This document provides an outline for a hands-on training on the ZuoraForSalesforce product. It includes 3 sections that cover basic, intermediate, and advanced topics. Section 101 covers the basic quote to subscription workflow and objectives to understand the product, perform an upsell amendment, and create a new quote. Section 201 covers modifying the quote workflow to add a payment collection page, adding a custom field to quotes, and adding a custom column to the contact popup window. Section 301 is described as focusing on advanced topics like extending out of box workflows.

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ZuoraForSalesforce
Hands on Training
Samuel Sharaf
Customer Success
Architect

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Training Outline
Section 101
White
Section 201
Intermediate
topics including
creating custom
fields, Modifying
Quote Workflow
to tailor your sales
process
Section 301
BOLD White
BOLD White
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Basic Quote-to-
Subscription
workflow,
Amendments,
Renewals and
Configuration
options
Advanced topics,
specifically
focused on
extending out of
box workflow with
Components and
Plugins

3. ZuoraForSalesforce – 101

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

5. The first relationship business management system

6. Extending Salesforce CRM for
Subscription Economy
RefundsPaymentsInvoicesSubscriptionsBilling Accounts

7. Multi-Channel Platform
Lifecycle Orders
Pricing Engine
Configurability
Extensibility
Guided Selling

8. 360 Sync Quotes ZDK
Ismadeupof3keycomponents:

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

10. Zuora For Salesforce – Section 101

11. Basic Quote to Subscription Workflow
1
- BILLING Salesforce
Create
Account/Contac
t
Create
Product
Create Product
RatePlanCharge
Select Products
& Charges
SubscriptionInvoice
Billing Ops Sales
Z360 SYNC- Accounts
& Related Objects
Z360 SYNC- Products
& Related Objects
Create Quote
Create Opport

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Standard Sales Quote Workflow
Create
Account
Create
Opport
Create
Quote
Add Products &
RatePlans
Submit Quote
Review Subscription
& Invoice

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Basic Introduction to OOTB
Configuration & Customization

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Quote Default Value Settings
Verify that Currency has a valid
value

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Quote Configuration Settings
Verify the Amendment
Functionality is Enabled

16. Quote Template Settings
Verify that we have Quote
templates for New, Amendment
and Renewal Subscription Types

17. Layout Configuration Settings
Verify the selected field sets have
the following

18. Hands on Lab

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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1. Create Demo Account &
Contacts

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2. Create Demo Opportunity

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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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4. Select Products & RatePlans
Add Cinema Standard as your Product &
select Monthly Plan

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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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6. Analyze Quote Metrics
Analyze the Quote Metrics to verify the
RatePlan Pricing and Discount

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7. Generate Quote PDF

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8. Quote to Subscription
Send to ZBilling!

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9. Check Subscription is Created in
Zuora

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10. Review the account and generated
invoice

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Create an Amendment

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11. Sync Account Data from Zuora
to Salesforce

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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

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13. Create New Quote on Upsell
Opportunity

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14. Select Existing Billing Account

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15. Select Quote Type – Amend
Existing Subscription

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16. Provide Quote, Account and
Subscription Term Details

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17. Choose Products & Charges
Add Cinema Premium and remove Cinema Standard

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18. Provide First Month Free
Click on Discount Charge and enter 100% discount for one pay
period

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19. Review the Amendment

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20. Review the Order & Send the
Quote to ZBilling

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21. Switch to Zuora and Review the
Amendment on Subscription

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22. Click on Amendment to view
details

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End of Section 101

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Section 201
Intermediate Training Exercises

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 1 - Review the basic
steps on configuring HPM

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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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Add Payment Collection Page to
Quote Workflow
Select zqu__PaymentMethodCreation

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Add Payment Collection Page to
Quote Workflow
Specify Progress Bar Text

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Verify Quote Workflow is updated
Notice the Collect Payment
Information Step

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Create a New Quote and Verify
Payment Method is Working
Select an opportunity and click on New Quote Button

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Collect Credit Card Payment
Information
Add Credit Card as
4111111111111111 (There are 15
1’s)

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Lab Exercise 2 – Modify Column
Field Sets

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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
We will add email column the ‘Sold To Contact Lookup’ PopupWindow

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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
Drag Email from the list of available fields to the ‘Sold To Contact’ Column Field Set

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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).

60. Lab Exercise 3 - Add Custom Fields
to Quotes Object

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

68. Verify the Custom Field is
Displayed in the Quotes Details
Section

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.

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End of Section 201