Twinning: pulling Salesforce CPQ quote information into ServiceNow CPQ

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Twinning: pulling Salesforce CPQ quote information into ServiceNow CPQ

    This functionality enables ServiceNow CPQ customers to integrate Salesforce CPQ quote data into ServiceNow CPQ configurations at runtime. Known as "field twinning," this process allows quote information from Salesforce (SFDC) to dynamically influence configuration rules, calculations, and user experience in ServiceNow CPQ.

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    This integration is particularly useful when differentiating rules for new prospects versus existing customers, such as offering starter packages to prospects and renewal or upgrade options to existing customers.

    Prerequisites

    • The Salesforce CPQ managed package installed in the SFDC environment must be version 0.8 (released February 4, 2022) or later. Customers should file an Upgrade SFDC Managed Package Request if not on this version.
    • In Salesforce Setup, under Object Manager for the quote object (SBQQQuotec), a field set named ReferencedFields must exist. If missing, it needs to be created.

    Implementation Steps

    • In Salesforce CPQ: Create a custom field on the quote object using the naming format <someName>LGK, which results in an API name of <someName>LGKc. Ensure the field name starts with a lowercase letter to match ServiceNow variable naming conventions.
    • Add this custom field to the ReferencedFields field set on the quote object to make it available for twinning.
    • In ServiceNow CPQ: Create a corresponding field with the variable name <someName> (without the LGK suffix), matching the case-sensitive portion of the Salesforce API name.
    • Associate the ServiceNow CPQ field to the appropriate Blueprint where it will be used.

    When users transition from a Salesforce quote to the ServiceNow CPQ configuration, the twinned field in ServiceNow CPQ automatically populates with the data from the corresponding Salesforce quote field.

    Key Benefits for ServiceNow Customers

    • Enables seamless data sharing and synchronization between Salesforce CPQ and ServiceNow CPQ at runtime.
    • Allows dynamic configuration of quotes in ServiceNow CPQ based on live Salesforce quote data.
    • Supports differentiated product offerings and pricing rules for new versus existing customers within ServiceNow CPQ.

    You can set up Salesforce.com and ServiceNow CPQ to bring quote data into a ServiceNow CPQ configuration at runtime.

    Note:
    This article is relevant only to use cases that are integrated with Salesforce CPQ.

    On occasion, the ServiceNow CPQ Admin will need to bring Salesforce.com (SFDC) quote data into ServiceNow CPQ, to drive configuration, rules, calculations, and so on. This article describes the setup in both SFDC and ServiceNow CPQ that will bring relevant quote data into a ServiceNow CPQ configuration experience at runtime. This method of data transfer is nicknamed Twin Field or "field twinning."

    ServiceNow CPQ rules run differently depending on whether the account is a new prospect or an existing customer. ServiceNow CPQ allows new prospects to select from a subset of offers such as starter packages, whereas existing customers are limited to renewing their existing products or upgrading to higher value products.

    Prerequisites

    The ServiceNow CPQ managed package installed in your SFDC environment should be version 0.8 (released February 4, 2022) or later. If the managed package has not been upgraded, log an Upgrade SFDC Managed Package Request ticket in the Help Center.

    Navigation in SFDC: Setup -> Object Manager -> quote (SBQQ Quote_c) -> Field Sets.

    In the SFDC CPQ quote object (SBQQ_Quote_c), confirm that there is a field set named ReferencedFields. If no field set named ReferencedFields exists, create it. Navigation in SFDC: Setup -> Object Manager -> quote (SBQQ Quote_c) -> Field Sets.

    Implementation

    1. In SFDC, add a custom field to the SFDC CPQ quote object with the format <someName>LGK. This will create a field with the API name <someName>LGK_c.

      In ServiceNow CPQ, variable names begin with a lowercase character by default. Take care to make sure your twinned quote object in SFDC begins with a lowercase character as well.

    2. Add this custom field to the ReferencedFields field set on the quote object. In SFDC, navigate to Setup -> Object Manager -> quote (SBQQ_Quote_c) -> Field Sets -> ReferencedFields. From the list of quote fields, drag and drop your new custom field into the In the Field Set box.

      SFDC CPQ quote object

    3. In ServiceNow CPQ, add a field with variable name <someName>.
      Note:
      <someName> should be the same case-sensitive string as the one defined in the SFDC API name of the corresponding field to import, <someName>LGK_c. This ServiceNow CPQ field should not have LGK suffix. Twinned fields can have different field types.
    4. Associate this field to the Blueprint that will utilize it.

    When a user transitions from a SFDC quote into ServiceNow CPQ, the new field in ServiceNow CPQ, <someName>, will be populated with the data that SBQQ Quote_c. <someName>LGK_c stored in SFDC.

    In Salesforce, the ReferencedFields field set is a custom field set that can be created on the Quote, Quote Line, and Quote Line Group objects. For more information, see SFDC: ReferencedFields Field Set in Salesforce CPQ.