When considering the simultaneous refresh of Zuora Central or the Developer Sandbox along with the Salesforce Sandbox refresh, there are some key points to keep in mind:

• When you refresh Zuora Central Sandbox (CSBX) or Developer Sandbox (DEV SBX), the Salesforce synchronization connection credentials, including both Salesforce and OAuth credentials, remain unchanged even after the refresh.

• However, when you refresh your Salesforce Sandbox environment, it generates new Salesforce org ID, user ID, and associated security tokens. This process involves the deletion of the original Salesforce org. As a result, Zuora loses its connection with the original environment, causing real-time data synchronization from Zuora to Salesforce to fail.

• To prevent system overload due to these failures, Zuora employs a throttling mechanism. This means that it temporarily blocks your syncs for a period of 3 hours or until the new details are configured in the user interface, whichever is shorter. After this, it attempts to retry the data synchronization.

• To avoid such disruptions, it is highly recommended to follow these steps:

  • First, pause the sync within the Zuora Salesforce sync settings UI page.

  • Then, perform the refresh operations on both the Zuora and Salesforce sides.

  • After the refresh is complete, re-establish the connection between Zuora and Salesforce.

  • Finally, resume the sync to ensure smooth and uninterrupted data synchronization.

Seamless transition for enhanced performance

By adhering to these Salesforce refresh best practices, you pave the way for a seamless data transition between platforms. This approach guarantees data integrity and ensures that your business processes continue to operate flawlessly even after the refresh.