Set up Central and Developer Sandbox
All data in your central sandbox will be deleted during the refresh process, and your sandbox will be unavailable until the refresh is complete. After the refresh of a Zuora Central Sandbox tenant, a new snapshot of your scrubbed production data is copied over to your Central Sandbox. Refreshing a Developer Sandbox will copy over all the settings and configuration of your Production environment. Therefore, you must complete a set of tasks to set up the Developer and Central Sandbox tenants to ensure that they work as intended.
These tasks can be grouped into two types:
- Tasks completed in your Zuora tenant.
- Tasks in external systems with inbound Zuora integrations.
Zuora will no longer refresh or reset the previously configured settings in Central Sandbox to prevent overwriting any testing configurations you have enabled. After the initial Central Sandbox refreshes, you will have to configure the following settings once, which will be retained in your Central Sandbox after every refresh.
- Tax Engine Configurations (credentials and endpoints)
- Notifications (callout base URLs, callout credentials and callout definitions)
- Payment Gateway Configurations (credentials and endpoints)
- HPM keys
- SSO configuration preserved for all existing users in Central Sandbox
- Zuora 360 Configurations. For more information, see Zuora 360 and 360+.
Tasks needed in Zuora
The following checklist provides all tasks within Zuora you need to go through one by one to set up your Developer and 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, and settings for Zuora Collections. | Yes |
| Hosted Payment Pages | Update keys for hosted payment pages. | Yes |
| Notifications and Callouts | 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:
|
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 |
| Bill Run and Payment Run Schedules |
Developer and Central Sandbox refresh will not copy the scheduled Bill Run and Payment Run, so the Bill Run and Payment Run will not work as scheduled after the refresh. |
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 Developer and Central Sandbox, see the following articles: