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# Billing connector for Salesforce CPQ

> The Billing Connector for Salesforce CPQ enables seamless integration between Salesforce CPQ and Zuora, optimizing sales-to-billing processes and ensuring accurate data synchronization for enhanced operational efficiency.

The Billing Connector for Salesforce CPQ enables seamless integration between Salesforce CPQ and Zuora, optimizing sales-to-billing processes and ensuring accurate data synchronization for enhanced operational efficiency.

> **Note**
>
> This feature is in the Early Availability phase. We are actively soliciting feedback from a small set of early adopters before releasing it to all customers. To join this early availability program, submit a request at [Zuora Global Support](https://support.zuora.com/).

## Overview

The CPQ Connector, facilitates seamless integration between the Salesforce CPQ frontend and the subscription-powered backend in Zuora. This integration optimizes sales-to-billing-to-revenue processes, resulting in reduced bottlenecks and enhanced operational efficiency by eliminating data management complexities. Through data synchronization, the Connector ensures that critical information from Salesforce CPQ, including Accounts, Orders, Subscriptions, Contracts, and Quotes, is accurately mapped and integrated with relevant Zuora objects, enabling smooth downstream processes.

## Prerequisites

* Ensure that Orders are enabled in Zuora.
* Install the Salesforce CPQ package in your Salesforce instance.
* Ensure that your authenticated Salesforce CPQ integration user has the necessary read permissions (SOQL query access) in Salesforce. At a minimum, the user must be able to:

  * Read all Salesforce objects and fields referenced in the [Salesforce CPQ mappings guide](/docs/platform/integration/integration-hub/advanced-connectors/billing-connector-for-salesforce-cpq/salesforce-cpq-field-mappings-guide), as well as any additional custom fields you have configured in the connector's field mappings.
  * Execute the following SOQL query, which requires read access to the Organization.Id field on the Organization object: `Select Id FROM Organization`.

## Key features

* Seamless Integration: The CPQ Connector offers straightforward integration without complex installations or technical expertise. Setup can be completed rapidly, ensuring minimal Time-to-Go-Live (TTGL).
* Pre-configured Data Mapping: Simplify integration tasks by utilizing pre-configured data mapping, which mitigates the complexities associated with point-to-point integrations. This feature ensures data integrity and coherence throughout the synchronization process.
* Custom Field Synchronization: Businesses can synchronize custom fields to ensure that vital business information is seamlessly transferred between Salesforce CPQ and Zuora, facilitating downstream operations.
* Utilization of Orders API: The Connector leverages the Orders API, along with other relevant APIs, to remain aligned with the latest capabilities in Zuora. This ensures compatibility and optimal performance.
* Real-time Troubleshooting: Users can access downloadable debug logs immediately post-sync, empowering them with self-service capabilities for real-time issue resolution

On a high level, the objects in Zuora are linked to those in Salesforce as outlined below:

![salesforce to zuora object link](/_fern-img/29eb63efd05a438fb4949f8ee1f9dad180b879493694471412944c812999b3b1.webp)

For more information, refer to the [object and field mapping](/docs/platform/integration/integration-hub/advanced-connectors/billing-connector-for-salesforce-cpq/salesforce-cpq-field-mappings-guide) for Salesforce CPQ and Zuora integration.

> The Billing Connector for Salesforce CPQ enables seamless integration between Salesforce CPQ and Zuora, optimizing sales-to-billing processes and ensuring accurate data synchronization for enhanced operational efficiency.

## Docs

- [Salesforce CPQ connector configuration guide](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/billing-connector-for-salesforce-cpq/salesforce-cpq-connector-configuration-guide.md): Guide to configuring the Salesforce CPQ connector in Zuora Marketplace, covering authentication, field configuration, and data synchronization.
- [Set up in Zuora](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/billing-connector-for-salesforce-cpq/salesforce-cpq-connector-configuration-guide/set-up-in-zuora.md): Complete the following steps in Zuora before you configure the Salesforce CPQ connector in Integration Hub.
- [Set up in Salesforce](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/billing-connector-for-salesforce-cpq/salesforce-cpq-connector-configuration-guide/set-up-in-salesforce.md): Learn how to configure Salesforce for the Salesforce CPQ connector used with Integration Hub, including authentication, connector setup, and required Apex and Visualforce components.
- [Phase 1 - Configure a Salesforce External Client App](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/billing-connector-for-salesforce-cpq/salesforce-cpq-connector-configuration-guide/set-up-in-salesforce/configure-connector-in-salesforce.md): Configure a Salesforce External Client App with OAuth client credentials and capture the client ID and client secret for integration.
- [Phase 2: Configure Salesforce authentication](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/billing-connector-for-salesforce-cpq/salesforce-cpq-connector-configuration-guide/set-up-in-salesforce/phase-2-configure-salesforce-authentication.md): Configure Salesforce authentication with Zuora by creating an External Credential, defining a Named Credential for the Zuora endpoint, and assigning user access for the Salesforce CPQ connector.
- [Create External Credential](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/billing-connector-for-salesforce-cpq/salesforce-cpq-connector-configuration-guide/set-up-in-salesforce/phase-2-configure-salesforce-authentication/create-external-credential.md): Learn to create an External Credential to allow Salesforce to authenticate with Zuora.
- [Create Named Credential for Zuora Endpoint](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/billing-connector-for-salesforce-cpq/salesforce-cpq-connector-configuration-guide/set-up-in-salesforce/phase-2-configure-salesforce-authentication/create-named-credential-for-zuora-endpoint.md): Create a Salesforce named credential for the Zuora Integration Hub endpoint and configure callout options for OAuth authentication.
- [Assign User Access](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/billing-connector-for-salesforce-cpq/salesforce-cpq-connector-configuration-guide/set-up-in-salesforce/phase-2-configure-salesforce-authentication/assign-user-access.md): Grant users permission to use the External Credential when synchronizing Salesforce records with Zuora.
- [Phase 3: Create the Apex Controller and Visualforce Page](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/billing-connector-for-salesforce-cpq/salesforce-cpq-connector-configuration-guide/set-up-in-salesforce/create-the-apex-controller.md): In this phase, you create the Apex controller and Visualforce page that enable the Send to Zuora action to invoke the Salesforce CPQ connector.
- [Phase 4: Update Send to Zuora buttons](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/billing-connector-for-salesforce-cpq/salesforce-cpq-connector-configuration-guide/set-up-in-salesforce/update-the-account-button.md): Update the Send to Zuora buttons on the Account and Order objects to invoke the new Visualforce page.
- [Configure the Salesforce CPQ connector](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/billing-connector-for-salesforce-cpq/salesforce-cpq-connector-configuration-guide/set-up-connector.md): Learn how to configure the Salesforce CPQ connector in Zuora, including authentication, configuration, and synchronization settings.
- [Salesforce CPQ connector sync](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/billing-connector-for-salesforce-cpq/salesforce-cpq-connector-sync.md): The Salesforce CPQ and Zuora integration streamlines sales and billing processes by synchronizing accounts, orders, and products, enhancing operational efficiency and customer satisfaction.
- [Accounts sync between Salesforce CPQ and Zuora](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/billing-connector-for-salesforce-cpq/salesforce-cpq-connector-sync/accounts-sync-between-salesforce-cpq-and-zuora.md): The synchronization process between Salesforce CPQ and Zuora ensures that account information, including billing and shipping addresses, is accurately reflected in both systems. The connector facilitates updates to accounts and associated contacts, supports customer account hierarchies, and manages order synchronization.
- [Sync Salesforce CPQ account](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/billing-connector-for-salesforce-cpq/salesforce-cpq-connector-sync/accounts-sync-between-salesforce-cpq-and-zuora/sync-account.md): Learn how to sync your Salesforce CPQ account with Zuora by navigating to the account, accessing the dropdown menu, and selecting the Send to Zuora button.
- [Orders sync between Salesforce CPQ and Zuora](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/billing-connector-for-salesforce-cpq/salesforce-cpq-connector-sync/orders-sync-between-salesforce-cpq-and-zuora.md): The Connector synchronizes orders from Salesforce CPQ to Zuora Billing, managing products, subscriptions, and contacts while supporting asynchronous order creation and updates.
- [Sync orders from Salesforce CPQ](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/billing-connector-for-salesforce-cpq/salesforce-cpq-connector-sync/orders-sync-between-salesforce-cpq-and-zuora/sync-order.md): Learn how to sync orders from Salesforce CPQ to Zuora, including individual and account-level processes.
- [Products sync between Salesforce CPQ and Zuora](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/billing-connector-for-salesforce-cpq/salesforce-cpq-connector-sync/products-sync-between-salesforce-cpq-and-zuora.md): The Salesforce CPQ connector facilitates product synchronization with Zuora, ensuring seamless integration and management of product catalogs, charge models, and accounting codes between the two systems.
- [Custom field sync and mapping](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/billing-connector-for-salesforce-cpq/salesforce-cpq-connector-sync/custom-field-sync-and-mapping.md): The Zuora Billing Salesforce CPQ Connector facilitates the synchronization and mapping of custom fields between Salesforce and Zuora, allowing for flexible configuration and seamless data integration.
- [Advanced configuration and data management](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/billing-connector-for-salesforce-cpq/salesforce-cpq-connector-sync/advanced-configuration-and-data-management.md): This document details advanced configuration and data management features in the Billing Salesforce CPQ connector.
- [Orders sync from Salesforce CPQ: common use cases](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/billing-connector-for-salesforce-cpq/salesforce-cpq-connector-sync/orders-sync-from-salesforce-cpq-common-use-cases.md): This document outlines common use cases for syncing orders from Salesforce CPQ to Zuora, including new orders, cancellations, quantity updates, renewals, and price adjustments.
- [Handling differences between Zuora and Salesforce CPQ](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/billing-connector-for-salesforce-cpq/salesforce-cpq-connector-sync/handling-differences-between-zuora-and-salesforce-cpq.md): This topic explains how to handle differences between the systems and recommends best practices to align the systems for an OTR implementation.
- [Salesforce CPQ field mappings guide](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/billing-connector-for-salesforce-cpq/salesforce-cpq-field-mappings-guide.md): This guide provides field mappings between Salesforce CPQ and Zuora for various entities including Account, Address, Order, Subscription, Order Line Items, and Product Catalog.
- [Error logging and troubleshooting SFDC CPQ connector](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/billing-connector-for-salesforce-cpq/error-logging-and-troubleshooting-sfdc-cpq-connector.md): This guide provides instructions for accessing and troubleshooting error logs in the SFDC CPQ connector, including common synchronization issues and their resolutions.
- [Guidelines for data migration](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/billing-connector-for-salesforce-cpq/guidelines-for-data-migration.md): This document provides guidelines for accurately migrating data between Salesforce CPQ and Zuora, ensuring proper linkage and preventing duplicate records.
- [Salesforce CPQ connector FAQs](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/billing-connector-for-salesforce-cpq/salesforce-cpq-connector-faqs.md): This document provides answers to frequently asked questions about the Salesforce CPQ connector, including sync operations, auto-sync functionality, and multi-entity support.