Admin & Settings Ideas

Zuora-Community · ‎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

mpeperka · ‎11-24-2020

It would be very helpful if the two-factor authentication setting is included in the User list Export (csv). This way it's a lot easier to see what user has 2fa enabled. Now we have to go through the complete list of users and open every single user to see if 2fa is enabled.

arrabelli · ‎11-19-2020

Certain key custom fields should not be edited by everyone. For example, within the billing team, we want only one person to have edit access to a certain custom field on the subscription. So, the ask is to provide control on the edit access of the custom fields at the user level.

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.

Garywoo · ‎11-26-2020

When an on-demand 360 sync is started in Salesforce, you are provided with a job ID and a message asking to allow a few minutes for the request to be processed. There is currently no way to programmatically check the status of the sync job. In our use case, we invoke this on-demand sync though apex, but then have no idea when the sync is complete. We are forced to hard code a wait step before the rest of the code can run, as it relies on the sync completing before it can take further actions. This is a race condition and very bad practice. The sync status can be seen in the Zuora UI by going to Settings > Commerce > Synchronize Salesforce.com Data. We need a programmatic way to make use of this information to our code. Exposing this data to an API would solve our problem.

lmadec · ‎03-10-2020

We notice quite long response time in Zuora in the search for Invoice and Subscription. Indeed, default search parameters are for thoses objects : - Field : All - Search type : Contains It could be faster if default search parameters were : - For Invoice : o Field : Invoice Number o Search type : Exact Match - For subscription : o Field : Subscription Number o Search type : Exact Match Search In Customer account is much faster, maybe because there’s no search type “contains”. We consider it would be a nice improvement for zuora to propose directly an exact match for invoice and subscription search. At least, it would be great to be able to save our own search settings. It would be a huge time saving. In addition, I'm led to think that the search on all the data performs by the users by default may certainly be an overload on the database and server.

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.

Zuora-Community · ‎01-13-2016

Feature Request: Read-only user account (Z-Billing and Z-Payments) Status: Under evaluation Reference Number: DE3850 Business Need: Read-only user account (Z-Billing and Z-Payments) Currently, user can create new role for Z-Payments and uncheck all the Z-Payments permissions making it a read-only user but on the Z-Billing side, even though we uncheck the Z-Billing permissions, user can still create: *create account *create product *create report *create BR *create subscription Making it not a full read-only user role.

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.

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.

MirelaMiculescu · ‎02-11-2020

Today if an entity is provisioned, it cannot be removed from the multi-entity hierarchy. We need the possibility to de-activate or delete provisioned entities that for some reasons were never used by us. Thank you!

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.

bolaurent · ‎05-25-2017

I have credentials associated with Zuora: Community Connect Support Subscribed University This is kind of a pain; how about a unified auth system?

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).

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.

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.

Zuora-Community · ‎01-13-2016

Feature Request: Ability to delete old invalid values from pick list in custom field Status: under evaluation Reference Number: DE7566 Business Need: Currently in Zuora, the design of pick list in custom field is that once it is saved, one can only edit the values in pick list and cannot delete the values. However, some customers have old and invalid values that need to be cleaned out, therefore, they are asking for the ability to delete old invalid values from those pick list custom fields so that their end customers will not choose the wrong value.

nmartelliere · ‎11-14-2019

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

Zuora-Community · ‎01-28-2016

One issue I saw with leveraging the Zuora SPF record, it tossed my SPF over the RFC limit of 10 lookups (it alone is over 10)...many folks have either done subdomains for items like this or started to leverage DKIM...with such a large SPF, I would like to see a DKIM option to ensure email delivery if possible...

Kenta · ‎06-28-2018

In the Notification Framework, an Event Trigger can compare old and new values on a given field (e.g. Invoice.Status and Invoice.Status_old). We would like for the subsequent callout built on the trigger to be able to reference this information This would allow an external system to hold the business logic of determining actions based on the combination of the old/new values

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Admin & Settings Ideas

Require Audit Trail

Include Two-Factor Authentication setting in User Export

Ability to provide edit access to custom fields by User or User Role Level

Export / Import configuration

Provide an API endpoint to check status of Salesforce 360 sync jobs

Changing default search parameters for Invoices and Subscriptions

Display Order of Custom Fields

Read-only user account (Z-Billing and Z-Payments)

Show the currently running release version in the admin setup person

Using Partial Templates for E-Mails

Delete/remove entities in Multi Hierarchy tenants

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

Too many credentials!

Give UI tabs useful names

Ability to resend notifications

User account modification date

Ability to delete old invalid values from pick list in custom field

Synchronize Customer Notifications History in SFDC (Z360)

DKIM implementation

Ability to include old and new values on a given field in callout (via Notification Framework)

Notification callouts for significant account-level events

API Idea: Please support OAUTH

Usage related permissions on custom role