Learn about creating a new quote in Salesforce using the Multi-Org feature, allowing selection of existing or new billing accounts and managing subscriptions through the Quote Studio page. As a Salesforce user with access to multiple orgs, you can create a New Quote with an existing or new billing account. When creating a new billing account, you can define which Zuora Org Unit the Account belongs to.

1. In your Salesforce org, navigate to the Account Detail page of an Account or the Opportunity Detail page of an Opportunity.
2. Click the New Quote (New) button.
   If there is more than one org, a list of the orgs you have access to from the associated Zuora tenant is displayed.
3. On the Required Inputs Prior to Quote Creation window, search for the organization or select from the org list.
   • You will only see the Org name column in the list by default. The Salesforce Admin can add additional columns to the table by adding the fields to the Multi-Organization Display Fields (Zuora__Multi_Org_Display_Fields) field set in the Zuora Organization (Zuora__Organization__c) object.
   • Salesforce allows record filtering only on fields included in the Multi-Organization Display Fields (Zuora__Multi_Org_Display_Fields) field set. Also, you can search only on text fields.
4. (Optional) When active or pending subscription settings are enabled in your Salesforce org and Zuora tenant, perform the following steps:

   IF	THEN
   Selected org and account have no existing billing account	Select Active Subscription or Pending Subscriptions and click Next.
   Selected org and billing account have one or more subscriptions created	Click Next. You are redirected to the Select a Billing Account and Select a Subscription section on the Quote Studio page.

5. Based on the selected billing account and org, perform the following steps:
   1. If the selected org and account have no existing billing account, configure Quote information and submit the configuration upon completion. For instructions, see Configure Quote information on the Quote Studio page.
   2. If the selected org and billing account have one or more subscriptions, you are redirected to the Select a Billing Account and Select a Subscription section on the Quote Studio page. You can create, amend, or renew the Quote based on your business requirements. For instructions, see Configure Quote information on the Quote Studio page.

   To display the organization name for existing billing accounts in the Billing Account Selection table when creating a new quote, create a custom formula field and add it to the appropriate field set.

   1. Create a custom formula field on the Zuora__CustomerAccount__c object.

      • Set the Return Type to Text.
      • Use the following formula to reference the organization name:

        Zuora__Organization__r.Name

   2. Add the new formula field to the Zuora__fields_for_select_billing_account_compon field set on the Zuora__CustomerAccount__c object.