It's good to hear this rule ("Basically before auto-population, we compare "First Name", "Last Name", "Email", "Phone", "MaillingStreet", "City" and "MailingPostalCode". If any of them are different, we don't do auto-population."), as we had an issue even sending a quote to Zuora. For us, the issue was that MailingStreet was deleted in Salesforce, so because of the difference between the contacts in Salesforce/Zuora it errored out when attempting to submit. -Jay
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You should be able to, in Billing > Manage Custom Fields > Contact Fields. You would then specify the Salesforce ID in the form in Zuora.
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For whatever reason, by default we could not select other options for Ramp Frequency other than "Specific Months". To add the other available options: Setup > Create: Objects > Quote On the Quotes page under Record Types, click Default Under Picklists Available for Editing, edit Ramp Frequency Move all values from Available Values to Selected Values (I went ahead and set our Default to "Annual") This was originally found and fixed in Quotes 8.4, not sure if this would be an issue in 8.6. Once I upgraded to 8.6, this issue remained fixed. -Jay
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Is there anyone out there with experiences on credit card payments? I'm not sure if I didn't look hard enough, but couldn't immediately find any articles describing how this works. Any direction would be appreciated.
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Hello there,
I am a systems administrator and I am curious about this community. I just subscribed to a bunch of topics and groups, so hopefully this will be a great mechanism to learn and stay in the loop!
I am in Michigan (US), and our business uses Zuora for billing SaaS subscribers. We use Salesforce for CRM, to feed entities to Zuora for billing, which eventually flows to NetSuite for ERP.
-Jay
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