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Upgrade Zuora 360 to Q1 2016 (Version 3.x)


Upgrade Zuora 360 to Q1 2016 (Version 3.x)

This article presents the instruction to upgrade Zuora 360 Q2 2015 Release (Version 2.110) to the Q1 2016 Release (Version 3.x).

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

If you have made any customizations to the out-of-the-box Zuora 360, you may run into issues upon upgrade. In some cases, code changes may be required upon upgrade across versions. Refer to the release notes to see if your custom functionality may be affected.

You are not required to uninstall your current version before installing this 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 IDs 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.

Grant Object Level Permissions on the New Custom Objects

To enable access to the new objects added in this release, grant the Read, Create, Edit, and Delete permissions on these objects to the sync user profile.

Also, grant the Read and Edit field level permissions on all fields in the new objects to the same sync user profile.

The following new custom objects were added to this version:

  • Payment Gateway
  • Subscription Rate Plan
  • Subscription Rate Plan Charge Tier

To each applicable user profile, grant permissions for the new custom objects:

  1. Navigate to Setup > Manage Users > Profiles.
  2. Click the sync user profile to which you want to grant permissions.
  3. Click Object Settings.
  4. After reviewing the permissions, if you want to change, click the object.
  5. On the Profile page, click Edit.
  6. In the Object Permissions section, select Read, Create, Edit, and Delete.
  7. In the Field Permission section, select Read and Edit for all the fields.
  8. Click Save.
  9. Repeat the Steps 4 - 7 for each new object.

Grant Field Level Permissions on the New Fields

Grant the Read and Edit permissions to the sync user profile on the following new fields. 

  • New fields on the Billing Account object
    • Additional Email Addresses
    • Allow Invoice Edit
    • Bcd Setting Option
    • Communication Profile Id
    • Invoice Delivery Prefs Email
    • Invoice Delivery Prefs Print
    • Invoice Template Id
    • Notes
    • Payment Gateway
    • Sold To Address1
    • Sold To Address2
    • Sold To City
    • Sold To Country
    • Sold To Fax
    • Sold To Postal Code
    • Sold To State
    • Sold To Work Email Email
    • Sold To Work Phone
    • Tax Exempt Certificate ID
    • Tax Exempt Certificate Type
    • Tax Exempt Description
    • Tax Exempt Effective Date
    • Tax Exempt Expiration Date
    • Tax ExemptIssuing Jurisdiction
    • Tax Exempt Status
    • Total Invoice Balance
  • New field on the Invoice object
    • Credit Balance Adjustment Amount
  • New fields on the Subscription object
    • Cancelled Date
    • Opportunity Close Date
    • Opportunity Name
    • Original Id
    • Previous Subscription Id
    • Quote Business Type
    • Quote Number
    • Quote Type
  • New fields on the Subscription Product & Charge object
    • Apply Discount To
    • Bill Cycle Day
    • Bill Cycle Type
    • Billing Period Alignment
    • Charged Through Date
    • Discount Amount
    • Discount Level
    • Discount Percentage
    • DMRC
    • DTCV
    • Included Units
    • Is Last Segment
    • List Price Base
    • Number Of Periods
    • Original Id
    • Original Product Rate Plan Charge Id
    • Overage Calculation Option
    • Overage Price
    • Overage Unused Units Credit Option
    • Price Change Option
    • Price Increase Percentage
    • Processed Through Date
    • Product RatePlan Charge Id
    • Rev Rec Code
    • Rev Rec Trigger Condition
    • Segment
    • Specific Billing Period
    • Subscription Rate Plan
    • Trigger Date
    • Trigger Event
    • Unused Units Credit Rates
    • UsageRecordRatingOption
    • UseDiscountSpecificAccountingCode
    • Version

To each applicable profile, grant permissions for all newly added fields:

  1. Navigate to Setup > Manage Users > Profiles.
  2. Select the profile to which you want to grant field-level permissions.
  3. Click Object Settings.
  4. Click Billing Accounts.
  5. Click Edit.
  6. In  the Field Permissions section, select the Read and Edit permissions for each new field.
  7. Click Save.
  8. Repeat the Steps 4 to 7 for the InvoicesSubscriptions, and Subscription Product & Charges objects.

Recreate Product Custom Fields

If you added any custom field on the ZProduct object in an earlier version, recreate the custom field on the Salesforce Product object.

This step must be done before your first Product Catalog Sync from Zuora.

Upgrade to Zuora 360, Version 3.44

After upgrading to the version 3.44, perform the steps described below if you want to sync over the Weekly Bill Cycle Day field values from Zuora and apply those values in quoting.

To trigger the data sync of Weekly Bill Cycle Day in the next sync session:

  1. Navigate to Setup > Jobs > Apex Jobs.
  2. Check the status of the post-installation job, ChainedJob, in the Apex Jobs table.
  3. When the ChainedJob job finishes, navigate to Setup > Develop > Custom Settings.
  4. Click MigrationSettings.
  5. Click PE_303_SubscriptionProductCharge.
  6. Click  Edit.
  7. Clear the Migrated field.
  8. Click Save
  9. Now in the next sync session, the Weekly Bill Cycle Day field will be synchronized to Zuora CPQ.

On-Demand Sync Limitation

If the Real Time Sync is enabled, you must stop On-Demand Sync before the first Turbo Sync finishes. If the Real Time Sync is disabled, you must stop On-Demand Sync before one successful Manual Sync.