Zuora for Salesforce: Basic Configuration Settings

Zuora for Salesforce: Basic 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:
• Describe the two packages that make up the Zuora for Salesforce application
• Install the Zuora Quotes and Zuora 360 managed packages
• Integrate Zuora with your organization’s Salesforce instance
• Identify the six basic configuration settings in the Zuora for Salesforce application
• Configure the six settings to desired states
• Add a column to a field set
• Add custom fields to quote objects

Prerequisites:
• Familiarity with Salesforce administration

The course is broken down as shown:

Module 1
Module 1: Zuora Configuration Settings
Welcome!
Topic 1: What’s in it for You?
Topic 2: What Is Zuora?
Topic 3: An Overview of Zuora for Salesforce
Topic 4: Getting Started as an  Administrator
Check Your Understanding I

Module 2
Module 2: Basic Zuora Quotes Configuration Settings
Topic 1: Basic Configuration Settings
Topic 2: Zuora Connection Settings
Topic 3: Quote Configuration Settings
Topic 4: Default Value Settings
Topic 5: Quote Template Settings
Topic 6: Invoice Template Settings
Topic 7: Communication Profile Settings
Check your Understanding II

Module 3
Module 3: Customizing Zuora for Salesforce
Topic 1: How to Customize Zuora for Salesforce
Topic 2: Example 1: Modify a Column Field Set
Topic 3: Example 2: Add a Custom Field to a Quote Object

Module 4
Course Summary
Course Summary
Completed Objectives
Next Steps

 

Course30 minutes

  • Module 1
  • Module 1: Zuora Configuration Settings

    Welcome!
    Topic 1: What’s in it for You?
    Topic 2: What Is Zuora?
    Topic 3: An Overview of Zuora for Salesforce
    Topic 4: Getting Started as an  Administrator

  • Check Your Understanding I
  • Module 2
  • Module 2: Basic Zuora Quotes Configuration Settings

    Topic 1: Basic Configuration Settings
    Topic 2: Zuora Connection Settings
    Topic 3: Quote Configuration Settings
    Topic 4: Default Value Settings
    Topic 5: Quote Template Settings
    Topic 6: Invoice Template Settings
    Topic 7: Communication Profile Settings

  • Check Your Understanding II
  • Module 3
  • Module 3: Customizing Zuora for Salesforce

    Topic 1: How to Customize Zuora for Salesforce
    Topic 2: Example 1: Modify a Column Field Set
    Topic 3: Example 2: Add a Custom Field to a Quote Object

  • 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:
• Describe the two packages that make up the Zuora for Salesforce application
• Install the Zuora Quotes and Zuora 360 managed packages
• Integrate Zuora with your organization’s Salesforce instance
• Identify the six basic configuration settings in the Zuora for Salesforce application
• Configure the six settings to desired states
• Add a column to a field set
• Add custom fields to quote objects

Prerequisites:
• Familiarity with Salesforce administration

The course is broken down as shown:

Module 1
Module 1: Zuora Configuration Settings
Welcome!
Topic 1: What’s in it for You?
Topic 2: What Is Zuora?
Topic 3: An Overview of Zuora for Salesforce
Topic 4: Getting Started as an  Administrator
Check Your Understanding I

Module 2
Module 2: Basic Zuora Quotes Configuration Settings
Topic 1: Basic Configuration Settings
Topic 2: Zuora Connection Settings
Topic 3: Quote Configuration Settings
Topic 4: Default Value Settings
Topic 5: Quote Template Settings
Topic 6: Invoice Template Settings
Topic 7: Communication Profile Settings
Check your Understanding II

Module 3
Module 3: Customizing Zuora for Salesforce
Topic 1: How to Customize Zuora for Salesforce
Topic 2: Example 1: Modify a Column Field Set
Topic 3: Example 2: Add a Custom Field to a Quote Object

Module 4
Course Summary
Course Summary
Completed Objectives
Next Steps

 

Course30 minutes

  • Module 1
  • Module 1: Zuora Configuration Settings

    Welcome!
    Topic 1: What’s in it for You?
    Topic 2: What Is Zuora?
    Topic 3: An Overview of Zuora for Salesforce
    Topic 4: Getting Started as an  Administrator

  • Check Your Understanding I
  • Module 2
  • Module 2: Basic Zuora Quotes Configuration Settings

    Topic 1: Basic Configuration Settings
    Topic 2: Zuora Connection Settings
    Topic 3: Quote Configuration Settings
    Topic 4: Default Value Settings
    Topic 5: Quote Template Settings
    Topic 6: Invoice Template Settings
    Topic 7: Communication Profile Settings

  • Check Your Understanding II
  • Module 3
  • Module 3: Customizing Zuora for Salesforce

    Topic 1: How to Customize Zuora for Salesforce
    Topic 2: Example 1: Modify a Column Field Set
    Topic 3: Example 2: Add a Custom Field to a Quote Object

  • Module 4
  • Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps