Get started with SFDC CPQ connector

Integration Between Zuora and Salesforce CPQ

A configurable CPQ Connector, built on Zuora IPaaS solution, provides an integration that allows your salesforce CPQ frontend to automate data sync to your subscription billing backend. The connector offers mapping and integration from Salesforce CPQ Accounts, Orders, Subscriptions, Contracts, and Quotes with relevant Zuora objects. It also syncs the salesforce product catalog from salesforceCPQ to Zuora. The Connector also allows you to sync the Salesforce Product Catalog from SalesforceCPQ to Zuora.

The Data objects aligned between Zuora and Salesforce CPQ are as follows:

Contact: Contact created in salesforce CPQ can be synced to Zuora as Contact under the billing account. An account must have a contact in salesforce.
Accounts: Account created in salesforce CPQ can be synced to Zuora under customer account entity. Custom fields on account can also be translated to Zuora account
Order: Orders are contractual agreements between merchants and customers. Order created in salesforce CPQ may include multiple subscriptions and assets( non-subscription based business models). The Zuora translation will categorize subscriptions as subscriptions and non-subscription based assets as order line items.
Subscription: A subscription is a product or service that has recurring charges, such as a monthly flat fee or charges based on usage. Subscriptions can also include one-time charges, such as activation fees. Every subscription must be associated with an account. It's necessary to have at least one active account in order to create subscriptions.
Product Catalog: Using the Zuora Connector for Salesforce CPQ, you can manage your product catalog within your Salesforce org and synchronize the product data to Zuora. In Zuora, the products and prices are translated to Zuora products, rate plans, charges, and charge tiers. The information is linked to the Salesforce CPQ subscriptions managed in Zuora for billing, payments, and other services provided by Zuora.
Contracts: When a quote is created in Salesforce CPQ, it will create or change a Salesforce CPQ Contract. In turn, these Salesforce CPQ Contracts are translated into the New, Amend, or Cancel Subscriptions in Zuora. Zuora metrics, such as MRR and TCV, are also stored at the contract level and you can preview the metrics on the Salesforce CPQ contract.

Understand the architecture of Zuora and Salesforce CPQ

The architecture diagram for Zuora-Salesforce CPQ depicts how the components of a system are interdependent.

Set up Salesforce CPQ parameters in Zuora

Set up and activate accounts, orders, subscriptions, product catalogs, quotes, and contracts to access your salesforce CPQ credentials in Zuora.

The data objects aligned between Zuora and Salesforce CPQ are as follows:

Field name	Type	Description
Accounts	Settings that determine the accessibility of the features and records you use.	You can sync custom-managed fields for the account object from salesforce CPQ to Zuora in Customer Accounts. You can also translate the custom fields from an account to Zuora.
Order	Contractual agreements between merchants and customers.	An order created in salesforce CPQ may include multiple subscriptions and assets(non-subscription-based business models). You can translate the subscriptions and non-subscription-based assets as order line items in Zuora.
Subscription	Product or service with recurring charges, such as a monthly flat fee or charges based on usage.	Subscriptions can also include one-time charges, such as activation fees. Ensure at least one active account exists before you create a subscription and is associated with an account.
Quotes and Contracts	Quotes show your customers the prices of your company's products and services, and the Contract documents the mutual price and terms that both parties agree.	When a quote gets created in Salesforce CPQ, it creates or changes a Salesforce CPQ Contract. In turn, these Salesforce CPQ Contracts get translated to New, Amend, or Cancel Subscriptions in Zuora. Zuora metrics, such as MRR and TCV, are also stored at the contract level, and you can preview the metrics on the Salesforce CPQ contract.
Product Catalog	Collection of product records in Salesforce.	Manage your product catalog in your Salesforce org and sync the product data to Zuora. In Zuora, the products and prices get translated to Zuora products, rate plans, charges, and charge tiers. The information gets tied to the subscriptions created from Salesforce CPQ and managed in Zuora for billing, payments, and other services provided in Zuora.