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.

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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

Billing Connector for Salesforce CPQ - Demo



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