About eclf

eclf · ‎09-25-2017

Hi there, I have the following situaiton: Customer Account 1 owns Subscription 1 and it has been billed for it, generating Invoice 1. Invoice 1 has been posted and it's currently outstanding (hasn't been paid). Customer Account 2 is a different account and Subscription 1 is transferred to Customer Account 2. So at the moment, - Customer Account 1 has no Subscription and Invoice 1 with balance X; - Customer Account 2 owns Subscription 1 but cannot be billed because Subscription 1 has been billed originating Invoice 1, which is sitting in Customer Account 1. I believe it's not actually possible to "transfer" the Invoice (like we did with the Subscription), correct? I found another post which seems to have a solution for this; my only problem with this solution is that it recomends adding a One Time charge to the product catalogue, adding the new charge to Subsctiption 1 and re-bill Customer Account 2. We only have Recurring Charges in our products and we don't want to be adding and extra charge to our products; is it possible to apply this solution but with Recurring Charge instead of One Time? How should I proceed? Many thanks in advance! Cheers ECLF

eclf · ‎05-16-2017

Hi @monique, Thanks for your response. I have setup the notificaitons for the upcoming renewals; working fine for before the next renewal date. What I would like to know is if there is a way to send a notification past renewal due (after the renewal date)? Also, in regards to the other question about the Auto-Renewal, any insight? Many thanks! Cheers EF

eclf · ‎05-04-2017

Hi there, I have a few queries about renewals: 1) In regards to the notificaiton setup in Zuora platform, I can set automatic notifications for upcoming renewals, X days prior to the Renewal Date or Expiration Date. Is it possible to set a notification to be sent: - on the day Renewal Date or Expiration Date? - X days after Renewal Date or Expiration Date? The reason for this is that we want to give our customers the chance to, if for some reason they missed all the previous reminders and missed the renewal window, they can still renew say for example 3 days after. 2) In regards to the Auto-Renewal process and the way the updated Subscription is synced to Salesforce. When a Subscription is created in Zuora and pushed to SFDC, in SFDC a few processes are triggered to automatically generate records, update records, etc. Since the Amendment obj itself does not get synced to SFDC, and everytime there is an amendment on the subscription in Zuora it creates a new subcription record in SFDC, I would like to know if it's possible to clearly identify that a specific update on a subscription is a the result of an Auto-Renewal? The reason for this is because there are other types of Amendments that trigger different updates on the subscription (cancellations, new products, new seats, change of term, etc.) and each of these updates can trigger different processes with different behaviours in SFDC. At the moment, the system looks at fields like TermStartDate, SubscriptionStartDate, PreviousSubscriptionId, but I am not sure if this is enough. Many thanks in advance! Cheers ECLF

eclf · ‎03-24-2017

Understood @vu_phan! Can I change the Name, to something like for example: [DEPRECATED] ProductName? Just as an indicator. ECLF

eclf · ‎03-24-2017

Hi @vu_phan, Just one last question - I pulled a report of all products in ZUORA and to match with a report of ZProducts in SFDC to check the sync. Some of the records in SFDC seem to no longer be in ZUORA - can I delete them from SFDC as well? would that cause problems to the integration? Thanks ECLF

eclf · ‎03-24-2017

Hi @vu_phan, Like I mentioned, we already had a product catalogue in SFDC in place (prior to Zuora) and the products associated to this product catalogue are to ones being used at the moment (all setup, hooked to other integrations, etc.). So we can't really remove them. When we replicate these products in Zuora and Zuora syncs them back creating duplicate products, these are just going to be sitting in the system and not be used. I've reverted the change on the Product2 ID to the one created by Zuora and the sync seems to be fine now. Thanks for your help. ECLF

eclf · ‎03-24-2017

Hi @vu_phan, Thanks a million for your response! When we started our implrmentation of Zuora, some time ago, this was not available yet, so we went with the use of normal ZProducts. Also we are not actively using Zuora Quotes, so what we just use the ZProduct to map to our actual Product2 from the SFDC Pricebook. I'm not sure we are going to start using Zuora Quotes in the near future, so we most likely going to continue to use the ZProducts. So to solve my current problem of the Product Catalogue Sync from Zuora to Salesforce, if I revert the change of Product2 ID on the ZProduct and Product Rate Plan, to the one created by Zuora, it should be enough to fix the sync. Is that correct? Zuora dos not plan on getting rid of the ZProducts completely any time soon, right? Cheers, ECLF

eclf · ‎03-24-2017

Hi @doyeli, Thanks a million for your reply. We are not using ZQuotes for our implementation, at present. We are basically using the Zuora REST API, as in constructing the subscription in the background and invoking the subscribe() call to send it to Zuora directly. At the moment for each subscription we create we invoke the subscribe() call. Is it possible to do 1 call to create multiple subscriptions? Thanks ECLF

eclf · ‎03-24-2017

Hi there! I believe in recent Zuora for Salesforce packages updates, a link between the ZProduct and the standard Product (Product2) was introduced. I noticed that when we create new products in Zuora and then sync them to Salesforce, it creates a new ZProduct record, but also a new Product (Product2) record. I want to sync the ZProducts from Zuora to SFDC, but assign the correct Product (Product2) - the one previously created in our Standard Pricebook - and get rid of the ones created by the Zuora Sync. I've tried to: 1. In Zuora - change the product setting to assign the correct SFDC Product2 ID - but I can't find where to update this: 2. In Zuora - Sync Product Catalogue but I am getting the following errors in several records: Update FIELD_FILTER_VALIDATION_EXCEPTION:Value does not exist or does not match filter criteria. 2c92c0f94ff8c09f014ffa0fe16a4082 a1r17000000BowrAAC Create REQUIRED_FIELD_MISSING:Required fields are missing: [zqu__ZProduct__c] 2c92c0f858aa38af0158aac97cf43ec5 3. In Salesforce - I changed the Product (Product2) lookup in both ZProduct and Product Rate Plan object, in hopes that it would sync back to Zuora, but still no luck. Questions: 1. Is there a way that I can set the Product2 ID in the Product in Zuora and then do the Sync Product Catalogue to Salesforce? 2. Is there a way I can sync the products from Salesforce itself to Zuora? 3. How can I prevent Zuora from creating new Product2 records in SFDC during the sync? Because it's essencially creating duplicate records of the products that I already have set in our Standard Pricebook. Thanks in advance! ECLF

eclf · ‎03-22-2017

Hi there! Our business model requires that we create 1 subscription record per product; for example, a customer can purchase 3 different products/services in 1 single deal, and once this deal is closed he will have 3 subscriptions, but 1 invoice. This means that from a SFDC perspective, we would need to do 3 subscribe callouts to create the 3 subscriptions in Zuora. Is there a way that we can wrap the 3 subscriptions in 1 callout and create them in Zuora in bulk? Thanks in advance! Cheers ECLF

eclf · ‎11-21-2016

Hi there! Quick Question - would we need to perform any changes on the SFDC / Zuora integration? Update the packages? Cheers, ECLF

eclf · ‎11-21-2016

Hi @vu_phan, I did the manual sync and all the Payment Gateways were pushed to SFDC; no longer having this problem with the sync. Thanks a million for your advise. Cheers, ECLF

eclf · ‎11-17-2016

***** UPDATE I did a query in Salesforce for all records of the Zuora__PaymentGateway__c object, and noticed that the 2 payment gateways that I setup in Zuora ( PGateway 1 (default) and PGateway 2) are missing from the SFDC database (probably why I am getting the error in the first place, which makes sense). How can I push all the payment gateway records into Salesforce? Does the sync do it? Can I do it? Thanks ECLF

eclf · ‎11-17-2016

Hi there! I initially responded to this issue - http://community.zuora.com/t5/Zuora-for-Salesforce/How-do-I-resolve-quot-INVALID-FIELD-Foreign-key-external-ID-quot/m-p/2307#U2307 - but I think this might be something different. We have 2 payment gateways setup in our Zuora platform, depending on certain criteria, a certain payment gateway is assined to the Customer Account. So, I have 2 payment gateways: PGateway 1 (default) PGateway 2 and 2 customer accounts: Customer Account 1 Payment Gateway: PGateway 1 Customer Account 2 Payment Gateway: PGateway 2 Both On-Demand and Real-Time Sync are failing and here is the error: INVALID_FIELD:Foreign key external ID: 2c92c0f9585841e6015867dc609c1c3f not found for field Zuora__External_Id__c in entity Zuora__PaymentGateway__c No records are being pushed from Zuora to Salesforce. I did a small change on the Customer Account 1 where I changed the Payment Gateway field to: Customer Account 1 Payment Gateway: Use Default Gateway and the sync worked fine. Is there any way to enforce that the sync works with the Payment Gateway associated to the Customer Account, regardles of it being default or not? Can someone assist in fixing this issue? Many thanks in advance. Cheers, ECLF

eclf · ‎11-17-2016

Hi @vu_phan, Thanks for your response. Instead of physical dates we are passing relative ones (like today - 7) and just adjust the scheduling so "today" lands in on the day that we want. Anyways, thanks for the tips. Best, EF

eclf · ‎11-17-2016

Hello there! I am having a similar problem with my Zuora 360 Sync but with a different object: Zuora__PaymentGateway__c. I tried to replicate these instructions to this object, but I am not being very successful. The ERROR I get is below and it's happening when syncing Customer Account records: "INVALID_FIELD:Foreign key external ID: 2c92c0f9585841e6015867d9ce776976 not found for field Zuora__External_Id__c in entity Zuora__PaymentGateway__c" Could you please provide some guidance? Thanks in advance. Cheers, eclf

eclf · ‎11-07-2016

Hi @vu_phan, Thanks for your response. I do not want to hardcode the month because this will be a report that runs every month, so the month needs to be picked up dynamically. I just need to figure out how to get the Month of the date today (as in the month of the day that the report runs). If you say this MONTH() function has been deprecated, is there any other function I can use for this purpose? A replacement or an improved version? Thanks a million! eclf

eclf · ‎11-04-2016

Hi there, I am trying create a query that will retrieve all the Invoices Items with ChargeDate on the current month with Export ZOQL, through an ETL tool. So far I am able to filter the Invoice Items with ChargeDate within the last 30 days but I would like to narrow the search to the ones within the current month. I found a page (https://knowledgecenter.zuora.com/DC_Developers/SOAP_API/M_Zuora_Object_Query_Language/Export_ZOQL/G_Dates_and_Datetimes) where explains the MONTH() function: returns only the numeric value of the month from a timestamp. Example: MONTH(CreatedDate) returns 2 if the CreatedDate timestamp value in a record was 2011-02-01T08:52:13.087 However with the following query, I get the error 90007. SELECT …… FROM InvoiceItem WHERE …… AND InvoiceItem.ChargeDate >= 'today - 1 month' AND InvoiceItem.ChargeDate < 'today' AND MONTH(InvoiceItem.ChargeDate) = MONTH('today') Am I not using correctly the MONTH() function? Thanks, eclf

eclf · ‎08-02-2016

Hi @AmyLy Once again, thanks for you replies. About your responses: 1. New Subscription event = used to summarize the newly created subscription details 2. Invoice Posted event = used to send an email notifying the customer that an invoice has been generated. This event type allows you to attach the invoice PDF with it. eclf - I figured this would be challenging... We are talking about an online purchase (with electronic payment), so creating a subscription + invoice + payment are almost 3 events wrapped in one and we would like to not send a lot of notifications to our customers when he completes 1 purchase. But at the moment, the main concern is the New Subscription Created notificaiton, in which we would like to send a purchase confirmation email; I followed your advice and the results are not exactly what I was expecting. It seems that if I add <Subscription.SubscriptionDetailTable> to the template I get: Charge Name Charge Type Effective Start Date Unit Price QTY Total and this information repeats for as many charges as the product has even if the customer only purchased 1 of them. For example. if we have a product with Annual Recurring Charge + Monthly Recurring Charge but the customer only purchases the Annual one, he will receive an email with Monthly charge and get confused... Quesitons: How can I replace Charge Name + Charge Type for simply Product Name? Can I change the way it's labelled? For example QTY to Quantity? Is there any workaround you guys have seen other customers go for in these circumstances? Many thanks eclf

eclf · ‎08-02-2016

Hi @AmyLy, Thank you so much for your reply. I will give it a go at your suggestions. Question - would it be possible to attach the Invoice on this same notification? Cheers, EF

eclf · ‎07-26-2016

Hello there! I have a scenario where customer purchases and then receives a purchase confirmation email. This email should contain summarized information about what was purchased and how it was paid. On lines of: ----------------------------------------------------------------------------- Order Number: XYZ Order Date: XYZ Product: XYZ Quantity: XYZ Price: XZY Total: XYZ Payment Type: XYZ Billing Info & Address: XYZ ----------------------------------------------------------------------------- Can't seem to be able to find the appropriate event / merge fields to create this email notification & template? Could someone help or provide some guidance on the best way to achieve this? Thanks in advance! eclf

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