Table of contents
Overview
Z-Force is Zuora's native Force.com application that integrates your Salesforce CRM implementation with Zuora.
Z-Force Features
Z-Force is designed to help your front-line employees use their Salesforce CRM accounts to create new subscription quotes and orders, up-sell and cross-sell new products, make subscription adjustments, and keep your customers renewing. And it's all seamlessly integrated with Zuora's powerful Z-Billing and Z-Payments back-office applications. So, everything flows through to billing and payment operations, and you have access to key end-to-end metrics like Monthly Recurring Revenue (MRR) and Total Customer Value (TCV).
If you use Salesforce.com to manage your vital customer and sales data, you can use Z-Force to manage your recurring billing, online payments, and subscriptions in Salesforce as well. Z-Force fully integrates Z-Billing and Z-Payments with Salesforce.com. With Z-Force, you can sell subscriptions online or through your sales team, improve subscription renewals and up-sells, and service those customers all in one place.
Requirements and Supported Salesforce Versions
Z-Force is a premium service offered by Zuora. Please contact Zuora or your Account Executive for details on purchasing Z-Force.
Z-Force Quotes is supported on Salesforce's Enterprise and Unlimited editions. Z-Force 360 is supported on Salesforce's Enterprise and Unlimited editions, and on Salesforce Professional edition with API access enabled.
Current Z-Force Versions
The current versions of the Z-Force products are:
- Z-Force 360 2.4 (released October 2012)
- Z-Force Quotes 5.80 (released November 2012)
Supported Browsers
The Zuora web application is tested for compatibility with the following browsers:
- Firefox 15 and 16
- Internet Explorer 8 and Internet Explorer 9
- Chrome (latest major version)
The following browser configurations have known compatibility issues:
- Internet Explorer 6
- Internet Explorer 8 in Compatibility View and/or in non-Standards Document Mode
- Internet Explorer 9 in Compatibility View and/or in non-Standards Document Mode
Zuora does not currently support the Safari browser.
Important: Other browsers and browser versions may work with Zuora. However, we do not test other browsers for compatibility and we do not accept incident reports related to browsers or browser versions that are not included in the list of supported browsers.
Z-Force Modules
Z-Force is a 100% native Force.com application, and includes Z-Force Quotes, Z-Force 360, and Z-Force Builder. You can install the Z-Force modules individually, or use them together to have a more powerful Salesforce integration.
Z-Force Quotes
Z-Force Quotes provides key functionality to create subscriptions, amendments and renewals. It is also used to sync the product catalog between the Zuora back-office and Salesforce.
With Z-Force Quotes, your sales teams can easily build customer-ready quotes based on your subscription catalog. Approved quotes are automatically pushed into the billing system for end-to-end billing and subscription management.
Z-Force 360
Z-Force 360 syncs accounts, subscriptions, invoices, and other objects from Zuora to Salesforce.
Z-Force 360 makes all customer subscription, billing, and payment data visible within Salesforce for a 360-degree view of the customer and up-to-date metrics for your subscription business.
Z-Force Builder
Z-Force Builder contains two components: Order Builder and Component Library.
Order Builder is the first Subscription Quote-to-Renewal toolkit for Force.com developers and ISVs to monetize subscription businesses built on the Force.com Platform. See Order Builder for more information.
With Component Library, you can create a completely customized Order-to-Cash process in Salesforce and Zuora, with a minimal programming effort. See the Component Library Developer's Guide for information.
Quick Start Tutorial
The Z-Force Quick Start Tutorial video introduces you to Z-Force, and shows you how to use Z-Force to manage your subscriptions.
The quick start tutorial describes how to perform the following tasks:
- Create a quote using the Zuora product catalog
- Push a quote to Zuora to prepare for invoicing
- Make your subscription information available in Salesforce
Storage and Governor Limits in Salesforce
When using Z-Force, you'll need to keep in mind the storage and governor limits in Salesforce if you're planning on sending a high volume of quotes.
Force.com has an API access limit of 1000 calls per user license per day. Each Salesforce.com sync consumes a minimum of 4 to 8 API calls based on the number of object types that need to be synced, and 1 additional API call per 200 records.
For example:
- If a sync session has 1000 billing accounts, 1000 subscriptions, 1000 subscription components, and 1000 invoices to sync, it will consume approximately 8 + (1000/200) + (1000/200) + (1000/200) + (1000/200) = 28 API calls.
- If an on-demand sync session has to sync 1 billing account, it will consume 4 calls.
Your usage depends on the number of times you want to sync and how many user licenses your Salesforce.com org has. See the Salesforce.com edition data sheet to determine which edition will fit your requirements.
Z-Force Field Reference
See Z-Force Field Reference for a list of the objects and fields that Z-Force (both Z-Force Quotes and Z-Force 360) syncs between Zuora and Salesforce.com, and how the fields in the Zuora objects map to fields in Salesforce.com objects.
Related
- How do I find out which versions of Z-Force I have installed?
- In Salesforce.com, use the View Installed Packages option to see which versions of Z-Force Quotes and Z-Force 360 that you have installed. Current Z-Force Releases The current versions of the Z-Force products are: Z-Force 360 2.4 (released October 2012) Z-Force Quotes 5.8 (released November 2012) Upgrading to the Latest Versions Z-Force upgrades are released quarterly. All existing Z-Force users will be notified via email when the managed packages are available. if you are interested in using Z-Force for the first time, please contact Zuora Sales. See Upgrading Z-Force 360 or Upgrading Z-Force Quotes for instructions on upgrading to the latest version.
- Z-Force Quotes
- Z-Force Quotes provides key functionality to create subscriptions, amendments, and renewals. It is also used to sync the product catalog between the Zuora back-office and Salesforce. With Z-Force Quotes, your sales teams can easily build customer-ready quotes based on your subscription catalog. Approved quotes are automatically pushed into the billing system for end-to-end billing and subscription management. Installing Z-Force Quotes Working with Quotes Managing Subscriptions with Z-Force Quotes Creating Custom Reports Changing the Invoice PDF Link Target to Zuora API Sandbox Configuring Product Segmentation with Sharing Rules Scheduling Your Salesforce Sync Viewing the Zuora Product Catalog in Salesforce
- Working with Quotes
- A Quote is a Salesforce custom object that is created in Salesforce and Z-Force. A Quote is linked to an Opportunity. In Z-Force, an Opportunity can have only one Quote. Sending a quote from Salesforce to the backend Zuora applications (Z-Billing) creates a Subscription object in Zuora.
- Managing Subscriptions with Z-Force Quotes
- Use the Send to Z-Billing function to send a quote from Z-Force to the Zuora backend. This creates a Subscription object in Zuora. Once created, subscriptions and subscription products are displayed in related-lists on the Account Detail page in Salesforce.com.
- Z-Force 360
- Z-Force 360 syncs accounts, subscriptions, invoices and other objects from Zuora to Salesforce. Z-Force 360 makes all customer subscription, billing, and payment data visible within Salesforce for a 360-degree view of the customer and up-to-date metrics for your subscription business. Active, Pending, and Cancelled subscriptions are synced to Salesforce. Draft and Deleted subscriptions are not synced to Salesforce. Syncing Refunds In Z-Force 360 version 2.5, we added the ability to view Refunds in Salesforce at the account level. The Refund and RefundInvoicePayment objects are synced to Salesforce. Note: This is a controlled release feature. Contact Zuora Global Support to learn more about enabling this feature. See Z-Force Field Reference for more information about the sync and the field mappings between Zuora and Salesforce.com.
- Installing Z-Force 360
- Z-Force 360 allows data from Zuora’s Z-Billing and Z-Payments services to be synchronized with Salesforce.com data to provide a 360-degree view of customer account, subscription, billing, and payment information. This data can then be incorporated into custom Salesforce reports and dashboards.
- Syncing Zuora Custom Fields
- You can sync custom fields created in Zuora to Salesforce.com. Z-Force 360 supports fields of types string and picklist. This applies to all the objects in the Product Catalog sync as well as the Accounts and Related Objects sync.
- Multi-Currency Support in Z-Force 360
- Z-Force 360 provides support for syncing multi-currency information in subscription and invoice data. This topic assumes that you have already set up Zuora for multi-currency.
- On-Demand Sync
- Z-Force provides the following capabilities to be able to request on-demand sync as needed for specified billing accounts or products. Important: This is a controlled release feature. Contact Zuora Global Support to learn more about using this feature. You must also update the Z-Force 360 managed package to use this feature.
- Z-Force Builder
- Z-Force Builder contains two components: Order Builder and Component Library.
- Chatter Collaboration in Z-Force
- Z-Force Quotes and Z-Force 360 include support for Salesforce Chatter with roll-up feeds to Accounts and Opportunities. With Chatter, Z-Force can alert you to significant events and changes in your Quotes, Subscriptions, and Billing Information.
- Z-Force Glossary
- This glossary describes terminology and concepts related to Z-Force and the Z-Force documentation.
- Using Discount Charges (Beginner)
- Changing Invoice Owners for Quotes (Beginner)
- Creating Custom Reports (Beginner)
- Supporting Customer Hierarchy in Z-Force 360 (Beginner)
- Install Z-Force Quotes on Salesforce.com (Intermediate)
- Configure the Quote Templates (Intermediate)
- Create a Remote Site (Intermediate)
- Populate the Z-Quote Configuration Tab in Salesforce.com (Intermediate)
- Configure the Opportunity Object (Intermediate)
- Set Permissions for Z-Force Quotes Custom Objects (Intermediate)
- Enable the Zuora Report Types (Intermediate)
- Synchronize Product Catalog Data from Z-Billing (Intermediate)
- Customize Available Payment Terms in Z-Force Quotes (Intermediate)
- Customize Payment Methods in Z-Force Quotes (Intermediate)
- Customize Currencies in Z-Force Quotes (Intermediate)
- Upgrading Z-Force Quotes (Intermediate)
- Uninstalling Z-Force Quotes (Intermediate)
- Creating Quotes (Intermediate)
- Generating a Quote File (Intermediate)
- Sending Quotes to Z-Billing (Intermediate)
- Editing Quotes (Intermediate)
- Deleting Quotes (Intermediate)
- Changing the Currency of Quotes (Intermediate)
- Creating Amendments (Intermediate)
- Creating Renewals (Intermediate)
- Changing the Invoice PDF Link Target to Zuora API Sandbox (Intermediate)
- Configuring Product Segmentation with Sharing Rules (Intermediate)
- Scheduling Your Salesforce Sync (Intermediate)
- Install Z-Force 360 on Salesforce.com (Intermediate)
- Configure Accounts in Salesforce.com (Intermediate)
- Set Permissions for Z-Force 360 Custom Objects (Intermediate)
- Synchronize Data from Z-Billing (Intermediate)
- Create Automated Reports (Intermediate)
- Upgrading Z-Force 360 (Intermediate)
- Z-Force 360 Upgrade: Create and Assign New Payment Page Layouts (Intermediate)
- Viewing Invoice PDFs (Intermediate)
- Adding the Custom Sync Data from ZBilling Button for Account and Billing Account (Intermediate)
- Viewing the Zuora Product Catalog in Salesforce
- Syncing Self-Service Orders to Salesforce
- Building Dashboards with Z-Force
- Handling Person Accounts Using Z-Force
- Editing the CRM Account ID
- Troubleshooting Z-Force
- How do I communicate with customers using Zuora?
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