Creating twin fields
Salesforce CPQ can mirror custom field values from one object to the other. These fields are called twin fields. The values will be passed from one object to the other only if the fields are editable, have matching field types, and have the exact same API names (case-sensitive and even considering space).
Twin fields can replace the creation of formula fields, workflow rules, process builders, or other automation. There are a few points to remember when creating twin fields:
- Twin fields work only for custom fields and not standard fields.
- They are populated only upon record creation.
- Twin fielding is not a good solution when you need the value of a field to be maintained on two records throughout their life.
- Even though a bundle is defined as a favorite, adding the favorite bundle to the QLE will not capture the twin field values.
- Twin fields only map between specific objects.