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Install the Zuora Quotes Package

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.

Requirements for Zuora Quotes

Submit a request at Zuora Global Support for the installation package link.

Supported Salesforce Editions

Zuora Quotes requires one of the following Salesforce editions:

  • Unlimited Edition
  • Enterprise Edition

Supported Browsers

Zuora Quotes is tested and certified with the following browsers:

  • Firefox 15 and 16
  • Microsoft Internet Explorer 9 and Internet Explorer 10
    Internet Explorer 10 is automatically set to run in Internet Explorer 9 compatible mode.
  • Google Chrome (latest major version)

For information on the browsers supported by Salesforce, refer to the Salesforce documentation, Supported Browsers.

Zuora Requirements

  • API User Name and API Password - If you have not already set up an API user role and API user, follow the quick process described in Creating an API user to set up and API user role and API user. You'll need to know these user credentials when configuring Zuora Quotes.
  • The API URL - This URL includes the version number of the WSDL that you want to use. For example, the API URL for the WSDL version 72 would be: https://zforsf.zuora.com/apps/services/a/72.0
  • 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.

Install Zuora Quotes

To install the Zuora Quotes managed package in Salesforce:

  1. Navigate to the URL provided by Zuora and log in to Salesforce as a System Administrator.
  2. On the Package Installation Details page, review the information and click Continue.
  3. When prompted to approve third-party access, select Yes and click Continue.
    Approve_Third-Party_Access.png
  4. On the Approve Package API Access page, click Next 
  5. On the Choose security level page, select Select Security Settings to set the level of access that you want to provide for user groups. If you select Grant access to admins only, you must update your security settings in Salesforce to grant permissions to other users to be able to access Zuora Quotes. 
  6. Set access level for each user profile.
  7. Click Next.
  8. On the Install Package page, click Install. The installation process starts, and you will receive an automated email when the process completes.
  9. Select Zuora Quotes from the menu at the top right-hand corner to change to the Zuora Quotes view. Now you are ready to configure the package.
    ZQuotes.png

 

Add Custom Picklist Values

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.

Deploy Zuora Quotes Manually

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. 

  1. Navigate to user name > Setup > Installed Packages.
  2. Verify that the Installed Packages list includes the correct version of Zuora for Salesforce Quotes.
  3. Click the Zuora for Salesforce Quotes package.
  4. On the Package Details page, click Deploy.

What's Next

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.

 

Last modified
18:05, 23 Feb 2017

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