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Set optional custom field mappings

Learn how to set optional custom field mappings in Salesforce for Zuora, including navigating to setup, managing records, and inputting necessary field information.

  1. Go to Setup in Salesforce.
  2. Click Build > Develop > Custom Metadata Types.
  3. On the All Custom Metadata Types page, find Zuora Order Custom Field and click Manage Records.
  4. Click New on the Zuora Order Custom Fields page.
  5. Input the following fields on the Zuora Order Custom Field page.
    • Label - the name of the custom field setting

    • Zuora Order Custom Field Label - the label for the custom field name

    • Zuora API Name - the custom field API name with appendix '__c'

    • Zuora Object - Zuora object of the custom field

  6. Click Save.
  7. Repeat 4 to 6 for each optional custom field.
    Upon Send To Zuora, ZuoraSubmitContractOrderPlugin will read the custom field mappings in the metadata of Zuora Order Custom Field and include the custom fields in the Orders API call.