zuora integration | salesforce round trip sync to zuora then zuora to birst
DESCRIPTION
Salesforce Account round trip sync to Zuora then Zuora to Birst data upload for BI analytics. To learn more, visit: http://www.snaplogic.com/.TRANSCRIPT
Zuora Integration
Timothy Lui, Solutions [email protected]
Resources
• The following resources are used in our demonstration- SnapLogic Platform- Salesforce Snap- Zuora Snap- Birst Snap
*Snap – A Snap is an extension Component that simplifies reading and updating sophisticated data sources e.g. Salesforce Snap.
Scenario
• The scenario we will be looking at today will be a round trip CRM account sync to Zuora and back as well as gathering the new accounts in Zuora and bringing that to a BI tool to gain some insight into which regions and states we have grown the most in
- Salesforce Account round trip sync to Zuora- Zuora to Birst data upload for BI analytics
Zuora Integration Scenario
• CRM Integration- Customer 360
• Order orchestration- Upon complete payment, SnapLogic can tie into
provisioning system
• Product catalog synchronization- Business real time integration to legacy systems
• GL integration- Business real time integration to financial systems
for pricing tweaks and changes
• Payment Gateway integration- Integration of payment approval, cancellation, chargebacks,
refunds and other exceptions allows for 360 view in Zuora
Thank You!