This document explains how to upgrade Zuora Quotes Q3 2016 Release (Version 7.3x or 7.4x) to the Q4 2016 Release (Version 8.0).
If you have made any customizations to the out-of-the-box Zuora Quotes, you may run into issues upon upgrade. In some cases, code changes may be required upon upgrade across versions. Refer to the release notes for the new or updated features in this release and to determine if your customization needs to be revisited.
Notable changes, in this release and previous releases, that may affect your customization are:
If you are on an older version than 7.1.x, follow the Zuora Quotes Upgrade Paths and perform the required upgrade steps in each version first. For example:
If Zuora Quotes has never been installed in your Salesforce org, perform the standard installation as described in Install the Zuora Quotes Package.
Follow the steps to upgrade Zuora Quotes to this version:
See Enable Bundling in Zuora Quotes for the steps if you want to enable Bundling in your org.
If you are enabling the Bundling setting with this upgrade, you will need to have performed a successful Product Catalog Sync.
If you need to continue using the old product selector, follow the steps below to revert to the old product selector.
New page layouts were added for the Quote object in this release. Change page layouts of the Quote object to the 8.0 layouts for each record type. You do not need to change the Cancellation record type.
To assign the new page layouts to all user profiles:
|Record Type||Page Layout to Use|
|Master||Quote Layout - Default V8.0|
|Amendment||Quote Layout - Amendment v8.0|
|Amendment ReadOnly||Quote Layout - Amendment Read-Only v8.0|
|Default||Quote Layout - Default V8.0|
|ReadOnly||Quote Layout - Read Only v8.0|
|Renewal||Quote Layout - Renewal V8.0|
|Renewal ReadOnly||Quote Layout - Renewal Read-Only V8.0|
If you customized quoting flows and want to support Bundling and Zuora Rules Engine in the quoting process, you must make the changes to use the new Enhanced Product Selector.
To use the new Enhanced Product Selector:
|Subscription Type||Step #||Visualforce Page to be Assigned|
If you need to use the old product selector in this version, either in a fresh install or an upgrade, follow the steps to revert the pages in Quote Wizard Settings.
To use the old product selector:
Follow the required steps to upgrade Zuora Quotes to Version 8.2.
Starting in Version 8.2, Zuora Quotes tracks the custom fields in the following ways:
Tracks the standard fields and the custom fields included in the field sets of the managed package.
Other custom fields included in the white list field set specified the whitelist field set name in Quote Configuration Settings.
If there are any customizations that use global methods to refer to Zuora Quotes custom fields, add those custom fields to the white list field set.
If there are any customizations that use global methods to refer to Zuora Quotes custom fields, review the customization to determine whether code changes are required before upgrading to this version.