Zuora CPQ Ideas

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New Idea
Brick Senior Tutor

Senior Tutor

Currently if a Quote is in progress and references a Subscription Rate Plan Id, and if that Id is changed on the Zuora side, the Quote or the CPQ Apex Component will throw an error like one of the following: 

 

"Content cannot be displayed: common.apex.runtime.impl.ExecutionException: (convert2ZChargeGroup) Exception while converting to ChargeGroup.Smiley Frustratedystem.NullPointerException:Attempt to de-reference a null objectSmiley Sadzqu)"

 

or

 

"(convert2ZChargeGroup) Exception while converting to ChargeGroup.Smiley Frustratedystem.NullPointerException:Attempt to de-reference a null objectSmiley Sadzqu) Error is in expression '{!theOptions}' in component <zqu:cpqselectproduct> in component zqu:cpqselectproduct"

 

Since the simplest fix for this is to re-create the Quote so that it uses the latest Ids, an error message with details to that effect would be nice to have. 

Jeffrey Zuora Staff

Zuora Staff

When sending a Contract to Zuora without a Zuora Billing Account, Zuora CPQ returns "Error Code: MISSING_REQUIRED_VALUE Message:Billing Contact is required". This error message is deceiving and should say that the Zuora Billing Account was not found due to an issue creating the Contract. The current error message makes it seem as the Billing Contact is missing.

 

Related Support Ticket #31811

tnakano_and_z Senior Tutor

Senior Tutor

Functionality to pull delta quantity of numbers in Zuora For Salesforce is needed.
 

For example, in case of increase in each quote like below,  it is needed to pile up +100, +20, and, +30
to make cumulative numbers 150 in total in salesforce Report/Dashboard, using a correct data field in Zuora for Salesforce.

 

                                 Delta Quantity          Total Quantity 
New Subscription     +100Lic                       100Lic 
Amendment              +20Lic                         120Lic 
Renewal                     +30LIc                        150Lic 
--------------------------------------- 
Cumulative                +150Lic

 

I am now referring the field called "Quantity" under the object "Quote Charge Summaries".
Which shows correct delta quantity of numbers only for "New Subscription" and for "Amendment" ( +100 and +20 above).
However, Renewal shows only cumulative numbers (150 above) and no fields to see delta quantity, which is +30 in this example.

Please consider to add functionality to shows delta quantity in "Renewal" like "New subscription" and "Amendment".

AnnaRudenko Scholar

Scholar

Would be great to be able to push Email History from Zuora's Customer Account to Salesforce (maybe Billing Account).


This way our Customer Support and Sales Reps could see what kind of communication was done to the customer.

mattbaker Zuora Staff

Zuora Staff

Invoice Line Item

Status: New Idea
by Zuora Staff on ‎11-24-2016 06:49 AM

Invoice line item required as part of the Z-360 sync process

Zuora-Support Community Manager

Community Manager

Recently Salesforce.com designed a brand new user-interface called Lightning. Lightning is free of charge for all Enterprise customers, and represents a very big step in the right direction for Salesforce user experience. Unfortunately this change requires vendors to update their applications in order to take advantage of the new UI.

It would be great to make the quotes package to be compatible with these feature to be able to use the new UI.

Status: Implemented
Zuora-Support Community Manager

Community Manager

Customer is requesting to have Invoice Item Line and Payment information to be available in Salesforce. The customer added that they would like line items in Salesforce in order for them to measure how many sales they've had of particular products. Then, it would be helpful for the payment information, especially, status in SFDC so that they do not have to to log into Zuora to verify this information.This in turn, would allow the customer to to make use of the Salesforce's reporting tools. 

 

This is being evaluated by our Product Management and tracking number is DE5123 / COM-1297.

grayjoa Zuora Staff

Zuora Staff

Core Zuora has a setting that can be enabled to allow up to 20 amendments in one call but even when that setting is enabled Zuora for Salesforce doesn't use it and the quote metrics cannot be correctly calculated. 

Jeffrey Zuora Staff

Zuora Staff

The Edit Features dropdown option is still displayed even when Features is not enabled in Zuora or in Salesforce. This should be removed when Features it not enabled.
 
Inline image 2
 
Inline image 1
Status: Implemented
Owen Zuora Staff

Zuora Staff

Sync Today's MRR to SFDC

Status: New Idea
by Zuora Staff on ‎12-20-2016 06:10 AM

Customers have requested the ability to sync the "Today's MRR" field from the Zuora UI to SFDC via 360 sync. Is this a possible future enhancement?

Nikesh Zuora Alumni

Zuora Alumni

 

In Zuora we have the ability to sync the Sales Rep field to SFDC. However we cannot update the sales rep field from SFDC to Zuora. Customers are requesting that they have the ability to sync from SFDC to Zuora as well for the Sales Rep Field.

 

Thanks,

Nikesh

 

 

MKent525 Valued Scholar

Valued Scholar

Zuora is soon releasing a new functionality to suspend/resume subscriptions. this will be a great help in supporting seasonal customers, but it would be much better if it were also supported through zuora quotes! This way the salespeople and operations can make those changes, and they can go through the standard quote approval process before impacting our billing.

Zuora-Support Community Manager

Community Manager

Is there anyway to avoid the Zuora error in Salesforce unit tests that states "Please upload Zuora WSDL at first" without having to use the @isTest(SeeAllData=true) attribute? Salesforce best practices are to not use SeeAllData=true. Using SeeAllData has the potential to create other issues when testing which I'm trying to avoid.

To generate the error I simply need to attempt to create a dummy Zuora object within the context of a test

Zuora.zObject zCharge = new Zuora.zObject('RatePlanCharge');


Is there anything else I can do to prevent this error? "Please upload Zuora WSDL at first"

How does one avoid this bug if it's not really a bug but what looks like bad design?

bolaurent Master

Master

I have discovered that a product I had deleted in Zuora was still being synced to SFDC. This caused a problem, because the product failed a custom validation rule in SFDC ,which caused the Zuora product catalog sync to fail. But the Zuora ID reported in the error file could not be located, either in the Zuora UI or via API. Because the record could not be viewed or edited, it could not be made to pass the custom validation rule in SFDC, and thus the sync error could not be resolved.

 

There seems to be no documentation of the fact that deleted records remain in Zuora and are synced. At a minimum, this should be documented. 

grayjoa Zuora Staff

Zuora Staff

Hide rows from a quote PDF

Status: New Idea
by Zuora Staff on ‎01-27-2017 03:46 PM

Sometimes a quote contains charges that do not need to be shown to the end customer, particularly for usage charges, but filtering them out if very difficult and not user friendly using mailmerge. Would be great to have a way to do this by not showing charges with a certain custom or standard field value.

8Ken Partner

Partner

Is it also possible to have an operator "is not equal to" in the filter settings for guided selling?

This might be helpful for, e.g. excluding countries for a regional availability of a product.

Thanks,

Andrew

AnnaRudenko Scholar

Scholar

Optimize Quotes Layout for SF1 App

Status: New Idea
by Scholar AnnaRudenko on ‎04-25-2016 02:37 AM

At the moment Quote Information is not being displayed fully in SF1 UI.

The user could only see a cropped part of the screen. the only way to view the full details is to click on the Quote and get it opened in a new screen.

This is very confusing and not user friendly. 

 

Please could we have Quote Information not cropped but rather minimized to display the full details as soon as user opens a Quote?

Jeffrey Zuora Staff

Zuora Staff

Please add the ability to hide the Discount Level and Up To How Many Periods field on the Salesforce Zuora Product Selector for Discount Charges.

 

 

Screen Shot 2017-08-23 at 3.30.10 PM.png
Nobuharu Zuora Staff

Zuora Staff

 

In Zuora Quotes, if you create or update New Subscription Quote, Amendment Subscription Quote and Renewal Subscription Quote, following fields are displayed in the roll-up feed in Opportunity .
 
- Name
- Opportunity (name) 
- Status
- MRR (Delta MRR)
- TCV (DeltaTCV)
 
Client would like to use chatters, but would not like to see the above fields in roll-up feed in Opportunity when New Subscription Quote, Amendment Subscription Quote and Renewal Subscription Quote are created and updated.
 
According to the Knowledge Center, it is able to control On/Off of chatters. However, it is not able to control which fields to show in roll-up feed. Should have a capability to select which fields to show in chatter's roll-up feed.
Zuora-Support Community Manager

Community Manager

Feature Request: Auto-populate Bill To and Sold To contact fields in Salesforce when creating New Quote

Status: under evaluation

Reference Number: DE10671

Business Need: Since Bill To / Sold To contact have been identified at the early stages of the account creation process, these fields are requested to be auto-populate with those details in new Z-Quote VisualForce page and at the same time retain the ability to change these details when needed.