Learn how to customize the account page layout in Salesforce to integrate Zuora 360 data effectively.

Configure Account Layout in Salesforce

Learn how to map accounts between Zuora and Salesforce to enable data synchronization.

Map Salesforce Accounts to Zuora Accounts

Learn how to disable the Salesforce Chatter feed for subscription updates.

Disable Chatter Feed for Subscription

Explains how to update CRM Account IDs in Zuora.

CRM Account ID

Learn how to generate a Salesforce security token for data synchronization with Zuora.

Generate a security token

Explains how to download and import the Zuora WSDL into Salesforce, ensuring compatibility with Order Builder and Invoice PDFs.

Import the WSDL into Zuora 360+

Explains the process of assigning and configuring page layouts for Payment and Invoice objects in Zuora 360.

Assign and Configure Page Layouts for Payment and Invoice

Guides you through the process of merging accounts in Salesforce and ensuring synchronization with Zuora.

Merge Accounts

<body id="concept-bc518bxv"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Configuration</h1><div class="body conbody"><p class="shortdesc">Learn more about configuring Zuora 360.</p><p class="p">See the following articles to learn how to configure Zuora 360+.</p></div></article></main></body>

This topic explains about the benefits of upgrading to Zuora Connector for Salesforce CRM to access advanced features.

Zuora 360

Learn how to set up sync credentials to connect Zuora with Salesforce using either Salesforce or OAuth credentials.

Set up Sync Credentials to Connect to Salesforce

Configuration

zuora-platform/integration/integration-hub/zuora-360/configuration

integration/integration-hub/zuora-360/configuration

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Developer Center

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Zuora University

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Zuora Community

Fundamental Zuora information you should know

Basics

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Entitlements

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Support and policies

Zuora Product Documentation

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Zuora Billing

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Zuora Payments

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Zuora Platform

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Zuora CPQ

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Zephr

Recognize, reconcile, and analyze revenue automatically

Zuora Revenue

Automate invoicing and collections to improve cash flow, mitigate financial risk, and ensure financial accuracy

Welcome to Zuora Product Documentation

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Configuration

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