On-Demand sync Zuora and Salesforce data
On-Demand Sync allows you to trigger data synchronization in Salesforce using the Salesforce SOAP API, either from the Account Detail page UI or programmatically through an Apex global method.
Built using Salesforce SOAP API, On-demand Sync lets you trigger a data synchronization in Salesforce, from the Account Detail page UI or programmatically through an Apex global method.
On-demand Sync synchronizes specified billing accounts or products.
In each On-demand Sync session:
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Up to 10 accounts and their related objects can be synced programmatically through an Apex method.
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Up to eight accounts and their related objects can be synced from the Account Detail page UI.
Requirements
The following configurations are required before invoking the On-demand Sync feature.
Zuora Connector for Salesforce CRM Connection Settings
You must configure the endpoint, username, and password on the Connection Setup tab. The endpoint and user credentials will be used to access Zuora application. For more information, see Configure connection settings for Salesforce CRM for Salesforce CRM.
Zuora Quotes Connection Settings
The Salesforce org connection must be configured properly. The Salesforce org should be where the on-demand sync request will be initiated and should match the Salesforce org with the Zuora Connector for Salesforce CRM connection setup. For more information, see Configure connection settings for Salesforce CRM.
On-Demand Sync in Multi-entity Environment
To perform on-demand syncs from multiple entities, the Billing Entity (zqu__BillingEntity__c) records need to exist in your Salesforce org. Synchronize Accounts and Products from each Zuora entity tenant to create the Billing Entity records before you perform on-demand syncs.
Limits
Zuora does not limit the number of syncs that you can perform. However, you might encounter Salesforce governor limits. Zuora data syncs and Salesforce limitsSee Zuora 360 Syncs and Salesforce Limits for Salesforce governor limits in regards to On-demand Sync.