Configure Zuora Connector for Salesforce CPQ

Add Required Custom Fields in Zuora

In Zuora, add the following custom fields to the specified Zuora objects. See Manage Custom Fields in Z-Billing for the detail steps.

Configure Additional Custom Fields to be Synchronized

When managing the product catalog in Salesforce, you can send custom fields you need to Zuora as part of product catalog sync.

To sync a custom field in the catalog sync:

1. Add the custom field to the Product2 object in Salesforce. The Product Charge, Product Rate Plan and Product objects in Zuora all map to Product2 in Salesforce.
2. Create the custom field in Schema Setup tab.
3. Create the corresponding custom field with the same API name in Zuora. The custom field must be created as an indexed custom field.

When you send a Salesforce contract to Zuora for New Subscriptions, you can send custom fields on the subscription object to provide additional information about the subscription.

To send a subscription-related custom field to Zuora:

1. Add the custom field to the Salesforce CPQ object. The mapping of the objects between Salesforce CPQ and Zuora are as below.

   Salesforce CPQ Object	Zuora Object	When Synced to Zuora
   Contract	Subscription	When a contract is sent to Zuora
   Subscription (SBQQ__Subscription__c)	RatePlan or RatePlanCharge	When a contract is sent to Zuora
   Quote (SBQQ__Quote__c)	Account	When a quote is contracted with a new billing account. The custom field values on existing billing accounts cannot not be updated with the new values from Salesforce.

2. Create the corresponding custom field with the same API name in Zuora.
3. Upload the Zuora WSDL in the Schema Setup tab. Include all the correct fields, including custom fields.
4. After uploading the WSDL in Schema Setup, select the object you have custom fields and check to see if the custom fields are included. If not, click Add New Fields and add the custom fields.

Add Custom Accounting Codes

Zuora Finance provides a set of default accounting codes in Chart of Accounts. If you edited those out-of-the-box accounting codes or created additional accounting codes, you need to manually add the custom accounting codes.

1. In Salesforce, navigate to Setup > Customize > Products > Fields.
2. For each of the following fields, click the field label and edit the picklist values in the Values section. Click Save when done.
   • Accounting Code if Zuora Finance is NOT enabled in your Zuora tenant
   • Deferred Revenue Account if Zuora Finance is enabled in your Zuora tenant
   • Recognized Revenue Account if Zuora Finance is enabled in your Zuora tenant

Configure Salesforce CPQ for the Connector

In Salesforce CPQ, register Zuora Connector for Salesforce CPQ as a billing plugin and authorize the new calculation service.

1. In Salesforce, navigate to Setup > Installed Packages.
2. Click Configure for the Salesforce CPQ package.
3. On the Settings page, click Plugins.
4. In the Billing Plugin field, type ZSB.ZuoraBillingPlugin. 
5. Click Save.

Update the Product Page Layout Assignment

Use the Product page layout provided by Zuora Connector for Salesforce CPQ for additional Zuora specific fields required.

1. In Salesforce, navigate to Setup > Customize > Products > Page Layouts.
2. Click Page Layout Assignment.
3. Click Edit Assignment.
4. Click the Page Layout column header to select all profiles.
5. Click the Page Layout To Use field and select SteelBrick-Zuora Product Layout.
6. Click Save.

Update the Contract Page Layout Assignment

Use the Contract page layout provided by Zuora Connector for Salesforce CPQ for additional Zuora specific fields required.

1. In Salesforce, navigate to Setup > Customize > Contracts > Page Layouts.
2. Click Page Layout Assignment.
3. Click Edit Assignment.
4. Click the Page Layout column header to select all profiles.
5. Click the Page Layout To Use field and select SteelBrick-Zuora Contract Layout.
6. Click Save.

Update the Salesforce CPQ Quote Page Layout Assignment

Use the Quote page layout provided by Zuora Connector for Salesforce CPQ for additional Zuora specific fields required.

1. In Salesforce, navigate to Setup > Create > Objects > Quote in the Salesforce CPQ package.
2. In the Page Layouts section, click Page Layout Assignment.
3. Click Edit Assignment.
4. Click the Page Layout column header to select all profiles.
5. Click the Page Layout To Use field and select SteelBrick-Zuora Quote Layout.
6. Click Save.

The Zuora Connector for Salesforce CPQ package provides two Salesforce permission sets with the permissions required to configure or use the Connector:

• SteelBrick-Zuora CPQ Admin

For the admin user permissions needed by users managing the Product Catalog and Connector administrative settings.

• SteelBrick-Zuora CPQ User

For the standard user permissions needed by users using the Salesforce CPQ quoting flow.

Assign the above permission sets to the users who will configure or use the Connector. See Assign Permission Sets to a User if you need a detail instruction.