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Zuora Support

How to add a new list Filter in Salesforce

Question :  

How can we add a new list filter to our zuora configuration in Salesforce?

When we access Salesforce > Zuora Config > List Filter Configuration Settings we only see existing entries.


Answer : 

Creating lists is possible by creating guided selling flow, once you have created the flow(list) you can edit the filter in filter configuration settings.
Please find below KC article on how to do guided selling flow.

Step 1 :

Click on the Create Step Button to create the List name :

Step 2:

Create the List name and click Save.

Step 3:

Now Navigate to Zuora Config ---> List Filter Configuration Settings ---> You can find the new list created.