Zuora Quotes and Zuora 360 include support for Salesforce Chatter with roll-up feeds to accounts and opportunities. With Chatter, Zuora for Salesforce can alert you to significant events and changes in your quotes, subscriptions, and billing information. This article describes how to enable Chatter for Zuora for Salesforce.
To enable Chatter in Salesforce:
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:
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.
To roll up quote feeds to the opportunity, enable Chatter feed tracking for both the quote and opportunity objects.
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:
|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.
You must enable Chatter feed tracking to roll up records for each object type that you want to track.
To enable Chatter feed tracking for an object: