- Module 1
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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
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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
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Course Summary
Course Summary
Completed Objectives -
Course Rating
-
Next Steps
Zuora for Salesforce: Advanced Configuration Settings
Self-Paced: for anyone responsible for administering the Zuora for Salesforce application.
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