Legacy CPQ setup

This section provides guidance on configuring Zuora Quotes custom objects and layouts in Salesforce.

This section contains the articles that describe how to configure Zuora Quotes custom objects, their fields, field sets, and display layouts in Salesforce to customize Zuora Quotes for your organization. It discusses the following topics:

• Set_Permissions_for_Zuora_Quotes_Custom_Objects_-_Zuora.pdf

• Configure_the_Opportunity_Page_Layout_-_Zuora.pdf

• Create_a_Remote_Site_for_Zuora_Quotes_-_Zuora.pdf

• Customize_Select_Billing_Account_Tables_-_Zuora.pdf

• Display_Custom_Fields_on_Page_Layout_-_Zuora.pdf

• Populate_Quote_and_Charge_Metrics_in_Custom_Code_-_Zuora.pdf

• Display_Billing_Option_Fields_in_Product_Selector_-_Zuora.pdf

• Display_Charge_Level_Metrics_-_Zuora.pdf

• Display_Lookup_Fields_in_Enhanced_Product_Selector_-_Zuora.pdf

• Display_Tax_Exempt_Status_Fields_-_Zuora.pdf

• Display_Subscription_Term_Period_Type_Fields_-_Zuora.pdf

• Send_Custom_Fields_to_Zuora_-_Zuora.pdf

• Configure_ZProduct_to_View_Zuora_Product_Catalog_-_Zuora.pdf

  • Configure_Product_Segmentation_-_Zuora.pdf

• Configure_Customer_Account_Hierarchy_-_Zuora.pdf

• Customize_Available_Payment_Terms_-_Zuora.pdf

• Customize_Payment_Methods_-_Zuora.pdf

• Customize_Currencies_-_Zuora.pdf