Welcome to Zuora Product Documentation

Explore our rich library of product information

Custom object record management

You can create and manage custom object records for custom objects with bulk operations or integration with other Zuora features, such as Events and Notifications, and Workflow.

Query custom object records

You can query custom object records by the following ways:

  • UI: Use Data Query. This is an asynchronous query and any field can be used in the WHERE clause to filter results. See SQL Queries in Data Query for details. Note that it may take up to 60 minutes for a newly created custom object to be available in Data Query. To query custom objects in Data Query, the custom object name needs to be prefixed with default__ and custom field API names should be used in the SELECT statement. For example: SELECT make__c, model__c, year__c, VIN__c FROM default__Vehicle

  • API: Make a List records for a custom object call. This is a high-performance query and only filterable fields can be used as filters in this query. See Query syntax of custom object records for details.

Events for custom object records

Zuora provides the following events that focus on the usage of custom object records:

  • Custom Object Records High Usage

  • Custom Object Records Max Usage

These events are evaluated on a daily basis. If the number of custom object records of a specific custom object definition exceeds the pre-defined limit value, Zuora will trigger notifications related to these events. For more information about event details and limit values, see Standard events for Zuora Platform.

Manage custom object records in Workflow

Zuora Workflow provides the following tasks for you to create, query, update, or delete custom object records. For more information, see Zuora Workflow.

  • Custom Object: Create Record

  • Custom Object: Query Record

  • Custom Object: Update Record

  • Custom Object: Delete Record

Notes and limitations

When managing custom object fields, keep the following notes and limitations in mind:

  • The maximum size of .csv files is 15 MB.

  • The uploaded .csv file cannot contain system fields such as CreatedDate, UpdatedDate, and others.

  • The Id system field applies only to the .csv file for updating custom object records in bulk.

  • When creating or updating custom object records in bulk, Zuora uses the value in columns in the .csv file for corresponding custom fields, and uses the default value for fields that are not present in the file. For example, assume that a custom object record contains the following custom fields:

    Field name

    Field API name

    Default field value

    Field value in this record

    Sold

    sold__c

    False

    False

    Color

    color__c

    White

    Red

    When updating this record via a .csv file that contains only the Id and sold__c columns, the Color will be set to White instead of Red because the color__c field is not provided in the file.

  • When creating or updating custom object records in bulk, if the .csv file contains records with duplicated values for a unique-type field, Zuora will accept the first record by sequential order in the file, and reject other records with duplicated values. Other records that do not have duplicated values in the same file will be accepted as usual. You can find all rejected records of a particular bulk job for creation through the List all errors for a custom object bulk job API operation. The following is an example of a .csv file for creating records:

    Row number

    Unique_text_field__c

    The_other_boolean_field__c

    2

    region001

    true

    3

    region002

    true

    4

    region003

    false

    5

    region002

    false

    6

    region004

    true

    By receiving this file, Zuora will create four records for rows 2, 3, 4, and 6. Row 5 will be rejected because it has a duplicated value (region002) for the unique field (Unique_text_field__c) and is after row 3, which shares the same value for this field.