This article describes how to configure the product segmentation in Zuora Quotes.
If you are upgrading your Zuora Quotes to a version 7.0 or later from a 6.x or earlier version, go through the steps to set the org-wide default sharing of the Salesforce Product and apply the same ZProduct sharing rules to Salesforce Product.
Using the Sharing feature in Salesforce, you can segment products in the Zuora Product Catalog so that only specific users will see certain products. For example, Sales Rep A will only see Products 1, 2, 3, while Sales Rep B will see Products 1, 4, 5.
The procedure sets the organization-wide default sharing for Products to be "Private," then opens access through criteria-based Sharing Rules.
To create product segmentation:
To create a public group:
To set the default sharing of ZProduct and Product:
To create sharing rules for ZProduct and Product:
You can test the Product Sharing Rules by logging in as a user that belongs to the public group that you created. When you create a new quote, in the Select Products and Charges step, you should see a segmented view of Products, only those products that you explicitly shared in the Create Product Sharing Rules for Product section above.
After implementing the product segmentation, you must update and recalculate the Sharing Rules and/or the Public Groups when new products are added, when the product segmentation changes, or when new users are added.
To recalculate the sharing rules: