SSO integration

Reconfigure SSO through submitting a request at Zuora Global Support .

Yes

User management

Update Zuora user emails, or add QA or Developer users as needed.

Upon each refresh, the admin must submit a request at Zuora Global Support to reset the password for admin users.

If you are a OneID user, follow the instructions on the Zuora One ID Central Sandbox and Developer Sandbox refresh page.

Yes

Integrations to external systems

Update integration endpoints and Zuora API usernames in Zuora for any external systems or integrations that call or receive requests from Zuora, eg:

• Zuora 360

• Configurable Tax app

• Payment gateways

• Zuora Quotes with CPQ

Yes

Collections

Update API usernames and tokens, and settings for Zuora Collections.

Yes

Hosted Payment pages

Update keys for hosted payment pages.

Yes

Notifications and Callouts

Update SMTP Settings.

Yes

Billing - Revenue Integration

If the Billing - Revenue Integration is enabled, submit a request to Zuora Global Support to reconfigure the integration:

• Billing tenant ID (Global ID if it is a multi-entity tenant)

• URL endpoints for both Billing and Revenue

• Revenue schemas

• SSO (if enabled in production)

• Username (for SSO enablement)

Yes

Zuora Workflow

Review hard-coded callout URLs (not pointed to production) and reconfigure if necessary, and reconfigure authentication tokens. After the central sandbox refresh, you have to reconfigure the workflow run user.

The recommended practice is to use global constants to maintain desired URLs since they are scrubbed upon refresh from production. If global constants are configured in the sandbox environment, they persist through subsequent refreshes.

Yes

Reconfigure Liquid templates.

Yes

Custom objects

If you store PII data or external links on custom objects or custom fields, ensure that such data or link is removed or scrubbed.

Yes

Bill Run and Payment Run Schedules

Developer and Central Sandbox refresh does not copy the scheduled Bill Run and Payment Run, so the Bill Run and Payment Run will not work as scheduled after the refresh.

Yes