Admin & Settings Ideas

ysireesha

We have a use case to send notifications to the customers that their subscription expired after the subscription expiry. This is for winback so as to bring these customers back after their subscription end date. It would be good to add subscription expired notifications add a configurable N number of days to it.

naoto612 · ‎12-10-2020

We do have "Allowable Login IP Address Ranges" menu in the user role management console, but the fields are only for IPv4. IPv6 is gradually used these years (and I'm using it), so we need fields for it.

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.

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.

ssarmiento · ‎10-09-2020

Hi, It would be interesting that Zuora Analytics has the ability to extract the Cards and Dataset in an automatic way such as an API Rest or Workflow. Thanks! Susana.

cgresbrink · ‎09-29-2020

As a business using Zuora's AQuA APIs and stateless mode I want to have job submission successful response provide me the ending date/timestamp that was used to query the data So that I can save that and use it as our incremental(Start)Time in our next future request Acceptance Criteria 1: Given that currently we pass in incrementalTime and Zuora uses that for the start time and queries data by updatedDate and then Zuora uses it is own end time stamp in the query as well and that we currently keep of the last successful ran date so subsequent calls will use that as the new incrementalStartTime and we are having issues with timefloating problems with our servers When Zuora requests the end time stamp when the job is submitted/completes Then we'd use that value to set as our last successfully ran date timestamp and then next call would that the incremental start time

abreen23 · ‎09-25-2020

There should be a setting in the Zuora platform where expired/retired products are hidden as an option. In our company, once we sunset a product, we no longer want anyone on it. If we go to add an amendment, we have to sift through hundreds of retired products. Because products are not listed alphabetically, a naming convention (i.e. starting all retired products with "ZZZ" to move to the bottom) does not work either - this is also a suggestion - please include the ability to sort products alphabetically - that should be the default sort in the add amendment and add subscription sub menus.

micdelara · ‎08-26-2020

Currently, the Update Order Action Trigger Dates API is only able to process 1 Order (albeit with support for multiple Subscriptions inside it). The signature of this API is: PUT https://rest.zuora.com/v1/orders/{orderNumber}/triggerDates Because the Order Number is part of the API endpoint, only 1 Order (Subscription) can be activated per call. In a scenario where an external system would need to update multiple Orders that have been previously created in "Pending Activation" status (Service Activation Date and/or Customer Acceptance Date has been intentionally left as blank), the external system currently would need to make multiple Update Order Action Trigger Dates API calls to activate each Order ISubscription). If we could have a bulkified version of Update Order Action Trigger Dates that MAYBE would look something like: PUT https://rest.zuora.com/v1/orders/triggerDates { "orders" : [ { "orderNumber" : "{order number}", "subscriptions" : [ { "orderActions" : { ... }, "subscriptionNumber" : "{subscription number}" } ] } ] ]

gauri · ‎08-05-2020

we need to be able to filter the credit memos by the source. but the API doesn't let you. Is it possible to have the Get Credit memos API accept the "source" as filterable query parameters? Having this filter will allow the workflow to filter the response payload than having to shift through the records via custom code. The other option was to use data query but the data query on the credit memo doesn't work well as it can not be joining to the Invoice object but can only be joined by the accountid. so whats the best way to sort the response from the GET credit memo api call? how can the api accept a filter such as - referredInvoiceId is not null ? https://www.zuora.com/developer/api-reference/#operation/GET_CreditMemos

Menelion · ‎07-31-2020

Hello, I would like to be able to get one invoice per its ID or invoice number. Nowadays we have the possibility to get all invoices per account in the Transactions API: /v1/transactions/invoices/accounts/{account-key} What I would like to have, is: /v1/transactions/invoices/{invoice-key} or /v1/invoices/{invoice-key} which would return the very same structure as each element of the array returned by /v1/transactions/invoices/accounts/{account-key}. I'm pretty sure it's quite easy to implement. Thanks.

cgresbrink · ‎07-22-2020

I am aware that you have an API that lets you get this data, but we have robust periodic job that uses AQuA to get delta/incremental data changes for 24+ objects to put in our cache to mirror Zuora. How come we have to build a separate process or job to get the Notification Email History? Can you please expose that Object via the AQuA API?

amandash · ‎06-26-2020

Currently, the Platform app is available in the Zuora UI only for users who are assigned with the 'Admin' and 'Standard' Platform Roles. The pain point here is that users who are assigned to a custom Platform Role and have access to tools like Data Query and Workflow, the Platform app is not visible in the Zuora UI and users can only access those tools via a unique url, which is extremely inconvenient.

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.

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!

tharney · ‎02-03-2020

It appears directly accessing Email History partially exists via url, however it does not accept an id in the url. It returns an error message. I feel as though it would relatively straight forward to implement and eliminate the necessity to access this information via the API. https://www.zuora.com/apps/CustomerAccount.do?method=viewEmailNotificationHistory&id=2c92a0ff64176cd401642501f72f1684

vgorkanti · ‎01-31-2020

According to support, currently there is no API which can retrieve the Zuora user details.We need to manually login to system and pull the user details if we want to verify. I am intrested in getting these details from API, which can simplyfy one of our usecase for reporting needs.

trevorvogt · ‎01-30-2020

Hello, it would be a great advantage to be able to set the date, time and numbering format independently from the language setting (locale). We, for example, are based in Switzerland, which has a very specific numbering format (123'456'789.00) and we use (;) as a standard list separator for CSV files. I have tried various different locale settings and could not find any which matched the above. Therefore we are currently using English (United Kingdom) as a locale setting, as they use (.) as a decimal separator. This still causes complications since with this the list separator is (,) and the number format is (123,456,789.00), especially when creating and conciliating various reports. It is possible to do this in windows settings for example. Any advice and or workaround is appreciated, yet I believe implementing this would be to everyone's advantage. Kind Regards, Trevor Vogt

TC123 · ‎01-23-2020

To check what the Zuora users see based on their user rights, it would be good to be able to log in as a user instead of being obliged to create the same type of user with same rights in a sandbox and to log in to test what they see. I suggest to add a button "log in as" for each user (like in Salesforce) in Manage users. This is useful for support for users done by a Zuora administrator.

sHruschka · ‎12-19-2019

For multi entity environment it should be possible to define global shared custom fields but with entity wise default values and in case of picklist values entity wise picklist values. For example, we have fields which are used in every entity, but have different default values per entity, currently we cannot configure this in Zuora. Same for the picklist values, it should be possible to define a set of picklist values per entity without losing the comfort to have a shared custom field.

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Admin & Settings Ideas

Add Subscription Expired notification

Input fields to configure "Allowable Login IP Address Ranges" for IPv6

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

Include Two-Factor Authentication setting in User Export

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

Extract Cards and DataSet with API rest or Workflow

AQuA API should return the end date timestamp in the response

Product Catalog - hide expired products

How to BULK Update Order Action Trigger Dates

source field is not filterable on the Get Credit memos API

Get Single Invoice via Rest API

Allow getting Email Notification History via AQuA

Make Platform app visible in UI for Custom Platform Roles

Changing default search parameters for Invoices and Subscriptions

Delete/remove entities in Multi Hierarchy tenants

Accessing Zuora Email History via URL

Ability to pull the Zuora user details via API

Ability to set the date, time, number format and list separator (CSV) independently

Login as a user to check what they see based on their rights

Multi Entity - shared Custom Fields - entity wise default and picklist values

Notification callouts for significant account-level events

API Idea: Please support OAUTH

Usage related permissions on custom role