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Knowledge Center > Commerce > Zuora Connector for Salesforce CPQ > Contract Integration in Zuora Connector for Salesforce CPQ

Contract Integration in Zuora Connector for Salesforce CPQ

When a quote is created in Salesforce CPQ, a contract is created, and Zuora Connector for Salesforce CPQ uses that contract to create or amend a Zuora subscription.

Zuora metrics, such as MRR, TCV, are stored at the contract level and available with the Preview menu.

When the quote is contracted, the billing account is automatically created if needed. 

A Salesforce CPQ quote line maps to a Zuora rate plan and a charge as a product and the price are stored on one quote line.

On a quote line, your quoting users can either:

  • Override the rate plan charge fields.
  • Use the default rate plan charge set in Zuora product catalog.

New Subscription Quote Integration

To create a new subscription in Zuora with a Salesforce CPQ quote contract:

  1. In Salesforce CPQ, create a new quote for an opportunity as described in the Salesforce CPQ documentation.
  2. On the Quote Edit page, the following fields are required:
    • Primary: Select the field.
    • Subscription Term
    • Start Date
  3. The following account-related fields are required:
    • For a new billing account
      • Bill to Contact
      • Sold to Contact
      • Billing Batch
      • Bill Cycle Day
      • Tax Exempt Status
    • For an existing billing account: Billing Account or Billing Account Id
  4. Enter any other relevant fields.
  5. Click Save.
  6. Add products to the quote.
  7. Open the quote.
  8. On the Quote Detail page, click Contract.
  9. Review the information and click Contract to generate a contract for the quote.
    If the action fails, check for the additional status as described in Troubleshooting
  10. In the Contracts section, click the generated contract number.
  11. On the Contract Detail page, click Preview from Zuora to generate quote metrics from Zuora.
  12. Click Send to Zuora.
  13. Review the validation information and click Send to Zuora to confirm.
  14. Log into your Zuora tenant to verify the new subscription created.

Amendment Quote Integration

The Salesforce CPQ amendment process is triggered from a Salesforce CPQ contract and creates an amendment, an opportunity, and an amendment quote.

Salesforce CPQ amend quotes allow your quoting users to change the current subscription and submit the amend quote to Zuora.

Amend metrics are shown in the Salesforce CPQ contracts.

Salesforce CPQ supports the following types of amendments, thus only these types of amendments are sent to Zuora by Zuora Connector for Salesforce CPQ:

  • Renew: See the next section for renewal quote integration.
  • Add Product
  • Remove Product
  • Update Product

The Invoice Owner amendments and Terms and Conditions amendments are not supported by Zuora Connector for Salesforce CPQ.

To create an amendment in Zuora with a Salesforce CPQ contract:

  1. In Salesforce CPQ, open the contract you want to amend.
  2. Click Amend. See Salesforce CPQ documentation for detail steps.
  3. Open the quote that you just amended.
  4. Click Contract to generate a contract for the quote.
  5. In the Contracts section, click the generated contract number.
  6. On the Contract Detail page, click Send to Zuora.
  7. Review the information and click Send to Zuora to confirm.
    If the action fails, check for the additional status as described in Troubleshooting
  8. Log into your Zuora tenant to verify the amendment is created.

Renewal Quote Integration

To create a renewal amendment in Zuora with a Salesforce CPQ contract:

  1. In Salesforce CPQ, open the contract you want to renew.
  2. Edit the contract to select the Renewal Quoted field. See Salesforce CPQ documentation for detail information about renewals.
  3. Click Save.
  4. On the Contract Detail page, click the Renewal Opportunity link.
  5. On the Renewal Opportunity page, click the Quote Number link.
  6. On the Quote Detail page, click Contract.
  7. Review the information and click Contract to generate a renewal contract.
  8. In the Contracts section, click the Contract Number link.
  9. On the Contract Detail page, click Edit if you want to change Renewal Term and Contract term. Click Save.
  10. Click Send To Zuora.
  11. Review the information and click Send To Zuora to confirm.
    If the action fails, check for the additional status as described in Troubleshooting
  12. Log into your Zuora tenant to verify the subscription was renewed.

Do Not Send a Subscription to Zuora

If the contract contains a subscription that you do not want to include in the corresponding Zuora subscription, select the Do Not Send To Zuora field on the Salesforce CPQ subscription.

  1. Edit the SteelBrick Subscription layout and add the Do Not Send To Zuora field to the Subscription page layout. 
  2. Open the contract in Salesforce CPQ before sending it to Zuora.
  3. In the Subscriptions section, click the subscription number that you do not want to include in the Zuora subscription.
  4. Click Edit.
  5. Select the Do Not Send To Zuora field.
  6. Click Save.
  7. Now proceed to send the contract to Zuora as described in the previous sections.

Troubleshoot Integration Processes

Zuora Connector for Salesforce CPQ creates asynchronous Apex Jobs when performing such actions as contracting a quote, syncing a product, and sending a contract to Zuora. When a process fails in the Connector, check the Apex Jobs table for additional information about the failed action. 

Action Class that Triggers Apex Jobs
When you click the Contract button on a quote to generate a contract OpportunityService
When you click the Send to Zuora button on the Contract page to create a new subscription in Zuora ZuoraSubscriptionService
When you click the Send to Zuora button on contract to create a renewal or an amenment ZuoraAmendmentService

 

To see the status of the Connector Apex Jobs:

  1. Navigate to Setup > Monitor > Jobs > Apex Jobs.
  2. Check the status of the Apex Job created by a Connector class.

   

Last modified
12:47, 18 Nov 2016

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