Feature Request: currently, SubscribeInvoiceProcessingOptions is supported in Zuora API and this should be also available in OrderBuilder / Z-Quotes.
Status: under evaluation
Reference Number: PMT-1280
Business Need: ability to set what level to bill (e.g. Account or Subscription).
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.
Feature Request: Clarify status of Z-Force sync to note if it completes successfully or with errors.
Status: Currently under evaluation
Reference Number: DE8537
Business Need: The Z-Force sync status says "Finished" but you have to click on the status to see if there are any errors. This is confusing and the customer didn't realize that it can finish with errors. It would be much clearer if the status indicated whether it finished with errors or not.
When the product lookup button is clicked on the Select products page the following query is run:
WHERE (Currency__c = :tmpVar1 AND ProductRatePlanCharge__r.ProductRatePlan__r.zProduct__r.Deleted__c = FALSE)
GROUP BY ProductRatePlanCharge__r.ProductRatePlan__r.zProduct__r.Id
Here is the warning data:
Number of SOQL queries: 5 out of 100
Number of query rows: 32664 out of 50000 ******* CLOSE TO LIMIT
In our sandbox it has exceeded the limit and failed.
This multiple join query uses too many rows which can exceed SF governor limit of 50,000 rows making the control unusable.
This situation is because you are only displaying products that have charge tiers in the currency used.
Couldn't you simply just show the list of products and filter on currency later if you need to. of course there are many ways you can solve this but it needs to be solved as we will be adding more products to our catalog which will break our Zuora implementation.
Also I noticed this query is executed every time the button is hit instead of using caching. The select product page could be much more responsive to the user if some simple optimizations were made to the code.
See https://support.zuora.com/requests/63801 for background
Feature Request: Ability to sync standard fields bill cycle day, communication method to SFDC
Business Need: With these fields, customer could easily identify the accounts that flagged to NOT receive communcation methods, which can help them while using SFDC reports and dashboards.
Feature Request: In Salesforce.com there is an option to clone quotes and currently Z-Force Quotes does not support it. As a result, cloning quotes does not work properly with selecting products from product catalog. It works fine for users with an System Administrator Profile. However, if users have a Standard User profile which has no "Edit Read Only Fields" permission, they cannot add products to clone quotes. In order to allow these standard users to do so, "Edit Read Only Fields" permission needs to be enabled in their profile. It may not be a desired solution as this is an Administrative permission and should not be granted to standard users.
Enhancement - Standard users should be able to clone quotes and add products without "Edit Read Only Fields" permission.
Status: Under evaluation
Reference Number: DE9162
Business Need: Standard users who work with quote regularly can use clone quotes option to create quotes without spending a lot of time on creating them. However, currently they cannot add products to clone quotes without "Edit Read Only Fields" permission. It's against some company policy to give standard users "Edit Read Only Fields" permission.
Feature Request: Use the amendments functionality in Z-Quotes but only for making incremental changes to the subscription.
Status: Under evaluation
Reference Number: DE4150
User wants to make sure that their sales team can only update the product of the existing subscription. Update means adding QTY, decreasing the # of QTY, and editing the price. They do not want their sales team to have the ability to remove or add a new product for those existing subscription.
Currently, the size of the fields in in the quote rate plan charge fields varies when a product is selected during quote creation. It would be great if the height and width of these fields, specifically the description field, can be configured to improve usability.
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.
Currently you have the "Last Invoiced" populated on Billing accounts. We could also use the "First invoiced" value for all billing / customer accounts in Salesforce. This would help with doing more churn analysis and seeing when we first charged a customer, how long they have been a paying customer, etc.
More roll-ups without triggers
With Chatter becoming the new interface for Salesforce it would be great to have Zuora posting updates such as emails, payments, invoices generation or other billing updates pushed to an accounts Chatter feed.
I'm sure we could do this ourselves but having this on the Zuora roadmap would make sense.
Reduce the number of account records read from 10,000 to 9,999 (or other number) when populating dropdown in quotes, so that quotes no longer generates warning emails. Since this process is working as designed, it shouldn't create warnings to be emailed to administrators.
Feature Request: In Salesforce.com, customer would like the ability to edit Description field at Charge level of a quote via Z-Force Quotes feature.
Status: under evaluation
Reference Number: DE8096
Business Need: Being able to edit charges' description in a quote is important to the customer.
Feature Request: ability to select what object to sync in Salesforce (Z-Force360)
Status: under evaluation
Reference Number: PROD-164
Business Need: creating a possibility to reach their SFDC storage limit.
Customers are often switched between sales reps over the years and most tenants use the sales rep field on the invoice for the end customer to reference. So, if a new quote is created by a sales rep who is different than the sales rep on the account field in Z-billing, it would great that that information gets updated.
This is currently being review by our Product Management and being track on DE7203.
Just like Z-Quote is for Sales team, we need a Z-Service package for the company uses salesforce to support their customer. It includes, account information view/update, process/update payment and refund...etc.
Z-Quotes Ability to send custom fields from Amendment Quote to Subscription.
It is currently not possible to send custom fields from an amendment quote onto the subscription header.
This is currently only possible at the charge level. It should be enabled at sub, rate plan levels as well.
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.