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Upgrade Zuora Quotes to Q3 2014 (Version 6.2)

Overview

This document explains how to upgrade Zuora Quotes Q1 2014 release (version 6.1) and Titanium Release (version 6.0) to the Q3 2014 release (version 6.2).

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

Prepare to Upgrade Zuora Quotes

Install or Upgrade Zuora 360 to Version 2.90

Before you upgrade Zuora Quotes to the Q3 '14 release, we recommend that you install or upgrade Zuora 360 to the version 2.90. See Upgrade Zuora 360 for the upgrade instruction.

Run a Manual Product Catalog Sync

A number of fields were added to the Zuora Product Catalog in this release. To update the Product Catalog in your org with those new fields, log into your Zuora tenant and perform a manual sync of Product Catalog. See Synchronize Data from Z-Billing for instruction.

Update the Zuora API Version

Many new features in the Q3 '14 Release require to use Zuora API version 58.0 and above. Follow the steps below to update the API version to 58.0 or above:

  1. Click the Zuora Config tab.
  2. Click Zuora Connection Settings.
  3. Click Edit Settings.
  4. In the API URL field, change the version number to 58.0 or above.

See Zuora Connection Settings for detail information about the setting.

Upgrade Zuora Quotes

Install Zuora Quotes Version 6.2 on Salesforce

Request the Zuora Quotes package installation link from Zuora Global Support, and install the version 6.2 of Zuora Quotes. See Install the Zuora for Salesforce Quotes Package for detailed steps. 

Upgrading from the Titanium Release

If you are upgrading from Titanium Release (version 6.0), after the installation of Zuora Quotes version 6.2 has completed, follow the instructions in Upgrade Zuora Quotes to Q1 2014 to complete the required configuration steps.

Post-installation Jobs

After the installation has completed, a post-installation script automatically starts.

  • If you are upgrading from the Titanium Release (version 6.0), there are a total of five Apex jobs scheduled by the post-installation scrip to migrate the data required for the new features in the Q3 '14 release. 
  • If you are upgrading from the Q1 '14 Release (version 6.1), there is one Apex job scheduled to migrate the data required.    

The following table contains the post-installation jobs and the version they are introduced in: 

Post-installation Apex Job Introduced in Version
TermsAndConditionsMigration 6.1
QuoteMigration 6.1
QuoteRatePlanChargeMigration 6.1
QuoteChargesSummaryMigration 6.1
PopulateGuidedSellingFlows 6.2

For post-installation Apex jobs introduced in version 6.1, they will only be scheduled when you are upgrading from the Titanium (version 6.0) release. Refer to Upgrade Zuora Quotes to Q1 2014 for detail.

These Apex jobs may take a while to complete.

To check the status of the post-installation jobs:

  1. Navigate to Setup > Administration Setup > Monitoring > Apex Jobs and verify that the jobs have completed.
  2. If any of the job failed, navigate to Setup > Administration Setup > Monitoring >  Debug Logs to see detailed information of the failure or error.
  3. If you cannot find any useful information under Debug Logs, log a case with Salesforce support to get more details.

Assign Permissions to New Apex Classes and Visualforce Pages

If you are upgrading from Version 6.1, follow the steps in the Assign Permissions to New Apex Classes and Visualforce Pages section in theZuora Quotes Q1 2014 Upgrade Guide to assign permissions to the new Apex classes and Visualforce pages.

If you are upgrading directly from Version 6.0, this step can be skipped. 

Set the Object-Level Permissions to New Custom Objects

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

Object Name API Name Recommended Permission for Non-admin User Recommended Permission for 360 Sync User Description
List zqu__ZList__c View All N/A Stores the configuration settings for the QuickList component.
Filter zqu__ZFilter__c View All N/A Stores the configuration settings for the QuickFilter component.
Guided Selling Flow zqu__GuidedSellingFlow__c View All N/A Stores the configuration settings for the Guided Selling Flow.
Guided Selling Step zqu__GuidedSellingStep__c View All N/A

Stores the configuration settings for the Guided Selling Step.

A Guided Selling Step can be contained in more than one Guided Selling Flow. The relationship between a Guided Selling Step and a Guided Selling Flow is stored in the Step to Flow Map object.

Guided Selling Section zqu__GuidedSellingSection__c View All N/A

Stores the configuration settings for the Guided Selling Section.

The Guided Selling Step and the Guided Selling Section have a master-detail relationship. The Guided Selling Section has four record types: Filter, List, Navigation and Search, each representing a section in the Guided Selling Step.

Product Rate Plan Charge Price Summary zqu__
ProductRatePlanChargePriceSummary__c
View All Modify All Stores the price summary records of a Product Rate Plan Charge, one record for each supported currency. It holds a detail-master relationship with the Product Rate Plan Charge. The values of this object are synchronized from Zuora in the Product Catalog Sync.
Quote Product Feature zqu__QuoteProductFeature__c

Read

Create

Modify

Delete

Modify All Stores the features added to a quote after a Product Rate Plan is added to a quote. It holds both Salesforce and Zuora references to the Product, Product Rate Plan and Feature objects.
Step to Filter Map zqu__StepToFilterMap__c View All N/A Stores the relationship between the Guided Selling Step and the List Filter.
Step to Flow Map zqu__StepToFlowMap__c View All N/A This object stores the relationship between a Guided Selling Step and a Guided Selling Flow. A Flow can have multiple Steps and a Step can be included in more than one Flows.
User Product Filter zqu__UserProductFilter__c View All N/A This object stores the configuration settings of a User Product Filter in a filter-type Guided Selling Section.
ZFeature zqu__ZFeature__c View All Modify All Stores the Zuora Feature objects. Its values are synchronized from Zuora using the Product Catalog Sync.
ZFeatureFieldSet zqu__ZFeatureFieldSet__c View All Modify All Stores the field set associated with the ZFeature.
ZProductFeature zqu__ZProductFeature__c View All Modify All Stores the Zuora Product Feature objects. Its values are synchronized from Zuora using the Product Catalog Sync.
Sync History zqu__Sync_History__c View All Modify All

This object record is created after each Product Catalog Sync session.

A record is created only when:

  • Entitlements is enabled in Zuora
  • A user triggers a Cleanup of Product Catalog.

For each applicable user profile, follow these steps to grant the profile the object-level permissions for the new custom objects:

  1. Navigate to Setup > Administration Setup > Manage Users > Profiles.
  2. Click the profile to which you want to grant permissions.
  3. On the Profile page, click Edit.
  4. In the Custom Object Permissions section, grant necessary object-level accesses to the new custom objects to the user profile.
  5. Click Save.
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