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Knowledge Center > Commerce > Zuora Quotes > Upgrade Zuora Quotes to Q4 2016 > Upgrade Zuora Quotes to Q1 2016 (Version 7.1)

Upgrade Zuora Quotes to Q1 2016 (Version 7.1)

This document explains how to upgrade Zuora Quotes Q4 2015 Release (Version 6.60) or Q2 2015 to the Q1 2016 Release (Version 7.x).

If you are on an older version than 6.0, follow the Zuora Quotes Upgrade Paths first. For example:

  • If your current version is 5.9x, your upgrade path is: 5.90 > 5.100 >  6.0 > 7.x
  • If your current version is Titanium Release, version 6.0, upgrade directly to 7.x
  • If your current version is 6.50, 6.60, or 7.0, upgrade to the latest 7.x
  • If your current version is 6.50, 6.60, or 7.0, you must manually run the migration script in the following scenarion:
    • You have not run the migration script introduced in Version 6.51.
    • Your migration script failed with an error.

If Zuora Quotes has never been installed in your Salesforce 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 documentation for the exact steps to perform the tasks.

Follow the steps to upgrade Zuora Quotes to this version:

Assign Users to Permission Sets

The product admin users create and manage the product catalog in Salesforce. Use the permission set to automatically grant the required permissions at the object, field, and Apex class levels.

To assign product admin users to the new permission set:

  1. Navigate to Setup > Manage Users > Permission Sets.
  2. Click the Zuora Quotes Product Admin permission set.
  3. Click Manage Assignments.
  4. Click Add Assignments.
  5. Select the product admin users and click Assign.

Quote users create and manage quotes. 

To assign the quote users and product admin users to the Quote End User permission set:

  1. Navigate to Setup > Manage Users > Permission Sets.
  2. Click the Zuora Quotes End User permission set.
  3. Click Manage Assignments.
  4. Click Add Assignments.
  5. Select the quote users and product admin users.
  6. Click Assign.

Assign Product Permissions to User Profiles

To assign the product admin profile the required permissions on the Salesforce Product object:

  1. Navigate to Setup > Manage Users > Profiles.
  2. Click the name of the profile who will administer product catalog in Zuora Quotes.
  3. Click Object Settings.
  4. Click Products.
  5. Click Edit.
  6. Select Enabled for the ReadCreate, Edit, and Delete permissions.
  7. Click Save.

To assign the quote users profiles the required permissions on the Salesforce Product object:

  1. Navigate to Setup > Manage Users > Profiles.
  2. Click the name of the profile who will create and manage quotes.
  3. Click Object Settings.
  4. Click Products.
  5. Click Edit.
  6. Select Enabled for the Read permission.
  7. Click Save.

Assign Quotes Page Layouts v7.0 to User Profiles

New page layouts were added for each record type in this release.

To assign the new page layouts to all user profiles:

  1. Navigate to Setup > Create > Objects > Quote.
  2. In the Page Layouts section, click Page Layout Assignment.
  3. Click Edit Assignment.
  4. On the Edit Page Layout Assignment page, click the record type to be assigned, such as Master, Amendment, Amendment ReadOnly. 
  5. With the profile and the record type highlighted, click the Page Layout To Use field, and select Quote Layout V7.0 of each record type as shown below.
    Record Type Page Layout to Use
    Master Quote Layout - Default V7.0
    Amendment Quote Layout - Amendment v7.0
    Amendment ReadOnly Quote Layout - Amendment Read-Only v7.0
  6. Repeat Step 4 and Step 5 for each record type.
  7. Click Save.

Edit Quote Wizard Configuration

If you want to use the new Enhanced Product Selector, make the following changes in the Quote Wizard Configuration for each subscription type.

To support Bundling and use Zuora Rules Engine in the quoting process, you must make the changes to use the new Enhanced Product Selector. Otherwise, you can optionally upgrade to the Enhanced Product Selector or continue using the previous product selector.

  • For the New Subscription type:
  1. Change Step #3 to zqu__SelectBundleProducts.
  2. Add Step #4 to use page zqu__CpqSelectProducts.
  • For the Amendment Subscription and Renew Subscription types: 
  1. Change Step #3 to zqu__CpqSelectProducts.
  2. Add Step #4 to use page zqu__SelectBundleProducts.

You do not need to update the Quote Wizard for the Cancel Subscription type.

To configure Quote Wizard settings:

  1. In the Zuora Config tab, click Quote Wizard Settings.
  2. Click the Subscription Type field and select New Subscription.
  3. Click Edit.
  4. Click the Visual Force Page field for Step #3 and select zqu__SelectBundleProducts.
  5. Click add another step.
  6. Click the Visual Force Page field for Step #4 and select zqu__CpqSelectProducts.
  7. Type the Progress Bar Text for Step #4.
  8. Click Save.
  9. Click the Subscription Type field and select Amend Subscription.
  10. Click Edit.
  11. Click the Visual Force Page field for Step #3 and select zqu__CpqSelectProducts.
  12. Click add another step.
  13. Click the Visual Force Page field for Step #4 and select zqu__SelectBundleProducts.
  14. Type the Progress Bar Text for Step #4.
  15. Click Save.
  16. Click the Subscription Type field and select Renew Subscription.
  17. Click Edit.
  18. Click the Visual Force Page field for Step #3 and select zqu__CpqSelectProducts.
  19. Click add another step.
  20. Click the Visual Force Page field for Step #4 and select zqu__SelectBundleProducts.
  21. Type the Progress Bar Text for Step #4.
  22. Click Save.

Edit Quotes Page Layouts

Edit the appropriate Quote layouts if you want to use the new version of the Product Selector. If you want to support Bundling in the quoting process, you must update your quote page layouts as below.

If you want to use the new version of the Product Selector:

  1. Drag and drop the Select Product (zqu__CpqProductSelect) button to the page layout.
  2. Replace the embedded Visualforce page, zqu__QuoteDetailProductSelector, with zqu__QuoteDetailCpqProductSelector.
  3. Update the settings for the zqu__QuoteDetailCpqProductSelector Visualforce page:
    • Width: 100%
    • Height: 350
    • Scrollbars: Select to enable

Assign Product Catalog Page Layouts

Assign the Product Catalog related page layouts as below for all relevant user profiles:

To update the page layout assignment for the Salesforce Product object:

  1. Navigate to Setup > Customize > Products > Page Layouts.
  2. Click Page Layout Assignment.
  3. Click Edit Assignment.
  4. On the Edit Page Layout Assignment page, click the profile.
  5. Click the Page Layout To Use field and select Product Layout (Installed Package: Zuora for Salesforce Quotes).
  6. Click Save.

To update the page layout assignment for the Product Rate Plan object:

  1. Navigate to Setup > Create > Objects > Product Rate Plan.
  2. In the Page Layouts section, click Page Layout Assignment.
  3. Click Edit Assignment.
  4. On the Edit Page Layout Assignment page, click the profile.
  5. Click the Page Layout To Use field, and select Rate Plan Layout v7.0.
  6. Click Save.

To update the page layout assignment for the Product Rate Plan Charge object:

  1. Navigate to Setup > Create > Objects > Product Rate Charge.
  2. In the Page Layouts section, click Page Layout Assignment.
  3. Click Edit Assignment.
  4. On the Edit Page Layout Assignment page, click the profile.
  5. Click the Page Layout To Use field and select Product Rate Plan Charge Z-Force Layout v7.0.
  6. Click Save.

Update the Quote Rate Plan Charge Field Set

If you plan to use the new Product Selector introduced in this release, reset the Display Charge Fields field set of the Quote Rate Plan Charge object as below:

  1. Navigate to Setup > Create > Objects.
  2. Click Quote Rate Plan Charge.
  3. In the Field Set section, click Edit for the Display Charge Fields field set.
  4. Drag and drop the Product Name field to the top of the list.
  5. Drag and drop the Included Units field to the field set.
  6. Click Save.

Update the Product Rate Plan Charge Object Picklists

For the following fields on the Product Rate Plan Charge object, add or update the picklist options based on the settings in your Zuora tenant.

  1. Navigate to Setup > Create > Objects > Product Rate Plan Charge.
  2. In the Custom Fields section, click each of the following fields and update the picklist.
    • Accounting Code (zqu__AccountingCode2__c)
    • Tax Code (zqu__TaxCode2__c)
    • Deferred Revenue Account (zqu__ DeferredRevenueAccount__c)
    • Recognized Revenue Account (zqu__Recognized RevenueAccount__c)
    • Model (zqu__Model__c): Add the following values to the picklist options.
  • Discount-Fixed Amount
  • Discount-Percentage
  • Flat Fee Pricing
  • Per Unit Pricing
  • Overage Pricing
  • Tiered Pricing
  • Tiered with Overage Pricing
  • Volume Pricing

Update the Product Search Layout

Update the Products List View Search Layout on the Salesforce Product object to include the Add and the New buttons.

  1. Navigate to Setup > Customize > Products > Search Layouts.
  2. Click Edit for Products List View.
  3. Select Add and New.
  4. Click Save.

Update the Feature Search Layout

Update the Features List View Search Layout on the Feature object to include the New button.

  1. Navigate to Setup > Create > Objects > Feature.
  2. In the Search Layouts section, click Edit for Features List View.
  3. Select New.
  4. Click Save.

Update Zuora Config Connection Setting

In the Zuora Config tab, edit the Zuora Connection Setting to use the Zuora WSDL version 72 in the API URL. Only the version 72 is supported with this version of Zuora Quotes.

For example: https://zforsf.zuora.com/apps/services/a/72

Run Manual Syncs of Accounts and Product Catalog

To ensure that your Salesforce org has the latest Zuora data, log into your Zuora tenant and perform manual sync operations of:

  • Accounts and Related Objects
  • Product Catalog
    In the Q1 2016 release of Zuora for Salesforce, the product catalog was moved from the ZProduct object to Salesforce Product object. If you had any custom field on ZProduct, you need to recreate the custom field on the Salesforce Product before the first Product Catalog Sync as the custom fields on ZProduct will be no longer synchronized in the Product Catalog Sync.

See Synchronize Data from Z-Billing for detail instruction.

Steps to Enable the Bundling Functionality

This feature is in Limited Availability. If you wish to have access to the feature, submit a request at Zuora Global Support

To use the new Bundling features:

  1. Perform a Product Catalog Sync from Zuora to Salesforce.
  2. Once you successfully sync your Product Catalog from Zuora to Salesforce, contact Zuora Global Support to enable the tenant-level permission for Bundling.
  3. Once the Enable Bundling setting is synchronized between Zuora and Zuora Quotes, you see the setting automatically selected in Advanced Quoting Configuration Settings in the Zuora Config tab.
    See below if you want to manually synchronize the setting.
  4. Navigate to the Zuora Config tab.
  5. In Advanced Quoting Configuration Settings, select Enable Guided Product Selector.
  6. Use the default Guided Selling flows, or configure at least one Guided Selling flow and steps in Guided Product Selectors.
  7. In Quote Wizard Settings, update the Quote Wizard Configuration for each subscription type as below. See above for the detail steps.
    • For the New Subscription type:
      1. Change Step #3 to zqu__SelectBundleProducts.
      2. Add Step #4 to use page zqu__CpqSelectProducts.
    • For the Amendment Subscription and Renew Subscription types: 
      1. Change Step #3 to zqu__CpqSelectProducts.
      2. Add Step #4 to use page zqu__SelectBundleProducts.
    •  You do not need to update the Quote Wizard for the Cancel Subscription type.
  8. Update the appropriate Quote page layouts as below.
    1. Drag and drop the Select Product (zqu__CpqProductSelect) button to the page layout.
    2. Replace the embedded Visualforce page, zqu__QuoteDetailProductSelector, with zqu__QuoteDetailCpqProductSelector.
    3. Update the settings for the zqu__QuoteDetailCpqProductSelector Visualforce page:
      • Width: 100%
      • Height: 350
      • Scrollbars: Select to enable
  9. Update the Product Feature object page layout.
    1. Navigate to Setup > Create > Objects > Product Feature.
    2. In the Page Layouts section, click Edit for ZProductFeature Layout.
    3. Drag and drop the following fields to the Product Feature Detail section:
      • Product Feature Name
      • Full Name: Update the field property to select Required.
      • Zuora Id: Update the field property to clear the Required field and select the Read-Only field.
      • Feature
      • Owner 
      • Product
    4. Click Save.

Enable the Bundling Setting

To use the new Bundling and Rules Engine, the Enable Bundling setting must be turned on in Zuora Quotes. The setting is automatically enabled at 0:00AM on the following day after the corresponding Zuora setting is enabled in your Zuora tenant.

If you want to immediately update the Enable Bundling setting before the next schedule permission check happens, run the following to force a permission check:

  1. In Salesforce, open Developer Console.
  2. Navigate to Debug > Open Execute Anonymous Window.
  3. In the Enter Apex Code window, type:

    zqu.RefreshCustomSettingSchedulable.refreshCpqPermissions();

  4. Click Execute.
  5. In Zuora Quotes, verify that the Enable Bundling setting is correctly updated in Advanced Quoting Configuration Settings in the Zuora Config tab.

Your Salesforce org and your Zuora tenant must both be pointing to each other. The refreshCpqPermissions operation will fail, scheduled or manual, if the Salesforce Credentials configured in your Zuora tenant do not point to the Salesforce org you are using.

Upgrade Zuora Quotes to Version 7.1

In this version, the Rev Rec Code field on the Product Rate Plan Charge object was changed as below to be compatible with the Rev Rec Code in Zuora:

  • The old Rev Rec Code field (zqu__RevRecCode__c) was deprecated.
  • A new Rev Rec Code field (zqu__RevRecCode2__c) was added as the Picklist type.

If you are using the Rev Rec feature in Zuora and Zuora Quotes, apply the Rev Rec Code field changes in the following steps:

  1. Contact Zuora Global Support to temporarily disable the Enable Bundling setting in your tenant if you are using bundling in Zuora Quotes.
  2. Perform a Product Catalog Sync from Zuora to Salesforce. This is required for all users regardless whether you use bundling or not.
  3. If you are using bundling, contact Zuora Global Support to turn back on the Enable Bundling setting in your tenant.

Create a Salesforce picklist on the new Rev Rec Code field in the following steps:

  1. Navigate to Setup > Create > Objects > Product Rate Plan Charge.
  2. In the Custom Fields & Relationships section, click Rev Rec Code (zqu__RevRecCode2__c).
  3. In the Picklist Values section, click New.
  4. Type the same Rev Rec Codes that you have in your Zuora tenant. See Add Revenue Recognition Codes to see the revenue recognition codes defined in your Zuora tenant.
  5. Click Save.
Last modified
17:33, 17 Jan 2017

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