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Zuora CPQ

Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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Multi-Org

Map profiles to Zuora Org

  1. Open Zuora Quotes.
  2. To add the Profile Org Access Mappings tab, perform the following steps:
    1. In your Salesforce org, click Setup and select Setup. The Setup homepage opens.
    2. From the left navigation menu, navigate to Administration > Users > Users.
    3. Click the required username from the list.
    4. Click Permission Set Assignments and click Zuora Quotes End User.
    5. Click Clone.
    6. Provide the label and API name, and click Save.
    7. From the Apps section, click Object Settings.
    8. Open the Profile Org Access Mappings object and edit the settings.
    9. From Tab Settings, select Available and Visible.
    10. Click Save.

      Adding the Profile Org Access Mappings tab is a one-time activity.

  3. Click the New button.
  4. In the Org Detail field, enter the org name and select the org. Alternatively, to choose all the orgs, select All Orgs.
  5. Select the profiles from the Available list in the Profile Name section and click the icon. Alternatively, to choose all the profiles, select All Profiles.
  6. Enter user information in the User Detail field, and select the users.
  7. Click Save.
    Note:

    • When you select All Orgs, specific orgs, All Profiles, and specific profiles, only specific orgs and profiles are saved for the saved profile.

    • You can also restrict Salesforce users' access to certain orgs configured in the Zuora tenant based on the Account or Opportunity record field using the Multi Org Plugin. See Use Multi Org Plugin.

Last updated: October 10, 2025