The document discusses components and plugins in Zuora for Salesforce and provides examples. It defines components as reusable pieces of code that can encapsulate common design patterns. Plugins are external classes that can be called from within a managed package. The document provides examples of out-of-the-box components like properties, lists, and lookups. It also discusses the benefits of using components and plugins to speed up development and allow custom functionality. Two lab exercises are described that demonstrate creating a custom component page and extending an out-of-box plugin.

1. #Subscribed14 @twittername
Section 301
Templates, Components & Plugins
Advanced Concepts

2. OBJ 1:
OBJ 2:
OBJ 3:
Understand the need when to extend and add to the OOTB
Zuora Quotes workflow and the benefits offered by
Templates, Components & Plugin functionality
Get comfortable with developing components & plugins
and enhancing Zuora Quotes workflow
Objectives
Explore the Component Registration Feature in ZuoraConfig
and examples of OOTB components available

3. #Subscribed14 @twittername
Business Scenario - Advanced
Sales Quote Workflow
Create
Account
Create
Opport Advanced Create Quote Workflow
Add Products & RatePlansSubmit Quote
Review Subscription
& Invoice
With a large number of variations in the quote to subscription workflow,
very often it is required to either extend existing functionality or add new
functionality to Zuora Quotes. This is where Components and Plugins in
Zuora For Salesforce comes into the picture.

4. #Subscribed14 @twittername
Components & Plugins – Definition
Components
Similar to the way you can encapsulate a piece of code in a method and then
reuse that method several times in a program, you can encapsulate a common
design pattern in a custom component and then reuse that component several
times in one or more Visualforce pages.
Plugins
An Apex plugin for a managed package is an external class, instantiated
dynamically at runtime, which is called from within the package, the package
has no dependency on the class.

5. Components & Plugin -Architecture
Visual Force Page
Page Level Component
UI Component
UI Component
UI Component
Plug-In
UI Component
Plug-In
= Plug-In

6. #Subscribed14 @twittername
Examples of OOTB Components

7. #Subscribed14 @twittername
Property Component

8. #Subscribed14 @twittername
List Component

9. #Subscribed14 @twittername
Lookup Component

10. #Subscribed14 @twittername
Mutton (Menu + Button)
Component

11. #Subscribed14 @twittername
Components & Plugins - Benefits
Components and Plugins provide the following
benefits:
They dramatically speed up development what previously
was pure Apex code by reusing successful patterns already
established in our Quotes application
It allows custom functionality over and above what Zuora For
Salesforce provides out of the box, but in a managed way, an
example being the default-values exercise you will perform in
a lab exercise.

12. #Subscribed14 @twittername
Component Registration
Zuora provides a single place to manage all your components and plugins in a
structured way.

13. #Subscribed14 @twittername
Component Registration
Benefits
• Provides a central place to manage all of your custom components
and plugins
• Reduces the number of steps it previously took to use a component
or a plugin in your system
• Puts you on an upgrade path such that when we add additional
functionality to these components, you get an immediate benefit as
opposed to if you had used custom code
• It means you will take advantage for your own components of any
point and click Admin UI we decide to put on top of the components
or plugins
• It allows Zuora to isolate custom code versus product issues
occurring in your implementation much more easily

14. #Subscribed14 @twittername
Section 301
Lab Exercises

15. #Subscribed14 @twittername
Lab Exercise 1 - Components
In this lab exercise you will use the
PropertyComponent to create a new Quote
Details Page.
We will programmatically create the
PaymentMethod field (static field in Section
201) and dynamically drive Payment Term
field.

16. #Subscribed14 @twittername
Property & Lookup Component -
Lab Exercise Steps
1. Develop Custom Controller by Extending
zqu.PropertyComponentController & Leverage Lookup Component
2. Develop Custom Visualforce Page and Leverage
PropertyComponent attributes
3. Add the Newly Created Page to the Quote Wizard Workflow

17. #Subscribed14 @twittername
Step 1 – Create Custom Controller
Download the code for
SamplePropertyComponentController class
from Github:
https://github.com/zuora/Z-
Force/blob/master/ZDKSampleCode/src/clas
ses/CustomQuoteWizardStep.cls

18. #Subscribed14 @twittername
Step 1 – Create Custom Controller
App Setup – Develop – Apex Classes – New - Paste the downloaded Code

19. #Subscribed14 @twittername
High Level Code Analysis
1. Extending zqu.PropertyComponentController
2. Leveraging zqu.PropertyComponentOptions
3. Leveraging zqu.LookupComponentOptions

20. #Subscribed14 @twittername
Step 2 – Develop Custom Visualforce
Page
App Setup – Develop – Pages – New – Paste the downloaded Code

21. #Subscribed14 @twittername
Update Quote Wizard Workflow
Select the Visualforce page you created as step #2

22. #Subscribed14 @twittername
Create a New Quote
Select an opportunity and click on New Quote Button

23. #Subscribed14 @twittername
Verify Step #2 of the Quote
Workflow
Page Label of the VF page created
Payment Method & Payment Term Fields

24. #Subscribed14 @twittername
Lab Exercise 2 - Plugins
• In this Lab Exercise we will extend the
behavior of the Quotes Details Page we
created in the previous step by leveraging
out of box QuoteDefaultPlugin
• The goal of this exercise is to demonstrate
how ZuoraForSalesforce OOTB Plugins
can help extend/enhance functionality.

25. #Subscribed14 @twittername
Using Plugins – Lab Exercise
Notes – Modify the diagram – Quote Detail with Create Quote

26. #Subscribed14 @twittername
Plugin - Lab Exercise Steps
1. Develop Apex Plugin (Code Provided)
2. Use Component Registration Feature under ZuoraConfig to
extend the CreateQuote PropertyComponent
3. Create a new Quote to verify the Default Value Plugin works

27. #Subscribed14 @twittername
Step 1- Create Apex Class
Under AppSetup – Click on Pages
Click on New to create a new Apex Class

28. #Subscribed14 @twittername
DefaultValuePlugin - Code
global class DefaultValueCreateQuoteComponent extends zqu.CreateQuoteController.PopulateDefaultFieldValuePlugin {
global override void populateDefaultFieldValue(SObject record, zqu.PropertyComponentController.ParentController pcc) {
super.populateDefaultFieldValue(record, pcc);
<<Query the value of the custom Region field>>
If it is West
record.put('zqu__InitialTerm__c', 15);
If it is east
record.put('zqu__RenewalTerm__c', 12);
record.put('zqu__ValidUntil__c', Date.today().addDays(30));
record.put('zqu__StartDate__c', Date.today());
record.put('zqu__PaymentMethod__c', 'Check');
// The opportunity Id is populated from the parent method, use it here to retrieve the account ID
Id opportunityId = (Id) record.get('zqu__Opportunity__c');
Opportunity opp = [SELECT Account.Id FROM Opportunity WHERE Id = :opportunityId LIMIT 1];
// Find the contacts associated with the account
List<Contact> contacts = [SELECT Id, Name FROM Contact WHERE Account.Id = :opp.Account.Id];
// Assuming the contacts are present
if (contacts.size() > 0) {
System.debug('mp: about to add ' + contacts[0].Id + ' as a contact ID');
record.put('zqu__BillToContact__c', contacts[0].Id);
record.put('zqu__SoldToContact__c', contacts[0].Id);
// Before retrieving the lookup options, needs to populate the map first
super.setLookupOptions(pcc);
// Now retrieve the lookup component options
zqu.LookupComponentOptions billToOptions = super.getLookupOption('zqu__BillToContact__c');
billToOptions.targetId = contacts[0].Id;
billToOptions.targetName = contacts[0].Name;
zqu.LookupComponentOptions soldToOptions = super.getLookupOption('zqu__SoldToContact__c');
soldToOptions.targetId = contacts[0].Id;
soldToOptions.targetName = contacts[0].Name;
}
}
}
Copy the code from this slide and paste
it in the development editor

29. Lab Step 2
Use Component Registration
& Extend Default
PropertyComponent

30. #Subscribed14 @twittername
Using Component Registration
Click on ZuoraConfig Tab
Select Component Registration

31. #Subscribed14 @twittername
Extend the Default Value Plugin
Click on Edit Action for
zqu:PropertyComponent for CreateQuote

32. #Subscribed14 @twittername
Extend the Default Value Plugin
We will be extending the
PopulateValuePlugin
Enter the name of the Plugin Apex class
you created in the Class Name
Click on Update Button

33. #Subscribed14 @twittername
Lab Step 3
Create a New Quote

34. #Subscribed14 @twittername
Create a new Quote and See the
new Plugin in Action
Note the required values have default
values populated.

35. #Subscribed14 @twittername
End of Section 301

36. #Subscribed14 @twittername
Other Component & Plugins
Examples
In the previous two examples we just scratched the
surface on what’s possible with components.
More code and examples can be found at:
https://github.com/zuora/Z-
Force/tree/master/ZDKSampleCode
&
http://knowledgecenter.zuora.com/CB_Commerce/Z
uora_for_Salesforce/E_Z-
Force_Builder/B_Component_Library