About benj

benj · ‎03-23-2018

When approving quotes we typically want to be able to see the products associated with the quotes as well as the details. Approving quotes is often done on a mobile device but the visualforce page for zqu_QuoteDetailProductSelector (among others) is not available for the mobile app. Can we please add this? The workaround right now is to create custom visualforce pages to display quote products.

benj · ‎02-13-2018

Thanks I've created this idea here now: https://community.zuora.com/t5/Billing-Payment-Ideas/Ability-to-filter-subscription-preview-by-charge-type-Zuora/idi-p/22125#M3659

benj · ‎02-13-2018

We'd like the ability to filter subscription preview by charge type, specifically to be able to remove usage charges from a subscription preview. (Being able to toggle whether to show/hide would be ideal) The business use case for this is that we are often asked by our customers to provide a breakdown of their projected spend. They are really only interested in recurring fees and the usage charges make it difficult to view what will happen to the subscription, especially when there can be multiple amendments such as future-dated price changes, new / remove product amendment etc. This would save our billing team a huge amount of time by adding this functionality. The specific area I'm looking at is in the following:

benj · ‎11-20-2017

We'd like the ability to filter subscription preview by charge type, specifically to be able to remove usage charges from a subscription preview. (Being able to toggle whether to show/hide would be ideal) The business use case for this is that we are often asked by our customers to provide a breakdown of their projected spend. They are really only interested in recurring fees and the usage charges make it difficult to view what will happen to the subscription, especially when there can be multiple amendments such as future-dated price changes, new / remove product amendment etc. This would save our billing team a huge amount of time by adding this functionality. The specific area I'm looking at is in the following:

benj · ‎06-29-2017

@feisley I think one of the issues with the list of products from the UI is as you've said it doesn't contain the current list of products but rather all products from every amendment so it can still be somewhat confusing. That being said I really like the idea of using Salesforce as the go-to and creating a View in Zuora custom button for Zuora users to make changes on the backend more easily. Presumably you did this by grabbing the Zuora Id from the SF object and appending it to the appropriate Zuora Url for that object? Really great idea, I like this a lot and will certainly help our back office teams. Thanks a bunch! Not quite what I was looking for but will certainly help!

benj · ‎06-29-2017

@feisley thanks, that's one workaround and would help our Salesforce users in being able to identify subscriptions at a glance but it wouldn't help us in the Zuora UI. The following is what we see for one of our customers and as far as I'm aware we can't modify the UI. In this instance, we end up wasting a lot of time manually checking each subscription.

benj · ‎06-28-2017

Hi Nathan, We currently use the opportunity name. The problem is that the subscription name cannot be modified as it's being used as a unique identifier. We should really have an auto generated number from Zuora as being the unique identifier and the name of the subscription as simply being a text field that can be edited as needed. The issue happens when we create a new subscription and then later amend, we would want to have something like the following: Opportunity 1 -> New Subscription, Opportunity Name: "Company A - Web Product" 12 months later renewal and upsell new product Opportunity 2 -> Renewal Subscription, Opportunity Name: "Company A - Web Product, Intelligence Product" Currently, the subscription name cannot be amended even after an amendment. The only solution we have is to provide very generic subscription names. This doesn't work for us as we operate under a multiple subscription model and we want to be able to easily identify which subscriptions contain which products.

benj · ‎06-02-2017

Thanks Ben, Reporting is where we are having some trouble too. Having spoken to a support rep at Zuora and now tested myself, the Zuora__Product__c object syncs to Salesforce with the Accounts & Objects related sync whereas the Product2 object syncs with the Product Catalog sync. It looks like this was intended behavior and I think by recreating all fields that are needed in reporting as custom fields in Zuora on the Product and on the Zuora__Product__c object in Salesforce and syncing across then it will sync to both the Product2 and the Zuora__Product__c objects. What my follow-up question would be is how this works when bundling is enabled and managing the product catalog from Salesforce. With this enabled you have to sync from Salesforce to Zuora, I'm not sure which object it would sync from. Will try and test soon.

benj · ‎06-02-2017

To give the full picture the object highlighted in red is the managed Product object and it has no relationship to the Product2 native object.

benj · ‎06-02-2017

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: The lookup to the custom Product object:

benj · ‎04-01-2017

Hi @nathanc, 1) This sounds like it would work - how would we go about achieving this? 2) Our sales reps don't want to perform a compound search is the problem. They would rather each item they hit enter to search that this would perform a new search rather than to create a compound search.

benj · ‎03-31-2017

Sure, you can change to 100 but you can't save that as a default? Every time I create a new quote this is a setting I have to select. If I can save this as 100 as a default setting that would work. Idea posted here: https://community.zuora.com/t5/Zuora-for-Salesforce-Ideas/Be-able-to-change-the-default-products-displayed-per-page/idi-p/15734

benj · ‎03-31-2017

Sure, I was hoping this would be a setting option. Hopefully, something that can be looked into since currently, the search functionality is more work than necessary and far too many clicks. This ties with a second idea posted that limits the products displayed to 10 as default and this is another setting that can't be modified currently. Both of these issues are frustrating our sales reps who are finding it takes a long time to select products as search takes a long time and scrolling through a product list isn't feasible as default is set to only 10 and can't be modified.

benj · ‎03-31-2017

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.

benj · ‎03-31-2017

Subscription Name shouldn't be used as an ID number. A subscription that changes over time will always have the same name no matter what products etc are added to it. It's hard to come up with a meaningful subscription name in this instance, instead you have to come up with something very generic. We should be able to modify this existing subscription name or number.

benj · ‎03-28-2017

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.

benj · ‎11-15-2016

Zuora has a character limit of 500 set for the charge description field, however, in Salesforce the Product Rate Plan Charge and Quote Rate Plan Charge Description fields are text area (255) meaning that any descriptions saved in Zuora will be truncated when sent to Salesforce. We already think that a maximum character limit of 500 is too low but in reality the limit is set at 255 as we generate all quotes in Salesforce and it uses the truncated values. The Product Description and Product Rate Plan Description fields both have Text Area Long fields (still capped at 500 in Zuora) so surely this can be modified for the Product Rate Plan Charge Description. Failing that the ability to create a custom text field that is greater than 255 characters that we can sync to Salesforce would be much appreciated.

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Make Quote Visualforce Pages available for Salesfo...

Re: Ability to filter subscription preview by char...

Ability to filter subscription preview by charge t...

Ability to filter subscription preview by charge t...

Re: Ability to edit Subscription Name / Number

Re: Ability to edit Subscription Name / Number

Re: Ability to edit Subscription Name / Number

Re: Subscription Product & Charge Object currently...

Re: Subscription Product & Charge Object currently...

Subscription Product & Charge Object currently has...

Re: Update search bar in Zquotes to start a new se...

Re: Update search bar in Zquotes to start a new se...

Re: Update search bar in Zquotes to start a new se...

Update search bar in Zquotes to start a new search...

Ability to edit Subscription Name / Number

Be able to change the default # products displayed...

Increase character limit for Zuora charge descript...