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Zuora CPQ

Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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Zuora Quotes upgrade

Upgrade Zuora Quotes

Upgrade Zuora Quotes by installing packages, updating permissions, and reviewing configurations to ensure seamless integration.

  • Ensure you have successfully installed or upgraded Zuora 360 to the latest version. Refer to Upgrade Zuora 360 for the detailed steps.
  • Determine the version of Zuora Quotes installed in your org and perform the required upgrade steps based on the current version. You can check the installed version in Salesforce by navigating to Setup > Installed Packages.
  1. Install the Zuora Quotes Managed Package in Salesforce. Request the Zuora Quotes package installation link from Zuora Global Support, click on the link, and follow the prompts. See Install the Zuora Quotes Package for detailed information. Return to the upgrade steps when the installation completes.
  2. This step is required if you upgrade to Quotes Release 8.10.2 and later releases. For earlier versions than 8.10.2, when you install Quotes and assign the permission to users, it grants users access to the zqu__Z_Quote app. Starting from the 8.10.2 release, you must provide the appropriate permissions to Zuora CPQ objects and fields using:

    • The managed package permission sets

    • (Recommended) A combination of managed package permission sets and permission set groups (PSG). See Create permission set group and muting permission set .

    • (Not recommended) Create a custom permission set by cloning a Zuora managed package permission set

  3. Assign users to permission sets.
  4. Recreate the Product custom fields. If you added any custom field on the ZProduct object in a version 6.61 or earlier, recreate the custom field on the Salesforce Product2 object.
  5. Check the post-installation job status.
  6. Run Manual Syncs from Zuora. To ensure that your Salesforce org has the latest Zuora data, log into your Zuora tenant and perform a manual sync of the following. See Synchronize Data from Z-Billing for detail instruction.
    • Accounts and Related Objects
    • Product Catalog
  7. Update object fieldsets.
  8. Update picklists.
  9. Check and refresh the Zuora tenant settings.
  10. Update Zuora Config settings.
  11. Assign page layouts to profiles.
  12. Edit Quote Wizard settings.
  13. Edit search layouts.
  14. Edit page layouts.
  15. Review the Time Zone support.
  16. Review the Rev Rec changes.
  17. Update Entity Ids.
  18. Download the new default quote template from Zuora, and use it to adjust your own customized templates for new fields if required.
  19. Review the Scheduled Jobs for Refresh Custom Settings.
  20. Review the below settings:

    • Quote Template Settings

    • List Filter Configuration Settings

    • Guided Product Selectors

    • Quote TCV Rollup Settings

    • Component Registration

    • QuickList Component Settings

    • QuickFilter Component Settings

    • Layout Configuration Settings

Last updated: October 10, 2025