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Integrate amendment quote

This topic provides the steps to create an amendment in Zuora with a Salesforce CPQ contract.

Figure 1. Amend Quote integration
Amend quote integration

The Salesforce CPQ amendment process is triggered from a Salesforce CPQ contract and creates an amendment, an opportunity, and an amendment quote.

Salesforce CPQ amend quotes allow your quoting users to change the current subscription and submit the amend quote to Zuora.

Amend metrics are shown in the Salesforce CPQ contracts.

Salesforce CPQ supports the following types of amendments, thus only these types of amendments are sent to Zuora by Zuora Connector for Salesforce CPQ:

  • Renew: See the next section for renewal quote integration.
  • Add Product
  • Remove Product
  • Update Product

The Invoice Owner amendments and Terms and Conditions amendments are not supported by Zuora Connector for Salesforce CPQ.

  1. In Salesforce CPQ, open the contract you want to amend.
  2. Click Amend. See Salesforce CPQ documentation for detail steps.
  3. Open the quote that you just amended.
  4. Click Contract to generate a contract for the quote.
  5. In the Contracts section, click the generated contract number.
  6. On the Contract Detail page, click Validate to validate the subscriptions in the contract. Note that this feature is only supported in ZSB 2.11 and later releases. See Subscription Validation for details.
  7. On the Contract Detail page, click Send to Zuora.
  8. Review the information and click Send to Zuora to confirm.

    If the action fails, check for the additional status as described in Troubleshooting.

  9. Log into your Zuora tenant to verify the amendment is created.

    Note that the Connector flow has been changed since version 3.0 if Zuora Orders is enabled. The Preview page is no longer necessary. Preview is now initiated when loading the Send To Zuora page. If you are unable to send a successful preview, you will be unable to initiate a contract submission.