Hello, If I want to develop my own custom customer portal and connect to Zuora what APIs are available for the same. KC article below says " A set of Subscriber Portal APIs is under active development " https://knowledgecenter.zuora.com/Commerce/Subscriber_Portal Are there any specific Portal APIs available for this purpose (custom portal and not the Zuora subsriber portal) or I will have to use generic REST APIs that Zuora provides like Subscribe etc. Any help here would be appreciated. Thanks Sumit
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Thanks @kurtlu Will check and get back to you. So we have to build a tool to extract the meta data and then update it to the next environment.
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@kurtlu Thanks for the response. On knowledge center it shows "In Development". Has it been released to all type of sandboxes (API, Peformance Testing and Production).
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Thanks @monique :) But somehow I still do not see that charge coming to the dropdown. That charge is not related to the account in anyway. Correct?
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Hello All, As per the KC, with Advanced AR setllement, Invoice Payment Object is depracated. Because of which no record flows back to Salesforce as part of Z 360 in Invoice Payment object. I can see Invoices and I can see Payments but no linkage b/w them. Is there any other way to check the association of Invoice and Payment records? Thanks Sumit
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Hello All, Is it possible to create an ad hoc credit memo with certain amount and not linked to any Invoice? If I keep all charges blank under Credit memo, I get error "Product rate plan charge id list is blank.". Thanks Sumit
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Hello @vu_phan Can same call be used to update any custom field on Subscription Rate Plan Charge object? Create subscription call specifically mentioned that we can pass on custom fields in ChargeOverride section but not this one. Thanks Sumit
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Hello, Instead of creating a new post, I am asking a question here. Is it not possible to create product, rate plans and rate plan charges in one API call? Like when you retrieve a catalog for a product, we get a JSON structure hierarchy, what if we try to provide a hierarchical structure for a POST call, can't it create all three levels in one go?
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Hello, I am exploring the integration between Zuora and Salesforce CPQ. As I understood from knowledge center and some posts in communities (salesforce cpq and zuora both) that products should be duplicated in Salesforce CPQ to match to Zuora Product structure. In Zuora we have Product on top then multiple rate plans and then three type of charges under each rate plan. So if I have to add a rate plan with three charges under it (One Time, Recurrin and Usage), I will have to create three products keeping same Zuora Product Id, same rate plan id in PriceBook Entry but different charge preferences and sync those one by one to Zuora. In Zuora we just have to select a product and a rate plan but in CPQ we have created multiple product corresponding to different charges so how do we select products in CPQ? User has to select all the products one by one or we have to bundle those in one product? Please correct me if my understanding is wrong.
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Hello All, I am new to Zuora and currently trying to develop a DevOps strategy for it. I would appreciate if someone can answer following questions. 1. Is there any way to implement version control in Zuora? Either inbuilt or using some external version control software like SVN or github. Idea is that if meta data is changed (field creation for example), can it be recorded/stored somewhere. Different versions of objects. 2. What is the mechanism of moving code/configuration changes from one environment to another? Say someone created 20,30 fields in DEV environment and now all these fields are to be migrated to SIT. Can it be done using some utility? What all meta data can be migrated in this fashion? Appreciate help from you all. Thank you! Sumit
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@Viktor Thanks for the prompt reply. I have one question. Why move it to Salesforce Ideas? Functionality I am requesting is in Zuora only and not in the Zuora's managed package for salesforce. Please ignore my lack of knowledge of communities as I am new to it. :) Another question I have is around help text for separate fields at different sections. For some fields I see a question mark to the left of the field like below or a help text coming below the field (charge model for example). Can we do this kind of setting for any OOB field or custom field in Zuora? Thank you! Sumit
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Hello All, Is it possible to put help links with in the Zuora application which will take users to a relevant help topic (be it in knowledge center or custom help material). For example in Salesforce we have help links under any tab. By default it takes users to help.salesforce.com but it can be overriden by creating a VF page with your own custom help material. In below screenshot, clicking the link will take user to help content for Products which can guide users how to create products, important fields to be filled in and so on. Is it possible to do something similar in Zuora? Thanks you! Sumit
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