Skip to main content

Part 4: Take Orders and Sync with Salesforce

Zuora

Part 4: Take Orders and Sync with Salesforce

  1. Last updated
  2. Save as PDF

Overview

Zuora Internal Documentation. This article is intended for Zuora only. Do not share or distribute publicly.

milestone4_part4.png

Z-Force is a native Force.com application that integrates your Salesforce CRM implementation with Zuora. It is designed to help your front-line employees use Salesforce CRM to create new subscription quotes and orders, up-sell and cross-sell new products, make subscription adjustments, and keep your customers renewing. And it's all seamlessly integrated with Zuora's powerful Z-Billing and Z-Payments back-office applications. So, everything flows through to billing and payment operations, and you have access to key end-to-end metrics like Monthly Recurring Revenue (MRR) and Total Customer Value (TCV).

The goal of this document is to walk you through the steps necessary to create an Order in Salesforce, using Z-Force. This document will walk you through the following steps:

  1. Introduction to Z-Force
  2. Installing Z-Force
  3. Creating an Order from Salesforce
  4. Sync Billing and Subscription Data from Zuora to Salesforce

Introduction to Z-Force

Z-Force is a 100% native Force.com application, and includes Z-Force Quotes and Z-Force 360. You can install the Z-Force packages individually, or use them together to have a more powerful Salesforce integration.

2012-04-06_1120.png

Zuora -> Salesforce.com -> Zuora Integration

Z-Force Quotes

Z-Force Quotes provides key functionality to create subscriptions, amendments and renewals. It is also used to sync the product catalog between the Zuora back-office and Salesforce. With Z-Force Quotes, your sales teams can easily build customer-ready quotes based on your subscription catalog. Approved quotes are then pushed into the billing system for end-to-end billing and subscription management.

 

2012-04-06_1119.png

Z-Force Quotes Flow

Z-Force 360

Z-Force 360 syncs accounts, subscriptions, invoices and other objects from Zuora to Salesforce providing a 360-degree view of the customer and up-to-date metrics for your subscription business. 

icon_tip.gif It is important to remember that the sync is uni-directional: from Zuora to Salesforce.

 

2012-04-06_1124.png

Z-Force 360: Automatically Sync Billing and Subscription Information From Zuora to Salesforce

Installing Z-Force

Z-Force Quotes and Z-Force 360 are delivered as "managed packages" in Force.com terminology, and each must be installed separately. The order of installation is irrelevant. 
 
The following custom objects are created as part of each managed package:
 
2012-04-06_1127.png

Installation Requirements

Before installing the two Z-Force packages, gather the following information:

  • Link to the current installation packages: You should have already received your installation links from Zuora. If not, please contact selfhelp@zuora.com for the latest installation links.
  • API URL: This is the API end-point URL. Please use: https://www.zuora.com/apps/services/a/27.0
  • API User Name and API Password: These are your tenant credentials, provided by Zuora.

Z-Force Quotes Installation Process

Installing Z-Force Quotes is easy, as are the post-install configuration steps. The installation and configuration shouldn't take you more than 10-15 minutes. Please follow the step-by-step instructions in: Installing Z-Force Quotes

Z-Force 360 Installation Process

Installing Z-Force 360 is as easy, and shouldn't take you more than 10-15 minutes. Please follow the steps in: Installing Z-Force 360

Creating an Order with Z-Force

Before you can create an Order with Z-Force, you will need to sync your Product Catalog from Zuora to Z-Force. To do this, follow the steps below:

  1. From the Z-Billing application, select Settings > Z-Force Settings.

 

 

  1. Click Synchronize Salesforce.com Data.
  2. Enter your Salesforce.com user name and password.
  3. Enter your security token. You may need to generate your Security Token from within Salesforce.com. See these instructions to generate a security token.
  4. Click Save to save your Salesforce.com credentials.

 

 

  1. Under Sync, select Product Catalog.
  2. Click Sync.

 

Screen shot 2012-02-03 at 5.49.54 PM.png

 

Once your Product Catalog has been synced over to Z-Force, please watch the Z-Force Quick Start Tutorial video below which introduces Z-Force, and shows you how to create an order and manage your subscriptions with Z-Force in a step-by-step manner. 

The quick start tutorial describes how to perform the following tasks:

  1. Create a quote using the Zuora product catalog
  2. Push a quote to Zuora to prepare for invoicing
  3. Make your subscription information available in Salesforce

Please make sure to follow-along with the video. At the end of the video, you should have been able to:

  1. Create an Account, Bill-to and Sold-to Contacts, an Opportunity, and a Quote
  2. Use the "Send to Z-Billing" functionality to send the Quote over to Zuora and create your first order
  3. Sync the Account and Related Objects back into Salesforce

 

 

Syncing Custom Fields Into Salesforce

In the previous section, you saw how to sync your Product Catalog as well as Account and Related Objects into Salesforce. In addition to syncing standard fields, it is also possible to sync any custom fields that you define on those objects into Salesforce, out-of-the-box. 

Z-Force supports fields of types string and picklist. To sync a custom field:

  1. Define the custom field in Zuora.
  2. Define the corresponding field in Salesforce with the same API name. You must create the field in Salesforce before you can sync Zuora custom field data.
    • For example, if you define the field product_family__c on the Product object in Zuora, define a custom field in Salesforce with the same name, product_family__c on the ZProduct object.
    • If you define a custom field on the Subscription object in Zuora, define a custom field on the Subscription object in Salesforce and give it the same name.
  3. The sync process will automatically sync any and all custom fields to Salesforce. 

What's Next

Proceed to Part 5: Understand the Zuora API.