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Install Zuora 360 package for Salesforce

Learn how to install the Zuora 360 package in your Salesforce org by following these step-by-step instructions.

  • To use Zuora Connector, ensure that the Zuora 360 package version is 5.5 or later.

    Contact Zuora Global Support to get the installation link.
  • Before installing the Zuora 360 package, you need the location of the current installation package. Submit a request at Zuora Global Support for the installation package link.

  • To install the Zuora 360 package, you must have a Salesforce.com account and the account must be the System Administrator for your organization.

  • Supported Salesforce editions with API access enabled include:

    • Professional Edition

    • Enterprise Edition

    • Unlimited and Performance Edition

    • Developer Edition

  1. Navigate to the URL provided by Zuora and log in to your Salesforce org.
  2. On the Package Installation Details page, review the information and click Continue .
  3. When prompted to approve third-party access, select Yes to grant access and click Continue .
  4. On the Approve Package API Access page, click Next .
  5. On the Choose Security Level page, select Select Security Settings to set the level of access that you want to provide for user groups. If you select Grant access to admins only , you must update your security settings in Salesforce to grant permissions to other users to be able to access Zuora Connector for Salesforce CRM.
    Security settings for CRM
  6. Set access level for each user profile.
  7. Click Next .
  8. On the Install Package page, click Install . The installation process starts, and you will receive an automated email when the process completes.
  9. Select Zuora 360 Sync from the menu at the top right-hand corner to change to the Zuora 360 view. Now you are ready to configure the package. Zuora 360 Menu