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How do I synchronize custom fields to Salesforce from Zuora without code?

How do I synchronize custom fields to Salesforce from Zuora without code?

This article explains how to synchronize custom fields created in the Zuora application to Salesforce. 

Synchronize a Custom Field

Zuora 360 supports fields of String, Date, and Picklist types in the Product Catalog sync and the Accounts and Related Objects sync. 

Custom fields are synchronized when the Zuora objects synced to Salesforce. See Sync Objects Mappings for the list of Zuora objects synchronized to Salesforce. 

To synchronize a custom field:

  • In the Zuora application, navigate to Settings > Billing > Manage Custom Fields, and define the custom field as described in Manage Custom Fields.
  • Define the corresponding field in Salesforce with the same API name. You must create the field in Salesforce before you can sync Zuora custom field data. You can synchronize custom fields up to 255 characters long. For the picklist type custom fields, each picklist option can be up to 255 characters long.
    • For example: Create a subscription custom field in Salesforce by going to Setup > App Setup > Create > Objects > Subscription > New Custom Fields & Relationships. Create the same custom field as you created in Zuora using the same field attributes, such as picklist, values, API Name.
  • Add the custom field on the Salesforce related list.
    • For example, if you are adding a subscription custom field, go to Setup > App Setup > Customize > Accounts > Page Layouts > Account Z-Force 360 Layout v## (latest version) > Edit the Related List for Subscriptions and add the custom field you created in the prior step.
  • The sync process will automatically sync the custom fields to Salesforce. Your Zuora 360 sync will execute according to your sync settings in Zuora. See Synchronize Data from Zuora about setting sync options. In the Field Name field, you can enter a value, for example, MyCompanySKU, and Salesforce will insert the required __c custom field suffix automatically.
  • After the sync is completed, refresh the Salesforce account page. The custom fields will now show the value that came from Zuora.

 

All-in-one Systems: The simple case for why you should always consider the source

Customers often come to us and ask, "are there any better billing systems out there? I hear billing system xyz really solves all of our problems."

Our simple answer to that question is to consider the source. Are you being sold something or is someone offering their unbiased opinion?

The Unbiased Approach

After having worked with and evaluated Recurly, NetSuite Billing, GoTransverse, Salesforce Billing, and all of the other systems in between, each will sell you on their fancy kitchen, gold-plated faucets and all of them will fail to deliver in some area. It's their job to sell you on their solution.

The important consideration is: what billing solution will get you 80% to your goal without having to build your own billing engine and which solution will allow you to scale without re-work.

As unbiased as we are, we still have not seen anything that compares to how far evolved Zuora is and the breadth of their solution. We may have had a different tone prior to their acquisition of RevPro as revenue recognition is a key element of the subscription business model.

Will we recommend Zuora every time? No. Will we recommend other solutions? Yes.

There are a few arguments out there from the platforms such as Salesforce and NetSuite that offer:

  1. We are an all-in-one system
  2. Our platform scales with you

The first argument is a fair one for customers with simplistic needs; however, most businesses aren't simple and the way they want to price and package isn't either. This was a common marketing tactic back in 2005-2010 where productized integrations were still on the horizon but not as evolved as they needed to be to make disparate systems scalable. NetSuite called it 'the hairball'. Salesforce called it whatever they wanted and people bought it.

Fast forward to 2018, integrations are productized and scalable; integration platforms are a common way to get all of the functionality you need in addition to the customizations that matter when you need data to flow seamlessly from system-to-system.

The second argument is also outdated. All systems, integrated or not, will take work to have it scale with you. Period. To think that a system like Salesforce can be 'out-of-the-box' and a company can scale on it without major work is irresponsible. No matter what solution it is, disparate or not, it will take significant work and iterations to grow a business on a business system.

LeadTo has focused on Salesforce, Zuora, and NetSuite as it is the most evolved cloud business system bundle with the most flexible and extensible integration points. It allows customers to choose systems that are excellent (not just ok) at what they do without compromising user adoption and the needs of the business.

Arguably, Salesforce is the best at CRM, Zuora is the best at Billing, and NetSuite is the best ERP.

The next time you are sold, "yes we can do that", it will benefit you and your organization to do the deep due diligence needed to choose the best systems for your business.