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Custom Metadata Types

Custom metadata types provide deployment-friendly configuration for Cotiza CPQ. They are primarily used to facilitate field mappings from one record to another upon sync or creation.

Types

TypeDescription
Opportunity Field MappingMaps fields from a synced Quote to the corresponding Opportunity
OppLineItem Field MappingMaps fields from QuoteLineItem to OpportunityLineItem records
Entitlement Field MappingMaps fields from OpportunityLineItem to Contract Entitlement records
Entitlement Combination MappingMaps fields when Contract Entitlements are combined during Contract adjustment

Standard Cotiza fields map automatically where applicable. Custom metadata records can override those defaults.