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Add the on-demand button to account layout

This article describes how to add the On-demand Sync custom buttons to the Account Layout so that your users can invoke On-demand Sync from the Salesforce user interface.

Use the custom On-Demand button to send a request to Zuora to sync the Zuora customer account currently associated with this billing account.

  1. Browse to Setup > Build > Customize > Accounts > Page Layouts..
  2. Select Billing Account from the Custom Objects list.
  3. Scroll to the Page Layouts section, and click Edit next to Billing Account Layout.
  4. Click Buttons in the Customer Account Layout area at the top of the page. This displays the list of available buttons.
  5. Drag Sync Data from ZBilling to the Custom Buttons box, located under the Billing Account Detail heading.
  6. Click Save.