Learn how to configure the connector in Salesforce to enable on-demand synchronization and data transfer from SFDC CPQ to Zuora.

1. Perform the following steps to sync all your supported accounts.
   1. For Salesforce Setup, go to Platform Tools > Objects and Fields > Object Manager > Account > Buttons, Links, and Actions > New Button or Link.
   2. Configure the following details on the actions page.
      • Label: Send to Zuora
      • Name: send_to_zuora_account
      • Display Type: Detail Page Button
      • Behavior: Display in a new window
      • Content Source: URL
      • URL: https://r7eq6a62d4.execute-api.us-west-2.amazonaws.com/default/sfdccpq?sfdc=<Salesforce CPQ domain name>&accountId={!Account.Id}. The Salesforce CPQ domain name is the unique endpoint for SFDC without the https.
      • SFDC URL Example: zuora-18f-dev-ed.develop.lightning.force.com

      

2. Perform the following steps to sync order between multiple sessions.
   1. For Salesforce Setup, go to Platform Tools > Objects and Fields > Object Manager > Order > Buttons, Links, and Actions > New Button or Link.
   2. Configure the following details on the actions page.
      • Label: Send to Zuora
      • Name: send_to_zuora_order
      • Display Type: Detail Page Button
      • Behavior: Display in a new window
      • Content Source: URL
      • URL: https://r7eq6a62d4.execute-api.us-west-2.amazonaws.com/default/sfdccpq?sfdc=<Salesforce CPQ domain name>&orderId={!Order.Id}. The Salesforce CPQ domain name is the unique endpoint for SFDC without the https.
      • SFDC URL Example: zuora-18f-dev-ed.develop.lightning.force.com

      

      Note: Once the buttons are configured in Salesforce CPQ, submit a

      support ticket

      in Zuora with the URL endpoints for button routing