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Set Permissions for Zuora 360 Custom Objects

This article describes how to set the permissions required to synchronize your data from Zuora to Salesforce.

Permissions Required for Zuora 360

Before you can synchronize your data from Zuora to Salesforce, you must set the following permissions for the Salesforce profiles of the appropriate user accounts:

  • The Read, Create, Edit, Delete, Modify All permissions on the following custom objects to synchronize Product Catalog:

    • Feature
    • Product
    • Product Feature
    • Product Rate Plans
    • Product Rate Plan Charges
    • Product Rate Plan Charge Tiers
  • The Read, Create, Edit, Delete, Modify All permissions on the following custom objects to synchronize Accounts and Related Objects:

    • Billing Accounts
    • Invoices
    • Invoice Payments
    • Payments
    • Payment Gateway
    • Payment Methods
    • Payment Term
    • Refunds
    • Refund Invoice Payments
    • Subscriptions
    • Subscription Product & Charges (for the Zuora 360 versions earlier than 3.0)
    • Subscription Rate Plan (for the Zuora 360 versions 3.0 and later)
    • Subscription Rate Plan Charge Tier (for the Zuora 360 versions 3.0 and later)
    • Sync Histories
    • Unit Of Measure
  • The View All Data permission on all custom objects
    During a sync session, in order to supply a unique ID for each record inserted, the sync user needs to be able to see all records in the data set and ensure that the new ID is not used by existing records. If you are using the 2.0 or later version of Zuora 360, grant the View All Data permission to the sync user.

You should restrict all other users to the Read access only.

Permission Required for Zuora 360 Package Migration

When you upgrade to a newer version of the Zuora 360 package or start running 360 Syncs for the first time, the 360 Sync user must have the Customize Application system permission. This permission is used for field migration when new fields are introduced for existing objects.

To check and enable the permission, log on to Salesforce as an admin user, and verify that the Salesforce user used for 360 Sync has the Customize Application system permission. If the user does not have the permission, grant the permission to the user.

This user permission is necessary only for the package data migration.

The permission is also used for the first full sync when you start using 360 Sync.

Set Permissions for Zuora 360 Custom Objects

To set sync permissions for each sync user:

  1. In Salesforce, navigate to user name > Setup > Manage Users > Profiles
  2. In the list of profiles, click Edit next to a custom profile you want to edit. You can only edit Custom profiles. You cannot edit the permissions on the standard or custom objects for the standard profiles. 

If you do not have custom profiles in Salesforce, click New Profile to create a new custom profile. You can skip this step if you are using the System Admin profile. 

  1. In the Custom Object Permissions section on the Profile Edit page, set the permissions.
    Custom_Oject_Permissions.png
    Grant the user who syncs the Accounts and Related Objects all access (Read, Create, Edit, Delete, Modify All) on the following objects:
    • Billing Accounts
    • Invoices
    • Invoice Payments
    • Payments
    • Payment Gateway
    • Payment Methods
    • Payment Term
    • Refunds
    • Refund Invoice Payments
    • Subscriptions
    • Subscription Product & Charges (for the Zuora 360 versions earlier than 3.0)
    • Subscription Rate Plan (for the Zuora 360 versions 3.0 and later)
    • Subscription Rate Plan Charge Tier (for the Zuora 360 versions 3.0 and later)
    • Sync Histories
    • Unit Of Measure
  2. ​Grant the user who syncs the Product Catalog all access (Read, Create, Edit, Delete, Modify All) on the following objects:
    • Feature

    • Product

    • Product Feature

    • Product Rate Plans

    • Product Rate Plan Charges

    • Product Rate Plan Charge Tiers

  3. Set only the Read access to all other profiles for these objects.
  4. If you are using the version 2.0 or later version of Zuora 360, perform the following:
    • In the Administrative Permissions section on the Profile Edit page, select View All Data for all custom objects.
  5. Click Save.
Last modified
13:18, 26 Apr 2016

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