Zuora for Salesforce: Components and Plugins

Zuora for Salesforce: Components and Plugins

Self-Paced: for Salesforce Developers responsible for customizing the Zuora for Salesforce application.

About this course

This course is designed for Salesforce Developers responsible for customizing the Zuora for Salesforce application. 

By the end of this course, you’ll be able to:
• Explain the business need for components and plugins
• Define components and plugins in the context of Zuora for Salesforce
• Explain the benefits of component registration
• Identify the five components and plugins configuration settings
• Configure the five components and plugins settings to desired states
• Extend the IPopulateValue plugin to default to certain values when creating a quote
• Implement the RulesEngine plugin to validate that no duplicate rate plans have been added to a quote

Prerequisites:

• Familiarity with the Salesforce platform and Zuora for Salesforce Quote-to-Subscription workflow
• Basic understanding of Apex and JavaScript programming languages.

The course is broken down as shown:

Module 1
Basics of Components and Plugins
Topic 1: Introduction
Topic 2: Business Needs for Components and Plugins
Topic 3: Zuora for Salesforce Components
Topic 4: What Is a Plugin?
Topic 5: Components and Plugins Architecture
Topic 6: Component Registrationand Library
Topic 7: Examples of Out-of-the-Box Components
Check Your Understanding I

Module 2
Components and Plugins Configuration Settings
Topic 1: Configuration Settings
Topic 2: Component Registration
Topic 3: QuickList Component Settings 
Topic 4: QuickFilter Component Settings
Topic 5: Layout Configuration Settings
Topic 6: Quote Wizard Settings
Check your Understanding II

Module 3
Extending the IPopulateValue Plugin
Topic 1: Setting up the Development Environment
Topic 2: Extend the Zuora for Salesforce IPopulateValue Plugin

Module 4
Implementing the RulesEngine Plugin
Topic 1: Implement the Zuora for Salesforce RulesEngine Plugin
Topic 2: Additional Code and Development Tools

Module 5 
Course Summary
Course Summary
Completed Objectives
Next Steps

 

Course30 minutes

  • Module 1
  • Basics of Components and Plugins

    Topic 1: Introduction
    Topic 2: Business Needs for Components and Plugins
    Topic 3: Zuora for Salesforce Components
    Topic 4: What Is a Plugin?
    Topic 5: Components and Plugins Architecture
    Topic 6: Component Registrationand Library
    Topic 7: Examples of Out-of-the-Box Components

  • Check Your Understanding I
  • Module 2
  • Components and Plugins Configuration Settings

    Topic 1: Configuration Settings
    Topic 2: Component Registration
    Topic 3: QuickList Component Settings 
    Topic 4: QuickFilter Component Settings
    Topic 5: Layout Configuration Settings
    Topic 6: Quote Wizard Settings

  • Check Your Understanding II
  • Module 3
  • Extending the IPopulateValue Plugin

    Topic 1: Setting up the Development Environment
    Topic 2: Extend the Zuora for Salesforce IPopulateValue Plugin

  • Module 4
  • Implementing the RulesEngine Plugin

    Topic 1: Implement the Zuora for Salesforce RulesEngine Plugin
    Topic 2: Additional Code and Development Tools

  • Module 5
  • Course Summary

    Course Summary
    Completed Objectives

  • Next Steps
  • Course Rating

About this course

This course is designed for Salesforce Developers responsible for customizing the Zuora for Salesforce application. 

By the end of this course, you’ll be able to:
• Explain the business need for components and plugins
• Define components and plugins in the context of Zuora for Salesforce
• Explain the benefits of component registration
• Identify the five components and plugins configuration settings
• Configure the five components and plugins settings to desired states
• Extend the IPopulateValue plugin to default to certain values when creating a quote
• Implement the RulesEngine plugin to validate that no duplicate rate plans have been added to a quote

Prerequisites:

• Familiarity with the Salesforce platform and Zuora for Salesforce Quote-to-Subscription workflow
• Basic understanding of Apex and JavaScript programming languages.

The course is broken down as shown:

Module 1
Basics of Components and Plugins
Topic 1: Introduction
Topic 2: Business Needs for Components and Plugins
Topic 3: Zuora for Salesforce Components
Topic 4: What Is a Plugin?
Topic 5: Components and Plugins Architecture
Topic 6: Component Registrationand Library
Topic 7: Examples of Out-of-the-Box Components
Check Your Understanding I

Module 2
Components and Plugins Configuration Settings
Topic 1: Configuration Settings
Topic 2: Component Registration
Topic 3: QuickList Component Settings 
Topic 4: QuickFilter Component Settings
Topic 5: Layout Configuration Settings
Topic 6: Quote Wizard Settings
Check your Understanding II

Module 3
Extending the IPopulateValue Plugin
Topic 1: Setting up the Development Environment
Topic 2: Extend the Zuora for Salesforce IPopulateValue Plugin

Module 4
Implementing the RulesEngine Plugin
Topic 1: Implement the Zuora for Salesforce RulesEngine Plugin
Topic 2: Additional Code and Development Tools

Module 5 
Course Summary
Course Summary
Completed Objectives
Next Steps

 

Course30 minutes

  • Module 1
  • Basics of Components and Plugins

    Topic 1: Introduction
    Topic 2: Business Needs for Components and Plugins
    Topic 3: Zuora for Salesforce Components
    Topic 4: What Is a Plugin?
    Topic 5: Components and Plugins Architecture
    Topic 6: Component Registrationand Library
    Topic 7: Examples of Out-of-the-Box Components

  • Check Your Understanding I
  • Module 2
  • Components and Plugins Configuration Settings

    Topic 1: Configuration Settings
    Topic 2: Component Registration
    Topic 3: QuickList Component Settings 
    Topic 4: QuickFilter Component Settings
    Topic 5: Layout Configuration Settings
    Topic 6: Quote Wizard Settings

  • Check Your Understanding II
  • Module 3
  • Extending the IPopulateValue Plugin

    Topic 1: Setting up the Development Environment
    Topic 2: Extend the Zuora for Salesforce IPopulateValue Plugin

  • Module 4
  • Implementing the RulesEngine Plugin

    Topic 1: Implement the Zuora for Salesforce RulesEngine Plugin
    Topic 2: Additional Code and Development Tools

  • Module 5
  • Course Summary

    Course Summary
    Completed Objectives

  • Next Steps
  • Course Rating