We are pleased to provide you with a summary of our Zuora for Salesforce Quotes Titanium Release (Q4 2013), including new features and resolved issues.
This release includes:
To use this release, you must upgrade your package as described in Upgrade Zuora for Salesforce Quotes to Q4 2013.
The Q2 2013 and Q4 2013 releases are the first two releases of Zuora for Salesforce. Here are highlights from both releases:
|✓||Z-Force rebranded to Zuora for Salesforce: Z-Force has a new name – Zuora for Salesforce. Same great product – with a new name.|
|✓||Re-architected with new reusable components: Leverage our new reusable components in order to build and configure pages quicker than ever before. We've developed reusable components so that you can take our out-of-the-box functionalities and quickly tailor them to meet your business needs.|
|✓||New configurable Quote Wizard: Our new admin-friendly Quote Wizard lets you easily implement a quoting flow that works for you. By leveraging Force.com's point-and-click user interface, admins can quickly add pages, re-order them, show progress bars, and label buttons directly through the UI. Wizardry without the spells, gimmicks, and no developer code.|
|✓||New configurable product selector: Our new Product Selector provides a fast and easy way to add or modify product rate plan charges while creating or editing a quote. It supports inline editing and filtering, custom tiered pricing, and flexible discount management.|
|✓||Extended and improved custom field support: You can add and configure custom fields at the quote-level and charge-level to display on the pages in quote processing flow or to sync to Z-Billing.|
|✓||New quote metrics: We have new subscription metrics and now they are calculated in real-time! These metrics are configurable too – you can choose whether the metrics are calculated for a specified number of billing periods or through the end of a subscription term.|
|✓||Capture electronic payments as part of the quoting flow: Out-of-the box support for capturing electronic payment methods as part of the quoting flow|
|✓||Cancel subscriptions: Out-of-the box support for canceling a subscription directly through Zuora Quotes|
|✓||Expanded quote template support: Sort, paginate, search quote templates when generating quote document, and associate a specific quote template with the quote.|
|✓||Extended contact and customer account support on quotes: Out-of-the-box support to select a contact from a parent and/or children accounts and support to update account information from Zuora Quotes|
|✓||Ability to localize labels|
|✓||Support for Configurable layouts: Admin users can now add, update, and remove page sections and fields, and change the column layout of lists and lookups|
|✓||Enhanced lookup fields to add auto-complete functionality|
|✓||Enhanced Configuration settings: Support to make configuring Zuora Quotes easier and simpler|
See Zuora for Salesforce Quotes Q2 2013 Release for more information.
See Zuora 360 Release Notes for the complete list of new features and enhancements in the current release of Zuora 360.
We jam packed Zuora for Salesforce Titanium Release (Q4 2013) with so many great features that we skipped the Q3 2013 release. You haven't missed anything.
We've rebranded Z-Force. It is now call Zuora for Salesforce. It's the same great product - just a new name. We've freshened parts of the user interface to keep in sync with the new name.
Look for the following changes in the Zuora for Salesforce user interface:
|Top Application Menu||Z-Force Quotes||Zuora Quotes|
|Top Application Menu||Z-Force 360||Zuora 360|
|Zuora Quotes application||Z-Quotes Config tab||Zuora Config tab|
Do we have metrics? Yes we do. With this release, you can view the following quote metrics from the Quote Detail page:
Quote metrics are calculated based on a specified number of billing period or through the end of the term. You can configure the Zuora Quotes Calculate Metrics Through option from the Zuora Config tab, or you can override this setting on a quote by editing the Quote Details.
The metrics are automatically recalculated when you generate a PDF or Word version of the quote.
See Quote Metrics for more information about this highly anticipated feature, such as a description of each matrix, how and when metrics are re-calculated, and how to configure the Calculate Metrics Through setting.
A new global method, zQuoteUtil.previewQuotes, was added to the zQuoteUtil class for developers to preview Quote Metrics from the Zuora side.
For a given quote, this method:
See zQuoteUtil Class for more information about the new previewQuotes method and the zQuoteUtil class.
If you are upgrading from a previous version, see Upgrade Zuora for Salesforce Quotes to Q4 2013 Version for information on how to configure Quote Detail page with a revised layout and how to update your quotes to trigger a recalculation.
No magic, no gimmick, no developer code! Build a quoting process flow that works for your organization through Zuora Quotes configuration settings.
Salesforce administrators can now configure and customize the flow of quoting process on the Zuora Config tab. The following features are available:
See Quote Wizard Configuration for detail information on how to build a quoting process flow in Salesforce.
New developer resources are available to create or enhance your Quote Wizard.
The following new tools available to developers to integrate custom pages into the Quote Wizard:
The Product and Rate Plan Selectors provide you an easy way to add or modify product rate plan charges while creating or editing a quote.
The new Product and Rate Plan Selectors support the following tasks for Zuora Quotes users:
See Select Product and Charges for Quotes for complete information on the Select Products feature.
The SelectProduct component was implemented to support the Product and Rate Plan Selectors. The component consists of:
SelectProduct.component: The Visualforce UI component for the Select Products feature.
See SelectProduct Component for the complete information on the SelectProduct component.
In Salesforce, configure the rate plan charge list columns for the subscription types.
Zuora Quotes users can review charge tiers and update tier-level information on product rate plans as you negotiate deals with prospects. Discounts at the tier-level as well as at the charge-level are supported.
For the following charge models with the Usage and Recurring charge types, tier-level information is available. You can add, edit, or remove the tiers.
See Select Products and Charges for a Quote for more information on adding and updating charge tiers.
The zCharge class was enhanced for developers to add custom tiers to charges or to get a list of custom tiers for a specific charge.
The following methods were added to the zCharge class:
See zCharge Class for more information on the zCharge class and its new methods.
Salesforce administrators can add and configure quote-level and charge-level custom fields using Salesforce Field Sets. These fields will be displayed on the quote-level or charge-level layouts in the quoting process flow.
See Configure Custom Fields for the steps to add custom fields in Salesforce.
Salesforce administrators can customize the layout of the Order Preview pages and Quote Detail pages in the Layout Configuration Settings page.
You can customize the Order Preview page for each type of quotes, new, renewal, and amendment subscription quotes. The Field Sets on the Order Preview page can be added, removed, or updated in the Layout Configuration Settings on the Zuora Config tab.
You can add custom fields or reorder the existing fields in the Product Selector on the Quote Detail page.
See Customize Object Layouts for the steps to customize the Order Preview and Quote Detail pages.
The QuotePreview component provides Salesforce administrators with a customizable page that offers all of the configuration options of the Zuora Quotes UI components. It offers developers the following:
The QuotePreview component consists of:
See QuotePreview Component for the complete information about the QuotePreview component.
The Notification component is a reusable UI component for displaying notification messages. This component was improved for greater flexibility and makes use of an option object similar to the Property, List, and Lookup components. It now supports the following new configuration options:
See Notification Component (version 6.0+) for the complete information on the newly designed Notification component.
Zuora Quotes now supports charges specified in non-integer values. Units of measure (UOM) in Zuora Quotes can handle the Rounding Mode and Decimal Places defined in Zuora. If you update the quantity on a Per Unit or Tiered charge, Zuora Quotes will automatically round up or down and populate the decimal places based on the UOM setting of the associated Product Rate Plan Charge.
See Rounding and Precision for more information on these UOM rules.
See Select Product and Charges for Quotes about where you can use the new UOM features.
A quote can have an external payment method or an electronic payment method, or both. When both the external payment method and the electronic payment method are set on the same quote for a new billing account, and when the "Do not set default, no auto-pay, process payments only" option is selected for Electronic Payment Method Settings, the external payment method is set as the default payment method.
Zuora now sets a standalone payment method as the default payment method of the newly created billing account. The billing account is updated to set the external payment method as the default payment method.
The 6.0.1 release includes internal operational fixes.
The 6.0.2 release includes the following resolved issues as well as other internal operational fixes.
The issue was resolved in this release.
When you make a change to the Include Unit field on the Choose Product and Charges page while creating a new subscription quote, the Include Unit field still shows the original value from the Product Catalog after the quote is saved and reopened.
The issue was resolved in this release, and the updated value is displayed correctly.
While creating a new quote, selected values from lookup lists for the Sold to Contact, Bill to Contact, Product, and Rate Plan fields, were not correctly populated. Selecting values using auto-suggest populated these fields as expected.
The issue was resolved in this release, and now a selected record in the lookup list can be set in the input field.
The 6.0.3 release includes the following resolved issue as well as other internal operational fixes.
When creating a quote, if the List Price was set to $0 in the product catalog, you could not set and save the Effective Price on the Flat Fee Pricing charges.
The issue was resolved in this release, and now the Effective Price can be correctly saved.
The 6.0.4 release includes the following resolved issue as well as other internal operational fixes.
Now the orphan fields are correctly removed from Layout Configuration Settings after a custom field set is deleted.
These releases include internal operational fixes.
The 6.0.8 release includes the following resolved issue as well as other internal operational fixes.
While creating a new quote, clicking the Change Currency button from the Quote Preview pages does not allow you to change currency. If preview is not done or failed, currency can be changed correctly.
The issue was fixed, and now you can change currency from the Quote Preview page.
When you use sharing rules on products to control product selector for different profiles, if you are a non-admin user, you get an error when using the product selector.
Now non-admin users are able to select products based on the sharing rules.
When a contact name includes a special character, such as an apostrophe, that contact cannot be selected in the Bill To Contact or Sold To Contact fields for quotes.
Now the lookup component in Zuora Quotes can correctly handle special characters, you can select values with special character from lists.
This release includes internal operational fixes.
The 6.0.10 release includes the following resolved issue as well as other internal operational fixes.
When you clicked Back from the Select Product and Charges page in the Quote Wizard, the saved quote data was reset, and you had to re-enter values on the Provide Quote, Account and Subscription Term Details page.
Now the data you enter on the Provide Quote, Account and Subscription Term Details page is preserved even when you browse back in the Quote Wizard.
When you sent a quote for a new billing account with the Invoice Delivery Method set to "Both" from Salesforce to Zuora, the Invoice Delivery Preference on the new customer account was set to "None" in Zuora, specifically, both the Email and Print options were set to "False".
Now when the Invoice Delivery Method is set to "Both" in Salesforce and sent to Zuora, both Email and Print options are selected for the Invoice Delivery Preference in Zuora for the Zuora customer account.
These releases include internal operational fixes.
The 6.0.13 release includes the following resolved issue.
Zuora Quotes now retries all callouts to Zuora in the event that an intermittent/unexpected error occurs while sending the callout.
The 6.0.14 release includes the following resolved issue.
For a specific use case, the TCV value on the Quote Charge Summary object was not correctly calculated when the original Quote Rate Plan Charge value was updated for a Renewal Quote. Subsequent updates to the Quote Rate Plan Charge produced the correct TCV value.
The issue was fixed, and the TCV value is correctly calculated at the Quote Charge Summary level for Renewal Quotes.