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Salesforce/Zuora Renewal Best Practices Advice

How are other Zuora users here doing renewals?

 

Are you creating renewal opportunities in Salesforce?

 

Any advice around best practices to have renewal data in Salesforce and Zuora?

 

I am also trying to understand what is the best way to make Salesforce and Zuora work for renewals.

 

1. Can Zuora create renewal opportunities in Salesforce for upcoming renewals?

2. How can Salesforce be used as the vehicle for pushing forward a renewal (i.e. renewal quote sent to Z-Billing)?

3. How do you link a Salesforce Renewal Opportunity to Zuora? Is it via Subscription or Quote?

3 REPLIES 3
Support SME

Re: Salesforce/Zuora Renewal Best Practices Advice

Hi @DataCamp_HM I see there is a very detail discussion on the same questions being discussed here in the following thread

 

https://community.zuora.com/t5/Zuora-CPQ/Syncing-Auto-Renewals-in-Zuora-with-Salesforce-Renewal/m-p/...

 

and @MaggieL has provided her detail input as well.

 

Thank you

Doyeli

 






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Guru

Re: Salesforce/Zuora Renewal Best Practices Advice

@doyeliThis is a new topic that I recommended s/he create to get other ideas in addition to the ones in that post.

Maggie Longshore
Support SME

Re: Salesforce/Zuora Renewal Best Practices Advice

Ok, Thank you @MaggieL






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