Scope

The following limitations exist in Salesforce CPQ, and thus the functionalities are either not supported or require a workaround - manual or through customization using Zuora 360 Order Builder:

• Terms and Conditions AmendmentsThe concept of a T&C Amendment as in Zuora is not fully supported in Salesforce CPQ. Without customization, changing the material terms of a contract will result in a new contract in Salesforce CPQ and will result in a new subscription in Zuora.
• Cancellation AmendmentsSalesforce CPQ does not currently have an explicit cancellation event that the Connector can detect. In general, without customization, Salesforce CPQ will require you to set all quantities to zero and then execute a manual cancellation.
• Invoice Owner Transfer AmendmentsSalesforce CPQ does not currently have the concept of an Invoice Owner Transfer Amendment. Without customization using Zuora 360 and Order Builder, this type of amendments is not natively supported from Salesforce CPQ.
• Evergreen SubscriptionsSalesforce CPQ does not currently have the concept of an Evergreen Subscription. This type of Subscription is not natively supported from Salesforce CPQ.

Contracts in Salesforce CPQ

When a quote is created in Salesforce CPQ, a contract is created, and Zuora Connector for Salesforce CPQ uses that contract to create or amend a Zuora subscription.

Zuora metrics, such as MRR, TCV, are stored at the contract level and available with the Preview menu.

A quote can be converted to a contract in one of the following ways:

• When you contract a quote using the Contract button in UI, the Connector will do the following:

1. Create a billing account for the quote, if one does not already exist.
2. Flag the Contracted flag on the Opportunity, which signals Salesforce CPQ to convert the quote to a contract.

• When you select the Contracted field on an opportunity, a quote is contracted, but a billing account is not created.
• When you programmatically convert a quote to a contract, using the global methods:
  1. Create a billing account for the quote, if one does not already exist.
  2. Flag the Contracted flag on the Opportunity, which signals Salesforce CPQ to convert the quote to a contract.

A Salesforce CPQ quote line maps to a Zuora rate plan and a charge as a product and the price are stored on one quote line.

On a quote line, your quoting users can either:

• Override the rate plan charge fields.
• Use the default rate plan charge set in Zuora product catalog.

For more information on Quoting in Salesforce CPQ, see Salesforce CPQ Documentation