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Configure Account and Billing Account Layouts for On-Demand Sync

Zuora

Configure Account and Billing Account Layouts for On-Demand Sync

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This article describes how to add the On-demand Sync custom buttons to the Account Layout and Billing Account Layout pages so that your users can invoke On-demand Sync from the Salesforce user interface.

Add the On-Demand Button to Account Layout

Use the custom On-Demand button to send a request to Zuora to sync the data for all the billing accounts currently associated with this account in Zuora CPQ.

To add the custom button to the account object:

  1. Browse to Setup > Build > Customize > Accounts > Page Layouts.
  2. Click Edit next to the Account Layout.  
  3. Click Buttons in the Account Layout area at the top of the page.
  4. Drag Sync Data from ZBilling to the Custom Buttons box, located under the Account Detail heading. 
  5. Click Save.

Add the On-Demand Button to Billing Account Layout

Use the custom On-Demand button to send a request to Zuora to sync the Zuora customer account currently associated with this billing account.

To add the custom button to the billing account object:

  1. Browse to Setup > Build > Create > Objects. 
  2. Select Billing Account from the Custom Objects list.
  3. Scroll to the Page Layouts section, and click Edit next to Billing Account Layout.  
  4. Click Buttons in the Customer Account Layout area at the top of the page. This displays the list of available buttons. 
  5. Drag Sync Data from ZBilling to the Custom Buttons box, located under the Billing Account Detail heading. 
  6. Click Save.