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Set up Central Sandbox

Zuora

Set up Central Sandbox

After refresh or data copy of a Zuora Central Sandbox tenant, a new snapshot of your scrubbed production data is copied over to Central Sandbox. Therefore, you must complete a set of tasks to set up this Central Sandbox tenant to ensure that the tenant works as intended.

These tasks can be grouped into two types: 

  • Tasks completed in your Zuora tenant.
  • Tasks in external systems with inbound Zuora integrations.

Tasks needed in Zuora

The following checklist provides all tasks within Zuora you need to go through one by one to set up your Central Sandbox tenant:

Category Task Needed for initial copy or refresh?

SSO integration

Reconfigure SSO through submitting a request at Zuora Global Support

See Configure Single Sign-On for Zuora for more information.

Yes

User management

Update Zuora user emails, or add QA or Developer users as needed.

Note: Upon each refresh, the admin must submit a request at Zuora Global Support to reset the password for admin users.

Yes
Integrations to external systems

Update integration endpoints and Zuora API usernames in Zuora:

Yes
Collections Update API usernames and tokens for Zuora Collections. Yes
Hosted Payment Pages Update keys for hosted payment pages Yes
Notifications and Callouts Update URLs for callout notifications Yes
Update SMTP Settings Yes
Billing - Revenue Integration

If you have the Billing - Revenue Integration enabled, reconfigure the integration through submitting a request at Zuora Global Support

  • Billing tenant Id (Global Id if it is a Multi-entity tenant)
  • URL endpoints for both Billing and Revenue
  • Revenue schemas
  • SSO (if enabled in Production)
  • Username (for SSO enablement)
Yes
Zuora Workflow

Review hard-coded callout URLs (not pointed to Production) and reconfigure if necessary, and reconfigure authentication tokens. See Configure the settings of a workflow for more information.

Note: The best practice is to use global constants to maintain desired URLs so that the value gets wiped upon refresh.

Yes
Reconfigure Liquid templates Yes
Custom Object if you store PII data or external links on custom objects or custom fields, ensure that such data or link is removed or scrubbed. Yes

Tasks in external systems with inbound Zuora integrations

If you are using any external systems or integrations that call Zuora or receive requests from Zuora, you must reconfigure Zuora credentials or Zuora API endpoints in these external systems or integrations to ensure valid connection.

For example, if you are using Zuora CPQ, you also need to update Zuora endpoints, and API usernames and passwords for Zuora Quotes and Zuora 360 in your Salesforce organization.

Related articles

For more information about Zuora Central Sandbox, see the following articles: