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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.