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Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableZuora AIRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableZuora AIRelease NotesBasicsEntitlementsSupport and policies

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Zuora connector for Salesforce CRM

Zuora Connector for Salesforce CRM authentication migration

Learn how to migrate your existing SFDC credentials to the new OAuth Client Credentials to ensure connector functionality with SFDC upcoming changes. This may include an upgrade from Zuora 360 to Zuora Connector for Salesforce CRM to continue synchronizing Zuora Billing data with Salesforce.

Salesforce is retiring the SOAP login() authentication method. To maintain uninterrupted synchronization between Zuora Billing and Salesforce, customers using Zuora Connector for Salesforce CRM or Zuora 360 Sync must migrate to OAuth Client Credentials authentication. Zuora Connector for Salesforce CRM now supports this authentication method with the latest release..

Upgrade scenarios

The required actions depend on the connector version you currently use:

  • If you use the latest Zuora Connector for Salesforce CRM, update the connector authentication to OAuth Client Credentials.

  • If you use Zuora 360 or an earlier connector version, upgrade to Zuora Connector for Salesforce CRM and then configure OAuth Client Credentials.

Key features

Zuora Connector for Salesforce CRM provides the following capabilities for your billing operations:

  • Selective object synchronization: Select the Zuora objects to synchronize based on your business needs.

  • System health telemetry: Monitor connector performance and data synchronization status in real time.

  • Support for advanced Zuora Billing objects: Synchronize credit memos, debit memos, and other newer Zuora objects with Salesforce.

  • Flexible synchronization options: Supports real-time, scheduled, or manual synchronization.

Synchronization strategy

  • Salesforce enforces API usage limits based on your Salesforce instance. To reduce API consumption and associated costs, synchronize only the objects required for your business processes.

  • Before you configure synchronization, review the objects that your Salesforce users require. High-volume child objects, such as invoice items, subscription rate plan charges, and subscription rate plan charge tiers, can significantly increase API usage. Synchronize these objects only when they are needed.

Best practices

To ensure a successful migration, follow these best practices:

  • Assess business requirements: Before you enable synchronization, identify the Salesforce users, business processes, reports, and integration that depend on Zuora data.

  • Synchronize only required objects: Synchronize only the objects that are needed for your business processes. Reducing unnecessary synchronization lowers Salesforce API consumption and improves synchronization performance.

  • Test in a Sandbox: Validate synchronization, reports, automation, and customization in a Sandbox environment before you deploy to Production.

  • Validate business workflows: Verify that all Salesforce workflows, Apex triggers, reports, dashboards, and integration continue to function correctly after migration.

  • Migrate to Production after successful testing: Deploy the Production configuration only after Sandbox validation is complete.

Last updated: August 11, 2026