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Chatter Collaboration

Zuora Quotes and Zuora 360 include support for Salesforce Chatter with roll-up feeds to accounts and opportunities. With Chatter, Zuora CPQ can alert you to significant events and changes in your quotes, subscriptions, and billing information. This article describes how to enable Chatter for Zuora CPQ.

Enable Chatter in Salesforce

To enable Chatter in Salesforce:

  1. Navigate to Setup > App Setup > Customize > Chatter > Settings.
  2. On the Chatter Settings page, click Edit.
  3. Select the Enable Chatter Settings option, then click Save

Zuora Quotes and Chatter

In Zuora Quotes, Chatter feeds from quotes are rolled-up to the opportunity object, notifying followers of the opportunity when a quote is created or updated. 

When a quote of the New Subscription Quote, Amendment Subscription Quote, or Renewal Subscription Quote type is created or updated, the feed will roll-up to the opportunity. The following fields will be displayed in the roll-up feed for the quote object: 

  • Name
  • Opportunity (Name)
  • Status
  • MRR (DeltaMRR)
  • TCV (DeltaTCV) 

The Chatter Feed will collect MRR and TCV for New Subscription Quotes, and DeltaMRR and DeltaTCV for Amendment and Renewal Subscription Quotes. Deleting a Quote will not generate a feed that rolls up to the opportunity.

Enable Chatter for Zuora Quotes

To roll up quote feeds to the opportunity, enable Chatter feed tracking for both the quote and opportunity objects.

  1. Navigate to Setup > App Setup > Customize > Chatter > Feed Tracking
  2. In the Feed Tracking list, select the Opportunity object, then select Enable Feed Tracking. Click Save.
  3. In the Feed Tracking list, select the Quote object, then select Enable Feed Tracking. Click Save.
  4. For both objects, you can select the fields that you want track.  

Zuora 360 and Chatter

In Zuora 360, Chatter feeds from billing accounts, subscriptions, and invoices are rolled-up to the Account object. All account collaborators are notified when new subscription or billing information is available for the account.

When billing accounts, subscriptions, invoices are created via a sync, the feed will roll-up to the Account object. 

The following fields will be displayed in the roll-up feed:
 

Object Fields
Subscription Name, Billing Account (Name), Status, CMRR, TCV, Contract Effective Date, Next Renewal Date, Version
Invoice Name (Invoice Number), Billing Account (Name), Status, Invoice Date, Due Date, Total Amount, Balance
Billing Account Name, Parent Billing Account (Name), Status, CMRR, Account Balance, Last Invoiced Date

Deleting billing accounts, subscriptions, and invoice will not generate a feed and roll-up to the Account object, and the Subscription Line Item (Charges) will not roll-up to account.

Enable Chatter for Zuora 360

You must enable Chatter feed tracking to roll up records for each object type that you want to track. 

  • To roll up any Subscription or Invoice feeds to the Account object, you must enable Chatter feed tracking for the Account object. 
  • To roll up Subscription feeds to the Account, you must enable Chatter feed tracking for the Subscription object. 
  • To roll up Invoice feeds to Account, you must enable Chatter feed tracking needs for the Invoice object.  

To enable Chatter feed tracking for an object

  1. Navigate to Setup > App Setup > Customize > Chatter > Feed Tracking
  2. In the Feed Tracking list, select the object that you want to track, then select Enable Feed Tracking.
  3. Click Save.
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