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Upgrade Zuora 360 to Q4 2014

This document explains how to upgrade Zuora 360 Q3 2014 release (version 2.90) to the Q4 2014 release (version 2.100).

Upgrade from Upgrade to  Do the following
Zuora 360 Q3 2014 release, version 2.90 Zuora 360 Q4 2014 release, version 2.100 Follow the upgrade steps in this article.
a version prior to 2.90 Zuora 360 Q4 2014, version 2.100 See Zuora 360 Upgrade Paths

If Zuora 360 has never been installed in your Salesforce org, perform the standard installation instruction as described in Install the Zuora 360 Package.

You are not required to uninstall your current version before installing the new version. 

Enable History Tracking

Before upgrading Zuora 360, enable History Tracking for the Account field of the Billing Account object. This setting supports the ability to change CRM Account ID in bulk.
  1. Navigate to Setup > Create > Objects.
  2. Alternatively, in your Salesforce org, you may need to navigate to Setup > Build > Create > Objects.
  3. Click Billing Account
  4. In the Custom Object Definition Detail section, click Edit.
  5. On the Edit Custom Object Definition page, in the Optional Features section, select Track Field History.
  6. Click Save.
  7. In the Custom Fields & Relationships section, click Set History Tracking.
  8. On the Billing Account Field History page, select Account and click Save.

BillingAccountHistory.png

Install the Zuora 360 Managed Package

Request the Zuora 360 package installation link from Zuora Global Support, and install the version 2.100 of Zuora 360. See Install the Zuora 360 Package for detailed steps.

Assign Permissions to New Apex Class

The following Apex class was added to this release:

  • Zuora.CleanUpSyncHistorySchedulable

To each applicable user profile, grant access to the Apex class:

  1. Navigate to Setup > Manage Users > Profiles.
  2. Click the profile to whom you want to grant accesses.
  3. On the Profile page, click Apex Class Access.
  4. Click Edit.
  5. On the Apex Class Access page, click and add the new Apex class and all other Apex classes with the namespace "Zuora" from the Available Apex Classes section to the Enabled Apex Classes section.
  6. Click Save.

Assign New Page Layouts

A new layout, ZInvoice Z-Force Layout v2.100, for the Invoice object was introduced in this release. The new layout contains a new button for the Invoice PDF: 

Assign the new page layout to the profiles:

  1. Navigate to Setup > Create > Objects.
  2. Click Invoice.
  3. In the Page Layouts section, click Page Layout Assignment.
  4. Click Edit Assignment.
  5. On the Edit Page Layout Assignment page, with the profile highlighted, click the Page Layout To Use field, and select ZInvoice Z-Force Layout v2.100
  6. Click Save.

 

Last modified
15:53, 15 Jun 2015

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