Vision
Configure Zuora 360
The following actions are required to configure Zuora 360.
- Configure Account Layout in Salesforce
- Configure Account and Billing Account Layouts for On-Demand Sync
- Use Single Subscription for Amendments
- Set Permissions for Zuora 360 Custom Objects
- Disable Chatter Feed for Subscription
- Configure Zuora 360 Connection Settings
- Edit a CRM Account ID
- Map Salesforce Accounts to Zuora Accounts
- Generate a Security Token
- Import the WSDL into Zuora 360
- Assign and Configure Page Layouts for Payment and Invoice
- Merge Accounts