Zuora Connector for Salesforce CRM enables seamless synchronization of data between Zuora and Salesforce, supporting high data volumes, object-level configuration, and error management.

Zuora Salesforce Connector enables you to:

• Sync high data volumes in a reliable and timely manner. Zuora Connector for Salesforce CRM is built on a scalable architecture that supports greater concurrency and reduced latency for high sync volumes.

• Configure what is synced at an object level.

• View each data change event and errors during a sync process.

• Retry sync if an error occurs.

• Sync data on a variety of objects:

  • Account

  • Contact

  • Feature

  • Invoice

  • Invoice Payment

  • Payment

  • Payment Method

  • Rate Plan

  • Rate Plan Charge

  • Rate Plan Charge Tier (Currently, this object is not accessible in the user interface. Submit a request at Zuora Global Support to have this enabled/disabled.)

  • Refund

  • Refund Invoice Payment

  • Subscription

  • Invoice Item

  • Taxation Item

  • Credit Memo

  • Credit Memo Item

  • Credit Memo Part

  • Debit Memo

  • Debit Memo Item

  • Payment Part

  • Refund Part

  • Subscriptions History

  • Subscription Rate Plan History

  • Subscription Product & Charge History

  • Subscription Product Feature

  • Subscription Charge Tier History

  • Product Catalog objects: To sync product catalog data, you must have the Zuora Quotes managed package installed for your Salesforce org. For more information, see Zuora Quotes.

    • Product

    • Product Features

    • Product Rate Plan

    • Product Rate Plan Charge

    • Product Rate Plan Charge Tier

  Note:

  The Zuora_ZContact__c object contains the ZuoraCustomerAccount__c field with a "Lookup" data type. In this field's settings, the option "What to do if the lookup record is deleted? Delete this record also" is selected.

  To sync the Contact (Zuora_ZContact__c) object, ensure that cascade delete for Lookup relationships is enabled. If not, the deletion of Zuora_ZContact__c or ZuoraCustomerAccount__c records may fail. Please contact Salesforce Support to enable cascade delete for Lookup relationships. To know more, refer Cascade Delete for Lookup Relationship.