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:
- Navigate to Setup > Manage Users > Profiles.
- Click the profile to whom you want to grant accesses.
- On the Profile page, click Apex Class Access.
- Click Edit.
- 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.
- 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:
- Navigate to Setup > Manage Users > Profiles.
- Click the profile to whom you want to grant accesses.
- On the Profile page, click Visualforce Page Access.
- Click Edit.
- 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.
- 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:
- Navigate to Setup > Manage Users > Profiles.
- Click the profile to which you want to grant permissions.
- Click Object Settings.
- After reviewing the permissions, if you want to change, click the object.
- On the Profile page, click Edit.
- In the Custom Object Permissions section, grant necessary object-level permissions.
- Click Save.
- 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:
- Navigate to Setup > Manage Users > Profiles.
- Select the profile to which you want to grant field-level permissions.
- Click Object Settings.
- Click Quotes.
- Click Edit.
- In the Field Permissions section, select the Read and Edit permissions for each field.
- 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. |