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Use of lookup relationship between Salesforce Opportunity and Zuora quote when using Process Builder

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Zuora Support

Use of lookup relationship between Salesforce Opportunity and Zuora quote when using Process Builder

If you are trying to use the lookup relationship between Salesforce Opportunity & Zuora Quotes then please refer the below example.




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1 REPLY 1
Zuora Support

Re: Use of lookup relationship between Salesforce Opportunity and Zuora quote when using Process Bui

Use Case - If you want to update/flag opportunities that have quotes with a renewal term set.

Solution - I have created a Process Flow for this use case in my personal sandbox. Please find below the steps I have followed which you can refer and create one in your own org as per your business need-

  • I have added a custom field "Has Renewal Term" on the Opportunity.
  • Then I created a Process Flow on the Object "Quote"
  • Please find below the snapshot of the Flow Criteria.

    ProcessFlow_Criteria.png
  • Please find below the action on Opportunity Object.
    Action.png
  • Then I performed a test by creating a Quote with 0 Renewal Term which did not update the field.
  • Last I created a new renewal quote with 12 months term and the field "Has Renewal Term" updated to True.



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