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Configure skipping of Zuora CPQ managed package triggers

Learn how to configure the Trigger Control Config custom setting to skip Zuora CPQ managed package trigger execution for specific objects.

You can use the Trigger Control Config custom setting, available starting in Quotes version 10.54, to skip execution of Zuora CPQ managed package triggers for the following objects:

  • Quote

  • Product2

  • Contact

This configuration allows you to disable CPQ trigger processing for non-Zuora CPQ use cases and custom integrations.

Note: Starting with Quotes version 10.54, Salesforce users who do not have a Zuora Quotes license can create Product and Contact records.
  1. Navigate to Setup > Custom Code > Custom Settings.
  2. Click Manage next to Trigger Control Config.
  3. In the Setup Owner section, click New.
    Note: The Automated Process profile is hidden by default and does not appear in the standard User lookup. To include the Automated Process profile:
    1. In Salesforce, go to Setup > Developer Console.
    2. From the menu bar, select Debug > Open Execute Anonymous Window.
    3. In the Enter Apex Code area, run the following code:
      User automatedProcessUser = [
          SELECT Id
          FROM User
          WHERE Alias = 'autoproc'
          LIMIT 1
      ];
      zqu__Trigger_Control_Config__c triggerControlConfig = new zqu__Trigger_Control_Config__c();
      triggerControlConfig.SetupOwnerId = automatedProcessUser.Id;
      triggerControlConfig.zqu__SkipQuoteTrigger__c = false;
      triggerControlConfig.zqu__SkipContactTrigger__c = false;
      triggerControlConfig.zqu__SkipProduct2Trigger__c = false;
      insert triggerControlConfig;
    4. Click Execute.
  4. From the Location dropdown, select Profile or User based on your business requirement and enter the corresponding profile or user information.
  5. Select the required trigger object and click Save.