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Knowledge Center > Zuora CPQ > Zuora Quotes > Upgrade Zuora Quotes > Upgrade Zuora Quotes to Q4 2014 (Version 6.30)

Upgrade Zuora Quotes to Q4 2014 (Version 6.30)

This document explains how to upgrade from Zuora Quotes Q3 2014 release (version 6.2) to the Q4 2014 release (version 6.30).

If {{zquote}} has never been installed in your {{sfdc}} org, perform the standard installation as described in Install the Zuora Quotes Package.

The steps given in this article are based on the latest Salesforce Setup menu. If you are using the older version of the Setup menu in you Salesforce org, you may need to take a slightly different path to access the setup pages. Refer to Salesforce documentationfor the exact steps to perform the tasks.

Prepare to Upgrade Zuora Quotes

Install or Upgrade Zuora 360 to Version 2.100

Before you upgrade Zuora Quotes to the Q3 '14 release, we recommend that you install or upgrade Zuora 360 to the version 2.100. See Upgrade Zuora 360 for the upgrade instruction.

Run a Manual Sync of Accounts and Related Objects

To ensure that your Salesforce org has the latest Zuora data, log into your Zuora tenant and perform a manual sync of Accounts and Related Objects. See Synchronize Data from Z-Billing for detail instruction.

Upgrade Zuora Quotes to the Q4 2014 Release

Install Zuora Quotes Version 6.30 on Salesforce

Request the Zuora Quotes package installation link from Zuora Global Support, and install the version 6.30 of Zuora Quotes. See Install the Zuora for Salesforce Quotes Package for detailed steps. 

Assign Permissions to New Apex Classes

The following Apex classes were added in this release:

  • zqu.PaymentPageCallbackController
  • zqu.PaymentPageController
  • zqu.ZQuoteRulesEngine

To each applicable user profile, grant access to the Apex classes:

  1. Navigate to Setup > Manage Users > Profiles.
  2. Click the profile to whom you want to grant accesses.
  3. On the Profile page, click Apex Class Access.
  4. Click Edit.
  5. On the Apex Class Access page, click and add the new Apex classes and all other Apex classes with the namespace "zqu" from the Available Apex Classes section to the Enabled Apex Classes section.
  6. Click Save.

Assign Permissions to New Visualforce Pages

The following Visualforce pages were added in this release:

  • zqu.CommunicationProfileSetup
  • zqu.CreatePaymentMethod
  • zqu.HostedPageLiteConfig
  • zqu.InvoiceTemplateSetup
  • zqu.PaymentPageCallback
  • zqu.ScaleConfig

To each applicable user profile, grant access to the Visualforce pages:

  1. Navigate to Setup > Manage Users > Profiles.
  2. Click the profile to whom you want to grant accesses.
  3. On the Profile page, click Visualforce Page Access.
  4. Click Edit.
  5. On the Visualforce Page Access page, click and add the new Visualforce pages listed above and all other Visualforce pages with the namespace "zqu" from the Available Visualforce Pages section to the Enabled Visualforce Pages section.
  6. Click Save.

Set Permissions for New Custom Objects

The following new custom objects were added to support Zuora Quotes configuration settings:

Object API Name Recommended Permission for Non-admin Profiles
Communication Profile zqu__CommunicationProfile__c Read
Invoice Template zqu__InvoiceTemplate__c Read
Payment Pages Setting zqu__HostedPageLiteSetting__c

Read

*No permission needed if user does not use Payment Pages.

Scale Settings zqu__ScaleSetting__c Read

To each applicable user profile, grant permissions for the new custom objects:

  1. Navigate to Setup > Manage Users > Profiles.
  2. Click the profile to which you want to grant permissions.
  3. Click Object Settings.
  4. After reviewing the permissions, if you want to change, click the object.
  5. On the Profile page, click Edit.
  6. In the Custom Object Permissions section, grant necessary object-level permissions.
  7. Click Save.
  8. Repeat the Steps 4 - 7 for each new object.

Set Permissions for New Fields Added to the Existing Objects

In this release, the following new fields were added to the Quote object to support new features: 

  • zqu__BillCycleDay__c
  • zqu__BillingBatch__c
  • zqu__CommunicationProfile__c
  • zqu__InvoiceTemplate__c
  • zqu__PaymentGateway__c
  • zqu__InvoiceDate__c
  • zqu__InvoiceSeparately__c

To each applicable profile, grant permissions for all newly added fields:

  1. Navigate to Setup > Manage Users > Profiles.
  2. Select the profile to which you want to grant field-level permissions.
  3. Click Object Settings.
  4. Click Quotes.
  5. Click Edit.
  6. In  the Field Permissions section, select the Read and Edit permissions for each field.
  7. Click Save.

Configure the New Zuora Configuration Settings

The following Zuora Configuration settings were introduced in this release. Configure these settings according to your organization's needs. 

Setting Page Setting Field Description
Quote Configuration Settings Get Tiers From Zuora We recommend that you enable this setting.
  Get Billing Accounts From 360 We recommend that you enable this setting with Real-time Sync also enabled.
Invoice Template Settings   Add invoice template records in your Zuora tenant.
Communication Profile Settings   Click the Refresh Profiles From Zuora button to automatically add communication profiles defined in your Zuora tenant.
Display Scale Settings   Defines the decimal scale for display. The settings currently support the charge level fields only.
Hosted Payment Pages Settings   This setting page appears after the schedule job runs. The job checks if the Hosted Payment Pages is enabled in your Zuora tenant.
Payment Pages Settings   This setting page appears after the schedule job runs. The job checks if the Payment Pages 2.0 is enabled in your Zuora tenant.
 
 
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