Zuora Integration | Salesforce Round Trip Sync to Zuora then Zuora to Birst

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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/.

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  • Welcome to this demonstration of Zuora integration done through the SnapLogic Platform
  • In this demonstration, we will be using Snaplogic, Salesforce, Zuora, and Birst
  • Crmint for cust 360upon complete paymentfor mandate approval and to have a 360 view of chargebacks and exceptions
  • Zuora Integration | Salesforce Round Trip Sync to Zuora then Zuora to Birst

    1. 1. Zuora IntegrationTimothy Lui, Solutions Engineertlui@snaplogic.com
    2. 2. 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.
    3. 3. 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
    4. 4. 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
    5. 5. Thank You!

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