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 for Salesforce, but live in the Zuora backend. The Amendments are then synced back into Zuora for Salesforce as modified subscriptions.
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 for Salesforce does not support syncing Invoice line-items.
Programmatic access to the Zuora APIs through Apex. Order Builder can be used to develop powerful Order Management applications on the Force.com platform.
Zuora for Salesforce 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 for Salesforce product catalog (whether in Salesforce or in Zuora). The Product Catalog is set up in the Zuora backend, and is then synced into Zuora for Salesforce/Salesforce.
Quote is a Salesforce custom object that is created in Salesforce and Zuora for Salesforce. A Quote is linked to an Opportunity. In Zuora for Salesforce, an Opportunity can have only one Quote.
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 for Salesforce, Renewals are also created through the Quoting process.
Salesforce Organization and Zuora Tenant
Zuora for Salesforce is a set of native modules that are installed in your Salesforce organization. The Zuora for Salesforce application connects to the Zuora backend, or tenant, to accomplish many of the underlying tasks, such as creating subscriptions and generating invoices. The Zuora for Salesforce documentation uses "the Zuora backend" and "Zuora tenant" interchangeably. Because Zuora for Salesforce lives within Salesforce, the term front-end refers to Zuora for Salesforce and Salesforce interchangeably.
Send to Zuora
To create a subscription in Zuora for Salesforce, click Send to Zuora to send a Quote to the backend.
A subscription is a complex data object that is created through Zuora for Salesforce, but lives in the Zuora backend. The subscription is then synced back into Zuora for Salesforce. 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 for Salesforce interacts with to accomplish the underlying tasks.