Zuora 360 Version 5 Release Notes

Enhancements to Street Number field in PaymentMethod object

Previously, "Street Number" field in PaymentMethod object allowed only 15 characters.

In version 5.15, we have added support for 30 characters to the "Street Number" field in PaymentMethod object.

Resolved issue: DML Error when syncing Accounts to SFDC

Previously, Salesforce had a limit of 150 DML in a single transaction. Thus, when you update the CRM ID of an account with more than 150 children objects (invoice plus payment plus refund), all children objects will relink to the new CRM account, and you might encounter a relink failure. This issue has been resolved.

Enhancements to Payment Method and Billing Account object Credit Card Types

Previously, Payment Method and Billing Account object Credit Card Types could only be Visa, Mastercard, American Express, and Discover.
Now, the below credit card types are supported in the Zuora for Salesforce 360 version 5.14:

• AmericanExpress
• Discover
• MasterCard
• Visa
• JCB
• Diners
• CUP
• Maestro
• Electron
• AppleVisa
• AppleMasterCard
• AppleAmericanExpress
• AppleDiscover
• AppleJCB
• Elo
• Hipercard
• Naranja
• Nativa
• TarjetaShopping
• Cencosud
• Argencard
• Cabal
• Dankort
• MercadoLibre
• Mir
• CarteBancaire

Support for Bill to Contact and Payment Term at Subscription level

The Zuora 360+ Sync now supports the sync of Bill To Contact and Payment Term at the subscription level. Subscriptions with specific billing attributes can now be created at the subscription level, and invoices can be generated for groups of subscriptions with the same billing attributes. 

The following attributes are added as new fields on the subscription and invoice objects in the Zuora data model.

• Bill To Contact 
• Payment Term

Support to add cascade delete constraint to SubscriptionChargeTierHistory object

Now, you can now add a cascade delete to SubscriptionChargeTierHistory object in SubscriptionProductChargeHistory__c. If you delete SubscriptionProductChargeHistory__c, it will also remove SubscriptionChargeTierHistory since a tier cannot exist without a charge.

Support for syncing Prepaid Drawdown with ProductRatePlanCharge and RatePlanCharge object fields

Zuora 360 data connect now syncs new fields added to ProductRatePlanCharge and RatePlanCharge objects to support the Prepaid Drawdown feature.

The following fields have been newly added:

Support for syncing Reversed field on Invoice

The Reversed field is available on the Invoice object if you have the Invoice settlement feature enabled, but this field was not synced by Zuora 360. Thus, we have enhanced Zuora 360 to support syncing this field. The Reversed field from Zuora is now synced to the Reverse Flag field in Salesforce.

See Sync field mapping of Account and Related objects for more information.

Resolved issue: Mandate ID character limit discrepancy between Zuora and Salesforce

Previously, the Mandate ID field on the Payment Method object in Zuora had a character limit of 36, whereas MandateID (Zuora__MandateID__c) in Salesforce had a character limit of 18. It resulted in errors when you tried to sync payment methods with MandateID greater than 18 characters. This issue has been resolved. The character limit for this field is now updated to 255 in both systems.

OAuth support in US Cloud Data Center

Zuora 360 now supports using Salesforce OAuth credentials for Zuora tenants hosted in the US Cloud Data Center.

For related information, see:

• Set up sync credentials to connect to Salesforce
• Zuora Data Centers

Resolved issue: Failed to sync updates on default payment method on account

Previously, if you took the following steps in Zuora:

1. Create a payment method for a billing account.
2. Set the payment method as the default payment method.
3. Set the default payment method on the billing account back to a non-default one.

After the sync, you could still find that the Default Payment Method checkbox is selected in your Salesforce organization.

In this release, we have enhanced the Zuora 360 and Zuora 360+ processes to trigger DefaultPaymentMethodUpdaterTrigger after the update of the BillingAccountDefaultPaymentMethodTrigger. This issue is now resolved.

Resolved issue: Invoice PDF not rendered

Previously, invoice PDFs were not rendered for Zuora 360 package 5.8 and above versions. This issue has been resolved now.

Support for Balance field on Invoice Item object through Zuora 360+

The Balance field is now available on the Invoice Item object in Salesforce (Zuora__Invoice__Balance__Amount__c) if you have enabled Zuora 360+. It allows you to view invoice item balance within Salesforce.

See New object types supported only when Zuora 360+ enabled for more information.

Integration with Salesforce Bulk API v51.0

Zuora 360 is now integrated with the Salesforce Bulk API Version 51.0 for the following sync types:

• Manual Sync
• Turbo Sync
• On-Demand Sync
• Scheduled Sync

It is independent of the package release, no changes are needed.

Previously, Salesforce Bulk API version 27.0 was used.

Resolved issue: Always sync price for Product Rate Plan Charge in USD

Previously, Zuora 360 always synced the price for the Product Rate Plan Charge object in USD instead of in the default currency of the tenant. This issue has been resolved. Zuora 360 now uses the default currency of the tenant to calculate charge prices. 

Resolved issue: DefaultPaymentMethodUpdaterTrigger class triggered on PaymentMethod creation

Previously, if you took the following steps:

1. In your Salesforce account, navigate to a billing account that does not have a default payment method.
2. Create a new payment method on this billing account.

You might find that the Default Payment Method checkbox of the new payment method was automatically selected. It was because that the Zuora.DefaultPaymentMethodUpdaterTrigger class was triggered on the creation of the PaymentMethod object. This issue has been resolved now.

New text field added to SubscriptionProductChargeHistory object

The Product Rate Plan Charge Id (Zuora__ProductRatePlanChargeId__c) text field has been added to the Subscription Product & Charge History (Zuora__SubscriptionProductChargeHistory__c) object.

See New object types supported only when Zuora 360+ enabled for more information.

Support for OAuth in Zuora Central Sandbox

Zuora 360 now supports OAuth in both the US and EU Zuora Central Sandbox environments.

The URLs used to access the Zuora Central Sandbox are:

• US: https://test.zuora.com/apps/ 
• EU: https://test.eu.zuora.com/apps/

Resolved issue: Associated Accounts missing in synced Invoices/Payments/Refunds

Previously, when Invoices, Payments, or Refunds were synced through 360+ Sync to Salesforce, the associated Accounts might be missing due to the Billing Accounts' CRM ids being added later or being changed in Zuora. This issue has been resolved.

Support for the sync of the Default Payment Method flag in Payment Method

Zuora 360+ Sync now supports the sync of the Default Payment Method flag in the Payment Method object.

Resolved issue: Date/Time field values within a daylight saving time period shifted one hour backward

Previously, when you run ZOQL with ZApi, the Date/Time field values within a daylight saving time period shifted one hour backward in the returned records. This issue has been resolved.

Support for VAT Id field of Billing Account

The VAT Id field has been added to Billing Account. 

Support for new fields of Product

The following fields have been newly added to Product:

• Category (Category__c)

• Zuora Created Date (CreateDate__c)

• Effective Start Date (Effective_Start_Date__c)

• Zuora Updated Date (Updated_Date__c)

Zuora 360+ Sync will support the sync of these fields soon.

Support for ZContact object

The ZContact object has been added to Zuora for Salesforce 360 package. Zuora 360+ Sync will support the sync of ZContact objects in the future.

Support for full-length BankTransferAccountName in PaymentMethod

Zuora 360+ Sync now supports the full length of BankTransferAccountName in PaymentMethod as on Zuora side.

Length of Country field in PaymentMethod increased to 255

The length of Country(Zuora__Country__c) field in PaymentMethod has been increased from 2 to 255.

Resolved issue: inconsistent number of decimal places for Price and Overage Price fields between Zuora and Salesforce

Previously, the number of decimal places for Price and Overage Price fields in Subscription and Product Charge objects is 2 on Salesforce side and 4 on Zuora side. To be consistent with Zuora side, Zuora 360+ Sync has now supported 4 decimal places for Price and Overage Price fields also on Salesforce side.

Support Object Types for Subscription History

Zuora 360+ Sync now supports the following object types for Subscription History:

• Subscriptions History
• Subscription Rate Plans History
• Subscription Product & Charges History
• Subscription Charge Tier History

See Data Connect Object and Field Mapping for more information. 

Limitations are applicable to these object types. See Limitations in Data Connect for more information.

New Global Class GlobalRestHelper in Order Builder

A new global class GlobalRestHelper is released in Zuora 360 5.2. This class provides methods to facilitate making REST calls to Zuora using the configuration in 360. You can use the getServerUrl() method to retrieve the endpoint URL configured in 360. The mockRestHelper() method allows the exposed REST methods to be mocked out for testing purposes. See GlobalRestHelper Class for more information.

Support Object Types for Invoice Settlement

Zuora 360+ now supports the following object types for Invoice Settlement:

• Credit Memo
• Credit Memo Item
• Credit Memo Part
• Debit Memo
• Debit Memo Item
• Payment Part
• Refund Part

See Data Connect Object and Field Mapping for more information. 

Limitations are applicable to these object types. See Limitations in Data Connect for more information.