Sync Credit Memos and Debit Memos via Zuora 360

mikemartin Partner

Partner

Sync Credit Memos and Debit Memos via Zuora 360

Status: New Idea
by Partner 2 weeks ago - last edited 2 weeks ago

As a Salesforce user who is providing support to a customer, I want to be able to see the credit memos we've previously raised for a customer.

 

As a Salesforce user who is providing support to a customer, I want to be able to see the debit memos we've previously raised for a customer.

 

This is so I can better service a customer and have the information visible to me in Salesforce reflecting the customer's current financial relationship with our company.

 

These object could be added perhaps as part of Zuora's "Data Connect / Configurable Sync" developments?

Comments
nathanc Z-Product Team

Z-Product Team

by Z-Product Team
2 weeks ago

Hey @mikemartin these are the next set of objects we plan to sync for Data Connect, we don't have a date yet but we are designing it right now.

feisley Guru

Guru

by Guru
2 weeks ago

@nathanc That is great to hear. I'll hold off on my own sync tool then ;-)