Change Auto-Populate Behavior in New Quotes

by Community Manager on ‎08-12-2015 03:51 PM - edited on ‎06-08-2017 05:26 PM by Community Manager


Quote Fields that are synced to fields on other records can now be set up to auto-populate when a sales rep begins creating a new Quote. Previously, sales reps would spend time re-entering Quote fields because they couldn’t see which fields already contained Opportunity or Account information until they saved the Quote record for the first time.



Add Fields that will be auto-populated: 

  1. Navigate to Setup | Develop | Custom Settings | Field Metadata.
  2. Select Manage.metada_edit.png
  3. Select New on the Field Metadata page.
  4. Enter the NameField Name and Object Name of the Field you wish to auto-populate. In this example, we're using the Bill to Name field from the Quote object.field_metadata.png
  5. Select Save.
  6. Repeat for as many Fields as you want to be auto-populated.



When billing fields are set to auto-populate, bill-to information is pulled from the billing account. This account can be either the distributor, partner or direct account based on varying circumstances:

  • By default, bill-to information is pulled from the quote distributor account.
  • If the contract does not have a quote distributor, billing information is pulled from the partner account.
  • If the contract does not have a partner account, billing information is pulled from the direct account.



When shipping fields are set to auto-populate, they will pull information from the customer account. If ship-to information within the customer account is empty, the auto-populating fields will instead pull from bill-to information based on the billing source established above.



Admins will need to create special fields on related Opportunities in order for the Primary Contact and Partner fields to auto-populate on the Quote.

  • Primary ContactQuotePrimaryContact__c
  • PartnerQuotePrimaryPartner__c



You can configure the following fields to auto-populate:

Field Name API Name
Account SBQQ__Account__c
Billing City SBQQ__BillingCity__c
Billing Country SBQQ__BillingCountry__c
Billing Name SBQQ__BillingName__c
Billing Postal Code SBQQ__BillingPostalCode__c
Billing State SBQQ__BillingState__c
Billing Street SBQQ__BillingStreet__c
Distributor SBQQ__Distributor__c
Partner SBQQ__Partner__c
Primary Contact * SBQQ__PrimaryContact__c
Sales Rep SBQQ__SalesRep__c
Shipping City SBQQ__ShippingCity__c
Shipping Country SBQQ__ShippingCountry__c
Shipping Name SBQQ__ShippingName__c
Shipping Postal Code SBQQ__ShippingPostalCode__c
Shipping State SBQQ__ShippingState__c
Shipping Street SBQQ__ShippingStreet__c


* Primary Contact can only be auto-filled by another type of Contact. This is because the Primary Contact exists on the Quote and fields cannot auto-populate themselves.

by joehamlet
on ‎01-26-2016 09:54 AM

So since you are using the ID field as the name, I assume that this isn't easily deployed to other environments that have unique IDs. We would have to change the ID for each field we want populated in each environment? 




by FedeMiguez
on ‎09-12-2016 06:44 PM

Is there a way to implement this but for Custom Fields? I want to auto populate a Technical Contact field (Lookup) which exist in the Opportunity.



by joehamlet
on ‎09-13-2016 08:34 AM

Not that I am aware of... you will most likely have to use process builder flows, apex triggers, or an appexchange solution like Lookup Helper. 

by Andrew_Johnson
on ‎09-28-2016 01:06 PM

@joehamlet - i bult out a custom button on the opportunity object that launches a flow. This way, i can control what data is brought over upon creation and also add in a "wizard" of sorts. there might be a way of doing this already, but we also wanted to hide the record create screen from our users since it is a ton of data. 

No code below:-)


Screen Shot 2016-09-28 at 11.04.16 AM.png

Screen Shot 2016-09-28 at 11.05.12 AM.png

Screen Shot 2016-09-28 at 11.05.24 AM.png

by joehamlet
on ‎09-29-2016 12:47 PM

Ok, that is the direction we are going as well - Visual Process Flow to create new quotes... Not ideal, but it works. 



by speedyb166
on ‎02-03-2017 09:42 AM

Can this be used to auto-populate fields on the Quote Line Group?  We have a need to auto-populate the Account field on a Quote Line Group in order to source a Lookup Filter on the Quote Line Group

by rich_e_veltig
on ‎02-16-2017 11:13 AM

Has anyone gotten SBQQ__Distributor__c to auto-populate?  I see that there is a need to create a custom field on the Opportunity for Partner (that works), but can't get the Distributor to work.  Tried QuotePrimaryDistributor__c, QuoteDistributor__c, PrimaryDistributor__c, but none of those work.

by thehayworth
on ‎05-15-2017 01:52 PM

The images in this article don't display for me. Can someone check links and fix please?

by AndrewD
on ‎05-18-2017 03:52 PM

Confirming I can't see the images either.

by Community Manager
on ‎05-18-2017 04:03 PM

Hi @AndrewD and @thehayworth - I'll work on getting the images here back up shortly.

by DaveO
on ‎05-19-2017 11:42 AM

I can't see the images either.

by vay
on ‎05-22-2017 11:26 PM

Hello Community, 


I would like to auto populate the account name on the quote Account field. How would I be able to do that ?




by MCEvolution
on ‎06-21-2017 11:53 PM

Is it possible to set the opportunity field to auto-populate?

by Mikemac32
on ‎07-10-2017 05:02 PM

Hey SteelBrick Community,


I have followed the directions from the article above. However, my fields are not auto-populating in the quote. Can you help me?



by s_wiggins
on ‎08-04-2017 09:18 AM

@Mikemac32 I believe the setup steps are incorrect here because they did not work for me either.


I believe the correct setup is to populate the Salesforce ID of the field, not the name of the field. So if you want to auto-populate Account (SBQQ_Account__c), then you navigate to the field in setup and copy the ID from the URL and paste it into the Name field on the Field Metadata Detail. 

@lvoelz2 could you review and confirm?

on ‎08-10-2017 08:47 AM

@s_wiggins did this work for you? I tried this as well but it didn't seem to work either.

by Arnie
‎08-16-2017 03:10 PM - edited ‎08-18-2017 04:58 PM

@tbukowski @s_wiggins did you all get this to work?  I tried as well in sandbox but no luck. Are instructions clear and complete?


Good news we have it would be nice to have other objects supported like Account and Opportunity.


by getmanl
on ‎08-21-2017 09:56 AM


Can you explain the steps you used to get it working?  Did you follow @s_wiggins instructions?


by Arnie
on ‎08-21-2017 10:12 AM

Hi getmanl,  here you go:



1) setup/custom settings/manage field metadata

2) new

3) enter Name = URL of field object re: 00N1600000Ealf4 (equals billing city)

4) Field name: SBQQ__BillingCity__c

5) Object Name: SBQQ__Quote__c 



by rhenry
on ‎08-30-2017 09:59 PM

Should the user use the instructions found here. where you put the ID in the Name field. This will populate the Quote Edit Screen prior to Save.

by s_wiggins
on ‎08-30-2017 11:20 PM

 @Arnie I did get it to work prior to posting but FYI this only works in Classic. For Lightning, you need a custom action.

by Arnie
‎08-31-2017 11:16 AM - edited ‎08-31-2017 11:19 AM

@rhenry  - use these instructions for auto population with the caveat regarding Name (this should be the URL of the object for example, go to the Quote object, view fields, click on the field you want to autopopulate, then copy just the link id after  00N1600000Ealf8 from field URL below:


example:  (it will be a different URL for your org quote field)


Instructions link (they still need to be updated):