Product metadata refers to a group of additional fields added to the standard Salesforce product catalog by the Nextian Product Management app. These fields describe key product characteristics — such as whether a product is single-quantity, location-based, term-based and others.
This metadata drives how products are configured in the Nextian CPQ interface when building quotes. For example, a location-based product will require a service location, while a term-based product will prompt the user to select a contract term. However, product metadata does not affect pricing — pricing is determined solely by pricing dimensions (pricebook, product, and term).
Product metadata can be accessed using:
App Launcher → Products → Open product details → Scroll down to the Product Metadata section
The following metadata fields are available (note: some fields are only visible for specific product record types):
| Field | Description |
|---|---|
| Location Based | Indicates that the product is tied to a physical location (a service address). A location must be provided when quoting or ordering this product. |
| Term Based | Indicates that the product is a term-based subscription (e.g., virtual server for 12 months with month-to-month renewal).Indicates that the product is a term-based subscription (e.g., a virtual server with a 12-month term and month-to-month renewal). |
| Term Based Part | This applies to product parts only. A term-based part inherits the term of the parent service and has a recurring charge based on that term. It does not have its own term. |
| Single Quantity | If checked the product quantity on a line item must always be equal to one. |
| Service Based | If checked, the product quantity must always be one when added to a quote. |
| Dynamically Priced | This applies only to Service Request products. If checked, the request is performed on an existing service (e.g., a hardware test on an internet service). If unchecked, the request is standalone. This affects the behavior of the Add New Item action on a quote. |
