Select_Billing_Account_Tables\_-\_Zuora.pdf](https://zuora.deploy.heretto.com/v4/deployments/QPAZk6lsgXwvotedNERE/object/0b8df019-6128-497b-9f60-31cb64b51581?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6Inp1b3JhIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZC9vYmplY3RfdXVpZCI6IjBiOGRmMDE5LTYxMjgtNDk3Yi05ZjYwLTMxY2I2NGI1MTU4MSIsImV4cCI6MTc4NDk5OTcxOSwianRpIjoiNGNjYmI2YzJhMzU4NDUxZTg0MWYyNjFlZWUzOTVlMTMiLCJodHRwczovL2pvcnNlay5jb20vZXpkX2ZpbGVzZXQiOiJRUEFaazZsc2dYd3ZvdGVkTkVSRSJ9.OSnwf698P0uanSF2Dad9LtLOU5rWx2zUzR7PYqBw9mI\&response-content-disposition=filename%3D%22Customize_Select_Billing_Account_Tables_-_Zuora.pdf%22)

* [Display_Custom_Fields_on_Page_Layout\_-\_Zuora.pdf](https://zuora.deploy.heretto.com/v4/deployments/QPAZk6lsgXwvotedNERE/object/267b2816-b486-4649-80c3-8545f2905a40?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6Inp1b3JhIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZC9vYmplY3RfdXVpZCI6IjI2N2IyODE2LWI0ODYtNDY0OS04MGMzLTg1NDVmMjkwNWE0MCIsImV4cCI6MTc4NDk5OTcxOSwianRpIjoiODZhMjIxYzY0YjIzNDVlN2FiNjcyOTI3NjMyNDQxMWYiLCJodHRwczovL2pvcnNlay5jb20vZXpkX2ZpbGVzZXQiOiJRUEFaazZsc2dYd3ZvdGVkTkVSRSJ9.-9pcQNFSzyqIMmwYqcysCpSdOVd4rBA4mjq5eF3yuVM\&response-content-disposition=filename%3D%22Display_Custom_Fields_on_Page_Layout_-_Zuora.pdf%22)

* [Populate_Quote_and_Charge_Metrics_in_Custom_Code\_-\_Zuora.pdf](https://zuora.deploy.heretto.com/v4/deployments/QPAZk6lsgXwvotedNERE/object/268f995b-154f-451d-a139-33fa84c63ebf?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6Inp1b3JhIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZC9vYmplY3RfdXVpZCI6IjI2OGY5OTViLTE1NGYtNDUxZC1hMTM5LTMzZmE4NGM2M2ViZiIsImV4cCI6MTc4NDk5OTcxOSwianRpIjoiZmNhMDVkMTI3ZDVhNGI1MWEzMDQ5NzIzMTE1NDQ1MjgiLCJodHRwczovL2pvcnNlay5jb20vZXpkX2ZpbGVzZXQiOiJRUEFaazZsc2dYd3ZvdGVkTkVSRSJ9.YBrsfRgM6rb9krtCHkYOEiwggzMA2UxiXRaVohFEXjo\&response-content-disposition=filename%3D%22Populate_Quote_and_Charge_Metrics_in_Custom_Code_-_Zuora.pdf%22)

* [Display_Billing_Option_Fields_in_Product_Selector\_-\_Zuora.pdf](https://zuora.deploy.heretto.com/v4/deployments/QPAZk6lsgXwvotedNERE/object/ea248483-7476-463a-9ef3-25f7559c2de8?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6Inp1b3JhIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZC9vYmplY3RfdXVpZCI6ImVhMjQ4NDgzLTc0NzYtNDYzYS05ZWYzLTI1Zjc1NTljMmRlOCIsImV4cCI6MTc4NDk5OTcxOSwianRpIjoiZTZhN2I4ZWJmOTQwNDJkYjk1YjUzYmYzNmQxNTkwYzUiLCJodHRwczovL2pvcnNlay5jb20vZXpkX2ZpbGVzZXQiOiJRUEFaazZsc2dYd3ZvdGVkTkVSRSJ9.Fchd5r7A2297BdwxyBSUxswsJnwRa5SSWt2XRwNFau0\&response-content-disposition=filename%3D%22Display_Billing_Option_Fields_in_Product_Selector_-_Zuora.pdf%22)

* [Display_Charge_Level_Metrics\_-\_Zuora.pdf](https://zuora.deploy.heretto.com/v4/deployments/QPAZk6lsgXwvotedNERE/object/268a00f2-dfb1-416c-8b1a-f29fadecea8b?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6Inp1b3JhIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZC9vYmplY3RfdXVpZCI6IjI2OGEwMGYyLWRmYjEtNDE2Yy04YjFhLWYyOWZhZGVjZWE4YiIsImV4cCI6MTc4NDk5OTcxOSwianRpIjoiOWMwNWYwMjg5ZWYyNGY0OWFiN2JkMmI4OWI2MGI4Y2UiLCJodHRwczovL2pvcnNlay5jb20vZXpkX2ZpbGVzZXQiOiJRUEFaazZsc2dYd3ZvdGVkTkVSRSJ9.ScEWXG1zYqAQvzQibvAzIIotj7Jr2gyZhnHYWAfuH5Q\&response-content-disposition=filename%3D%22Display_Charge_Level_Metrics_-_Zuora.pdf%22)

* [Display_Lookup_Fields_in_Enhanced_Product_Selector\_-\_Zuora.pdf](https://zuora.deploy.heretto.com/v4/deployments/QPAZk6lsgXwvotedNERE/object/5d072fbd-54c5-4006-b624-677940599d31?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6Inp1b3JhIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZC9vYmplY3RfdXVpZCI6IjVkMDcyZmJkLTU0YzUtNDAwNi1iNjI0LTY3Nzk0MDU5OWQzMSIsImV4cCI6MTc4NDk5OTcxOSwianRpIjoiMTA1OGRlYTc1OTdjNGM5ZjlkZWZjOWI5M2MzYTBjNTUiLCJodHRwczovL2pvcnNlay5jb20vZXpkX2ZpbGVzZXQiOiJRUEFaazZsc2dYd3ZvdGVkTkVSRSJ9.i6PGSjarHqrVQjz3JhUz5QlCaneGs2QX3R2YeWx1Hf4\&response-content-disposition=filename%3D%22Display_Lookup_Fields_in_Enhanced_Product_Selector_-_Zuora.pdf%22)

* [Display_Tax_Exempt_Status_Fields\_-\_Zuora.pdf](https://zuora.deploy.heretto.com/v4/deployments/QPAZk6lsgXwvotedNERE/object/b61f2c33-3fcb-4948-9d09-e7d84cae4489?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6Inp1b3JhIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZC9vYmplY3RfdXVpZCI6ImI2MWYyYzMzLTNmY2ItNDk0OC05ZDA5LWU3ZDg0Y2FlNDQ4OSIsImV4cCI6MTc4NDk5OTcxOSwianRpIjoiODM3MzUxMmY4ZjYyNGZmODkwYzIwMjYyYmE0ZDI1MzIiLCJodHRwczovL2pvcnNlay5jb20vZXpkX2ZpbGVzZXQiOiJRUEFaazZsc2dYd3ZvdGVkTkVSRSJ9.-JJJzeJk59Es98vh-F1YCrcicBW_NXK0aux5-uV5D2o\&response-content-disposition=filename%3D%22Display_Tax_Exempt_Status_Fields_-_Zuora.pdf%22)

* [Display_Subscription_Term_Period_Type_Fields\_-\_Zuora.pdf](https://zuora.deploy.heretto.com/v4/deployments/QPAZk6lsgXwvotedNERE/object/68c95583-4797-4f7b-a048-4525dc7b01aa?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6Inp1b3JhIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZC9vYmplY3RfdXVpZCI6IjY4Yzk1NTgzLTQ3OTctNGY3Yi1hMDQ4LTQ1MjVkYzdiMDFhYSIsImV4cCI6MTc4NDk5OTcxOSwianRpIjoiYzgxNzUzMjUxNTI4NDIwOTkyNTg0NWMyMTE4ZTE0ZDQiLCJodHRwczovL2pvcnNlay5jb20vZXpkX2ZpbGVzZXQiOiJRUEFaazZsc2dYd3ZvdGVkTkVSRSJ9.0hyT8yzQ-LiYQOtXjIzy-4KDfBzv6OSGDKccxNtU6nA\&response-content-disposition=filename%3D%22Display_Subscription_Term_Period_Type_Fields_-_Zuora.pdf%22)

* [Send_Custom_Fields_to_Zuora\_-\_Zuora.pdf](https://zuora.deploy.heretto.com/v4/deployments/QPAZk6lsgXwvotedNERE/object/193bbf11-d280-492d-8f57-637973201f06?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6Inp1b3JhIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZC9vYmplY3RfdXVpZCI6IjE5M2JiZjExLWQyODAtNDkyZC04ZjU3LTYzNzk3MzIwMWYwNiIsImV4cCI6MTc4NDk5OTcxOSwianRpIjoiZjJmOWRkOGQzMGMzNDVmMDkyMGFkMjE2NDBjMDVkYzAiLCJodHRwczovL2pvcnNlay5jb20vZXpkX2ZpbGVzZXQiOiJRUEFaazZsc2dYd3ZvdGVkTkVSRSJ9.293kcJOC5XyhWUCJ7VvpEEBDIQ2XrmcUZHC-j-oOkSM\&response-content-disposition=filename%3D%22Send_Custom_Fields_to_Zuora_-_Zuora.pdf%22)

* [Configure_ZProduct_to_View_Zuora_Product_Catalog\_-\_Zuora.pdf](https://zuora.deploy.heretto.com/v4/deployments/QPAZk6lsgXwvotedNERE/object/a165f801-17aa-43dc-a4e3-360fcd529c5f?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6Inp1b3JhIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZC9vYmplY3RfdXVpZCI6ImExNjVmODAxLTE3YWEtNDNkYy1hNGUzLTM2MGZjZDUyOWM1ZiIsImV4cCI6MTc4NDk5OTcxOSwianRpIjoiZThhNjU3M2I2ZWQ2NGMwNTliMWI0MjBkZGZhOTJjYWEiLCJodHRwczovL2pvcnNlay5jb20vZXpkX2ZpbGVzZXQiOiJRUEFaazZsc2dYd3ZvdGVkTkVSRSJ9.JonRZmFaTSeOEwcuCfyXJAfwOTP4Ndt8ruFqUk8mke0\&response-content-disposition=filename%3D%22Configure_ZProduct_to_View_Zuora_Product_Catalog_-_Zuora.pdf%22)

  * [Configure_Product_Segmentation\_-\_Zuora.pdf](https://zuora.deploy.heretto.com/v4/deployments/QPAZk6lsgXwvotedNERE/object/7f09f27f-760c-4cb4-9ac7-62b68f03aaef?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6Inp1b3JhIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZC9vYmplY3RfdXVpZCI6IjdmMDlmMjdmLTc2MGMtNGNiNC05YWM3LTYyYjY4ZjAzYWFlZiIsImV4cCI6MTc4NDk5OTcxOSwianRpIjoiYmI1MTI3Mzk5ZWE1NDNkNTlkNGQ5ZWU5Y2Q0NGE3ZDEiLCJodHRwczovL2pvcnNlay5jb20vZXpkX2ZpbGVzZXQiOiJRUEFaazZsc2dYd3ZvdGVkTkVSRSJ9.Uf2F99YQ0eMAnsMPfcWsH5gHULoUIA-w2yEqV2CQICk\&response-content-disposition=filename%3D%22Configure_Product_Segmentation_-_Zuora.pdf%22)

* [Configure_Customer_Account_Hierarchy\_-\_Zuora.pdf](https://zuora.deploy.heretto.com/v4/deployments/QPAZk6lsgXwvotedNERE/object/314bd267-ec62-48e6-b1c9-5d835972cfaa?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6Inp1b3JhIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZC9vYmplY3RfdXVpZCI6IjMxNGJkMjY3LWVjNjItNDhlNi1iMWM5LTVkODM1OTcyY2ZhYSIsImV4cCI6MTc4NDk5OTcxOSwianRpIjoiNTQyYjdkNjU4OGFmNDRjODhhZDhjNTczNzdkYjgyYmEiLCJodHRwczovL2pvcnNlay5jb20vZXpkX2ZpbGVzZXQiOiJRUEFaazZsc2dYd3ZvdGVkTkVSRSJ9.ASaLko6DRvIuD5gIGzmFsYvSYnmPMwixkkfBIBv3ptM\&response-content-disposition=filename%3D%22Configure_Customer_Account_Hierarchy_-_Zuora.pdf%22)

* [Customize_Available_Payment_Terms\_-\_Zuora.pdf](https://zuora.deploy.heretto.com/v4/deployments/QPAZk6lsgXwvotedNERE/object/08af27e0-685d-4e7e-add3-51c809b055b0?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6Inp1b3JhIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZC9vYmplY3RfdXVpZCI6IjA4YWYyN2UwLTY4NWQtNGU3ZS1hZGQzLTUxYzgwOWIwNTViMCIsImV4cCI6MTc4NDk5OTcxOSwianRpIjoiY2MwMWU3NDkzYWU0NDFhN2IxOWYyZTQyMzY2NzkyODEiLCJodHRwczovL2pvcnNlay5jb20vZXpkX2ZpbGVzZXQiOiJRUEFaazZsc2dYd3ZvdGVkTkVSRSJ9.9NW0dBfmgKJr0nuhJ8rjKxaT0vFQ6652VryUrRSPZ_A\&response-content-disposition=filename%3D%22Customize_Available_Payment_Terms_-_Zuora.pdf%22)

* [Customize_Payment_Methods\_-\_Zuora.pdf](https://zuora.deploy.heretto.com/v4/deployments/QPAZk6lsgXwvotedNERE/object/72810ab0-e676-49d7-b6c0-bc80462abe48?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6Inp1b3JhIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZC9vYmplY3RfdXVpZCI6IjcyODEwYWIwLWU2NzYtNDlkNy1iNmMwLWJjODA0NjJhYmU0OCIsImV4cCI6MTc4NDk5OTcxOSwianRpIjoiN2IwNzlmYjI5MzgxNGM2Yzk4MTk2MTFkNjBlMjJkNWEiLCJodHRwczovL2pvcnNlay5jb20vZXpkX2ZpbGVzZXQiOiJRUEFaazZsc2dYd3ZvdGVkTkVSRSJ9.FBdF1JgwdWK49yIkyK1IxP00Zt0XIl2e6ux3jgj1Us0\&response-content-disposition=filename%3D%22Customize_Payment_Methods_-_Zuora.pdf%22)

* [Customize_Currencies\_-\_Zuora.pdf](https://zuora.deploy.heretto.com/v4/deployments/QPAZk6lsgXwvotedNERE/object/f6dc0a14-ca25-432d-8df7-a644a3cdd3dd?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6Inp1b3JhIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZC9vYmplY3RfdXVpZCI6ImY2ZGMwYTE0LWNhMjUtNDMyZC04ZGY3LWE2NDRhM2NkZDNkZCIsImV4cCI6MTc4NDk5OTcxOSwianRpIjoiMTM2YTM1OWFkN2ZkNDUxODk3NTFmYzUxNDNlYThlYTAiLCJodHRwczovL2pvcnNlay5jb20vZXpkX2ZpbGVzZXQiOiJRUEFaazZsc2dYd3ZvdGVkTkVSRSJ9.vGZqw1LB1Ae7WjnfQxS5mTouw59CZfsQcUktRS_3t_U\&response-content-disposition=filename%3D%22Customize_Currencies_-_Zuora.pdf%22)