Multi-Org in Multi Subscription Quoting
Multi-Org in Zuora enables Salesforce users to select and manage organizations for creating, amending, or renewing subscription quotes.
You can select an org to create new, amend, or renew subscription Quotes in Multi Subscription Quoting 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 for Multi Subscription Quoting is supported from Quotes version 10.48 onwards.
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 Orgs. 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.
- Ensure that Account and Product Rate Plan Charge objects are enabled in Settings > Commerce > Sync Object Enablement under Objects: Zuora Quotes section 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 in Multi Subscription Quoting.
Other considerations
Multi-org and multi-entity are not supported in the same Salesforce org.