Product catalog integration in Zuora connector Salesforce CPQ
Integrate Salesforce CPQ with Zuora to manage products and billing, while considering limitations and supported pricing models.
With Zuora Connector for Salesforce CPQ, you have the flexibility of managing your products in Salesforce product catalog but with the billing capabilities provided via the Zuora product catalog.
Scope
You need to consider the following limitations in the Connector when you implement the integration of Salesforce CPQ to Zuora via the Connector:
If a Zuora charge is already on a subscription, that charge can no longer be deleted in your Zuora product catalog.
Rounding down in Units of Measure is not a supported option in Salesforce CPQ. Salesforce CPQ only rounds up.
If a Product has been synced to Zuora, when you update the Charge Model on the Product and click Send to Zuora to sync the update, the Charge Model on Zuora Product will not be updated.
The following features are not supported in Salesforce CPQ:
Discount Charge ModelsZuora's Discount charge models, while they can be created in Salesforce product catalog and synchronized to Zuora like other charge models, are not integrated into Salesforce CPQ Quote calculations without customization.
Tiered with Overage Charge ModelSalesforce CPQ currently does not have the concept of a Tiered with Overage charge model, so the charges of the charge model cannot be mapped to Zuora by the Connector.
One-time ChargesIn Salesforce CPQ, one-time charges are either Assets, or Fixed Price Non Renewable Subscription Products. There is no concept of non-proratable, non-renewable one-time charges. Customization would be required to support one-time charges, e.g. setting the prorate multiplier to 1 in Salesforce CPQ
Supported Salesforce CPQ Pricing Models
Three Salesforce CPQ pricing models are supported with Zuora Connector for Salesforce CPQ.
Price book entry
One price book entry maps to one set of a product rate plan, a product rate plan charge, and one or more product rate plan charge tiers in Zuora.Figure 1. Product integration Multiple rate plans under a product indicate that pricing for the product has been registered in multiple price books.
Block price
One block price maps to one product rate plan charge tier in Zuora.
Sets of block prices grouped by price book map to one product rate plan in Zuora.
Discount schedule
One discount tier maps to one product rate plan charge tier in Zuora.
Sets of tiers grouped by price book map to one product rate plan in Zuora.
The following Zuora charge models are supported through Zuora Connector for Salesforce CPQ:
Flat fee
Per unit
Tiered
Volume
Salesforce CPQ prices are translated to Zuora charges as below:
