Zuora for Salesforce: Advanced Configuration Settings

Zuora for Salesforce: Advanced Configuration Settings

Self-Paced: for anyone responsible for administering the Zuora for Salesforce application.

About this course

This course is designed for anyone responsible for administering the Zuora for Salesforce application.

By the end of this course, you’ll be able to:
• List the six advanced configuration settings in the Zuora for Salesforce application
• Configure the six settings to your organization’s preferences
• Customize out-of-the-box Guided Product Selectors
• Include a guided selling flow in the product selector

Prerequisites: 
• Familiarity with Salesforce administration
• Zuora for Salesforce: Basic Configuration Settings course

The course is broken down as shown:

Module 1
Module 1: Advanced Configuration Settings
Topic 1: Introduction
Topic 2: Review of Zuora for Salesforce
Topic 3: Guided Product Selectors
Topic 4: Getting to the Advanced Configuration Settings Screen

Module 2: Advanced Zuora Quotes Configuration Settings
Topic 1: Advanced Configuration Settings
Topic 2: Advanced Quoting Configuration Settings
Topic 3: List Filter Configuration Settings
Topic 4: Guided Product Selectors
Topic 5: Quote TCV Rollup Settings
Topic 6: Display Scale Settings
Topic 7: Payment Pages Settings
Check your Understanding I

Module 3
Module 3: Configuring Guided Product Selectors
Topic 1: Using Guided Product Selectors
Topic 2: Demo: Out-of-the-box Guided Product Selectors
Topic 3: Demo: Customized Guided Product Selectors
Check Your Understanding II

Module 4
Course Summary
Course Summary
Completed Objectives
Next Steps

Course30 minutes

  • Module 1
  • Advanced Configuration Settings

    Topic 1: Introduction
    Topic 2: Review of Zuora for Salesforce
    Topic 3: Guided Product Selectors
    Topic 4: Getting to the Advanced Configuration Settings Screen

  • Check Your Understanding I
  • Module 2
  • Advanced Zuora Quotes Configuration Settings

    Topic 1: Advanced Configuration Settings
    Topic 2: Advanced Quoting Configuration Settings
    Topic 3: List Filter Configuration Settings
    Topic 4: Guided Product Selectors
    Topic 5: Quote TCV Rollup Settings
    Topic 6: Display Scale Settings
    Topic 7: Payment Pages Settings

  • Check Your Understanding II
  • Module 3
  • Configuring Guided Product Selectors

    Topic 1: Using Guided Product Selectors
    Topic 2: Demo: Out-of-the-box Guided Product Selectors
    Topic 3: Demo: Customized Guided Product Selectors

  • Module 4
  • Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps

About this course

This course is designed for anyone responsible for administering the Zuora for Salesforce application.

By the end of this course, you’ll be able to:
• List the six advanced configuration settings in the Zuora for Salesforce application
• Configure the six settings to your organization’s preferences
• Customize out-of-the-box Guided Product Selectors
• Include a guided selling flow in the product selector

Prerequisites: 
• Familiarity with Salesforce administration
• Zuora for Salesforce: Basic Configuration Settings course

The course is broken down as shown:

Module 1
Module 1: Advanced Configuration Settings
Topic 1: Introduction
Topic 2: Review of Zuora for Salesforce
Topic 3: Guided Product Selectors
Topic 4: Getting to the Advanced Configuration Settings Screen

Module 2: Advanced Zuora Quotes Configuration Settings
Topic 1: Advanced Configuration Settings
Topic 2: Advanced Quoting Configuration Settings
Topic 3: List Filter Configuration Settings
Topic 4: Guided Product Selectors
Topic 5: Quote TCV Rollup Settings
Topic 6: Display Scale Settings
Topic 7: Payment Pages Settings
Check your Understanding I

Module 3
Module 3: Configuring Guided Product Selectors
Topic 1: Using Guided Product Selectors
Topic 2: Demo: Out-of-the-box Guided Product Selectors
Topic 3: Demo: Customized Guided Product Selectors
Check Your Understanding II

Module 4
Course Summary
Course Summary
Completed Objectives
Next Steps

Course30 minutes

  • Module 1
  • Advanced Configuration Settings

    Topic 1: Introduction
    Topic 2: Review of Zuora for Salesforce
    Topic 3: Guided Product Selectors
    Topic 4: Getting to the Advanced Configuration Settings Screen

  • Check Your Understanding I
  • Module 2
  • Advanced Zuora Quotes Configuration Settings

    Topic 1: Advanced Configuration Settings
    Topic 2: Advanced Quoting Configuration Settings
    Topic 3: List Filter Configuration Settings
    Topic 4: Guided Product Selectors
    Topic 5: Quote TCV Rollup Settings
    Topic 6: Display Scale Settings
    Topic 7: Payment Pages Settings

  • Check Your Understanding II
  • Module 3
  • Configuring Guided Product Selectors

    Topic 1: Using Guided Product Selectors
    Topic 2: Demo: Out-of-the-box Guided Product Selectors
    Topic 3: Demo: Customized Guided Product Selectors

  • Module 4
  • Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps