New Idea
tnakano_and_z Senior Tutor

Senior 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".

bolaurent Master

Master

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. 

benj Scholar

Scholar

Subscription Product & Charge Object currently has a lookup to a custom Product Object

Status: New Idea
by Scholar benj ‎06-02-2017 08:43 AM - edited ‎06-02-2017 08:46 AM

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:

 

 

Screen Shot 2017-06-02 at 11.39.05 AM.png

 

The lookup to the custom Product object:

 

Screen Shot 2017-06-02 at 11.39.20 AM.png

8Ken Partner

Partner

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.

Thanks,

Andrew

Jeffrey Scholar

Scholar

The Edit Features dropdown option is still displayed even when Features is not enabled in Zuora or in Salesforce. This should be removed when Features it not enabled.
 
Inline image 2
 
Inline image 1
Status: Implemented
mattbaker Scholar

Scholar

Invoice Line Item

Status: New Idea
by Scholar mattbaker on ‎11-24-2016 06:49 AM

Invoice line item required as part of the Z-360 sync process

grayjoa Scholar

Scholar

Hide rows from a quote PDF

Status: New Idea
by Scholar grayjoa on ‎01-27-2017 03:46 PM

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.

Owen ZEO Moderator

ZEO Moderator

Sync Today's MRR to SFDC

Status: New Idea
by ZEO Moderator on ‎12-20-2016 06:10 AM

Customers have requested the ability to sync the "Today's MRR" field from the Zuora UI to SFDC via 360 sync. Is this a possible future enhancement?

benj Scholar

Scholar

Be able to change the default # products displayed per page

Status: New Idea
by Scholar benj on ‎03-28-2017 05:53 AM - last edited 4 weeks ago

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.

AnnaRudenko Scholar

Scholar

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.

grayjoa Scholar

Scholar

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. 

Nobuharu Honor Student ZEO

Honor Student ZEO

 

In Zuora Quotes, if you create or update New Subscription Quote, Amendment Subscription Quote and Renewal Subscription Quote, following fields are displayed in the roll-up feed in Opportunity .
 
- Name
- Opportunity (name) 
- Status
- MRR (Delta MRR)
- TCV (DeltaTCV)
 
Client would like to use chatters, but would not like to see the above fields in roll-up feed in Opportunity when New Subscription Quote, Amendment Subscription Quote and Renewal Subscription Quote are created and updated.
 
According to the Knowledge Center, it is able to control On/Off of chatters. However, it is not able to control which fields to show in roll-up feed. Should have a capability to select which fields to show in chatter's roll-up feed.
Zuora-Support Community Manager

Community Manager

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.

Status: Implemented
Zuora-Support Community Manager

Community Manager

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.

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 Valued Scholar

Valued Scholar

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.

Zuora-Support Community Manager

Community Manager

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.

 

Thanks!

AnnaRudenko Scholar

Scholar

Optimize Quotes Layout for SF1 App

Status: New Idea
by Scholar AnnaRudenko on ‎04-25-2016 02:37 AM

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?

benj Scholar

Scholar

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.

MaggieL Trusted Master

Trusted Master

Update Zuora Z-Force Sample Code

Status: New Idea
by Trusted Master MaggieL on ‎05-11-2016 12:30 PM

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.