Zuora Connector for Salesforce CPQ Version 2 Release Notes

Pricing Change and Enable Renewal Price Important Note

This release includes changes to how Flat Fee and Per Unit prices are calculated when sent to Zuora.

Prior to the release of 2.9, when sending contracts to Zuora, the Zuora Connector for Salesforce CPQ would use the Subscription's Renewal Price field when populated, and the Customer Price field when it is not. Renewal Price is a field set by Salesforce CPQ as the Customer Price distributed over the proration period, when the billing frequency of the product does not match the billing term of the contract.

In the releases of 2.9 and 2.10, the price sent in non-renewal subscription contracts (new and amendment subscription contracts) had been changed to use Customer Price. This enables usage of the Renewal Price field's native behavior, which enables users to set the price that will carry forward when the Contract is renewed, without affecting the current term's price. Sending Customer Price did not factor in the proration period in the way that Renewal Price did, in cases where the billing frequency of the product did not match the billing term of the contract. Renewal Contracts would still use Renewal Price.

Starting from the release of 2.10.1, Price Per Billing Period will be sent whenever a Flat Fee or Per Unit product is sent for all Contracts. Price Per Billing Period is a Zuora Connector for Salesforce CPQ formula, calculated as Customer Price divided by Prorate Period.

See Price Calculation in Zuora Connector for Salesforce CPQ for more information and examples of Connector Pricing.

Force Update on Renewal Setting

In previous releases, an Update Product Amendment would only be sent upon Quantity changes. Starting from Release 2.10, a new charge-level setting has been added to the SBQQ Subscription object: Force Update on Renewal. This setting can be used to indicate that an update amendment should be created in Zuora when the renewal contract is sent.

New Global Methods

Starting from the release 2.9 of Zuora Connector for Salesforce CPQ, the following three global methods are now available. See Global Methods in Zuora Connector for Salesforce CPQ.

• ZSB.ZSBConnectorUtils.syncProductsToZuora(SET<productId>)
• ZSB.ZSBConnectorUtils.deleteProductsFromZuora(SET<productId>)
• ZSB.ZSBConnectorUtils.sendContractsToZuora(SET<contractId>)

Sending Customer Price in Renewal Quotes

Starting from the release 2.9 of Zuora Connector for Salesforce CPQ, when sending renewal quotes into Zuora, the Customer Price will be used instead of the Renewal Price. 

Resolved Issue: Fixes with backfilling Subscription ID

The issue with backfilling Subscription IDs to Salesforce contracts has been fixed. The process for backfilling Subscription IDs has been optimized to support more lines.

Currencies Sync Issue Resolved

In previous versions of the Zuora Connector for Salesforce CPQ, currencies were not correctly activated in Zuora upon a Product Catalog sync. This issue has been resolved and currencies will now sync correctly from Salesforce to Zuora.

Support Additional Discounts in Salesforce

The Additional Discount field in Salesforce CPQ is now supported for tiers for New Subscription and New Product Amendment quotes.

See Price Calcuation in Zuora Connector for Salesforce CPQ for detailed information and sample calculations.

Custom Fields Supported at the Price Book Entry Level

In the Connector, you can add your own custom fields on the Price Book Entry and use the fields override the corresponding fields on the Salesforce Product.

This allows you to set custom field values on Zuora Product Rate Plan or Product Rate Plan Charge via the Price Book Entry without having to create separate products, reducing SKU proliferation in your product catalog.

See Product Catalog Integration in Zuora Connector Salesforce CPQ for detail information.

Support for Tax/Accounting Fields Override on Product at the Price Book Entry Level

Now all the standard tax and finance fields are available at the Price Book Entry level. The fields values default to the values at the Product level, but you are able to overwrite fields with the Price Book Entry level if a value is given.

When you overwrite the field values, Product Rate Plan Charge with the overwriting values are created.

New Setting to Specify the Zuora Account Number for Billing Account Creation

The Default Account Number setting was added in the Zuora Connector Settings tab. The new setting specifies how the Zuora Account Number is set when a quote is contracted with a new account and no account number.

See Zuora Connector Settings for detail of the setting.

Ability to Create and Submit Salesforce CPQ Contracts to Zuora via Global Methods

Now you can programmatically create and submit Salesforce CPQ contracts to Zuora, automating manual steps during the quoting process.

See Global Methods in Zuora Connector for Salesforce CPQ for detail of the global methods.

Scope of Subscription Preview Set to Subscription

Subscription Previews will now only preview the line items for the subscription being created. It will not show unbilled charges from other subscriptions on the billing account.

Contracts Without an Opportunity ID

Zuora Connector for Salesforce CPQ no longer requires contracts to have an opportunity id. You can now successfully send contracts to Zuora even if the contracts were not created from opportunities.

Charge Trigger Dates Carry Through Zuora

For all types of contracts, new subscriptions, amendments, renewals, and cancelations, the trigger dates you set in contracts in Salesforce CPQ are correctly sent to Zuora subscription rate plan charges.

The dates in the Connector are mapped as follows.

• For New Subscriptions:
  • Contract Start Date is used as Contract Start Date
  • Contract Service Activation Date is used as Service Activation Date if the Service Activation Date setting is enabled in Zuora.
  • Contract Customer Acceptance Date is used as Customer Acceptance Date if the Customer Acceptance Date setting is enabled in Zuora.
• For Amendments (New, Update, Remove):
  • Subscription Start Date is used as Contract Effective Date.
  • Subscription Service Activation Date is used as Service Activation Date if the Service Activation Date setting is enabled in Zuora.
  • Subscription Customer Acceptance Date is used as Customer Acceptance Date if the Customer Acceptance Date setting is enabled in Zuora.

See Field Mappings in Contract Integration for the detail mapping information of the date and other fields.

Custom Fields Supported on Billing Accounts

Custom fields on Salesforce CPQ Quotes are now synchronized to Zuora to populate the corresponding custom fields in Zuora Account when creating a new billing account.

The connector does not update custom field values on an existing billing account.

See Configure Zuora Connector for Salesforce CPQ for the steps to use custom fields in the integration between Salesforce CPQ and Zuora.

Invoice Target Date Available for Preview and Sent to Zuora

Zuora Connector for Salesforce CPQ supports the Invoice Target Date field in the preview mode and sends the field value to Zuora, enabling preview of the contracts with future effective dates. 

You can set Invoice Target Date for new subscriptions and amendments.

The Invoice Date is set the same as the Invoice Target Date.

Renewal Amendments Integration

You can renew a Salesforce CPQ contract and send it to Zuora to renew the subscription. As part of the renewal, you can add, update, or remove products on the subscription.

See Salesforce CPQ Contract Integration to Zuora Subscription for the steps to perform a contract renewal.

Custom Fields Supported on Subscriptions

Custom fields on the Salesforce Contract object are synchronized to Zuora to populate the corresponding fields on the Subscription object in Zuora.

See Configure Zuora Connector for Salesforce CPQ for the steps to use custom fields in the integration between Salesforce CPQ and Zuora.

Subscription Terms Change Supported in Contract Renewal

Now you can change the subscription term of a contract when you renew a contract in Salesforce CPQ and send the contract to Zuora to create a renewal amendment.

Package Renamed

Steelbrick for Zuora Connector was renamed to Zuora Connector for Salesforce CPQ in this release.

Multi-currency Support

The following features were added to support Zuora Connector for Salesforce CPQ in multi-currency environments.

• Zuora Connector for Salesforce CPQ can use the multi-currency pricing configured with multiple price books.
• Tier prices are updated and re-synced to Zuora in multi-currency.
• You can add new currencies in Salesforce CPQ and use them in the Connector.

If you are activating more than four currencies, you need to sync your product catalog two times, first to populate the pricing fields in all the currencies and second to activate the currencies in Zuora.