Before utilizing MSQ, there are certain prerequisites that should be considered. These prerequisites ensure a smooth enablement and usage of MSQ within your organization.

To use the MSQ, you must meet the following requirements:

• You must be on or upgrade to the latest version of Zuora Quotes (See the Release Notes for the latest version).

• Ensure you are using Zuora Quotes-Lightning to utilize MSQ functionality.

• The Zuora 360 package must be installed in your Salesforce org.

• Starting with Quotes version 10.44.1, you can enable high-speed quote preview or results transfer in MSQ from Zuora Billing to CPQ using the Preview Service, depending on the quote size:

  • Set up the sync credentials to connect to Salesforce using OAuth. For more information, see Set up Sync Credentials to Connect to Salesforce .

    Note:

    • If the Zuora Connector for Salesforce CRM has already been enabled with OAuth credentials for 360+ sync, you can use the existing OAUTH credentials stored in Zuora Billing.
    • If you are using a Sandbox environment, after you refresh your Salesforce org, you must set up the sync credentials again to connect to Salesforce using OAuth.

  • Request your Salesforce Administrator to grant the necessary Salesforce permissions to the user who authorized or enabled the connector to push the results from Zuora Billing to CPQ.

    • Ensure that the API Enabled permission is enabled for the user. This permission would already be enabled when setting up OAuth credentials. In case the permission is not enabled, your Salesforce Administrator can enable it using one of the following options:

      • Option 1 - Profile level

        • In your Salesforce org, click and select Setup . The Setup homepage opens.

        • Navigate to Administration > Users > Users in the left navigation menu. The All Users page is then displayed on the right.

        • Select the user from the user list, and click the username.

        • Click System Administrator in the Profile field.

        • Select the API Enabled option under Administrative Permissions for the user to provide access to Salesforce APIs.

      • Option 2 - Permissions Sets level

        • In your Salesforce org, click and select Setup. The Setup homepage opens.

        • Navigate to Administration > Users > Users in the left navigation menu. The All Users page is then displayed on the right.

        • Select the user from the user list, and click the username.

        • Click Permission Set Assignments and click Zuora Quotes End User.

        • Click Clone.

        • Provide a label and API name and click Save.

        • Click System Permissions from the System section and click Edit .

        • Select the API Enabled option and click Save .

• From the user profile, select Object Settings and enable Read and Write access for the MSQ Preview Notifications (zqu__MSQ_Preview_Notification__e) object.

• Add Zuora Quotes to the user's managed packages to provide access to the CPQ package.

• Set permissions for Zuora Quotes custom objects by assigning the Zuora Quotes End User permission set to the user. For more information, see Set Permissions for Zuora Quotes Custom Objects .

• Enable Multi-Subscription Quoting under Zuora Config > Admin Config Admin Config setting. f

• Set up access to the MSQ feature for profiles within the Zuora Config > Quote Studio Settings > Feature Access Config.