Add sales person to the Account Level Payload

Answered

Susan Diaz

05 December 2022 14:17

Currently we can populate the Sales Person on the subscription only. When in Zuora you often pull up information by the Account first and it would be nice to have the Sales Person on that account. For us each new order is a new account so we don't have to worry about a value already being there. Obviously for other customers where they allow users to manage their accounts might not want this so it should be optional but should populate if specified.

https://knowledgecenter.zuora.com/Central_Platform/API/G_SOAP_API/E1_SOAP_API_Object_Reference/Account

SalesRepName

optional

Create Query Update Delete Filter

The name of the sales representative associated with this account, if applicable. Type: string Character limit: 50 Version notes: -- Values: a string of 50 characters or fewer

1

• Official comment

  

  Permanently deleted user

  12 February 2025 11:47

  Hi Susan,

  This is an interesting use case and while we don't have this prioritised this quarter, we could look at this with the Sales Portal work we've scoped for IRMI.

  Let's discuss this further during our sync.

  Best wishes,
  Asha

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