Zuora CPQ Ideas

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 Most of these are out of date with current state of Zuora - such as it still uses DateTime when app expects Date and deprecated objects such as QuoteCharge.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.

Takun7 · ‎05-09-2016

Hello, We need to translate the label of the related list "Billing Accounts" on object 'Accounts' on Salesforce. However, we are unable to do so as the Managed Package "Zuora for Salesforce 360" does not support French language. As this is a requirement from our client, is it possible to provide the support for French language to the Managed Package "Zuora for Salesforce 360" or can we change the label from "Billing Accounts" to " Comptes Facturations / Rémunérations" ? Please look into the matter as soon as possible. Thanks.

Michael_Summitt · ‎05-05-2016

It would be very useful to be able to implement a quote plugin that ran before page display in quotes. For example, a picklist could be added to the quote with its choices populated dynamically from the account's contacts.

Michael_Summitt · ‎05-03-2016

Currently, fields can be mapped from quote to subscription by giving them identical names and formats and adding them to the "Custom Quote Fields" field set. It would be an advantage if there were a second field set to which these fields could be added, to cause them to populate on amendment, renewal, and cancellation quotes based on their values in the original subscription - something like "Carry Forward Fields". In our own use case, custom fields contain the unique key of the service being subscribed in our system. These keys are needed to retrieve the account for provisioning/reprovisioning/deprovisioning, and should retain their original values throughout the life of the subscription (so if the original subscription is updated, every quote based on it should update as well). Currently this must be done with a pair of triggers, one on quote and one on subscription.

riteshjain83 · ‎04-27-2016

Hi Zoura team, I would like to know Zoura features and possibility to integrate same with MS Dynamics? any document or pointers will be very helpful and it is very urgent. Thanks. regards, Ritesh Jain

AnnaRudenko · ‎04-25-2016

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?

Michael_Summitt · ‎04-21-2016

I check the sync history and the callout history on a daily basis to make certain there were no exceptions the day before. It would be helpful to me if I could set the system to generate an email to me each time there's a failure, so that I would know about it immediately. Even more helpful would be if the email included links to logs or error information for diagnosis.

pnedyalkov · ‎04-20-2016

Right now, Zuora Quotes allows for up to 9-digit Included Units to be specified for Overage type charges when configuring a product in a Quote. This means up to 999,999,999. It will be much better, and it's needed, to allow at least up to 12-digit numbers to be used. We have clients that consume billions of units per month, so the only way to quote them is to manually change the Word/PDF file generated and then upon sending to Z-billing running a one-time amendment increasing the Included Units to the correct limit. Zuora itself allows this, but Zuora's Quotes application for SFDC is not consistent. When will this be implemented?

gpotoczny · ‎04-20-2016

Today each time we uodate the Quote template, Zuora genrates a new id. In the SFDC prod we don't have always the opportunity (right) to update it, so e have to wait the next project release just to update the ID...

MKent525 · ‎04-07-2016

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.

Michael_Summitt · ‎03-23-2016

Currently Zuora replicates deleted entries in its product catalog and makes them visible (not deleted) in SF. Zuora should not replicate deleted items, or if it must due to data integrity, they should also be deleted items in SF. If Zuora is going to use soft deletes, it is IMPERATIVE that a recycle bin or undelete functionality be included in the product.

AnnaRudenko · ‎02-22-2016

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.

markc789 · ‎02-19-2016

Zuora currently syncs the Charge Price to Salesforce if the Charge Type = Recurring and Charge Model = Flat Fee Pricing. However, if the Charge Type = Usage and the Charge Model = Flat Fee Pricing, Zuora does not sync the Charge Price to Salesforce. We need to run performance reports in Salesforce showing the total monthly charge amount for all flat fee usage devices and recurring charges.

khong-xogrp · ‎02-18-2016

It would be great if the salesforce managed package would allow for subscribing to the zuora callout events that are available in Zuora without the need to set this up within zuora. For one, zuora's callout does not support OAUTH so makes it not ideal for setting up a callout to hit back to salesforce apis. Secondly, zuora for salesforce is already syncing data bewteen the two systems, this could be another integration point of sync'ing callouts. Secondly - would like callouts to be available for Amendment key dates, not just subscription key dates.

khong-xogrp · ‎02-18-2016

How contacts are handled from salesforce to zuora causes issues with maintenance and updates to the contacts. Currently, the out of the box quote package creates duplicate contacts in zuora when creating a new customer. The API needs to allow for one single contact to be used for both the sold to and bill to contact without creating duplicate contacts in zuora.

hmishkoff · ‎02-11-2016

Has anyone come up with a workaround that lets you track subscriptions and generate invoices at the contact level, rather than at the account level? We've been using Zuora and Salesforce for a couple of years. On our legacy system, we used to track subscriptions at the contact level, so a single account could have multiple contacts, each with their own subscriptions. Salesforce seems to support that structure, but Zuora seems to track subscriptions and invoices only at the account level. This creates problems for us, because we use Salesforce for other, non-subscription aspects of our business as well, and we continue to track those areas as an account (company) with multiple contacts (individuals). Anyway, I'm assuming that there's no way around this problem, as this structure seems to be inherent to Zuora. But I figured it wouldn't hurt to ask, to see if anyone's managed to figure out some kind of clever way to circumvent this limitation.

Nikesh · ‎02-01-2016

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

heltonb · ‎01-23-2016

We have many deals that have fluctuating pricing throughout a contract term of three years. Unfortnately the first year needs to be pushed into Zuora from Salesforce and then manipulated from there via mutiple amendments. It would be great if we were able to construct the entire three year contract on the quote and provide it to the customer and reflect the different pricing per year.

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Zuora CPQ Ideas

Include Document Operations on Schema Setup page

Provide a method to validate the current Zuora configuration in Salesforce

Update Zuora Z-Force Sample Code

Zuora for Salesforce 360 - Translation

Page load plugin in quotes

Support "carry forward" field set on subscription

MS Dynamic CRM and Zuora Integration

Optimize Quotes Layout for SF1 App

Send email when callout or sync fails

Increase Included Units limit in Product Charges

Keep the same Quote template Id after modification like the invoice template

Support pause/suspend/resume through Z-Quotes

Zuora 360 should not replicate deleted data, should allow managing deleted data

Displaying Zuora's Email History in Salesforce

Sync the Charge Price field from Zuora to Salesforce

Subscribe to callout events in salesforce

Non Duplicate Contacts

Invoice at contact level?

Syncing Sales Rep name with SFDC account owner

Multi-year Contracts on Quotes

Add IncludedUnits field to Quote template

Add a picklist for Billing Period on the Quote Charge.

Ability to have 1 Salesforce.com Account linked to Multiple Zuora Tenants (for Z-Quotes and Sync)