Creating a lookup relationship for Zuora

This is the fourth step in completing your Sertifi for Zuora installation.

You must create a look up relationship to the Z Quote in Salesforce as you install the Sertifi app to point the Sertifi button to the Zquote. This ensures that you can send a quote document for signature from the zquote, or other desired sending object.

To create a lookup relationship in Salesforce:

  1. Navigate to Create > Objects.
  2. Click Sertifi EContract under the Label field.
  3. Scroll down to Custom Fields and Relationships.
  4. Click New. The New Custom Fields and Relationship wizard opens.
  5. Select Lookup Relationship from the list, and then click Next.

    6. lookup relationship creation

  1. Select the second Quote from the Related To dropdown menu, and then click Next.

    2. select quote from the list

  1. Enter Sertifi EContract for the Field Label.
  2. Click into the Field Name box to autopopulate the field name, and then click Next.

    3. create the relationship

  1. Click Next until you reach step 6 of 6 in the wizard. You should see a long list of Zuora page layouts appear. If you don't see a long list, you selected the Salesforce Quote object, and not the Zuora quote object. Click Previous to navigate back to the second step of the wizard.
  2. Click Save.

    3. final state of lookup relationship

Next step

Once you save your lookup relationship, you can move on to customizing your settings. For more information, see Customize your settings for Zuora.