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How to Sync Custom Account field from Zuora to Salesforce

Question: How to Sync Custom Account field from Zuora to Salesforce?




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1 REPLY 1
Zuora Support

Re: How to Sync Custom Account field from Zuora to Salesforce

Solution

 

Step 1:  Create a Custom Field in Zuora under Account Fields

 

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Step 2: Create the Custom Field in SalesForce environment under Billing Account à New Field under Custom Fields & Relationships

 

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Step 3: Add the Field to the related lists in the Account Layout.

 

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The field is listed in the Layout as part of the Billing Account Fields

 

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Step 4: Update the Custom field in Zuora and perform Sync

 

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Step 5: Updated details are shown on the Billing Account in Salesforce

 

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