Set up Legacy CPQ
This section contains the articles that describe how to configure Zuora Quotes custom objects, their fields, field sets, and display layouts in Salesforce to customize Zuora Quotes for your organization. It discusses the following topics:
- Set Permissions for Zuora Quotes Custom Objects
- Configure the Opportunity Page Layout
- Create a Remote Site for Zuora Quotes
- Customize Select Billing Account Tables
- Display Custom Fields on Page Layout
- Populate Quote and Charge Metrics in Custom Code
- Display Billing Option Fields in Product Selector
- Display Charge Level Metrics
- Display Lookup Fields in Enhanced Product Selector
- Display Tax Exempt Status Fields
- Display Subscription Term Period Type Fields
- Send Custom Fields to Zuora
- Configure ZProduct to View Zuora Product Catalog
- Configure Customer Account Hierarchy
- Customize Available Payment Terms
- Customize Payment Methods
- Customize Currencies