Zuora CPQ Glossary

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Zuora CPQ Glossary

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Account is the standard Salesforce Account object. An Account is also tied to one or more Billing Accounts.
Subscriptions can be changed through Amendments. Amendments are created through Zuora CPQ, but live in the Zuora backend. The Amendments are then synced back into Zuora CPQ as modified subscriptions.
Billing Account
Billing Account is a custom Salesforce object and is tied to the Account object. An Account can have multiple Billing Accounts. Each Subscription is tied to a single Billing Account (and by association, the Account itself). The Billing Account stores "Bill To" and "Sold To" information at the Account level.
Invoices are generated in the Zuora backend, and are then synced into Salesforce, where they are stored in custom Salesforce objects. Currently, Zuora CPQ does not support syncing Invoice line-items.
Order Builder
Programmatic access to the Zuora APIs through Apex. Order Builder can be used to develop powerful Order Management applications on the Force.com platform.
Product Catalog
Zuora CPQ uses a set of custom Salesforce objects to store the information about subscription products, rather than using the standard Salesforce product catalog. In this documentation, references to Product Catalog always refers to the Zuora CPQ product catalog (whether in Salesforce or in Zuora). The Product Catalog is set up in the Zuora backend, and is then synced into Zuora CPQ/Salesforce.
Quote is a Salesforce custom object that is created in Salesforce and Zuora CPQ. A Quote is linked to an Opportunity. In Zuora CPQ, an Opportunity can have only one Quote.
Quote Template
Quote Templates are documents with merge-fields that are stored in Zuora, and are used to specify the format of the Quote PDFs. Currently, you can have a single template for each of the following: New Subscription, Amendment, Renewal.
A Renewal is a special kind of Amendment and is used to extend the term of an existing Subscription. In Zuora CPQ, Renewals are also created through the Quoting process.
Salesforce Organization and Zuora Tenant
Zuora CPQ is a set of native modules that are installed in your Salesforce organization. The Zuora CPQ application connects to the Zuora backend, or tenant, to accomplish many of the underlying tasks, such as creating subscriptions and generating invoices. The Zuora CPQ documentation uses "the Zuora backend" and "Zuora tenant" interchangeably. Because Zuora CPQ lives within Salesforce, the term front-end refers to Zuora CPQ and Salesforce interchangeably.
Send to Zuora
To create a subscription in Zuora CPQ, click Send to Zuora to send a Quote to the backend.
A subscription is a complex data object that is created through Zuora CPQ, but lives in the Zuora backend. The subscription is then synced back into Zuora CPQ. A subscription contains one or more Subscription Products & Charges.
The primary function of Zuora 360 is to enable the syncing of data from the Zuora backend into Salesforce. Click Sync in the Zuora tenant to sync the data. You can sync two types of data: Account & Related Objects and Product Catalog. Account & Related Object sync is used to sync accounts, subscriptions, invoices and other objects. The Product Catalog sync is used to sync the product catalog including all products, rate plans, charges, and tiers from Zuora to Salesforce.
Billing is a backend component of Zuora. Billing is the primary module that Zuora CPQ interacts with to accomplish the underlying tasks.
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