Install Zuora 360 package
Learn how to install the Zuora 360 package in your Salesforce organization by following a series of guided steps.
To install the Zuora 360 package :
- Navigate to the URL provided by Zuora and log in to your Salesforce org.
- On the Package Installation Details page, review the information and click Continue .
- When prompted to approve third-party access, select Yes to grant access and click Continue .
- On the Approve Package API Access page, click Next .
-
On the Choose Security Level page, select
Select
Security Settings
to set the level of access that you want to provide for user groups. If you select
Grant access to admins only
, you must update your security settings in Salesforce to grant permissions to other users to be able to access Zuora 360.
- Set access level for each user profile.
- Click Next .
- On the Install Package page, click Install . The installation process starts, and you will receive an automated email when the process completes.
-
Select
Zuora 360 Sync
from the menu at the top right-hand corner to change to the Zuora 360 view. Now you are ready to configure the package
.