This document explains how to upgrade from Zuora Quotes Q3 2014 release (version 6.2) to the Q4 2014 release (version 6.30).
|Upgrade From||Upgrade To||Do the Following|
|Zuora Quotes Q3 2014 release, version 6.2||Zuora Quotes Q4 2014 release, version 6.30||Follow the upgrade steps in this article|
|a version prior to Q3 2014 release, version 6.2||Zuora Quotes Q4 2014 release, version 6.30||See Zuora Quotes Upgrade Paths|
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.
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.
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.
The following Apex classes were added in this release:
To each applicable user profile, grant access to the Apex classes:
The following Visualforce pages were added in this release:
To each applicable user profile, grant access to the Visualforce pages:
The following new custom objects were added to support Zuora Quotes configuration settings:
|Object||API Name||Recommended Permission for Non-admin Profiles|
|Payment Pages Setting||zqu__HostedPageLiteSetting__c|| |
*No permission needed if user does not use Payment Pages.
To each applicable user profile, grant permissions for the new custom objects:
In this release, the following new fields were added to the Quote object to support new features:
To each applicable profile, grant permissions for all newly added fields:
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.|