This article describes how to create the ZProduct tab in Salesforce to enable your users to browse Zuora Product Catalog.
The content in this article applies to the 6.x or earlier versions of Zuora Quotes.
Before you can create quotes, you must populate the available Products and Rate Plans by synchronizing the Product Catalog data from Zuora. If you have already configured your product catalog in Zuora, use the steps described in Synchronize Data from Zuora to synchronize product catalog information to Salesforce. You can start a manual sync or schedule a future sync session.
To create a tab to view the Zuora Product Catalog in Salesforce:
To configure the ZProduct tab to view the Zuora Product Catalog:
You can now use the ZProducts tab to browse the Zuora product catalog from Salesforce.
The Zuora 360 Sync Cleanup utility removes your Zuora data from Salesforce. When the sync cleanup is performed on the Product Catalog, the entire Zuora Product Catalog is removed from Zuora Quotes. See Sync Cleanup to learn about the Sync Cleanup feature.
Be aware that quotes created using the existing product catalog in Salesforce may not work properly after you run Product Catalog Cleanup.