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Training Outline
Section 101
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Section 201
Intermediate
topics including
creating custom
fields, Modifying
Quote Workflow
to tailor your sales
process
Section 301
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BOLD White
BOLD White
Basic Quote-to-
Subscription
workflow,
Amendments,
Renewals and
Configuration
options
Advanced topics,
specifically
focused on
extending out of
box workflow with
Components and
Plugins
4. OBJ 1:
OBJ 2:
OBJ 3:
Understand ZuoraForSalesforce product offering and the
basic Quote to Subscription workflow
Perform an upsell Amendment on existing Subscription
via Salesforce.
Objectives
Create a new quote, select products and send to Zuora for
Subscription
9. Titanium Release
MOR
EOut-Of-Box Use Cases
Examples:
• Collect Payment (Credit
Card or ACH) securely
during the quoting
process
• Process renewals,
amendments and
cancellations from
Salesforce
MORE
Configurability
Examples:
• Wizard-like quote
configuration
• Drag and drop UI (e.g.
add/remove fields,
rearrange pages, change
tables)
MORE
Extensibility
Examples:
• Extend the out of box
custom components or
build your own.
• Create Apex Plugins and
extend existing
functionality
19. Lab Exercise Steps
1. Create an Account and Contacts on the Account.
2. Create an Opportunity.
3. Create a New Quote, Apply discounts, fermiums etc. Generate
Quote PDF, Analyze Quote Metrics.
4. Perform an upsell by creating an Amendment
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3. Navigate to Opportunity Page
and create a new quote
Opportunity Page and create a new quote
Specify 12 months for initial term and
start term
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5. Inline Discounting Options
Click on Edit under the Discount Charge
You can apply the discount percentage
at various levels e.g. RatePlan,
Subscription or Account Level.
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12. Amendment – Upsell
Opportunity
Click on New Opportunity under Account
Fill in the required fields e.g. Upsell as Opportunity Name
45. OBJ 1:
OBJ 2:
OBJ 3:
Learn how to modify the basic OOTB quote workflow and
incorporate Payment Collection Page.
Learn how to add custom field on the Quote object and send
the information to Zuora when the Quote is submitted.
Objectives
Learn how to add custom column to the sold to contact
PopupWindow
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Lab Exercise Steps
1. Explore Quote Wizard Settings and Add Payment Collection Page
to Quote Workflow
2. Create a New Subscription and verify that Payment Method is
created.
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Add Payment Collection Page to
Quote Workflow
Select ZuoraConfig Tab and Click on Edit for Subscription Type = “New
Subscription”
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Lab Exercise 2 - Steps
1. Modify Column Field Sets for ‘Sold To Contact’ to add Email
Column
2. Click on the lookup component for ‘Sold To Contact’ and verify
Email Column is present in the resulting pop up dialog
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Modify Column Field Sets
Navigate to Setup Customize Contacts Field Sets
You should see one Field Set controlling the columns shown in the Contact Lookups
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Modify Column Field Sets
Navigate to the Sold To Contact lookup on the Quote
Click on the lookup icon next to the Sold To contact field and the resulting
PopupWindow should have Email Column added (as shown below).
61. Lab Exercise Steps
1. Add custom field ‘Sales Region’ to Quotes Object and add it to the
field set for Quotes Detail layout.
2. Add it the field set which will be submitted to Zuora.
3. Create an associated custom field in Zuora.
62. Add Custom Field ‘Sales Region’to
Quotes Object
Under Setup App Setup Create Objects, select Quotes Object
Under Quotes object, select Custom Fields and Relationships section
63. Add Custom Field ‘Sales Region’to
Quotes Object
Click on the ‘New’ button to add a new custom field. In this example we will add a field of type picklist
called ‘Sales Region’ and the values will be:
West
East
South
Central
64. Adding Custom Field to the Quotes
Details Object
Verify the new custom field
appearing in the custom fields
and relationship
65. Add the Custom Field to the Quote
Detail Section for the Quotes Object
Click on Edit for Quote Details Object.
Drag the ‘Sales Region’ field to the Quote Details Field Set
66. Add Custom Field to the Quote
Field Set sent to Zuora
Click on Edit for Custom Quote Fields Object.
Drag the Sales Region Custom Field to the Field Set
67. Create the corresponding field in
Zuora
Navigate to Settings Z-Billing Settings Maintain Custom Fields
Add same field name ‘Sales Region’ and values to Subscription Fields.
In the API Name field, update the value to be SalesRegion__c (by adding __c to the end).
Step 1 Step 2
69. Verify – Create a new Quote and
Select SalesRegion as West
Sales Region
Custom Field
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Exercise – Section 201
• Create a new Quote
• Verify Email Column is available on SoldTo
Contact PopupWindow
• Verify you can enter Credit Card information
• Verify you can enter Sales Region Field value
as South and send to Zuora.
Open with a session about Zuora / Z-Commerce (~5 min)
Set the stage: What is Zuora/Why Zuora/ quick section
Narrow down to Z-Commerce
4 key concepts
Infinite pricing
Lifecycle Order
Multi-channel
B2C leverages our APIs and Z-Checkout pages
We address B2B with Zuora for Salesforce which we’ll focus on today
Configurability
Narrow down to Zuora for Salesforce (3 Icons slide) (~5 min):
Sync
Quotes
ZDK: Zuora offers a toolkit which allows customers to extend the application’s out-of-the-box capabilities
Provide similar slide for components Lab Exercise
Walking attendees through the quoting workflow while highlighting new functionality
[The Zuora for Salesforce Quoting Flow]
a) Opportunity Page and create a new quote
[Quote Metrics: We’ve also introduced new Quote Metrics- Sub-Total, Tax, Discount, and Total. Additionally, all of these metrics now utilize a preview call to Zuora and can therefore account for things like proration. Obviously for different subscription businesses these metrics mean different things. Let’s take a look at how we can configure the way in which these metrics are calculated.]
Click on the Edit button on the Quote Details page
Edit the “Calculate
Quote Periods through” field
Click Save
Show that metrics are being re-calculated
Provide similar slide for components Lab Exercise
After this step – high light the page which will be created
Provide a slide with the page
And provide CC number with expiration etc.