Dynamic Pricing - use cases
This reference document outlines dynamic pricing use cases and the integration process between Zuora and Salesforce for setting product list prices based on custom fields.
Following are sample use cases:
Set the List Price of a product to $100 if Zuora Account.Vertical__c = 'Healthcare', otherwise $80.
Set the List Price of a product to $10 if Zuora Subscription.Size__c = 'Medium'.
Create matching custom fields in Zuora tenant and Salesforce org.
Ensure custom fields exist with identical API names and compatible data types in both systems.
Zuora Object
Salesforce Object
Field API Name
Type
Account
Zuora__CustomerAccount__c
Vertical__c
Picklist/Text
Subscription
zqu__Quote__c
Size__c
Picklist
Note:- Fields in Zuora__CustomerAccount__c sync automatically from the Zuora Account. You must ensure that the Account object is enabled in the Salesforce CRM Connector Object Enablement settings in Zuora.
- When creating a new quote with a new billing account, add fields to both the standard Salesforce Account object and the Zuora__CustomerAccount__c object.
- Add the custom fields to the appropriate field sets to sync them between Zuora and Salesforce during quote creation or loading.
Salesforce Object
Field sets
zqu__Quote__c
zqu__CustomQuoteFields, zqu__CustomQuoteQueryFields
Note: Without this setting and these field set configurations, Zuora CPQ cannot send or read your custom fields during quote creation or quote loading (amend/renew).