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Zuora Quotes Q4 2016 Release Notes

This release notes provides a summary of new features, enhancements, and resolved issues in the Zuora Quotes Q4 2016 Release (Version 8.0).

To use this version of Zuora Quotes, you must upgrade your package as described in Upgrade Zuora Quotes to Q4 2016.

New Features and Enhancements

The 8.0 release includes the following enhancements.

Bundling in General Availability

The Bundling feature is now generally available.

Before you turn on bundling, review the following points to confirm that you want to proceed:

  • You must master your product catalog in Salesforce.
  • Bundling is not fully supported in Zuora Billing, as such the bundle relationships are not currently available in Zuora once a Quote is submitted.

To enable the Bundling, submit a request at Zuora Global Support and refer to Enable Bundling in Zuora Quotes for the sequence of steps required.

The key features in Bundling are:

  • Advanced product packaging with the bundle support in Zuora Quotes
  • Product catalog sync from Salesforce to Zuora

Advanced Product Packaging with Bundle Support 

Zuora Quotes product catalog supports bundles for quoting. In the product catalog, you can configure bundling and base/add-on product relationships for the enhanced quoting process.

See Configure Products and Bundles in Salesforce for managing products in Salesforce.

Product Catalog Sync from Zuora Quotes

When you manage products in Salesforce product catalog, you sync your products, rate plans, charges, tiers, and features to Zuora for billing, invoicing, payments, and revenue recognition.

See Sync Salesforce Products to Zuora for syncing products from {[zquote}} to Zuora.

Enabling the Bundling Controls Product Catalog Sync Between Zuora and Salesforce 

The Enable Bundling tenant setting in Zuora controls the direction of the Product Catalog Sync operations as follows:

  • If the setting is enabled, you can sync your Product Catalog only from Salesforce to Zuora.
    You are not allowed to sync Product Catalog from Zuora to Salesforce. 
  • If the setting is disabled, you can sync your Product Catalog only from Zuora to Salesforce.
    You are not allowed to sync Product Catalog from Salesforce to Zuora.

Zuora Rules Engine in General Availability

Zuora Rules Engine is now generally available in Zuora Quotes. The rules engine provides you a controlled product selection and accurate quoting experience. You can manage and offer your users dynamic pricing, automatic addition and removal of rate plans, and error checking.

Zuora Rules Engine is supported only with the Enhanced Product Selector. 

See Zuora Rules Engine for turning on the Rules Engine, and creating and using rules in Zuora Quotes.

Custom Action Support in Zuora Rules Engine

Starting in this version, you can implement custom action plugins and apply the custom actions in rules. Example use cases can be for updating quote header field for approval status or updating tiers.

See Custom Action Plugin for the plugin attributes, methods, and a code sample.

Salesforce Lightning Certified UI

Zuora Quotes is certified as Salesforce Lightning Ready. The new page layouts and buttons were added for Zuora Quotes to be compatible with Salesforce Lightning Experience. By default, Zuora Quotes will use the new page layouts and UI components for Guided Selling and single page Product Selector. 

The enhanced UI also includes:

  • New universal footer with the back and next buttons
  • Unified Quote Detail page with the metrics preview on pricing changes

See Upgrade Zuora Quotes to Q4 2016 if you are upgrading from a customized Zuora Quotes.

Refer to Salesforce documentation about enabling Lightning Experience in your org.

FooterBar Component

The new FooterBar component is a docked footer bar that can be embedded on a VisualForce page. The component allows you to customize the navigation buttons displayed on the page, including button style and button click events. 

See FooterBar Component for details and a code sample for the component.

Enhanced Navigation in Guided Selling

New attributes and new buttons were added to the ProductBundleGuidedSelling and SelectProduct components for improved navigation in Guided Selling.

See ProductBundleGuidedSelling Component and SelectProduct Component for the improved option classes of the components.

Quote Charge Deprecated

Starting in the version 6.5, the Quote Charge object is no longer used in Zuora Quotes. As of this release, we no longer support backward compatibility of Quote Charge customizations.

Review any customization you had made on the Quote Charge object before you upgrade to this release.

Resolved Issues

The 8.0 release includes the following resolved issues and other internal fixes.

Error from Product Catalog Sync After Upgrading to Quotes 7.4

In the Multi-entity orgs, you might have received an error during Product Catalog sync if your entity names contain special characters or more than 38 characters.

The issue has been fixed.

Display All Volume Pricing Tiers in Salesforce Product Catalog

When you view your product catalog in Salesforce, now all the volume tiers are loaded and displayed in Zuora products that have the volume pricing charge model.

Last modified
11:20, 20 Jan 2017

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