First, you'll need to create a custom App in Salesforce, see how to do that here.

Then, enter the Salesforce credentials that should be used to connect to Zuora and Salesforce.

  • Host is SFDC URL (use xxxx.salesforce.com and not the lightning url even if you have lightning enabled)
  • SFDC Username and Password (you may need to concatenate your password and security token e.g "Pass2020!securitytoken" )
  • Customer Key Connected App  = Connect App Client ID (from the custom app)
  • Connected App Secret Connected App = Connected app Secret (from the custom app)

NOTE: Generally it is recommended to create a dedicated API user with a secure password. Try to avoid changing the password afterwards, since this would break the connection to the suite.

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If you are connecting to a Salesforce Sandbox, don't forget to tick the check-box.

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