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Zuora Quotes upgrade

You can upgrade Zuora Quotes to the latest version from the earliest supported version of Zuora Quotes.

Note:

Zuora strongly recommends upgrading your Zuora Quotes package to the latest version at least once per quarter. This practice ensures that you stay current, up to date, and mitigates the risk of any potential Salesforce platform changes that could lead to incompatibility with older versions of the Zuora Quotes package. If you are upgrading from a later version of Zuora Quotes, we recommend that you review all the required tasks and upgrade as it applies to the current state and version of your Zuora Quotes org.

Note:

When installing or upgrading to latest Zuora Quotes version, you might encounter an error message stating "1. [Line: 138, Col: 21] LWC1503: Dynamic imports are not allowed. markup: //zqu:parentQuoteDetail: [Line: 138, Col: 21] LWC1503: Dynamic imports are not allowed.".

If you encounter this error, ensure that Lightning Web Security is enabled under Setup > Session Settings . You can disable it after the upgrade.

If Zuora Quotes has never been installed in your Salesforce org, perform the standard installation as described in Install the Zuora Quotes Package.
Note: If you have made any customization to the out-of-the-box Zuora Quotes, you may run into issues upon upgrade. In some cases, code changes may be required upon upgrade across versions. Refer to the release notes for the new or updated features in this release and determine if your customization needs to be revisited. Notable changes, in this release and previous releases, that may affect your customization are:
  • In 6.54, the Quote Charge object was migrated to the Quote Rate Plan Charge object.
  • Starting from 7.x, the Product2 object is used for products instead of ZProduct.
For steps to upgrade Zuora Quotes to the latest version, see Upgrade Zuora Quotes.