Community - About Bryan

Bryan · ‎09-23-2019

From what it sounds like, the field(s) are available but not updating. Based on this, I'd recommend reaching out to our support team to help look into this further. They can be reached by submitting a ticket via our support portal. https://support.zuora.com

Bryan · ‎09-23-2019

The reason I inquired about your requirements was to understand more of what you were trying to do. You can use the Rules Engine to calculate and update quantities. Taking a look, you should also be able to leverage Process Builder for what you want to do. You will leverage the Quote Rate Plan Charge's to filter and set the update action on the quantity field. Sample screenshot attached.

Bryan · ‎09-19-2019

What is it that you are interested in building? Take a look at the Zuora CPQ Rules engine. You should be able to leverage quantity using our rules engine and also have the ability to perform calculations. https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/E_Zuora_Rules_Engine

Bryan · ‎05-20-2019

@doyeli Let me look over some notes and will send you a few. Thanks.

Bryan · ‎05-15-2019

Thank you for your post. Our Data Connect feature allows for synchronizing of these additional objects and more. You can find additional information about Data Connect in our knowledge center article here.

Bryan · ‎05-06-2019

@mporset One of the new settings that I recently noticed which was made available in CPQ version 9.6 is the ability to default a quote's Customer Acceptance Date and Service Activation Date to its Start Date. You can find the checkbox to enable "Default Trigger Dates" in the Quote Configuration Settings. Please test it to make sure it works for what you need and if it does, you won't need the Salesforce field update. Link to our KC article about that setting can be found here.

Bryan · ‎04-29-2019

From what it sounds like you want to be able to do, you could just use a Salesforce worfklow to do the field update. Create a fielde update with the condition where Start Date does not equal to null. The update would be a formula field on the Service Activation Date. Select "Use a formula to set the new value" and set it as zqu__StartDate__c. If you set the value to only be evaluated on create then any changes manually to Service Activation Date after the initial quote creation will stick. Let me know if this is what you wanted to accomplish. Thanks.

Bryan · ‎04-26-2019

Thank you all you for posts. Our product team has this on the radar. Updates to come as it gets closer to being released.

Bryan · ‎10-03-2018

Hi Padmavathi. The Salesforce Lightning Certified UI was released on version 8.0 For your reference here's the knowledge center article for that release. https://knowledgecenter.zuora.com/AA_Whats_New/S_Previous_Z-Force_Releases/V_2016_Zuora_for_Salesforce_Release_Notes/A_Zuora_Quotes_Version_8_Release_Notes Thanks, Bryan

Bryan · ‎08-14-2018

@jcatterson Thanks! Can you please provide your email? I'll then send it to the Customer Account Executive for Mindbody and he can work with you on getting the Salesforce CPQ Connector. Thanks, Bryan

Bryan · ‎08-14-2018

@jcatterson Can you please share with which company you are with? I can then direct you to the right resource for this information. Thanks, Bryan

Bryan · ‎03-12-2018

Thanks @doyeli @leedm777 Wanted clarify that the explanation I shared is where the zqu__ZuoraId__c is not populated. If this field is populated, then the behavior will be as Doyeli pointed out and the sync will error out and not go through.

Bryan · ‎03-12-2018

@leedm777: Do you master your products in SFDC or Zuora? We have the capability to enable bundling which allows you to sync your data from SFDC into Zuora. While that is an option, you will need to think through all the business cases and ramifications of enabling this feature as creating subscription products in SFDC are much different than doing in Zuora and this "switch" is not one that you can toggle on and off. Once set, it's permanent. Link to our knowledge center article around bundling. https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/F_Bundling_in_Zuora_Quotes/A_Enable_Bundling_in_Zuora_Quotes Another suggestion is to review your products to see if there is normalization or cleansing to perform.

Bryan · ‎03-12-2018

@leedm777 The behavior of the standard sync with Zuora being the product master... If the SKUs are the same between SFDC and Zuora, during the sync, it should match up the product with the SKU. After the sync, go into ZProduct. The SFDC Product ID field would be populated as well as the Product field to which should contain the link into Product 2. Best practice, test in sandbox first.

Bryan · ‎11-27-2017

Got it. Thanks @Lana !

Bryan · ‎11-27-2017

The invite did not come in for me. 🙂

Bryan · ‎11-27-2017

Link please! Thanks!

Bryan · ‎10-09-2017

Hello there. Contacts get created in Zuora from Salesforce when you add the contact to a quote as a "Bill To" or "Sold To" recipient and send the quote to Zuora. By just creating a contact related to an Account (even while that Account exists and is linked between Zalesforce and Zuora), synchronizing will not bring the contact over into Zuora.

Bryan · ‎10-04-2017

Can you please elaborate on which field you are trying to change and what change you are trying to make? I'll then see if I can replicate it. Thanks!

Bryan · ‎09-26-2017

Hi Matt, Within Salesforce, the easiest way to locate what has been soft deleted is to look into the recycle bin to see what has been soft deleted. Direct link to your recycle bin can be found here: https://yourinstance.salesforce.com/search/UndeletePage. Select "All recycle bin" to see everything that is still available to restore. Note that items in the recycle bin are only recoverable for 15 days. While only items in the recycle bin are considered a soft delete, you may also want to also check the "IsDeleted" and "zqu__Deleted__c" field in the product2 object in Salesforce to see if you uncover any additional results there. The value of "False" means that the Product has not been deleted. Thanks, Bryan

Bryan · ‎08-29-2017

One thing you may want to try is to reach out to Salesforce support. If the account was soft deleted, support would be able to locate the account and flip the value in the delete flag/field to mark it as undeleted to restore the account.

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