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/* Copyright (c) 2012 Zuora, Inc.
*
* Permission is hereby granted, free of charge, to any person obtaining a copy of
* this software and associated documentation files (the "Software"), to use copy,
* modify, merge, publish the Software and to distribute, and sublicense copies of
* the Software, provided no fee is charged for the Software. In addition the
* rights specified above are conditioned upon the following:
*
* The above copyright notice and this permission notice shall be included in all
* copies or substantial portions of the Software.
*
* Zuora, Inc. or any other trademarks of Zuora, Inc. may not be used to endorse
* or promote products derived from this Software without specific prior written
* permission from Zuora, Inc.
*
* THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
* IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
* FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT. IN NO EVENT SHALL
* ZUORA, INC. BE LIABLE FOR ANY DIRECT, INDIRECT OR CONSEQUENTIAL DAMAGES
* (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES;
* LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON
* ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT
* (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS
* SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.
*/
Zuora Z-Force Sample Code Package: Zuora Z-Checkout and Salesforce.com Integration Sample
INTRODUCTION
------------
This sample implementation of Z-Checkout pages in Salesforce.com contains the following 3 scenarios:
(1) Create a payment method from a Billing Account detail page
(2) Create a payment method from Quote detail page that is associated with the quote that has been sent to Z-Billing.
(3) Create a subscription from a particular rate plan through Z-Checkout page
The newly created payment method will be set as the default payment method of the associated billing account, and "Auto-Pay" will be enabled for the associated billing account.
The default payment method and the Auto-Pay information will be available on the Billing Account record in SFDC after the next SFDC Sync is run.
PRE-REQUISITES
-------------
This sample code package is an unmanaged package that depends on the following Z-Force managed packages:
- Z-Force 360 Version 2.2
- Z-Force Quotes Version 5.3
INSTALLATION INSTRUCTIONS
-------------------------
1. Install this sample code package using the following Force.com Installation URL (Version 1.1):
https://login.salesforce.com/packaging/installPackage.apexp?p0=04td0000000AGnp
This will install sample code unmanaged package into your Salesforce.com organization.
CONFIGURATION INSTRUCTIONS
--------------------------
1. Add "New Payment Method" button onto the following Quote V5.0 Layouts:
Quote Layout Default V5.0
Quote Layout Amendment V5.0
Quote Layout Renewal V5.0
Quote Layout Default Read-only V5.0
Quote Layout Amendment Read-only V5.0
Quote Layout Renewal Read-only V5.0
2. Add "New Payment Method" button onto the Billing Account Layouts.
3. Follow the instructions on the following link to configure a Z-Payment Page in Zuora:
http://knowledgecenter.zuora.com/C_Zuora_User_Guides/B_Commerce/Z-Payments_Page_User_Guide/Implementing_Z-Payments_Page_with_Salesforce.com/B_Create_a_Hosted_Payment_Page_in_Zuora
4. Follow the instructions on the following link to configure Z-Payment settings in Salesforce.com organization:
http://knowledgecenter.zuora.com/C_Zuora_User_Guides/B_Commerce/Z-Payments_Page_User_Guide/Implementing_Z-Payments_Page_with_Salesforce.com/C_Configure_the_Z-Payments_Page_Settings_in_Salesforce.com
For more information on Salesforce.com and Z-Checkout integration please refer to the Z-Payment Pages chapter on Zuora knowledge center.
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