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".
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.
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:
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.
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.
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.
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.
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.
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.
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.
At the moment Quote Information is not being displayed fully in SF1 UI.
The user could only see a cropped part of the screen. the only way to view the full details is to click on the Quote and get it opened in a new screen.
This is very confusing and not user friendly.
Please could we have Quote Information not cropped but rather minimized to display the full details as soon as user opens a Quote?
When you search in Zquotes in Salesforce when you hit enter it provides tags rather than starting a new search. If I typed in the following:
I want to be able to type
"product1" hit enter select and then type in "product2" hit enter and select.
Right now when I type this you will see that a new search is not created instead you have to hit 'x' on "product1" in order to remove the previous search.
Please update this broken search functionality.
https://github.com/zuora/Z-Force has many Apex code samples for plugins and interfacing with the Z-Quotes. Most of these are out of date with current state of Zuora - such as it still uses DateTime when app expects Date and deprecated objects such as QuoteCharge.
It would be good to have a new set of samples developed with the current version of Z-Quotes.