zuora integration | salesforce round trip sync to zuora then zuora to birst

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Zuora Integration Timothy Lui, Solutions Engineer [email protected]

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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

Page 1: Zuora Integration | Salesforce Round Trip Sync to Zuora then Zuora to Birst

Zuora Integration

Timothy Lui, Solutions [email protected]

Page 2: Zuora Integration | Salesforce Round Trip Sync to Zuora then Zuora to Birst

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.

Page 3: Zuora Integration | Salesforce Round Trip Sync to Zuora then Zuora to Birst

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

Page 4: Zuora Integration | Salesforce Round Trip Sync to Zuora then Zuora to Birst

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

Page 5: Zuora Integration | Salesforce Round Trip Sync to Zuora then Zuora to Birst

Thank You!