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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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Upgrade Zuora Quotes

Enable Zuora Tenant Settings

Learn how to enable and refresh Zuora tenant settings to ensure synchronization with {{zquote}}.

Note: If you do not intend to use the following features in Zuora, you do NOT need to perform these steps.

The following settings are enabled in your Zuora tenant first and propagated to {{zquote}}. Once a day, the Zuora settings are checked, and the settings in {{zquote}} are refreshed based on the Zuora settings. If you want to manually refresh the settings before the next scheduled, you can execute the corresponding method on the RefreshCustomSettingSchedulable class as described below the table:

Setting

Method

Introduced in Version

Feature

refreshEntitlementPermission

6.2

Bundling

refreshCpqPermissions

7.0

See Enable Bundling in Zuora Quotes for additional steps required to use Bundling in your org.

Rules Engine

refreshRulesEnginePermissions

7.0 Only applicable if you remain on Quotes 7.x. In 8.x and later this can be enabled on Salesforce directly.

See Enable Rules Engine for additional steps required to use Rules Engine.

Multi-Entity

refreshMultiEntityPermission

7.40

Order

refreshOrdersPermission

8.1

This feature is only available if you have the Orders feature enabled.

Single Version Subscription

refreshSingleVersionSubscriptionPermission

10.34. To enable this feature, see Enable single version subscription.

To immediately update a Zuora setting before the next schedule permission check happens, run the following to force the permission check:

  1. In Salesforce, open Developer Console.
  2. Navigate to Debug > Open Execute Anonymous Window.
  3. In the Enter Apex Code window, type: zqu.RefreshCustomSettingSchedulable.method_in_the_table_above();
  4. Click Execute.
  5. In Zuora Quotes, click the Zuora Config tab and verify that the setting is correctly updated in the Advanced Quoting Configuration Settings.

    See Advanced Quoting Configuration Settings for more information about the above settings.

Last updated: October 10, 2025