Behind the Wizard’s Curtain: Scalability and Security at Zuora (Subscribed13)
Subscribed zuora forsalesforce training -sections 101 & 102
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Transcript of Subscribed zuora forsalesforce training -sections 101 & 102
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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