Blogs

Billing Connector for Salesforce CPQ

By Sheetal Prakash posted 06-14-2024 10:51

  

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.

View Presentation | Watch Full Video

 

A Superior Subscription Billing Experience for SFDC Customers

Watch video to learn more

  • 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

Watch video to learn more

  • 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

Watch video to learn more

  • 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

Billing Connector for Salesforce CPQ - Demo



Stay Up-To-Date with Revenue Releases and Maintenance

By joining the Zuora Revenue Notifications community, you will receive emails about Revenue Maintenance and Release Notifications including deployment schedules, the release window, and issues fixed.  Future sessions are announced monthly in the Community News where you can also hear about other product updates and other exciting events. 

Please subscribe by following these steps.

0 comments
13 views