Sync User Requirements
Learn the requirements and steps for configuring a sync user in Salesforce to perform 360 Sync operations with Zuora 360+.
Use the Salesforce admin user to perform 360 Sync operations as the sync user requires the read-write access to the objects and fields in Zuora 360+.
If you must use a non-admin user for 360 Sync, grant the sync user:
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The Visible access to all the fields synchronized from Zuora to Salesforce. See Setting Field-Level Security in Salesforce for setting the field-level access for profiles.
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The Customize Application System Permission.
To set up sync credentials :
- Navigate to Settings > Commerce > Synchronize Salesforce.com Data .
- In the Salesforce Credentials section, specify the login information as described below.