I am trying to figure out if there are any built-in methods or classes/fields within the Zuora CPQ suite that would allow me to change the Bill To/Ship To Address Data on a Quote prior to sending it to Z-Billing.   Long Story Short: Zuora requires a Bill To/Ship To contact in our setup, and we are trying to move to the native single contact system (Related Contacts) in Salesforce that was released a few years ago. Problem is, since Zuora uses Contacts for Bill To/Ship To, if the Contact is related to multiple accounts then that means the Contacts Mailing Address will not be the correct business address when sending the data to Zuora.   So, I'd like to "catch" that transaction in Apex before its Sent to Z-Billing (if possible), and override the Bill To and Ship To Address data with the Billing and Shipping Address info from the Account that the quote is related to. We already use Apex to send the quotes to Zuora using the zQuoteUtil.SendToZBilling method to send our quotes to Zuora, so I was hoping I could just modify something in the Quote Collection or Quote Request prior to sending, but I am coming up empty.   I know that I could do a separate API call afterwards to change the address data on the contact(s) once the quote is sent to Z-Billing, but I was trying to avoid that if possible since it opens the door for more risk of failure. Anyone have any thoughts? @MaggieL @doyeli @Jyoti_Sinha @bahazelwood  ... View more

Hi there - I'm looking for a solution to a peculiar problem, I hope I can explain it properly. To be clear: We've already "solved" this problem for our current customer base by using amendments to remove and re-add the offending product rate plan to all impacted customers, but I want to know how/why this happens and if there is a more correct way to solve this moving forward - or if this is actually just a Zuora bug that needs to be addressed in a future update.   We have a Rate Plan called "XYZ Marketing", which had one recurring monthly charge for $59.99. We sold this product/rate plan to about 300 customers. After those 300 sales, our team told us that they needed to be able to add monthly Discounts to this rate plan, so we went into Zuora and added a Discount-Percentage charge to the existing Rate Plan, and re-synced the product catalog with Salesforce so that it was available in Zuora CPQ.   Afterwards, selling XYZ Marketing to any new customer was fine, but any time we tried to make ANY amendments to a customers subscription who previously was sold the XYZ Marketing Rate Plan BEFORE we added the discount-percentage charge in Zuora was suddenly hit with a "null pointer exception" as soon as they reached the Product Selector page in ZQuotes.   This error prevented ZQuotes from running calculations/zRules, and stopped it from being Saved or Submitted. Nothing could be done to the subscription at all until the XYZ Marketing rate plan without the discount line item was removed and then the XYZ Marketing rate plan with the discount line item was re-added. To be clear: this was NOT a new Rate Plan - we had to physically remove the rate plan and re-add the same rate plan just because there was a new charge type introduced between the original sale and the current amendment quote.   This points clearly to the Discount line item being the culprit for this null pointer exception, but I'm unclear if this is expected behavior or if I should be reporting this as a bug in the software. There are some instances where we wouldn't want to be forced to remove and re-add a product just to account for a new charge line, such as with Usage charges for example. We wouldn't want to remove/re-add the Usage charge because that would mean the Usage charge had a new start date and potentially we'd lose out on collecting old usage for example.   So ultimately my question is : Why does this scenario cause a null pointer, is it a known issue, and what is the correct way to resolve it moving forward other than to remove and re-add the offending product? ... View more

In order to have a better understanding of the types of subscriptions our customers have active on their account, we added a "Software Version" custom field to the Quote Object in Salesforce, and a corresponding "Software Version" field on the Subscription Custom Fields in Zuora, as well as on the Subscription object in Salesforce - all with the same API name, and added to the Custom Field Field Set to Sync with Zuora.   Moving forward, this is working fine. All new quotes that generate Subscriptions in Zuora are setting this custom field on the Subscription, and it's syncing back down to the Subscription object in Salesforce.   However, I'd like to go back and "backfill/data load" the correct Picklist value onto all of our existing subscriptions, so that we can be confident that this field value is populated on all subscriptions. I am able to mass-update accounts/contacts/payment methods through a CSV file export/import, but I can't find a similar option for mass-updating Subscription details. I can EXPORT Subscriptions, but there is no corresponding IMPORT option.   How can I update all of the existing Subscriptions in Zuora to have a value for this new field? ... View more

Hi all,   I am trying to set up Guided Product Selectors so that a specific Product & Rate Plan only show up if a specific field on the related Opportunity is set to 'Yes'.   I am looking at the "Filtered Product Catalog" options right now while creating a step, but I don't see anything that allows me to filter based on Opportunity Field Values. All I can see are Product Rate Plan, and any parent object (Product, ZProduct).  Is it possible to filter products into a guided product selector step based on Opportunity field data? If not, can anyone propose a workaround that would help me achieve this? ... View more

Our business has a need to create and send quotes to customers, have those quotes signed/sent to zuora, but have them linked to a parent (or ultimate parent) account in Zuora and set to "Bill to Parent" rather than individually billed. I am trying to incorporate this into the Zuora Quotes within Salesforce, and I see some fields on the quote object about "Zuora Parent Billing Account Id" and "Zuora Parent Billing Account Name" but both of them are text fields and I am not sure if they are even designed or usable for this purpose.   Can Parent/Child relationships in Zuora billing be setup from within Zuora CPQ for Salesforce? ... View more

I was wondering if there was any way for me to remove the requirement for an email address on the contact records for the Bill To/Ship To Contacts on Zuora quotes in Salesforce. We have a problem where sometimes the customer wants to Bill To and Ship To different addresses, but they are only one person. The only way to solve this problem seems to be to add the person multiple times as a contact to Salesforce, thereby duplicating them, and since Zuora requires an email on file for Bill To/Ship To contacts, it requires that we either duplicate their email address on multiple contacts (not good), or that we make up a fake email address on the second contact (even worse).   I'd like to avoid having to create 2 contacts in the first place - is it possible for Bill To and Ship To addresses to be different while still using one single contact by using custom fields, or is it possible to remove the email requirement? @doyeli ... View more

Scenario:   I built a custom ApexREST Endpoint that our eCommerce team is going to call to create Opportunities and Zuora Quotes/Quote Charges in Salesforce. The code successfully creates a zQuote in memory, then passes the zQuote Data to the zqu.Quote.createNewInstance() class to create the quote correctly. After we build and save the quote, I then build a list of chargeGroups using zqu.zQuoteUtil.getChargeGroup(Quote_Id,RatePlan_Id), and add them to the quote using zqu.zQuoteUtil.addChargeGroups to add the list.   What that leaves me with is a Quote, with Quote Rate Plans and Quote Rate Plan Charges. I want to run this newly created quote and related child Rate Plans/Charges through all of our Zuora Rules Engine rules. We have rules that are designed to add additional rate plans based on the rate plans that are already on the quote, as well as rules to set discounts and special prices.   So, I found the RulesEngine class which is supposed to be for running rules programmatically. I followed the documentation and the example code provided in the RulesEngine Class documentation. The response.getMessages() is returning the messages for the rules I expected to run, so it's finding the rules, the response.isSuccess() is returning TRUE, but the rules don't appear to be committing any changes to the quote or related charges. The rules should be adding an additional product, and discounting a product.   However, when I look at the quote in Salesforce, I don't see those Charges listed in the related lists If I re-calculate and re-save the items on the quote (from the Salesforce UI), then the rules run again (from the UI) and correctly insert the expected new products/discounts. So I know the rules themselves are working, but I cannot get them to successfully commit the changes to Salesforce through the RulesEngine via Apex. What am I doing wrong?   Here is my code for creating the quote/running the quote through the rules engine:   zqu__Quote__c zQuote = new zqu__Quote__c(Name = 'eCommerce Sale Quote ' + acct.Id, zqu__Account__c = acct.Id, zqu__Opportunity__c = opt.Id, zqu__BillToContact__c = cont.Id, zqu__SoldToContact__c = cont.Id, zqu__Service_Activation_Date__c = System.today(), zqu__StartDate__c = System.today(), zqu__SubscriptionType__c = capitalize(quoteType)); zqu.Quote theQuote = zqu.Quote.createNewInstance(zQuote); theQuote.buildAndSave(); List<zqu.zChargeGroup> chargeGroups = new List<zqu.zChargeGroup>(); for(zqu__ProductRatePlan__c prp : ratePlanList){ zqu.zChargeGroup chargeGroup = zqu.zQuoteUtil.getChargeGroup(theQuote.getId(),prp.Id); chargeGroups.add(chargeGroup); } System.debug('charge Groups: ' + chargeGroups); List<zqu.zChargeGroup> addedChargeGroup = zqu.zQuoteUtil.addChargeGroups(chargeGroups); System.debug('Charge Groups Added: ' + addedChargeGroup); Id quoteId = theQuote.getId(); Set<zqu.CacheId> requiredIds = new Set<zqu.CacheId>(); requiredIds.add(new zqu.CacheId('zqu__Quote__c',quoteId)); Map<String,List<zqu.DataObject>> dataObjects = makeDataObjects(quoteId); zqu.RulesEngine re = new zqu.RulesEngine('zqu__Quote__c'); re.initialize(dataObjects, requiredIds); zqu.RulesEngineResponse response = re.run(zqu.RulesEngine.RuleType.ALL); finalMap.put('Account',acct.Id); finalMap.put('Contact',cont.Id); finalMap.put('Opportunity',opt.Id); finalMap.put('Quote',theQuote.getId()); finalMap.put('Rules Engine Response',String.valueOf(response)); finalMap.put('Rules Engine Object',String.valueOf(response.getMasterObject())); finalMap.put('Rules Engine Messages',String.valueOf(response.getMessages())); finalMap.put('Rules Engine Success',String.valueOf(response.isSuccess())); Here is the context of the makeDataObjects method that I copied from the Documentation: private static Map<String, List<zqu.DataObject>> makeDataObjects(Id quoteId) { List <zqu.DataObject> dataChargeGroups = new List <zqu.DataObject> (); List <zqu.DataObject> dataCharges = new List <zqu.DataObject> (); List <zqu.ZChargeGroup> chargeGroups = zqu.zQuoteUtil.getChargeGroups(quoteId); // Create a DataObject for ZChargeGroup (QuoteRatePlan) // and ZCharges (QuoteRatePlanCharge). for(zqu.ZChargeGroup chargeGroup : chargeGroups){ zqu.DataObject dataChargeGroup = new zqu.ZChargeGroupDataObject(chargeGroup); dataChargeGroups.add(dataChargeGroup); dataCharges.addAll(dataChargeGroup.getChildren( 'zqu__' + 'QuoteRatePlanCharge__c')); } return new Map <String, List<zqu.DataObject>>{ 'zqu__' + 'QuoteRatePlan__c' => dataChargeGroups, 'zqu__' + 'QuoteRatePlanCharge__c' => dataCharges }; } ... View more