Built using Salesforce SOAP API, On-demand Sync lets you trigger a data synchronization in Salesforce, from the Account Detail page UI or programmatically through an Apex global method.
On-demand Sync synchronizes specified billing accounts or products.
In each On-demand Sync session:
On-demand Sync is available for Zuora 360 package version 2.2 and above. The following configurations are required before invoking the On-demand Sync feature.
You must configure the endpoint, username, and password on the Connection Setup tab. The endpoint and user credentials will be used to access Zuora application. See Configure Your Connection Settings for setting up the Zuora 360 connection.
The Salesforce org connection must be configured properly. The Salesforce org should be where the on-demand sync request will be initiated and should match the Salesforce org with the Zuora 360 connection setup. See Zuora Connection Settings for setting up the Zuora Quotes connection.
To perform on-demand syncs from multiple entities, the Billing Entity (zqu__BillingEntity__c) records need to exist in your Salesforce org. Synchronize Accounts and Products from each Zuora entity tenant to create the Billing Entity records before you perform on-demand syncs.
Zuora does not limit the number of syncs that you can perform. However, you might encounter Salesforce governor limits. See Zuora 360 Syncs and Salesforce Limits for Salesforce governor limits in regards to On-demand Sync.
If you are upgrading from a version of Zuora 360 earlier than 2.2, follow these steps to migrate the data required for on-demand sync to execute:
See the following topics for more information about configuring and using On-demand Sync: