Built-in fields
Every product in Veles comes with these fields out of the box. Built-in fields cannot be edited or removed.| Name | Key | Type | Description |
|---|---|---|---|
| Name | name | Text | The display name of the product. |
| SKU | sku | Text | Stock keeping unit identifier. Must be unique across your environment. |
| Active | active | Boolean | Whether the product is available for use in quotes. |
| Description | description | Text | Rich text description of the product. |
| Category | product_category_id | Reference | The Product Category this product belongs to. |
| External ID | external_id | Text | Identifier from an external system such as a CRM. Used to maintain the link between Veles and your CRM records. |
| Regions | region_ids | Array | Regions this product is available in. Used by Product Filters to control catalog visibility. |
| Segments | segment_ids | Array | Segments this product is available in. Used by Product Filters to control catalog visibility. |
Adding custom fields
Navigate to Pricebook > Object Explorer and select Product from the sidebar. You’ll see the built-in fields table and, below it, the Custom Fields section. Click Add Custom Field and configure:| Setting | Description |
|---|---|
| Name | The display label for the field (e.g., “Cost per User”, “Target Vertical”, “Implementation Tier”). |
| Key | The system identifier used in formulas, rules, and API references. Use lowercase with no spaces (e.g., costperuser, target_vertical). |
| Kind | The data type: Text, Number, Boolean, Array, or other supported types. Choose the type that matches the data you’re storing. |
Editing and deleting custom fields
Custom fields can be edited or deleted from the Object Explorer. Click Edit to update the name, key, or kind, or Delete to remove the field entirely.Pulling fields from your CRM
If you’ve connected a CRM (Salesforce or HubSpot), you can pull custom fields from your CRM into Veles rather than recreating them manually. This is managed through the CRM Proposal Fields section in the Object Explorer sidebar. CRM-sourced fields stay synced with your CRM, so data entered or updated in Salesforce or HubSpot flows into Veles automatically. This is especially useful for fields that are already maintained by your CRM admin (e.g., product line, cost center, revenue type) — pulling them in avoids double data entry and keeps a single source of truth.How custom fields are used
Custom fields on products flow through the platform in several ways:Filtering
Custom fields are the product-side target for Product Filters. When you create a filter, you match a source field (from the user’s profile or CRM) against a product field. Custom fields give you the product-side dimensions to match against. For example, if you add a “Vertical” custom field to products and tag each product with its target industry, you can create a filter that matches the rep’s assigned vertical against the product’s vertical — so a Healthcare rep only sees Healthcare products.Reporting
Custom field values carry through to quote lines when a product is added to a quote. This means you can slice deal data by any custom dimension you define. For example, a “Cost per User” number field lets you report on margin by comparing the quoted price against the cost basis.Rules and formulas
Custom fields can be referenced in Pricing Rules, Validation Rules, and Formula Rules. For example, a pricing rule might reference a product’s “Implementation Tier” field to automatically adjust the implementation fee based on the product’s complexity level.Deal Components
Custom field values can flow from the product to the quote line via Deal Components, carrying contextual metadata through the deal lifecycle for downstream reporting and billing.The Object Explorer
The Object Explorer isn’t limited to products. It’s the central place to view and extend the data model across all Veles objects. The sidebar includes:- Company — customer account fields
- CRM Proposal Fields — fields pulled from your CRM for use in proposals
- Product — product catalog fields (this page)
- Option — pricing option fields
- Quote Line — line item fields on quotes
- User — user profile fields
What’s next
Product Filters
Use custom fields as the product-side target for catalog visibility filters.
Creating a Product
Full reference for product setup, including assigning custom field values.
Rules & Approvals
Reference custom fields in pricing, validation, and approval rules.
Connect your CRM
Set up CRM sync to pull fields into Veles automatically.