Are you a Zuora Admin looking to expand the out-of-the-box functionality of your Zuora for Salesforce package? In this session, we’ll help you get the most out of your Zuora for Salesforce integration by walking you through concepts such as upgrading your versions enhanced product selector and configuring advanced settings.

2. ≈
Zuora for Salesforce: Advanced
TopicsBasic and Advanced Configuration Settings for Salesforce
Administrators
Maks Demin, Sr. Solutions Engineer, Zuora
Eric Neto, Engineer Manager, Zuora

3. presentation
agenda
page
03
walkthrough /
demo
10:15
Walkthrough of
config and
Demonstration on
Guided Product
Selectors and
Rules engine
welcome
10:00
Introduction and
session plan
q & a
10:35
Answer your
questions about
configuring Zuora
for Salesforce
zuora for
salesforce
10:05
Overview of Zuora for
Salesforce
10:45
close
5 min 10 min 20 min 10 min

4. topics
covered
page
04
Overview of Zuora for
SalesforceLearn about the packages that comprise Zuora
for Salesforce application
Zuora for Salesforce Basic and Advanced
ConfigLearn about the basic and advanced configurations settings available
in Zuora for Salesforce
Demo: Guided Product Selector
Walk through the steps for customizing and verifying out-of-the-box
guided product selectors
Demo: Rules Engine
Learn how to easily configure and manage business
rules for your sales users

5. what is
zuora?
page
05
Zuora is a complete
Relationship
Business
Management (RBM)
solution that helps
companies build and
run successful
subscription
businesses.

6. zuora for salesforce
overview
page
06
Zuora Quotes
subscription
management
Zuora 360
account management
and reporting
Zuora’s native Force.com application
Integrates your Salesforce CRM implementation with Zuora
Includes two managed packages
Used together, these packages provide a highly
configurable and customizable application
that enables you to effectively create
subscriptions that address customer needs

7. zuora for salesforce
overview
page
07
Zuora Quotes
subscription management
Zuora 360
account management and
reporting
Build customer-ready quotes based on
your Zuora product catalog and send
the quote to Zuora to create a new
subscription or modify or cancel an
existing subscription
Synchronize product catalog,
customer accounts, invoices,
payments, and refunds data from
Zuora to Salesforce

8. basic quote to subscription
workflow
page
08
Salesforce
Create Account
/ Contact
Create
Product
Create Product
RatePlanCharge
Select
Products &
Charges
SubscriptionInvoice
Billing Ops
Sales
Z360 SYNC-
Accounts & Related
Objects
Z360 SYNC- Products
& Related Objects
Create
Quote
Create
Opportunity
Guided Selling
and Rules affect
this step

9. extending salesforce CRM
for subscription economy
page
09
RefundsPaymentsInvoicesSubscriptionsBilling
Accounts

10. zuora quotes configuration settings
basic
page
010

11. zuora quotes configuration settings
basic
page
011

12. zuora quotes configuration settings
basic
page
012

13. zuora quotes configuration settings
basic
page
013

14. zuora quotes configuration settings
basic
page
014

15. zuora quotes configuration settings
basic
page
015

16. zuora quotes configuration settings
advanced
page
016

17. zuora quotes configuration settings
advanced
page
017

18. zuora quotes configuration settings
advanced
page
018

19. zuora quotes configuration settings
advanced
page
019

20. zuora quotes configuration settings
advanced
page
020

21. Demo
page
021
01 Customize guided product selectors
Walk through the steps for customizing and verifying out-
of-the-box guided product selectors
02Create a Pricing Rule
Learn how to design and configure a rule to be
automatically run during product selection

22. customize guided product selectors
Walk through the steps for customizing and
verifying out-of-the-box guided product
selectors

23. customize guided product selectors
scenario
page
023
You are the administrator of the Zuora for Salesforce application
in your company. You are responsible for configuring the
application to meet the needs of the sales representatives who
create quotes for subscriptions.
Your task is to include an End User Product Filter in the Add
Base Product step for a new quote flow. The End User Product
Filter displays the product rate plan charge by type when
creating a new quote.

24. customize guided product selectors
steps
page
024
1. Go to Guided Product Selectors configuration setting.
2. For a new quote flow, edit the AddBaseProducts step.
3. Select the Include End User Product Filters checkbox.
4. Select Product Rate Plan Charge from the Object dropdown list.
5. Select Type from the Field dropdown list and save the changes.
To verify:
1. Create a new quote for an existing opportunity.
2. Filter the product rate plan charge by type and select Usage.
3. Select a rate plan for the base product.
4. Select a rate plan for the add-on product.

25. page
025
configuring zuora
for salesforce
customize guided
product selectors
Watch the
Demo!

26. Create a Pricing Rule
Learn how to design and configure a rule to be
automatically run during product selection

27. Create a pricing rule
scenario
page
027
You are the administrator of the Zuora for Salesforce application in
your company. Whenever your sales reps sell your Gold service,
they need to ensure that they add a Support plan that totals 20%
of their platform fee.
Your task is to automate this process so that their support plan will
be correctly added and priced appropriately without manual
intervention.

28. add a rule to product selection steps
page
028
Enable the Rules Engine
Create your Rule
• Go to All Tabs > Rules
• Click New
• Name the rule -> click add criteria -> Attribute Type (Rollup value)Click No Filter -> Name the Filter -> Object Field
(product -> product name) -> Value (Gold Plan) -> Create -> Select Is equal to -> is greater than -> Value (0)
• Add Action -> Type (Add Product) -> Select Product and Rate Plan -> Allow Immediate Actions
• Add Action -> Type (Update Product) -> Object (Charge) -> Field (Effective Price)
• Click Filter -> New Filter -> Name the filter -> Object Field (Charge Name) -> Value (Support)
New Value Type (Calculated Value) -> Click Select Value -> Enter Name -> Add Input -> Input Type (Rollup Value)
-> Object (Quote Rate Plan Charge) -> Rollup Type (Sum) -> Object Field (Effective Price) -> Add (Switch to
Multiply) -> Add Input -> Value (.2)
• Save
To verify
• Create a new quote for an existing opportunity.
• Add the Gold service product
• Save
• Check the products and ensure support is there and its price is 20% of the Gold service

29. page
029
configuring zuora
for salesforce
add a pricing rule
Watch the
Demo!

30. Q&A
page
030

31. thank you.