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Configure automatic quote status updates

After you enable scheduled orders, configure a record-triggered flow in Salesforce to update the quote status after a scheduled order is executed.

This is a one-time setup. You do not need to configure the flow separately for each scheduled order.

  1. In Setup, navigate to Process Automation > Flows and then click New Flow.
  2. Select Record-Triggered Flow.
  3. Configure the trigger settings:
    • Object: Select Zuora 360 Subscription (Zuora__Subscription__c).

    • Trigger the Flow When: Select A record is created or updated.

    • Condition Requirements: Select Formula Evaluates to True.

    • Formula: Enter NOT(ISBLANK({!$Record.Zuora__QuoteNumber__c})).

    • When to Run the Flow for Updated Records: Select Every time a record is updated and meets the condition requirements.

    • Optimize the Flow for: Select Actions and Related Records.

  4. Click the + icon after Start on the canvas and then select Action under Interaction.
  5. In the Action search field, search for and select Sync Scheduled Quotes.
  6. Configure the action:
    • Label: Enter a descriptive label (for example, Sync Scheduled Quotes).

    • Zuora Subscription Record Id: Set this input parameter to {!$Record.Id}.

  7. Click Save, enter a label such as Sync Scheduled Quotes on Zuora Subscription in the Flow Label field, and then click Save.
  8. Click Activate.

    After the flow is active, it runs automatically when a subscription created by a scheduled order is synchronized to Salesforce. The flow updates the corresponding quote status.