PARENT ISSUE: Web Direct Opportunities Need Quote and Product Data
Business Requirements
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.
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 Details
Edited by Jack Brennan