Research: Web Direct Opportunities Need Quote and Product Data
Issue Summary
Looking at the data in SFDC we receive from the portal, we are only receiving shell Opportunities and Subscriptions. We are not receiving data for Zuora Quotes, Zuora Rate Plans, or Zuora Subscription Charges, all of which are critical for surfacing the current entitlements and metrics for our customers. This effects any customer who uses the portal, even partially.
We need to update the customers.gitlab.com to send us additional data when a Zuora transaction is triggered.
This is an engineering research issue to:
- investigate the proposal
- identify implementation
- break out the tasks into the smallest available parts and create issues if needed
Proposal
For every transaction in Zuora, we need a:
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Zuora Quotes
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Zuora Rate Plans
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Zuora Subscription Charges
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Quote Object (similar to the wrapper you send the Opp in)
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All Related
Amendments
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All Related
Quote Rate Plans
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All Related
Quote Rate Plan Charges
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All Related
Quote Charge Summaries
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All Related
Quote Charge Details
We would also need to double check that post transaction the following objects are inserted / updated on the Account:
- All Related
Subscriptions
- All Related
Subscription Product & Charges