Zuora CPQ Ideas

ehavens · ‎11-08-2016

For a Renewal Quote, the object "Quote Product Feature" does not contain any values for Quote Rate Plans that have the field zqu__AmendmentType__c = Renewal. Because there are no changes it doesn't list the features already assiciated with that product. When a Quote PDF is generated, the feature table is empty for that product. It would be better if the object Quote Product Feature contained the existing features. Then the QuoteFeatures table would display features for new products, updated products, and renewal products (original).

jbrown · ‎11-04-2016

We run into data issues in Salesforce because when we run the 360 sync, it syncs ALL products, rate plans, charges, ever...even if we have deleted them. It would be extremely helpful and make our Salesforce data much cleaner if there were either global settings in Zuora Commerce that would allow us to check "Don't sync deleted products" (and/or rate plans, charges, etc.) AND/OR be able to manage it on a record-by-record basis. The latter would also be helpful during the development of new products. We could mark them as "Do Not Sync" until it is complete. This caused us the biggest issue when we paid to have our API sandbox rebuilt. The products didn't get created correctly the first few times so the services team deleted them and recreated them. Since Zuora maintains deleted records in their DB, those too get synced. Although the deleted records get marked as such in Salesforce, it creates hundreds of records that we'll never use. Deleting them from Salesforce is futile because the next sync will re-add them.

Jeffrey · ‎11-01-2016

Zuroa API returns "Operation failed due to an unknown error" for different scenarios. This error message is returned via the API, which is also displayed in Salesforce when the Quote is generating the preview metrics. This error can arrise from different reasons. One is Avalara has an error due to configuration issues, but the user does not know until a Zuora Support agent looks into the error in the backend. Another reason for this error could be the Payment Gateway is not properly set up. You can view existing tickets where this confusion has occured due to vague error messages. Time can be saved if we identify the issue in the beginning. Thanks. See Ticket # Avalara 63513 85128 66062 66492 67048 81386 Payment Gateway 77230

Jeffrey · ‎10-26-2016

Currenty, a Charge Option relates to a single currency and pricing. It is cumbersome for a user to be creating multiple Charge Options manually for every currency. Can we either make this object structure similiar to Product Rate Plan Charge and Tiers to support multiple currencys and the Charge Table that is displayed for the Product Rate Plan Charge, OR create a UI to similar to the Charge Table but have it support Charge Option? Another ask is to support an in-line discount override instead of only being able to specify the price override.

justdonlon · ‎09-21-2016

If a user clicks the Generate Quote button from the Quote Detail page a pop up opens, and takes upward of 10 seconds to generate the quote. And then once the quote is generated the message is very plain - can we have the abliity to customize this message. The Quote is attached to the Quote Detail page - but the page needs to be refreshed before the user can access it. If at the very least the 18char ID could be a hyperlink to the quote so that the user could download or view it that would be helpful.

MaggieL · ‎09-13-2016

The current fieldset "Zuora__fields_for_select_billing_account_compon" used on the Quote Enhancement does not display any custom fields that are put into the field set. This would be very useful in showing our users the differences on an account when there are multiple billing accounts associated with the salesforce account. We have multiple billing accounts for a single SF Account when there are disparate tax company codes. The tax code is not currently supported in 360 sync so we had to create a custom field to hold the information. However we cannot display it.

madisonwaterman · ‎09-09-2016

So Zuora is partnered with Docusign to bring full integration between Zuora, SF, and Docusign surrounding the quote object. Unfortunately they don't provide support surrounding the amendment object, meaning that amendments within Zuora cannot be sent from Salesforce using Docusign. This doesn't seem like it should be very different than the integration with the quote object, but after hours of trying to come up with a solution, my Docusign tags aren't picking up the data from the amendment object in the same way they are from the Quote object; it looks like it's not picking up any data at all. If anyone has done this before or has any suggestions, please let me know!

ehavens · ‎08-26-2016

In Salesforce for the Zuora Config > Quote Configuration Settings > Electronic Payment Method Processing Options > Electronic Payment Method Setting, there are 3 options that are global settings for Quotes. 1. Set default, auto-pay 2. Set default, no auto-pay 3. Do not set default, no auto-pay, process payment only We would like to have this option at the quote level. Yes, it would be great if all customers wanted to be set to Auto-Pay, but some don't. Currently we would probably error on the side of selecting "Set default, no auto-pay", then allow the SFDC user to send to Z-billing with the Process Payment setting set to TRUE. Then there would need to be some sort of communication to the Accounting department to update customers to Auto Pay after the fact. Not really a great workflow. If there is a way to have this option available per quote, please let me know. Regardless of how it's implmeneted, I'd like to know of any options available. Would a Plug-in help?

bolaurent · ‎08-23-2016

The Zuora UI displays the opp name and close date. I want to be able to click the name and get to SFDC. The Zuora Quote UI in SFDC displays the Id of the Zuora subscription. I want to be able to click that and get to the Zuora UI.

mikemartin · ‎08-18-2016

We'd like Quotes to be updated to send the PO Number and VAT ID to Zuora when they Quote is sent to Zuora. Also the Company Code for avalara users would be useful too.

adas · ‎08-09-2016

Ability to create/amend subscription with partial month for the duration (like 8 months and 5 days, for example). In Zquotes, there's only the option to enter a start date and whole months.

aoki-kazuaki · ‎07-23-2016

Now We can input only months. The other of the month should select as Term unit. Day , Year, etc

ehavens · ‎07-13-2016

It would be very helpful to have all the Zuora fields by synced to the respective 360 object in Salesforce. Specificaly on the Account Object, TaxCompanyCode, is not synced to the Zuora__CustomerAccount__c object in salesforce. Maybe because this is a new field and is still in limited availability, but it is impreative to have all the relevent acocunt information from zuora also in salesforce for users to access.

Viktor · ‎07-12-2016

Currently, if we open any Quote, and click the "Send to Z-Billing" button, we validate if the Quote has been sent to Zuora previously. If it has, the Submit button stays disabled, and an error message is displayed: Error(s) occurred while submitting the page. The error details are: The quote has been successfully sent to Z-Billing. However this error message is somewhat ambigious, and is sometimes causing confusion amongst users - it says there is an error, but also says the quote has been successfully sent. Could we change the error message to something more specific? Something like the following: This quote has been sent to Z-Billing previously and therefore is not available for submitting. Thanks!

HeraDonaldo · ‎07-08-2016

I've incorporated an approval process with my org's quoting process. It would be advantageous and convenient to have the pfd / word generated preview auto-attach to the Quote details page much like it auto-attaches to the opportunity page. This would make it easier for the approver to review and one less step for the requester in submission.

Ben- · ‎06-30-2016

When you have a large global product catalog in salesforce, not all products are active or need to be synced to the Zuora product catalog. There is no way to designate such products, and any update to those products in salesforce will cause a trigger to move them to "updated" status in the catalog sync and zquotes will attempt to sync them with the other products. I would like a way to filter product catalog sync better, perhaps by designating Zuora eligible products in the salesforce product catalog. In my case, the global organization has not implemented the Zuora product catalog hierarchy and we have thousands of products that will not sync to Zuora and there is no way to filter them out of the product catalog sync so that I can sync the products that actually need to go to Zuora. When you combine this with the restriction to sync only 100 of the 7000 products at a time (due to a poor pagination technique) this means that keeping the Zuora product catalog up to date is an unmanagable task because the products that error out never leave the "updated" filter and I can't change their sync status through the salesforce API without the trigger changing the status back to "updated."

AnnaRudenko · ‎06-23-2016

This would help a lot - to configure and test Guided Product Selector in Production & assign it to certain users only. Also in some cases Product catalog in Sandbox is out-dated, so now we need to manually create the same products in Zuora Sandbox and do the tests there.. having this fetaure in Production would be great!

MaggieL · ‎06-14-2016

Curently the only way to easily see which fields we can query from Zuora is to use pages such as Payment API Object Reference My idea would be to have the information from the columns 'Required to Create?' and 'Allowed Operations' from the Knowledge Center displayed in the Schema Setup page in Salesforce. Then we could easily know which fields we can query. Currently there are fields the Knowledge Center says we can query but I get errors on them and do not know if it is a mistake or available in a different wsdl.

MaggieL · ‎06-09-2016

Idea is to provide a validation method that would analyze the current configuration in Salesforce and look for discrepencies. The discrepencies could be missing information, missing Apex, invalid fields in field sets or missing fields, etc.. You guys probably know more things that users can mess up. Business case is to save your support staff from complicated bugs that turn out to be simple things that the developer could fix if a validation method showed them what was wrong. This would also save developers time and increase confidence in using the Zuora platform. Personally I know we have caused bugs by adding a field to a field set that Zuora could not query, removing fields from field sets that we didn't use but were required, partially turning off a feature, wsdl version different from api url etc. I have also had issues where I have removed or changed classes that were registered as components in the ZConfig page. Salesforce doesn't allow you to delete code that is referenced in Salesforce but allows deletion of components registered in Zuora because the ZConfig is data and not metadata that Salesforce can access. I'm sure other devs and your support personel can give other examples.

MaggieL · ‎05-11-2016

https://github.com/zuora/Z-Force has many Apex code samples for plugins and interfacing with the Z-Quotes. Most of these are out of date with current state of Zuora - such as it still uses DateTime when app expects Date and deprecated objects such as QuoteCharge. It would be good to have a new set of samples developed with the current version of Z-Quotes.

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Zuora CPQ Ideas

Populate features on products that are Original

Add 360 Sync "Management" Settings

Better error messages from Zuora API to Salesforce related to "Operation failed due to an unknown..

Support discount overrides and multiple currencies for the Product Rate Plan Charge Option

Generate Quote: allow custom messaging on the Pop Up

Allow Custom Fields on Account Fieldset on Quote Enhancement page

Docusign Amendments in Salesforce

Allow Electronic Payment Method Setting on the Quote

Make Subscription link to Opp from Zuora, and Quote link to Subscription from SFDC

Send PO Number to Zuora

Quoting partial months

Possible to select day and year in Initial Term and Re-new Term.

New Zuora fields included in 360 Sync

Change error message for Quotes that's been previously sent to Zuora

Allow pdf/word generated quote previews to auto-attach to the Quote Details page

insufficient Salesforce to Zuora Product Catalog sync filters

Enable the Guided Product Selector for Admins only

Include Document Operations on Schema Setup page

Provide a method to validate the current Zuora configuration in Salesforce

Update Zuora Z-Force Sample Code

Allow API Only logins for Z-Force 360 connection

Allow RatePlanCharge.ChargeNumber to be synced over to Z-Force

allow salesRepName attribute mapping on POST account to REST