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Zuora CPQ setup

Zuora CPQ operating architecture

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Learn about the different operating options supported by Zuora CPQ.

The following table explains the settings you must configure and the different operating options Zuora provides for CPQ UI and Zuora Billing API architecture:

Zuora CPQ configuration- Orders - Disabled - CPQ X - Disabled - MSQ - Disabled- Orders - Enabled - CPQ X - Disabled - MSQ - Disabled- Orders - Enabled - CPQ X - Enabled - MSQ - Disabled- Orders - Enabled - CPQ X - Enabled - MSQ - Enabled
Zuora CPQ UI optionsLegacy CPQ UILegacy CPQ UIOne of the following UI’s can be utilized: - Quote Studio UI - Legacy CPQ UIOne of the following UI’s can be utilized: - Quote Studio UI for MSQ - Quote Studio UI - Legacy CPQ UI
Zuora Billing API architecture CPQ utilizesSubscribe and Amend APIOrders APIOrders APIOrders API

Note:

You must enable Orders to be able to use CPQ X or Multi Subscription Quoting (MSQ).

Following are some important pointers:

  • Each Salesforce organization can only have one Zuora CPQ-managed package installed. For the latest version of Zuora CPQ, see Zuora CPQ for Salesforce Release Notes.
  • Zuora CPQ uses only one object model, and the core objects are used in the ‘Subscribe and Amend’ and ‘Orders’ architecture.
  • Each Zuora CPQ-managed package can only connect to one Zuora Billing tenant.
  • You can create and save a quote using the legacy UI of the Zuora CPQ and access/edit it later from the Quote Studio UI.