About mporset

mporset · ‎05-14-2019

Thank you for sharing your code, it's very useful.

mporset · ‎05-13-2019

Jyoti_Sinha: I already pointed out that I have a field created on Salesforce and Zuora with the same API Name but it only syncs one way. MaggieL: Thank you for your answer. I was just hoping that can be achieved in native way. Thanks for pointing out that I need to filter out updated made by "Zuora Sync User". I've found a useful piece of code I can use for update: https://knowledgecenter.zuora.com/CA_Commerce/I_Development_Resources/B_Order_Builder/D_Programming_with_Order_Builder/zupdate_Method

mporset · ‎05-13-2019

I would like to 1. have custom field on Billing Account to keep "additional emails" (text field) 2. have a 2-way sync I already created field in Zuora under Customer Account, and in Salesforce under Billing Account with the same API name. When I update that field in Zuora - new value syncs back in Salesforce. But when I update that field in Salesforce (in Billing Account) - it doesn't sync back to Zuora. Question: how can I sync back values from Salesforce to Zuora? Is there any native way? Or do I need to do it by my own via Apex trigger via Order Buider API ? I've read in one of the posts 2 years ago that "Salesforce Account data is sent to Zuora only when it is a NEW Subscription with a NEW Billing Account" Did anything change since then?

mporset · ‎05-07-2019

Thank you for all you answers.

mporset · ‎04-29-2019

Hi @Hina Here's my scenario: 1. Click New Quote on Opportunity 2. "Start Date" and "Service Activation Date" are empty (which is good) 3. I set some value (ex. 4/29/2019) as a "Start Date". 4. "Service Activation Date" should be then automatically filled in with the same value (4/29/2019 in this case) 5. I should be able to adjust "Service Activation Date" if I want to. Is it possible?

mporset · ‎04-29-2019

I didn't use that plugin previously, I only set default values on custom field level. I used instruction from the link you provided and now it works as expected.

mporset · ‎04-27-2019

I set ACH as default value for Payment Method field (zqu__PaymentMethod__c) on Zuora Quote object (zqu__Quote__c), but Quote page doesn't respect that setting. And here's how it looks when I click New Quote on Opportunity page.

mporset · ‎04-27-2019

When I add a new Quote, is it possible to have the following: if you fill in a date in either 'Start Date' or 'Service Activation' date, fill the other field with the same date. After that, allow both to be editable zqu__QuoteOption VF page contains component, but it's source is hidden as it's a part of manage package.

Happy Business Starts Here

Vision

Products

Zuora Central Platform

Products

Zuora Marketplace

Solutions

By Industry

By Role

Customers

Resources

Resources

Subscribed

Support

Company

Re: Sync Billing Account custom field from Salesforce to Zuora

Re: Sync Billing Account custom field from Salesforce to Zuora

Sync Billing Account custom field from Salesforce to Zuora

Re: Prefill Service Activation Date based on Start Date for new Quote

Re: Prefill Service Activation Date based on Start Date for new Quote

Re: Default Payment Method to ACH - Quote page doesn't respect that

Default Payment Method to ACH - Quote page doesn't respect that

Prefill Service Activation Date based on Start Date for new Quote