Please add the ability to hide the Discount Level and Up To How Many Periods field on the Salesforce Zuora Product Selector for Discount Charges.
For example, in case of increase in each quote like below, it is needed to pile up +100, +20, and, +30
to make cumulative numbers 150 in total in salesforce Report/Dashboard, using a correct data field in Zuora for Salesforce.
Delta Quantity Total Quantity
New Subscription +100Lic 100Lic
Amendment +20Lic 120Lic
Renewal +30LIc 150Lic
I am now referring the field called "Quantity" under the object "Quote Charge Summaries".
Which shows correct delta quantity of numbers only for "New Subscription" and for "Amendment" ( +100 and +20 above).
However, Renewal shows only cumulative numbers (150 above) and no fields to see delta quantity, which is +30 in this example.
Please consider to add functionality to shows delta quantity in "Renewal" like "New subscription" and "Amendment".
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.
Core Zuora has a setting that can be enabled to allow up to 20 amendments in one call but even when that setting is enabled Zuora for Salesforce doesn't use it and the quote metrics cannot be correctly calculated.
Is it also possible to have an operator "is not equal to" in the filter settings for guided selling?
This might be helpful for, e.g. excluding countries for a regional availability of a product.
Recently Salesforce.com designed a brand new user-interface called Lightning. Lightning is free of charge for all Enterprise customers, and represents a very big step in the right direction for Salesforce user experience. Unfortunately this change requires vendors to update their applications in order to take advantage of the new UI.
It would be great to make the quotes package to be compatible with these feature to be able to use the new UI.
Customer is requesting to have Invoice Item Line and Payment information to be available in Salesforce. The customer added that they would like line items in Salesforce in order for them to measure how many sales they've had of particular products. Then, it would be helpful for the payment information, especially, status in SFDC so that they do not have to to log into Zuora to verify this information.This in turn, would allow the customer to to make use of the Salesforce's reporting tools.
This is being evaluated by our Product Management and tracking number is DE5123 / COM-1297.
Sometimes a quote contains charges that do not need to be shown to the end customer, particularly for usage charges, but filtering them out if very difficult and not user friendly using mailmerge. Would be great to have a way to do this by not showing charges with a certain custom or standard field value.
I have discovered that a product I had deleted in Zuora was still being synced to SFDC. This caused a problem, because the product failed a custom validation rule in SFDC ,which caused the Zuora product catalog sync to fail. But the Zuora ID reported in the error file could not be located, either in the Zuora UI or via API. Because the record could not be viewed or edited, it could not be made to pass the custom validation rule in SFDC, and thus the sync error could not be resolved.
There seems to be no documentation of the fact that deleted records remain in Zuora and are synced. At a minimum, this should be documented.
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.
The default number of products displayed per page is 10 - our sales reps would like to see a larger number of products. Currently, they can see up to 100 which is great but they have to select this every time. We want to be able to choose 100 as the default number. Please allow this to be a configurable setting.
Subscription Product & Charge Object currently has a lookup to a custom Product Object and we need to be able to lookup to the native salesforce Product2 object. I can see that the lookup is deprecated but there doesn't appear to be an alternative.
Is this something that is pending fix in an upcoming release?
The lookup relationship on the Subscription Product & Charge object:
The lookup to the custom Product object:
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.
Currently in Z-Force (Salesforce) Zuora inserts and updates invoices for customers. However when an invoice is adjusted, that change is not reflected in Salesforce. This impacts our ability to see what a customer's true invoice amount is.
We could use an adjusted invoice amount on each invoice in order to calculate invoice totals for customers month over month.
Is there anyway to avoid the Zuora error in Salesforce unit tests that states "Please upload Zuora WSDL at first" without having to use the @isTest(SeeAllData=true) attribute? Salesforce best practices are to not use SeeAllData=true. Using SeeAllData has the potential to create other issues when testing which I'm trying to avoid.
To generate the error I simply need to attempt to create a dummy Zuora object within the context of a test
Zuora.zObject zCharge = new Zuora.zObject('RatePlanCharge');
Is there anything else I can do to prevent this error? "Please upload Zuora WSDL at first"
How does one avoid this bug if it's not really a bug but what looks like bad design?
Feature Request: Auto-populate Bill To and Sold To contact fields in Salesforce when creating New Quote
Status: under evaluation
Reference Number: DE10671
Business Need: Since Bill To / Sold To contact have been identified at the early stages of the account creation process, these fields are requested to be auto-populate with those details in new Z-Quote VisualForce page and at the same time retain the ability to change these details when needed.