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since ‎03-08-2017
‎09-17-2019
bryandawson
Advanced Tutor

Zuora Quote PDFs and Salesforce Files

by Advanced Tutor in Zuora CPQ Ideas
‎03-06-2018 07:21 AM
11 Kudos
‎03-06-2018 07:21 AM
11 Kudos
Currently, when generating a Quote PDF, it saves the file in Salesforce as an Attachment and displays the file in the Notes & Attachments related list on the Opportunity.  However, Salesforce has now deprecated the use of Attachments in Lightning Experience.  They recommend using the newer object, Salesforce Files.   Can Zuora provide an option for Quote PDFs to be saved as Files on the Opportunity?   See link for more details from Salesforce:  https://help.salesforce.com/articleView?id=Attachments-are-not-returned-in-Lightning-Experience-search&language=en_US&type=1 ... View more
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