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README

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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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