On June 13th, the Community was joined by Zuora Associate Product Manager, Sheetal Prakash who shared an overview of Zuora’s Billing Connector for Salesforce CPQ which optimizes the quote-to-billing-to-revenue process with reduced bottlenecks and enhanced operational efficiency by eliminating data management complexities.
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A Superior Subscription Billing Experience for SFDC Customers
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- Pre-Configured Data Mapping with Data Model Alignment:
- Mitigate complexities associated with point-to-point integrations.
- Ensure coherence and data integrity while adhering to best practices in Zuora.
- Faster Time-To-Go-Live:
- A simple 3-step setup process with no installations needed to start syncing data within minutes.
- Use Latest Zuora APIs:
- Leverage the Orders API to support the latest developments in Zuora such as Flexible Billing Attributes and multi-currency.
- Real-Time Troubleshooting:
- Access debug logs from the System Health Dashboard.
- Optional email alerts on failures for self-serve capabilities.
H1 Features and Enhancements - Extensibility, Capability, and Usability
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- Support for Usage Based Quoting
- Sync tiered and volume usage charge types from Salesforce using native CPQ objects.
- Subscription Versioning
- Create a new version of the subscription in Zuora during amendments and renewals.
- Flexible Billing Attributes
- Sync invoice owners, subscription owners, bill to, sold to contacts, and multi-currency subscriptions.
- Field Mapping
- Map any custom or standard field in Salesforce to any custom or standard field in Zuora without restrictions on data types or names.
- Enhanced Out-Of-The-Box Features
- Streamlined and advanced feature additions such as update operations on accounts and contacts, support for parent hierarchy and taxation on product catalog.
- Troubleshooting Made Better
- Crisper email alerts and improved System Health dashboard.
FY25 H2 Product Roadmap
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- Backend Re-architecture - Eliminate middleware to ensure complete control of the architecture
- Support for ACB Models such as PPDD
- Enhanced Troubleshooting - Improve error messages and in-app sync status display in Salesforce CPQ
Demonstration
Billing Connector for Salesforce CPQ - Demo
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