Integrate SFDC CPQ with Zuora CPQ

createAccountRequest.accountNumber(accountId)`: 

Account Number

Sets the account number for the new Zuora account to the value of `accountId`. Presumably, `accountId` is a variable representing the account identifier in Salesforce.

.crmId(account.getId())`

CRM Account ID

Sets the CRM (Customer Relationship Management) ID for the new account to the ID of the associated `account` in Salesforce.

.currency("USD")`: 

Currency

Sets the currency for the new account to "USD". The default currency is set as "USD".

billCycleDay(1L)

Bill Cycle day

Sets the bill cycle day for the new account to the 1st day of the billing cycle.

.billToContact(new POSTAccountTypeBillToContact() ... )`

billToContact

• firstName

• lastName

• contactFields

• Address

• City

• Country

• Zipcode

• state

BillTo

Creates a `POSTAccountTypeBillToContact` object and sets various contact-related information for billing, such as address, city, zip code, state, country, first name, last name, work email, home phone, mobile phone, and other phone. These details are retrieved from the associated `AccountSObject` (`account`) and `ContactSObject` (`contact`) in Salesforce.

.invoiceCollect(null)`

Sets the field as null, indicating that the invoice collection information is not specified in the request.

.autoPay(false)

Auto-pay

Sets the auto-pay option for the account to `false`, indicating that the account will not be automatically charged.

.invoice(null)

Sets the field as null, indicating that the invoice details are not specified in the request.

.notes(account.getDescription())

Account description

Sets the notes/description for the new account using the description field of the associated `account` in Salesforce.

.name(account.getName())`

Account Name

Sets the name of the new account using the name field of the associated `account` in Salesforce.

.salesRep(account.getOwnerId())`

Sales Rep

Sets the sales representative ID for the new account using the `OwnerId` field of the associated `account` in Salesforce.

addSubscriptionsItem(new POSTOrderAsyncRequestTypeSubscriptionsInner() ... )`: 

Adds subscription information to the order request. A `POSTOrderAsyncRequestTypeSubscriptionsInner` object gets populated with subscription-related details.

`subscriptionNumber(String.valueOf(sfdcDataObject.getOrderSObjectSBQQSubscriptionCSObjectBiMap().get(orderSObject).getName()))`: .

Subscription ID

Sets the subscription number using the `getName()` method of the subscription associated with the order from the `sfdcDataObject`.

subscriptionOwnerAccountNumber(orderSObject.getAccountId())`: 

Subscription Account

Sets the account number for the subscription owner using the value from the `getAccountId()` method of the `orderSObject` object.

terms(new CreateOrderCreateSubscriptionTerms() ... )`: 

Sets the term(s) for the subscription using the `CreateOrderCreateSubscriptionTerms` object, including the initial term, period, and period type.

renewalSetting(CreateOrderCreateSubscriptionTerms.RenewalSettingEnum.TO_EVERGREEN)`: 

Sets the renewal setting for the subscription to "TO_EVERGREEN," indicating that the subscription must be renewed automatically.

addSubscribeToRatePlansItem(new CreateOrderRatePlanOverride() ... )`: 

Adds a rate plan override for the subscription. A `CreateOrderRatePlanOverride` object gets created and populated with information about the product rate plan associated with the subscription.

externalCatalogPlanId(sfdcDataObject.getProduct2SObjectMap().get(orderItemSObject.getProduct2Id()).getProductCode())`: for the rate plan override using the product code from the associated product (`orderItemSObject.getProduct2Id()`).

Sets the external catalog plan ID.

`productRatePlanChargeId(flowContext.getZuoraPRPtoPRPC().get(sfdcDataObject.getProduct2SObjectMap().get(orderItemSObject.getProduct2Id()).getProductCode()))`: 

Sets the product rate plan charge ID for the rate plan override. A mapping of (`flowContext.getZuoraPRPtoPRPC()`) is used for retrieval based on the product code.

`chargeNumber(orderItemSObject.getId())`: 

Sets the charge number for the rate plan override using the ID of the associated order item (`orderItemSObject`).

pricing(new CreateOrderChargeOverridePricing() ... )`: 

Sets the pricing details for the rate plan override, including recurring per-unit pricing (quantity and list price).

Subscription trigger dates

1. Contract effective date

2. Service customer acceptance date

3. Service Activation date

Subscription status is based on the boolean data type.

For NO, the subscription gets created in State - Activated.

For YES, the subscription gets created in State - Pending.

From SDC Order

SBQQ__PaymentTerm__c

Payment term 

View the Customize payment term line item from Billing Settings.

BillToContactId

BillTo

ShipToContactId

soldTo

Billing address

A new Contact created in Zuora and added to BillTo

For example, Order-000195ContactBillTo

Shipping address

A new Contact created in Zuora and added to SoldTo

For example, Order-000195ContactSoldTo

orderItemSObject1.getUnitPrice()

listPricePerUnit

No related field in salesforce

CreateOrderOrderLineItem.ItemCategoryEnum.SALES

itemCategory : “Sales” is hardcoded

No related field in salesforce

productRatePlanChargeId

getZuoraPRPtoPRPC()

getProduct2Id())

get(orderItemSObject1.getProduct2Id()))

orderItemSObject1.getQuantity()

quantity

orderItemSObject1.getOrderId()

purchaseOrderNumber

sfdcDataObject.getProduct2SObjectMap()

                                        .get(orderItemSObject1.getProduct2Id())

                                        .getName())

itemName

rderItemSObject1.getOrderItemNumber()

ItemNumber

orderItemSObject1.getDescription())

Description

No related field in salesforce

iTemType

itemType : “Product”

**Custom field OrderStatus required in Salesforce. Executing, 

SentToBilling, 

Complete ,

Canceled

iTemState

itemState : You can configure the source custom field for this value in SFDC, if not provided the default is “Sent To Billing”.

  billTargetDate

billTargetDate

orderItemSObject1.getProduct2Id()));

productCode

orderItemSObject1.getCustomFields())

customFields

product2SObject.getName()

Product Name

Sets the name of the product using the `getName()` method of the `product2SObject` object.

product2SObject.getDescription

Product description

Sets the description of the product using the `getDescription()` method of the `product2SObject` object.

product2SObject.getProductCode()

Product SKU

Sets the SKU (Stock Keeping Unit) of the product using the `getProductCode()` method of the `product2SObject` object.

LocalDate.of(2000, 1, 1)

Effective Period

Sets the effective start date of the product to January 1, 2000, using the `of()` method of `LocalDate` class.

LocalDate.of(3000, 1, 1)

Effective Period

Sets the effective end date of the product to January 1, 3000, using the `of()` method of `LocalDate` class.

product2SObject.getProductCode()

PRP Externally Managed Plan Ids

Sets the externalPlanIds of the product rate plan using the `getProductCode()` method of the `product2SObject` object. It appears that the `externalPlanIds` is used as an identifier for the product rate plan, and it's set to the value of the product's SKU or unique code.

product2SObject.getName()`: 

PRP Name

Sets the name of the product rate plan using the `getName()` method of the `product2SObject` object.

zuoraProductId

Sets the productId of the product rate plan using the value provided in the `zuoraProductId` parameter. This identifier is linked to the Zuora product for this rate plan.

product2SObject.getDescription()`: 

Sets the description of the product rate plan using the `getDescription()` method of the `product2SObject` object.

LocalDate.of(2000, 1, 1 

Effective Start Date

Sets the effective start date of the product rate plan to January 1, 2000, using the `of()` method of `LocalDate` class.

`LocalDate.of(3000, 1, 1)

Effective End Date

Sets the effective end date of the product rate plan to January 1, 3000, using the `of()` method of `LocalDate` class.

product2SObject

zuoraProductRatePlanId

Iidentifier of the Zuora product rate plan to which the charge will be associated.

createProductRatePlanCharge.productRatePlanId(zuoraProductRatePlanId)`

Sets the Zuora product rate plan ID for the new charge using the value provided in `zuoraProductRatePlanId`.

product2SObject.getName

createProductRatePlanCharge.name(product2SObject.getName())

Sets the name of the charge using the name of the product from the `product2SObject`.

Quantity

createProductRatePlanCharge.defaultQuantity(1.0)`: 

Sets the default quantity for the charge to 1.0.

createProductRatePlanCharge.chargeModel("Per Unit Pricing")`: 

Sets the charge model for the new charge to "Per Unit Pricing".

product2SObject.getSbQQChargeTypeC()`

switch (product2SObject.getSbQQChargeTypeC())`: 

A switch statement based on the value of `product2SObject.getSbQQChargeTypeC()`, which appears to be a custom field in the `product2SObject` representing the charge type.

Note: If no `chargeType` is provided in the `product2SObject`, the default `Recurring` charge type is set in the `createProductRatePlanCharge` object.

 Inside the switch statement:

• `case "Recurring": createProductRatePlanCharge.chargeType("Recurring")`: If the charge type is "Recurring," the `chargeType` in the `createProductRatePlanCharge` object is set to "Recurring."
• `case "One-Time": createProductRatePlanCharge.chargeType("OneTime")`: If the charge type is "One-Time," the `chargeType` in the `createProductRatePlanCharge` object is set to "OneTime."
• `case "Usage": createProductRatePlanCharge.chargeType("Usage")`: If the charge type is "Usage," the `chargeType` in the `createProductRatePlanCharge` object is set to "Usage."

product2SObject.getSbQQTaxCodeC()

createProductRatePlanCharge.taxCode(product2SObject.getSbQQTaxCodeC())

Sets the tax code for the charge using the value from the `SbQQTaxCodeC` field in the `product2SObject`.

product2SObject.getSbQQTaxableC()

createProductRatePlanCharge.taxable(product2SObject.getSbQQTaxableC())`

Sets whether the charge is taxable or not using the value from the `SbQQTaxableC` field in the `product2SObject`.

`createProductRatePlanCharge.billCycleType("DefaultFromCustomer")`: 

Sets the bill cycle type to "DefaultFromCustomer" for the charge.

createProductRatePlanCharge.billingPeriod("Month")`: 

Sets the billing period for the charge to "Month".

`createProductRatePlanCharge.UOM("Each")`: 

Sets the unit of measure for the charge to "Each."

`createProductRatePlanCharge.useDiscount

SpecificAccountingCode(false)`: Sets whether to use discount-specific accounting codes to false.

createProductRatePlanCharge.triggerEvent("ContractEffective")`: 

Sets the trigger event for the charge to "ContractEffective."

createProductRatePlanCharge.productRatePlanChargeTierData(new ProxyCreateOrModifyProductRatePlanChargeTierData() ... )`: 

Sets the tier data for the charge. It includes the currency and price information.