Zuora for Salesforce Ideas

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New Idea
Nikesh Zuora Alumni

Zuora Alumni

 

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.

 

Thanks,

Nikesh

 

 

MKent525 Advanced Tutor

Advanced Tutor

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.

0 Kudos
kat Student

Student

Account name doesn't get sync from Salesforce

Status: New Idea
by Student kat on ‎12-05-2016 01:35 AM
The existing button on quote 'Update Zuora Account Details' works well for Payment fields and contact fields but there is no possibility for us to add the Account Name
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jfimbres Savvy Scholar

Savvy Scholar

Even though a one time charge is not technically renewed, it remains on the latest renewal version after sending to Zuora. It appears that the user in Salesforce has to drop the One Time Charge even though it cannot be renewed before sending to Zuora. Is that the expected behavior or should the system not have it in the latest version of the subscription after sending to Zuora and post renewal?

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grayjoa Scholar

Scholar

When using the Salesforce CPQ connector, for each pricebook that a product has a price defined, a new product rate plan is created in Zuora, however there is no way to identify which rate plan is for which currency or location or region apart from using the pricebook name. From a web portal perspective that makes it difficult to rknow which price to return based on the customers location. It would be good if we could have a custom field, possibly on the price book, that could sync to the Zuora PRP that could be ued by a web portal to filter the correct rate plans. 

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sumitbahukhandi Scholar

Scholar

Zuora to Salesforce CPQ Product Sync

Status: New Idea
by Scholar sumitbahukhandi on ‎04-18-2017 11:05 PM

Hello,

 

I am exploring the integration between Zuora and Salesforce CPQ. As I understood from knowledge center and some posts in communities (salesforce cpq and zuora both) that products should be duplicated in Salesforce CPQ to match to Zuora Product structure. In Zuora we have Product on top then multiple rate plans and then three type of charges under each rate plan. So if I have to add a rate plan with three charges under it (One Time, Recurrin and Usage), I will have to create three products keeping same Zuora Product Id, same rate plan id in PriceBook Entry but different charge preferences and sync those one by one to Zuora.

 

In Zuora we just have to select a product and a rate plan but in CPQ we have created multiple product corresponding to different charges so how do we select products in CPQ? User has to select all the products one by one or we have to bundle those in one product? Smiley Sad

 

Please correct me if my understanding is wrong.

 

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MaggieL Master

Master

Curently the only way to easily see which fields we can query from Zuora is to use pages such as Payment API Object Reference 

My idea would be to have the information from the columns 'Required to Create?' and 'Allowed Operations' from the Knowledge Center displayed in the Schema Setup page in Salesforce. Then we could easily know which fields we can query.  Currently there are fields the Knowledge Center says we can query but I get errors on them and do not know if it is a mistake or available in a different wsdl.

 

schema.png

 

AnnaRudenko Scholar

Scholar

This would help a lot - to configure and test Guided Product Selector in Production & assign it to certain users only.

Also in some cases Product catalog in Sandbox is out-dated, so now we need to manually create the same products in Zuora Sandbox and do the tests there.. having this fetaure in Production would be great!

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danabalog Scholar

Scholar

Since this field defines the vat calculation that appears on the invoice it should be a standard Zuora Quote package field in the Zquote. That way, when sending quote to z-billing,  it will sync to the Zuora Sold to contact before the subscription and invoice is created. 

That way the invoice will be created with the correct tax code

 

0 Kudos
MaggieL Master

Master

Expose global exceptions for global methods

Status: New Idea
by Master MaggieL on ‎01-31-2017 02:26 PM

It is a best practice in software development to not catch all generic exceptions as in

 

try{
    // apex code that calls zqu global methods
}
catch (Exception e) {
     // handle and/or rethrow, etc.
}

However I find with many of the methods I call non-global exceptions are thrown which I am unable to catch such as

 

try{
    // apex code that calls zqu global methods
}
catch (zqu.zApi.zApiException e) { // Will not compile
     // handle and/or rethrow, etc.
}

It would be best if the Zuora for Salesforce code handled it's internal exceptions and exposed a global exception that developers can catch when necessary.

0 Kudos
Zuora-Support Community Manager

Community Manager

Currently for the Quote Rules Engine Plugin, the runPriceRules method runs when the 'Calculate' button is clicked. It would be great if the page would refresh and calculate/update the quote rate plan charge fields without having the user taking the step to clicking an additional button. This would improve usability.

Status: Implemented

There are many ways to achieve this, we have both a Real Time Calc setting and a Javascript plugin that can now be used.

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jfimbres Savvy Scholar

Savvy Scholar

There doesn't appear to be a way to capture the Quote Rate Plan Charge (QRPC) sub totals that impact the cancellation. Rather we just see the Subscription Delta TCV. I am expecting the sub-total on the QRPC to populate and roll up to a sub total amount. The reason is that we report on the impact by product or service cancelled and that is the QRPC.

0 Kudos
Zuora-Support Community Manager

Community Manager

Change Quote Total/SubTotal Tooltip to be more accurate

Status: Under Consideration
by Community Manager ‎01-13-2016 11:27 AM - edited ‎01-13-2016 04:04 PM

Quote Total includes un-billed charges or draft invoices or more than just Quote Total. This confuses the user when they see Quote Total is way higher than their actual Quote.

 

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Zuora-Support Community Manager

Community Manager

Feature Request: Customer would like to have an option to set the default value on the quoteenhancement VF page to ‰Û¡ÌÝÌ new billing account‰Û¡ÌÝå and ‰Û¡ÌÝÌ new subscription‰Û¡ÌÝå  

Status: under evaluation

Reference Number: DE10592

Business Need:  Customer may not want to have a default value of creating existing account and subscription in the quote.

Status: Implemented
0 Kudos
Zuora-Support Community Manager

Community Manager

Business use case: Customer Z wants this as a supported merge field because the product description will have important information for customer such as details related to Product

Reference Number: DE8540/PMT-173

Status: currently being review by our Product Management

Zuora-Support Community Manager

Community Manager

Fix login chrome bug in z-quotes

Status: Implemented
by Community Manager on ‎01-13-2016 11:28 AM

You can't generate a quote in salesforce in chrome unless logged into Zuora. This shouldn't be neccesary

Status: Implemented
0 Kudos
Michael_Summitt Scholar

Scholar

Page load plugin in quotes

Status: New Idea
by Scholar Michael_Summitt on ‎05-05-2016 07:38 AM

It would be very useful to be able to implement a quote plugin that ran before page display in quotes.  For example, a picklist could be added to the quote with its choices populated dynamically from the account's contacts.

tnakano_and_z Advanced Tutor

Advanced Tutor

Functionality to pull delta quantity of numbers in Zuora For Salesforce is needed.
 

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 
--------------------------------------- 
Cumulative                +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".

HeraDonaldo Advanced Tutor

Advanced Tutor

I've incorporated an approval process with my org's quoting process.  It would be advantageous and convenient to have the pfd / word generated preview auto-attach to the Quote details page much like it auto-attaches to the opportunity page.  This would make it easier for the approver to review and one less step for the requester in submission.

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Zuora-Support Community Manager

Community Manager

Feature Request: Function to Hide Service Activation, Customer Acceptance fields in Quote

Status: Product Management and Engineering team are currently working on implementing this request

Reference Number: DE6658

Business Need: Some customers are concerned that their Sales team may unintentionally input incorrect data on those fields and will cause unexpected invoice charges.

Status: Implemented