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Transmit the newly added custom fields to Zuora

This task guides you through the process of transmitting newly added custom fields from Salesforce to Zuora.

This example demonstrates how the newly added custom fields are transferred to Zuora.

  1. Specify values for these fields on the account for the desired quote, and save the changes. Add account fields
  2. Create a quote for a new billing account for this account.
  3. On the quote's detail page, click Send To Zuora , and click Submit .
  4. After the quote is successfully sent, you see the fields on the newly created account in Zuora populated with the values from the Salesforce Account.
quote populated with values