process that would not require Zuora credentials when viewing synced invoice pdf in Salesforce
Feature Request: process that would not require the Zuora user credentials when viewing synced invoice pdf in Salesforce
Status: Zuora's Product and Development team planning to deploy the process along with our November feature updates
Reference Number: DE7628
The design of viewing invoice pdfs in Salesforce that were generated from Z-Billing and were synced to Salesforce is that it requires users to log-in using their Z-Billing credentials. If they do not key-in their Z-Billing credentials on the pop-up window, SFDC users would not be able to view the invoice pdfs.
The concern is that the customer would not want to distribute their Z-Billing credentials to all of their Salesforce users. With the current design, the customer would either provide a Z-Billing log in access to all their SFDC user (which is what they do not want to do) or not let their SFDC sales personnel to view invoice pdfs.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.