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Add custom fields to the custom account fields fieldset

This task guides you through adding custom fields to the custom account fields fieldset in Zuora.

This example demonstrates how to add Account-level custom fields, Notes and Account Fields fieldset for sending to Zuora.

  1. In Zuora, create the custom fields on the Account object with the following API names and types:
    • Notes__c with Text type.

    • Account_Type__c with Picklist type of Emerging, Enterprise, and Strategic as picklist values.

  2. Go to Setup > App Setup > Customize > Accounts .
  3. Create the custom fields, Notes, (Notes__c) and Account Type (Account_Type__c) with the same API names and types.
  4. In the Fields Sets section, click Edit next to Custom Account Fields. Account field sets
  5. Drag and drop the Account Type and Notes fields to the In the Field Set section. Custom account fields
  6. Click Save .