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ZuoraForSalesforce

Hands on Training

Samuel SharafCustomer Success

Architect

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Training OutlineSection 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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Basic Quote-to-Subscription workflow, Amendments, Renewals and Configuration options

Advanced topics, specifically focused on extending out of box workflow with Components and Plugins

ZuoraForSalesforce – 101

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

The first relationship business management system

Extending Salesforce CRM for Subscription Economy

RefundsPaymentsInvoicesSubscriptionsBilling Accounts

Multi-Channel Platform

Lifecycle Orders

Pricing Engine

Configurability

Extensibility

Guided Selling

360 Sync Quotes ZDK

Is made up of 3 key components:

Titanium Release

MOREOut-Of-Box Use Cases

Examples:

• Collect Payment (Credit Card or ACH) securely during the quoting process

• Process renewals, amendments and cancellations from Salesforce

MOREConfigurability

Examples:

• Wizard-like quote configuration

• Drag and drop UI (e.g. add/remove fields, rearrange pages, change tables)

MOREExtensibility

Examples:

• Extend the out of box custom components or build your own.

• Create Apex Plugins and extend existing functionality

Zuora For Salesforce – Section 101

Basic Quote to Subscription Workflow

11

- BILLING Salesforce

Create Account/Contac

tCreate

Product Create Product RatePlanCharge

Select Products & ChargesSubscriptionInvoice

Billing Ops SalesZ360 SYNC- Accounts

& Related Objects

Z360 SYNC- Products & Related Objects

Create Quote

Create Opport

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Standard Sales Quote Workflow

CreateAccount

Create Opport

Create Quote

Add Products & RatePlans

Submit QuoteReview 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

Quote Template Settings

Verify that we have Quote templates for New, Amendment and Renewal Subscription Types

Layout Configuration Settings

Verify the selected field sets have the following

Hands on Lab

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 & RatePlansAdd 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 FreeClick 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

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).

Lab Exercise 3 - Add Custom Fields to Quotes Object

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.

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

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:

WestEastSouthCentral

Adding Custom Field to the Quotes Details Object

Verify the new custom field appearing in the custom fields and relationship

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

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

Create the corresponding field in Zuora

Navigate to Settings Z-Billing Settings Maintain Custom FieldsAdd 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

Verify the Custom Field is Displayed in the Quotes Details Section

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