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Map profiles to Zuora Org

Zuora

Map profiles to Zuora Org

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As a Salesforce Administrator, you can restrict Salesforce users' access to certain orgs configured in the Zuora tenant. 

You can perform the mapping using the Profile Org Access Mappings tab. You must manually add this tab from the permission set for the first time.

Prerequisites

  • Ensure that the installed Zuora Quotes managed package version is 10.47 or above.
  • Ensure that the installed Zuora 360 package version is 5.22 or above, and you are using the latest Zuora Connector for Salesforce CRM. See Zuora Connector for Salesforce CRM Installation.

    Zuora recommends setting up OAuth to sync data between the Zuora Tenant and Salesforce, but it is not mandatory.

  • Ensure that Multi-Org is activated in your Zuora tenant. For more information, see Multi-Org capability enablement.
  • Ensure that more than one Org is configured in the Zuora tenant.
  • Ensure that you enable Product Catalog for real-time sync. If you are using manual sync, ensure that you sync manually every time you make a Product Catalog change in the Zuora tenant for the changes to be available in Zuora CPQ.
  • Ensure that Account and Product Rate Plan Charge objects are enabled in Settings > Commerce > Sync Object Enablement under Objects: Zuor a Quotes section in your Zuora tenant. 
  • Ensure that the cloned Zuora Quotes End User permission set is updated. See Zuora Quotes End User permission set.

Zuora recommends installing the latest Zuora 360 package first before changing any config-related settings in the Zuora tenant.

Procedure

  1. Open Zuora Quotes.
  2. To add the Profile Org Access Mappings tab, perform the following steps:
    1. In your Salesforce org, click Set up and select Setup.
      The Setup homepage opens.
    2. From the left navigation menu, navigate to Administration > Users > Users.
    3. Click the required username from the list.
    4. Click Permission Set Assignments and click Zuora Quotes End User.
    5. Click Clone.
    6. Provide the label and API name, and click Save.
    7. From the Apps section, click Object Settings.
    8. Open the Profile Org Access Mappings object and edit the settings.
    9. From Tab Settings, select Available and Visible.
    10. Click Save.

      Adding the Profile Org Access Mappings tab is a one-time activity

  3. Click the New button.
  4. In the Org Detail field, enter the org name and select the org.
    Alternatively, to choose all the orgs, select All Orgs.
  5. Select the profiles from the Available list in the Profile Name section and click the icon.
    Alternatively, to choose all the profiles, select All Profiles.
  6. Enter user information in the User Detail field, and select the users.
  7. Click Save.

When you select All Orgs, specific orgs, All Profiles, and specific profiles, only specific orgs and profiles are saved for the saved profile.

You can also restrict Salesforce users' access to certain orgs configured in the Zuora tenant based on the Account or Opportunity record field using the Multi Org Plugin. See Use Multi Org Plugin.