You can select an org to create new, amend, or renew subscription Quotes if you have Multi-Org enabled in your Zuora tenant. You can create a subscription quote from an Opportunity, an Account, or any other page that meets your business requirements. Org selection is supported from Quotes version 10.48 onwards.

Zuora CPQ automatically supports Multi-Org when Multi-Org is enabled in the Zuora tenant and the required organization data is synchronized to Salesforce. No additional configuration is required in Zuora CPQ.

Organization labels can be applied at the product level and at the product rate plan level in the Zuora tenant. Organization labels are not applied at the charge level for CPQ filtering.

The Multi-Org configuration in the Zuora tenant determines how Quote Studio selects the org for a quote:

• If only one org exists in the Zuora tenant, Quote Studio skips the org selection step and automatically uses it.

• If multiple orgs exist in Zuora tenant, you must manually select an org.

• If no orgs exist in Zuora tenant, the org selection step is skipped, and Quote Studio functions as it does when Multi-Org is not enabled.

The products shown in the Product Selector modal are filtered in Quote Studio based on the selected org and products not associated with any org. The selected org also determines the value populated when sending the Quote to Zuora and Previewing, or anywhere in the Order Requests that require the Org ID.

As a Salesforce user, you can select the org to create, amend, or renew a Quote. See Create new quote with Multi-org.

Optionally, as a Salesforce admin, you can map Salesforce profiles to Zuora organizations to restrict Salesforce users' access to specific organizations. If you do not configure any org access mappings, users can access all organizations. See Map profiles to Zuora Org.

Prerequisites

• Ensure that the installed Zuora Quotes managed package version is 10.48 or above.
• Ensure that the installed Zuora 360 package version is 5.22 or above, and you are using the latest Zuora Connector for Salesforce CRM.
• Ensure that Multi-Org is activated in your Zuora tenant. For more information, see Multi-Org capability enablement.
• Ensure that more than one Org is configured in the Zuora tenant.
• Ensure that you enable Product Catalog for real-time sync.
• If you enable Multi-Org on an existing Zuora tenant, ensure that existing accounts are labeled with organizations using APIs, as this cannot be done in the Zuora tenant UI. To label organizations using APIs, contact Zuora Support.
• Ensure that Account and Subscription objects and Product Catalog object under Objects: Zuora Quotes section are enabled in Settings > Commerce > Sync Object Enablement in your Zuora tenant.
• Ensure that the Zuora Quotes End User permission set is updated. See Zuora Quotes End User permission set for Multi Org.

Other considerations

Additional information

As a Salesforce admin, you can run the following queries to validate whether the data sync between the Zuora tenant and Salesforce was successful.

Run the following query in the Developer Console to view all Billing Accounts that have an organization label synced from Zuora. If you do not see all expected accounts or see no results, there may be a sync issue.

SELECT Id, Name, Zuora__Organization__r.Name
FROM Zuora__CustomerAccount__c
WHERE Zuora__Organization__c != null

Run the following query in the Developer Console to view all Billing Accounts that do not have an organization label synced. This can help troubleshoot sync issues if these billing accounts are labeled with an organization in Zuora.

SELECT Id, Name
FROM Zuora__CustomerAccount__c
WHERE Zuora__Organization__c = null

Run the following query in the Developer Console to view all products and product rate plans that have been synced to Salesforce with an organization label.

SELECT Id,
       zqu__productID__r.Name,
       zqu__ProductRatePlanId__r.Name,
       zqu__OrgId__r.Name
FROM zqu__ProductRatePlanChargeOrg__c
WHERE zqu__OrgId__r.Name != null

Behavior and resolution

Issue: Accounts or subscriptions are missing in CPQ

Possible causes:

• Accounts are not labeled to organizations. To label the accounts, contact Zuora Support.

• Organization labels are not syncing to Salesforce because the 360 sync service or required objects are not configured.

• Org access mappings restrict the user’s visibility to certain organizations.

Issue: A rate plan is not available in the product selector

Possible causes:

• The rate plan is labeled to a different organization than the organization selected for the quote.

• The product and the rate plan are labeled to different organizations.

• Functional currency constraints prevent the rate plan from being selected.

Issue: Preview errors occur when updating an existing subscription

Possible causes:

When you amend a quote, billing rules prevent updates if the organization label on the account or subscription differs from the organization label on the product. In this scenario, updating the product is not supported. You may need to remove the product instead.