This document explains how to upgrade Zuora 360 Q1 2014 release (version 2.80) to the Q3 2014 release (version 2.90).
|Upgrade From||Upgrade To||Do the Following|
|Zuora 360 Q1 2014, version 2.80||Zuora 360 Q3 2014, version 2.90||Follow the upgrade instructions in this article|
|a version prior to Q1 2014, version 2.80||Zuora 360 Q3 2014, version 2.90||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.
In Zuora 360 Q3 '14 Release, the following new Page Layouts were added. These layouts include new lookup or formula fields that reference the new objects synchronized from Zuora, the Product and Payment Term objects. You can use these new Page Layouts directly, or you can add these new fields to your existing layouts.
|Object||Page Layout||Field Name||Field API Name|
|Billing Account (Zuora__CustomerAccount__c)||Billing Account |
|Subscription Product & Charge |
|Subscription Charge Z-Force |
|Product Effective End Date||Zuora__ProductEffectiveEndDate_ |
The above Page Layouts include new field layouts and new buttons. Follow the steps below to assign the new Page Layouts to the user profiles.
The following image shows the new Billing Account Page Layout assigned to the Standard User profile.