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
Zuora IntegrationTimothy Lui, Solutions Engineertlui@snaplogic.com
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