Admin & Settings Ideas

nmartelliere

Hi, Emails and callout (available in Notification History) of Zuora customer account are not available in z360, it is important to have in SFDC a really 360 ° view of all the exchanges with our customers (invoice sending, sending reminder for example). Best regards, Nicolas Martelliere VIDAL SA

chiragjha · ‎10-29-2019

Hi, With advance configuration, invoice complexity and workflow base extnesion I think we should have an option to define custom field at Tenant Level. This will help at various level i..e. invoice enhancement, batch process and workflow enhancemnet. Thanx, Chirag

usaluz · ‎08-29-2019

It would be very helpfull if it would be possible to define global header and footer elements and maybe even more elements that might be used on different E-Mails. It would also be great to have a default base template, so if you create a new e-Mail notification the design and layout will be pulled from that base template.

neils · ‎09-13-2019

Currently the Services environment data refresh process copies PII data from production to Services. This data is in scope for the California Consumer Privacy Act (CCPA) and GDPR. All PII data should be scrubbed during this conversion process so that Services environments do not become in scope for CCPA and GDPR. Can the refresh script be updated to include scrubbing this information that is identified in this article: https://knowledgecenter.zuora.com/BB_Introducing_Z_Business/Responding_to_Individual_Requests_for_Access%2C_Correction%2C_and_Deletion_of_Data_Under_the_GDPR.

Zuora-Support · ‎01-13-2016

Feature Request: Require Audit Trail Status: under evaluation Reference Number: DE5826/PMT-876 Business Need: There are business requirements that are looking for the ability to have an audit trail for all fields and records. The requirement is to have an audit trail on all - Account fields (including all custom fields) - Subscription Fields (including all custom fields) - Contact Address Fields (including all custom fields) - Settings changes - Users' actions

AnudeepJ · ‎07-25-2019

Hi Team, Good Morning, This Post is in regards to Zuora "Bill to Contact" and "Sold to Contact" under "Key contacts" on an Account page. Can we know if State/Province field can have picklist values pre-defined for "Australia" or "New Zealand", as currently State/Province field is a free text field. This has caused issues as in the past it was sometimes updated in lower case , upper case and also abbreviations(Ex- New South Wales to nsw or NSW ) and also because of some legacy migrations. When our Finance team is pulling some reports and segregating data by State we are getting a bit of messy data cause of this . Any timelines or workarounds in progress , please let us know. Regards Anudeep J

rdeloach · ‎01-21-2016

It would be most helpful to be able to export a tenant configuration to a file, like meta-data or similar, and have the ability to import it into a tenant. There are 2 use cases for this: first, to back up and archive configurations to satisfy auditor requests to validate no unapproved configurations have changed. Second, in ensuring environment integrity in API Sandboxes or Services tenants to your source/production tenant.

Sanketh · ‎09-06-2019

We have CreatedByID , UpdatedByID on each object . But it is hard to map this into specific username via logic through any API and zObject of User. Helpful to have User fields fetched through API calls hence people doing changes on records could be tracked.

christopherduke · ‎12-20-2018

As a Zuora admin, would like for my users to be able to preview Orders without needing to grant them "Post Invoices" permission, so that we can maintain our internal controls.

Nigel · ‎08-10-2018

(See https://community.zuora.com/t5/Release-Notifications/Zuora-Application-Release-230-August-2018/ba-p/24651 for context) Currently releases are given to happen over a range of datas. There's no easy way to tell which release an instance is on please. Please could a field be added to the Tenant Profile in Admin setup that gives the currently running version - that way we'll know when the release has happened, and can tell the difference from sandbox and production environments.

senorstanley · ‎12-28-2018

For high volume and transactional business, there needs to be a lot of AR specialists working in Zuora to process orders. We need to create a lot of one-off account Bill runs to collect initial payments. However, a specialist may create a bad bill run and accidentally select multiple accounts which could create a lot of problems. I think it would be created to add another security permission to "Allow multiple account bill runs". We could give AR specialists the ability to run a single account bill run and leave the multiple account bill runs to administrators.

yuliya_papl · ‎05-28-2018

Currently on the User account level we see the creation date only. For tracking and audit purposses would be great to have user account modification and deactivation dates.

S_Mizu · ‎02-03-2016

The custom fields are currently displayed in the order in which the custom field was created. If I want to add a new custom field that is related to existing custom field, I would like to position it around the related custom field, but the new custom field is displayed at the bottom of the custom fields. I would like to control the display order of each custom field.

Yoshihisa · ‎04-23-2019

If you set "Bill To Contact" in "To Email" and "All Account Contacts" in "CC Email", when email notification is sent, email address of "Bill To Contact" is included in CC as well as To. We have a request to implement the option to exclude "Bill To Contact" in "To Email" from "All Account Contacts" in "CC Email" so email address of "Bill To Contact" is only included in "To".

Yoshihisa · ‎11-27-2018

There are requests from customers that the functionality to resend notifications is needed. e.g. there are cases where email address is not correct and notifications could not be sent. And after the email address is corrected, the notifications need to be resent. One idea would be to implement "Resend button" in "Notification History" screen.

mmishra · ‎04-16-2019

Hi team, Recently submitted a query to export a list of all users that are SAML enabled. However, with the current export feature this is not possible and was asked to submit it as an idea. Could the team please look into giving ability to select all the user profile fields in the user exports? Thank you!

bolaurent · ‎09-23-2016

I typically have multiple tabs open to the UI. All the tabs have the same, not helpful, name. I really want these tabs to be named with the record that is displayed (a product, an account, an invoice, etc).

Madalina · ‎07-03-2019

We are using multi-entity in Zuora, so we are normally having an user created on the top node and then from there we have provided ourselves access to the sub-entities. In Connect, we have created 3 logins, one for each environment that we are having (Development, Acceptance -which are on Sandbox and Production) using the users that we are using in Zuora's interface, created on the top node. The problem is that we are having a lot of issues when we want to add a new app for a certain sub-entity (as for ex. Workflow or Promo Codes). I have enabled Promo codes for a sub-entity (Admincontrol: https://www.screencast.com/t/V1GXFYQ5PZ), but since my user was created on the top node, the rate plans from the sub-entity (Admincontrol) weren't available, because it tried to fetch the product catalog from the top node entity and this isn't the only use case that we had. As a workaround, the guys from support told me to create a new user in Zuora directly on the desired sub-entity and then to create a new login in Connect using that user and everything will work fine, but this means that the hierarchy from Zuora doesn't work good with Connect and this is a bit painful for us, because we are having aprox. 20 sub-entities, which means that we need to create 20 different logins if we want to enable some Apps for those entities and for sure the number will increase. Is there any plan to make it work directly using our top-node login in Connect? Thank you,

yuliya_papl · ‎03-27-2019

For the compliance reasons we should be able to see the number of users created in Zuora tenant. At the moment it is not possible to see this number in UI, or when generating All Users List Export , or make an API call.

patrickfordey · ‎10-17-2018

In Spring 16 Salesforce introduced the ability to run Apex after a Sandbox refresh https://releasenotes.docs.salesforce.com/en-us/spring16/release-notes/rn_deployment_sandbox_postcopy_script.htm At this time it is not possible to programmatically update Zuora api settings in Salesforce so you cannot update the settings post refresh using the above functionality. Allowing access to the settings that control the API access would allow users to have their sandboxes automatically update themselves to point at a non production Zuora instance on refresh rather than needing it to be a manual step.

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Admin & Settings Ideas

Synchronize Customer Notifications History in SFDC (Z360)

System (Tenant) Level Custom Fields

Using Partial Templates for E-Mails

Make Services Environment Data Refresh Process scrub PII Data for CCPA and GDPR Compliance

Require Audit Trail

Zuora "Bill to \Sold to contact -State/province Picklist values Implementation for Australia & NZ

Export / Import configuration

SOAP & REST API Calls to fetch fields from USER record

Ability to Preview Order w/o "Post Invoices" Permission

Show the currently running release version in the admin setup person

Security Permission for Multiple Account Bill Runs

User account modification date

Display Order of Custom Fields

Option to exclude "Bill To Contact" in "To Email" from "All Account Contacts" in "CC Email"

Ability to resend notifications

Add ability to select fields to download in a user report

Give UI tabs useful names

Multi-entity in Zuora not compatible with Connect

Export Number of Users

Allow for programmatic update of API settings

Reset All Passwords Next To Add User Button - Insane Button Arrangement

Support new REST API in Production Copy (Services) Environments

API Idea: Please support OAUTH