Happy Business Starts Here

Re: Update the Salesforce Opportunity Amount with the Total from the Zuora Quote - Status changed to: More Feedback Needed

Update the Salesforce Opportunity Amount with the Total from the Zuora Quote

When the Term Type in the Zuora quote is set to Evergreen, the Total from the Zuora quote is not copied to the Opportunity Amount in Salesforce. We use Salesforce reporting based on the Opportunities so having the Amount field updated is essential. If the Term Type is set to Termed, the amount is in the TVC field and is copied to the Opportunity Amount. Unfortunately we have Evergreen quotes, not Termed.

2 Comments
Community Manager
Status changed to: More Feedback Needed
 
Community Manager
Status changed to: Under Consideration