Customize Chatter feed fields for Quotes
Learn how to customize the Chatter feed fields for Quotes in Zuora, including enabling or disabling feed tracking and modifying field sets.
If you are on Zuora Quotes version 9.X, the following fields are displayed in the roll-up feed for the quote object and cannot be customized:
- Name
- Opportunity (Name)
- Status
- MRR (For new subscription quotes)
- TCV (For new subscription quotes)
- DeltaMRR (For amendment or renewal subscription quotes)
- DeltaTCV (For amendment or renewal subscription quotes)
Since Zuora Quotes 10.0, the following fields of the Quote object are displayed in the chatter feed of the opportunity by default:
- Approval Status
- Delta MRR (For amendment or renewal subscription quotes)
- Delta TCB (For amendment or renewal subscription quotes)
- Delta TCV (For amendment or renewal subscription quotes)
- Discount
- MRR (For new subscription quotes)
- Status
- Sub-Total
- Tax
- TCB (For new subscription quotes)
- TCV (For new subscription quotes)
- Total
These fields are included in the Chatter Feed On Opportunity field set of the Quote object. The Chatter feed is only posted when the values of one or more of these fields are changed. You can customize this field set by adding new fields or removing existing fields from it.
If you have enabled feed tracking for both Quote and Opportunity, by default, Chatter feeds are posted on Opportunity when quotes are created or updated. However, you can disable the Chatter feed from quote by taking the following steps.
- Navigate to Zuora Config > Quote Configuration Settings.
- Click Edit Settings.
- Select the Disable chatter feed from Quote check box.
- Click Save to save the configuration.