This article describes how to perform a complete, fresh installation of Zuora Quotes.
If you already have Zuora Quotes installed on your Salesforce org and would like to upgrade to a more recent version, follow the instructions at Upgrading Zuora Quotes instead.
Submit a request at Zuora Global Support for the installation package link.
Zuora Quotes requires one of the following Salesforce editions:
Zuora Quotes is tested and certified with the following browsers:
For information on the browsers supported by Salesforce, refer to the Salesforce documentation, Supported Browsers.
Zuora WSDL - You must use the version 72 of WSDL when installing or upgrading to the latest version of Zuora Quotes. This ensures support for the latest quoting features. You can find more information at The Zuora WSDL.
To install Zuora Quotes, you must have a Salesforce account, and the account must be the System Administrator for your organization.
To install the Zuora Quotes managed package in Salesforce:
If you have created custom picklist values in your Zuora tenant, such as custom accounting codes or tax codes, add those picklist values in the Salesforce org to the corresponding custom fields. See Zuora 360 Sync Objects Mapping to find the corresponding Zuora Quotes field for a Zuora field.
If you receive an email notifying you of a successful installation, but the installation process for the package continues to show the "Processing" status, you can deploy the Zuora Quotes package manually. See Troubleshooting Zuora for Salesforce for additional troubleshooting information.
If you are performing a complete fresh installation of Zuora Quotes, the next step is to Configure Zuora Quotes.
If you are upgrading from a recent version of Zuora Quotes to the current version, return to Upgrade Zuora Quotes and continue with the instructions there.