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Zuora 360+ Release Notes

Zuora

Zuora 360+ Release Notes

We publish Zuora 360+ Release Notes when customer-facing features, enhancements, and resolved issues of Zuora 360+ are deployed to Zuora Sandbox environments.

For the release notes of Zuora 360, see Zuora 360 Version 5 Release Notes.

Update - Zuora Data Sync for Salesforce CRM Migration

We are excited to announce that we have completed the Zuora Data Sync for Salesforce CRM Migration for Zuora 360+ NA Sandbox customers.

If you'd like to know more about this update or have concerns/questions, please reach out to your Zuora customer success team or Zuora Global Support.

Update - Zuora Data Sync for Salesforce CRM Migration Schedule for Zuora 360+ customers

Customers currently using Zuora 360+ sync will be upgraded to Zuora’s latest Salesforce sync.

The details of the activity are given below for your reference:

  • Migration Date: Between 23rd Jan and 3rd Feb 2023

  • Customers: NA Production, EU Sandbox, and EU Production environments

  • Downtime: Nil

We will post a completion notice after the migration is done.

If you'd like to know more about this update or have concerns/questions, please reach out to your Zuora customer success team or Zuora Global Support.

Zuora Data Sync for Salesforce CRM Migration Schedule for Zuora 360+ customers

The details of the activity are given below for your reference:

  • Migration Date: Between 13th and 20th Jan 2023
  • Customers: EU Cloud Data Center and US Cloud Data center 1 sandbox environments
  • Downtime: Nil

We will post a completion notice after the migration is done.

Note that the new data sync will be rolled out in the coming weeks to customers with production environments in EU Cloud Data Center 1 and US Cloud Data Center 1. 

If you'd like to know more about this update or have concerns/questions, please reach out to your Zuora customer success team or Zuora Global Support.

Update Announcement - Zuora Data Sync for Salesforce CRM

Customers currently using Zuora 360 and Zuora 360+ sync will be upgraded in waves to Zuora’s latest Salesforce sync by Q1 2023. This will ensure you are on the newest version of the Salesforce connector with the latest capabilities.

What is different?

The new Salesforce sync makes improvements to the following:

  1. Performance: Offering improved sync latency at a large scale, 5x faster sync speeds for high volumes of data. 
  2. Resilience: Offering improved sync efficiency and reliability. 
  3. Simplicity: Enabling faster time to troubleshoot and triage sync errors.
  4. Configurability: Allowing 360 sync customers the benefit of selecting specific objects for sync within the Zuora UI. 

How does this impact you?

During the upgrade process, you won't experience any impact and are not required to take any action. There will be a migration of all synced objects in 360 and 360+ to the new version.

Dec 16, 2022

Resolved: Zuora 360+ incorrectly syncing new invoice owner value to all versions of subscription

Previously, when you performed an owner transfer amendment, you might encounter the issue where Zuora 360+ incorrectly synced the new invoice owner value to all versions of the subscription within the subscriptionHistory object. This issue is now resolved.

We have updated the sync logic for Zuora 360+ so that the correct invoice owner value for each subscription version will synchronize to Salesforce, ensuring the same data in both systems.

Resolved issue: Deleted subscription and child rate plan not synced due to sync unreliability

Previously, subscription and its child rate plan charges in Salesforce were sometimes not removed after the counterparts were deleted in your Zuora tenant because of sync unreliability. We have enhanced the sync reliability so that deleted subscription rate plan charges in Zuora are also removed more reliably in Salesforce. Thus this issue has been resolved.

Resolved issue: UseDefaultRetryRule not synced with PaymentMethod

Previously, you might encounter the issue where the UseDefaultRetryRule field (Zuora__UseDefaultRetryRule__c) failed to sync with PaymentMethod field (Zuora__PaymentMethod__c). This issue has been resolved now.

Nov 4, 2022

Resolved: Data not synced caused by daylight saving change

Previously, some data created around the cutover time where Pacific Daylight Time (PDT) switches to Pacific Standard Time (PST) were not picked up by Zuora 360+ for the sync. This issue has been resolved now.

Oct 27, 2022

Resolved: Retry UI page taking long time to process requests

Previously, you might encounter the issue where the retry UI page took a long time to process requests and was unresponsive. This issue has been resolved.

Sep 19, 2022

Resolved: Objects not synced to Salesforce

Previously, after a tenant was throttled due to SFDC connection failures, objects would not properly sync to SFDC after the connection was restored. This issue has been resolved.

July 22, 2022

Resolved: Deleted subscription rate plan charges not synced due to sync unreliability

Previously, subscription rate plan charges in Salesforce were sometimes not removed after the counterparts were deleted in your Zuora tenant because of sync unreliability. We have enhanced the sync reliability so that deleted rate plan charges in Zuora are also removed more reliably in Salesforce. Thus this issue has been resolved.

May 9, 2022

Resolved: Rate Plan Charge History object not resynced after dependent object is synced

By design, the Rate Plan Charge History object can be synced only after the dependent object is synced. Previously, if the Rate Plan Charge History object could not be synced for this reason for the first time, Zuora 360+ could not retry the Rate Plan Charge History object sync after the dependent object was synced. 

This issue is now resolved. We have updated the resync logic of Zuora 360+ so that the Rate Plan Charge History object sync is retried once the dependent object is synced.

April 25, 2022

Resolved: Account object cannot resync when the Contact object is updated

Previously, you might encounter the issue where the Account object failed to resync if a contact object was updated. This issue has been resolved now.

Zuora 360+ now supports syncing Opportunity fields

Zuora 360+ now supports syncing Opportunity fields to Salesforce in real-time. We have also protected this feature behind the SUBSCRIPTION_QT feature in the transformer.

March 30, 2022

Resolved: Zuora 360+ not syncing Product custom fields to Salesforce

Previously, you might encounter the issue where Zuora 360+ was not syncing Product custom fields to Salesforce. This issue is now resolved.

Resolved: Product sync adds "Billing Period" as a new picklist to ListPriceBase value

Previously, Zuora 360+ Product sync adds the Billing Period value as a new picklist to ListPriceBase value on Product Rate Plan Charge. We have now updated the picklist terms to align with Salesforce.

We have made the following changes: 

  • Billing Period to Per Billing Period
  • Month to Per Month
  • Week to Per Week

March 9, 2022

Resolved: Currency custom fields not synced to Salesforce 

Previously, you might encounter the issue where the custom fields of the Currency type were not synced into your Salesforce org. We have resolved this issue. The Currency type custom fields in Zuora are now synced to Salesforce correctly.

March 2, 2022

Resolved: Deleted subscription rate plan charges not synced due to sync unreliability

Previously, subscription rate plan charges in Salesforce were sometimes not removed after the counterparts were deleted in your Zuora tenant because of sync unreliability. We have enhanced the sync reliability so that deleted rate plan charges in Zuora are also removed more reliably in Salesforce. Thus this issue has been resolved.

Feb 28, 2022

Resolved: Rate Plan Charge History object not resynced after dependent object is synced

By design, the Rate Plan Charge History object can be synced only after the dependent object is synced. Previously, if the Rate Plan Charge History object could not be synced for this reason for the first time, Zuora 360+ could not retry the Rate Plan Charge History object sync after the dependent object is synced. 

This issue is now resolved. We have updated the resync logic of Zuora 360+ so that the Rate Plan Charge History object sync is retried once the dependent object is synced.

Jan 24, 2022

Resolved: Suscription Product Charge History fields not synced to salesforce

Previoulsy, the following fields of the Subscription Product Charge History object in Zuora were not synced to the Zuora_SubscriptionProductChargeHistory__c object in Salesforce through Zuora 360+:

  • Quantity
  • Model
  • Period

We have resolved this issue and these fields are now correctly synced.

Jan 18, 2022

Resolved: Custom Date field not synced if value is null

Previously, you were likely to encounter the issue where each of the custom fields of the Date type were not synced to Salesforce through Zuora 360+ when the value is set to null. This issue is now resolved.

Dec 6, 2021 

Resolved: Invoice items not synced caused by daylight saving change

Previously, some invoice items created around the cutover time where Pacific Daylight Time (PDT) switches to Pacific Standard Time (PST) were not picked up by Zuora 360+ for the sync. This issue has been resolved now.

Resolved: Deleted subscriptions in Zuora not synced to Salesforce

Previously, if you used jobs that run in Salesforce to delete subscriptions from Zuora on a regular basis, you might encounter the issue where some deleted subscriptions were not synced to Salesforce successfully through Zuora 360+. This issue is now resolved.

Nov 7, 2021

Resolved: Invoice items not synced because of row locking error

Previously, you might find that multiple invoice items updates were not synced successfully through Zuora 360+ because of the following error:

UNABLE_TO_LOCK_ROW: unable to obtain exclusive access

We have enhanced the internal retry logic and this issue has been resolved now.

Resolved: Invoice sync failed with Internal error

Previously, you might encounter the issue where the ​​Invoice object sync with Zuora 360+ failed with internal error. This issue has been resolved now.

July 21, 2021

Zuora 360+ now supports syncing Product Catalog objects 

Zuora 360+ now supports syncing Product Catalog objects to Salesforce in real time. The fields on the following objects can be synced through Zuora 360+:

  • Product
  • Product Features
  • Product Rate Plan
  • Product Rate Plan Charge
  • Product Rate Plan Charge Tier

To sync Product Catalog objects through Zuora 360+, you must ensure that Zuora Quotes has been set up, and Product Catalog is enabled in the 360+ Object Enablement setting.

For more information, see the following articles:

July 19, 2021

Improved package querying performance

Zuora 360+ is built on top of the Zuora 360 package. For better user experience during the installation of the Zuora 360 package, we have now improved the performance of package querying on the back-end.

Throttling on invalid credentials

To improve performance, throttling has been introduced to limit the number of times users can enter expired or invalid Salesforce passwords.

Resolved: Currency mapping discrepancy

Previously, there was currency mapping discrepancy between Zuora and Salesforce. For example, the New Romanian Leu was used in Zuora 360+ but New Leu was used in Zuora Billing, which caused errors. It was because the currency library used by Zuora Billing was different from the one used by Zuora 360+. This issue has been resolved now.

Resolved: Customer account sync failure after updating Tax Exempt Expiration Date 

Previously, if you created a customer account in Zuora, then update the standard Tax Exempt Expiration Date field with a specific date, the sync of this account would fail due to an invalid field type error. This issue has been resolved now.

Resolved: Sync issues for Subscription Rate Plans and Subscription Rate Plan Charges

In extreme cases, Subscription Rate Plan and Subscription Rate Plan Charge records were not synced in Zuora 360+. This issue has been resolved.

Resolved: Zuora 360+ failed to delete charges that have been removed from subscription

Previously, you might find that Zuora 360+ did not delete subscription product charges that have been removed from the subscription in some cases. This issue has been resolved now.

Resolved: Missing charge number in Zuora 360+ records

Previously, if rate plan charges did not get synced from Zuora to Salesforce with its corresponding charge number and you tried to resync, a duplicate record would be created. This issue has been resolved now. Rate plan charge records that miss the charge numbers will be dropped.

Resolved: Error message not clear when CRM ID is missing

Previously, if CRM ID was not available on the account during the sync of a subset of record types such as Credit Memo Part, Refund Part, and Payment Part, an error would occur but the error message was not user-friendly. We have now improved the error message to ensure it clearly describes the issue.

June 14, 2021

Resolved: Subscription sync failure when amendments were created

Previously, when amendments were created, you might find that the sync of Subscription records failed due to a duplicate external ID error. This issue occurred because multiple versions of the same subscription were picked up by Zuora 360+ as active versions, despite the fact that only the latest version is active. We have enhanced the version checking mechanism, and this issue has been resolved.

Resolved: Rate Plan Charge with latest segment not synced

Previously, for rate plan charges that have multiple segments, the charge with the latest segment was not synced through Zuora 360+. This issue occurred because the version check was not performed. We have enhanced the version checking mechanism, and this issue has been resolved.

Resolved: Taxation Item Id in Zuora synced to Taxation Item Name in Salesforce

After you have enabled the Taxation Item object for Zuora 360+, the Taxation Item Id in Zuora was previously incorrectly synced to the Taxation Item Name field in Salesforce. This issue has been resolved now. The Taxation Item Id and Taxation Item Name fields from Zuora are now synced to Taxation Item Id and Taxation Item Name in Salesforce, respectively.

June 3, 2021

Resolved: Rate Plan History and Rate Plan Charge History not synced

In extreme cases, Rate Plan History and Rate Plan Charge History records were not synced in Zuora 360+. This issue has been resolved.

May 19, 2021

Zuora Salesforce package verification

With Zuora 360+ enabled, whether the installed Zuora Salesforce package version supports syncing the configured objects will be verified. Previously, no verification was performed.

Note that this enhancement requires that the profiles of sync users must have the View All Custom Settings system setting enabled in the Salesforce organization. It is to ensure sync users can read the Zuora Config custom setting. If they cannot read this setting, object syncs will be throttled.

Automated child objects resynchronization

With Zuora 360+ enabled, when a parent object fails to start syncing, its child objects will be logged and retried.

Resolved: Sync failure for invoices, invoice items, and payments 

Previously, you might find that invoices, invoice items, and payments were not successfully synced when Zuora 360+ tried to sync a large number of invoices, invoice items, and payments at the same time. This issue has been resolved now.

Resolved: Sync failure for email or currency type custom fields

Previously, Zuora 360+ would fail to sync custom fields if the custom fields were of the email or currency type. This issue has been resolved.

Resolved: Subscription charge not deleted after removing products

In extreme cases, after you remove products in an order, the charge of the subscription was not deleted by Zuora 360+. This issue has been resolved now.

April 29, 2021

Resolved: Subscription History records incorrectly synced

In extreme cases, Subscription History records such as Subscription Name, version, and Subscription Start Date were not synced or incorrectly synced. This issue has been resolved now.

March 18, 2021

Support for Balance field on Invoice Item object

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

To take advantage of this enhancement, you must ensure that you are on Zuora 360 version 5.10 or a later version.

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

Resolved: Cannot sync Account object when account currency is JPY

Previously, you might fail to sync the Account object via Zuora 360+ if the currency of the account was JPY. This issue has been resolved now.

March 3, 2021

Resolved: Zuora payment ID used for Payment Method Name with Zuora 360+ enabled

Previously, with Zuora 360+ enabled, Zuora used Zuora payment ID for the Payment Method Name field on the Payment Method object in Salesforce. To be consistent with Zuora 360, Salesforce payment method record ID is now used for the Payment Method Name field.

Resolved: DACO-99 error on SubscriptionRatePlan and SubscriptionRatePlanCharge objects

Previously, you might encounter the DACO-99 error code that prevented the synchronization of Subscription Rate Plans and Subscription Rate Plan Charges when performing syncs. This issue has been resolved now.

Resolved: Credential synchronization issue

Previously, updates to Salesforce credentials were not retrieved and activated to support Zuora 360+. This issue has been resolved now.

Note that after you update the Salesforce credential, it might take up to 10 minutes for the update to take effect in Zuora 360+.

January 21, 2021

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 in Zuora 360+. To take advantage of this enhancement, you must ensure that you are on Zuora 360 version 5.8 or a later version.

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

Resolved: Type field not synced on SubscriptionProductChargeHistory

Previously, The values for the Type (Zuora__Type__c) field on the Subscription Product & Charge History (Zuora__SubscriptionProductChargeHistory__c) object were not synced from Zuora. This issue has been resolved now.

Resolved: Subscription custom fields not synced with Zuora 360+ enabled

Previously, with Zuora 360+ enabled, custom fields on the Subscription object were likely to be ignored and could not get synced into Salesforce. This issue has been resolved now.