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Zuora CPQ Ideas

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Subscribe to callout events in salesforce

Status: New Idea Submitted on ‎02-18-2016 11:28 AM Submitted by Valued Scholar khong-xogrp on ‎02-18-2016 11:28 AM
Comment
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. ... View more
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Non Duplicate Contacts

Status: New Idea Submitted on ‎02-18-2016 11:19 AM Submitted by Valued Scholar khong-xogrp on ‎02-18-2016 11:19 AM
1 Comment (1 New)
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. ... View more

Invoice at contact level?

Status: New Idea Submitted on ‎02-11-2016 09:37 AM Submitted by Valued Scholar hmishkoff on ‎02-11-2016 09:37 AM
1 Comment (1 New)
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.   ... View more

Syncing Sales Rep name with SFDC account owner

Status: New Idea Submitted on ‎02-01-2016 02:58 PM Submitted by Zuora Alumni on ‎02-01-2016 02:58 PM
6 Comments (6 New)
  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     ... View more

Multi-year Contracts on Quotes

Status: New Idea Submitted on ‎01-23-2016 10:44 AM Submitted by Student heltonb on ‎01-23-2016 10:44 AM
6 Comments (6 New)
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. ... View more
0 Kudos

Ability to sync standard fields bill cycle day, communication method to SFDC

Status: New Idea Submitted on ‎01-13-2016 11:27 AM Submitted by Community Manager on ‎01-13-2016 11:27 AM
2 Comments (2 New)
Feature Request: Ability to sync standard fields bill cycle day, communication method to SFDC Reference Number:PMT-1395 Business Need: With these fields, customer could easily identify the accounts that flagged to NOT receive communcation methods, which can help them while using SFDC reports and dashboards.  ... View more

Validation Rules for Billing Address

Status: New Idea Submitted on ‎01-13-2016 11:24 AM Submitted by Community Manager on ‎01-13-2016 11:24 AM
3 Comments (3 New)
Feature Request: to have validation rules implemented where Address, City, and Zip are also mandatory prior to submitting quotes from Salesforce to Z-Billing.  This rule is currently implemented only on tenants that have Taxation feature enabled. Status: under evaluation Reference Number: PMT-1339 Business Need: customer is unable to set up account in their system without full address, and it's having a big impact on the business as it takes a great amount of time, daily, to look up the information. ... View more
0 Kudos

Provide ability to add custom fields to Contact object via UI

Status: New Idea Submitted on ‎01-13-2016 11:24 AM Submitted by Community Manager on ‎01-13-2016 11:24 AM
1 Comment (1 New)
Custom fields on Contact objects associated with one Account object in  Salesforce should be reflected on Zuora Contact objects. Mapping Salesforce Contact custom fields on to Zuora Account objects will not work when  1) Salesforce Account has multiple Contact objects associated with it 2) Value of custom fields on Contacts objects in Salesforce are different across the Contact objects ... View more