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Courses by Role

Welcome

Welcome to Zuora University! We're here to help you get the most out of Zuora. With over 50 hours of self-paced courses and recurring virtual instructor-led courses, Zuora University offers the resources to help you at any stage of the implementation cycle and beyond.  Email us at training@zuora.com to learn more about our training packages.  

Courses by Role

 

Billing and Payment Operations

Course Objectives Length
Introduction to Zuora
Prerequisites: None​
  • Differentiate between transactional and subscription business models
  • List the nine guiding principles for a successful subscription business
  • Describe the business problems faced by subscription businesses
  • Explain how Zuora addresses these business problems
30 min
Introduction to Accounting
Prerequisites: None
  • Define accounting
  • Describe commonly used accounting terms
  • Discuss basic accounting processes
  • Identify various financial statements
  • Recognize the relationship between financial statements
  • List the steps in account closing
1 hr
Basics of Customer Accounts
Prerequisites: None
  • Explain the fields in a customer account
  • Identify the process of creating a customer account
  • Create a customer account
15 min
Basics of Product Catalog
Prerequisites: None
  • Explain why product catalogs are created
  • Describe the relationship between products, rate plans, and rate plan charges
  • Identify the steps in creating a product catalog
  • Create a product catalog and a rate plan
30 min
Basics of Billing Operations
Prerequisites: None
  • Explain the Billing Operations process and settings
  • Identify the process of creating a bill run
  • Create a bill run
  • Make an adjustment to an invoice item
30 min
Basics of Payment Operations
Prerequisites: Basics of Billing Operations
  • Explain the Payment Operations process and settings
  • Identify the process of creating a payment run
  • Create a payment run
  • Process a payment manually
  • Create a refund
45 min
Basics of Amendments
Prerequisites: Basics of Subscriptions, Basics of Customer Accounts
  • Define an amendment
  • Explain why amendments are created
  • Describe the different types of amendments
  • Identify the process of creating an amendment
  • Create an amendment
30 min
Basics of Subscriptions
Prerequisites: Basics of Product Catalog, Basics of Customer Accounts
  • Explain what a subscription is 
  • Explain why subscriptions are created
  • Identify the process of creating a subscription in Zuora
  • Create a subscription 
30 min
Automate Your Billing and Collections
Prerequisites: Basics of Product Catalog, Basics of Billing Operations, Basics of Payment Operations
  • Explain how to handle refunds and adjustments
  • Identify key fields to consider while setting up your product catalog, customer accounts and subscriptions that can impact the billing and payment cycles.
30 min

 

Accounting/Finance

Course Objectives Length
Introduction to Zuora
Prerequisites: None
  • Differentiate between transactional and subscription business models
  • List the nine guiding principles for a successful subscription business
  • Describe the business problems faced by subscription businesses
  • Explain how Zuora addresses these business problems
30 min
Zuora Finance: an Introduction
Prerequisites: Introduction to Zuora, Introduction to Accounting, Basics of Product Catalog
  • Recognize the characteristics of subscription finance
  • Identify the capabilities of Z-Finance
  • Explain how Z-Finance addresses subscription business challenges
  • Describe how to configure Z-Finance
  • List the steps in closing an accounting period with Z-Finance
  • Recognize how Z-Finance integrates with other systems
1 hr
Zuora Finance: Basics of Configuration
Prerequisites: Zuora Finance: An Introduction
  • Identify the different configurations in Zuora Finance
  • Set roles and permissions
  • List the steps in creating an accounting period
  • Describe the significance of configuring revenue recognition rules
  • Set up and map accounting codes
  • Configure aging buckets
1 hr
Zuora Finance: Basics of Accounting Close Process
Prerequisites: Zuora Finance: An Introduction
  • Identify the steps in the accounting close process in Zuora Finance
  • Run the trial balance
  • Identify steps in fixing optional and required actions from the trial balance
  • View accounting period balances and summaries
  • Recognize how to export accounting period information
45 min
Zuora Finance: Basics of Integration
Prerequisites: Introduction to Zuora, Introduction to Accounting, Introduction to Zuora Finance
  • Identify the kinds of integration possible with Zuora
  • Describe how to export data using summary and detail integration
30 min
Revenue Recognition Package: Tools to Manage Your Recurring Revenue
Prerequisites: Zuora Finance: An Introduction
  • Explain how to generate reports in Zuora
  • Explain how to manage and configure reports using Zuora's Finance functionality.
30 min

 

Zuora Reporting

Course Objectives Length
Introduction to Zuora
Prerequisites: None
  • Differentiate between transactional and subscription business models
  • List the nine guiding principles for a successful subscription business
  • Describe the business problems faced by subscription businesses
  • Explain how Zuora addresses these business problems
30 min
Introduction to Accounting
Prerequisites: None
  • Define accounting
  • Describe commonly used accounting terms
  • Discuss basic accounting processes
  • Identify various financial statements
  • Recognize the relationship between financial statements
  • List the steps in account closing
1 hr
Zuora Reporting: an Introduction
Prerequisites: Introduction to Zuora
  • Describe key metrics for the subscription economy
  • Explain how Zuora's object model organizes data needed to track subscription economy metrics
  • Describe how data sources within the object model are used to create reports
  • Create a monthly recurring revenue report
30 min
Zuora Reporting: Creating and Managing Reports
Prerequisites: Introduction to Zuora, Zuora Reporting: An Introduction
  • Identify the features of Zuora Reporting
  • Organize and manage your reports
  • View and customize standard reports
  • Create a detail report
  • Create a summary report
15 min
Zuora Reporting: Booking Metrics
Prerequisites: Introduction to Zuora, Zuora Reporting: An Introduction, Zuora Reporting: Creating and Managing Reports
  • Describe what booking metrics are
  • Explain what booking metrics indicate about a business' health
  • Differentiate between MRR and CMRR
  • Create an MRR report
  • Create a CMRR report
15 min
Zuora Reporting: Billings Metrics
Prerequisites: Introduction to Zuora, Zuora Reporting: An Introduction, Zuora Reporting: Creating and Managing Reports
  • Identify what billing metrics are
  • Explain why billing metrics are useful to track
  • Use Zuora data sources to create reports on billing metrics
  • Create a report on usage data for a specific timeframe
  • Create a report on invoice amounts for a specific timeframe
  • Create a report on invoice item adjustments for a specific timeframe
15 min
Zuora Reporting: Cash Metrics
Prerequisites: Introduction to Zuora, Zuora Reporting: An Introduction, Zuora Reporting: Creating and Managing Reports
  • Describe what cash metrics are
  • Explain why cash metrics are useful to track
  • Identify commonly used cash metrics
  • Use Zuora's data sources to create reports on cash metrics
  • Create a report on successful and failed payments
  • Create a report on refunds
  • Create a report on invoice aging
15 min
Zuora Reporting: Revenue Metrics
Prerequisites: Introduction to Zuora, Zuora Reporting: An Introduction, Zuora Reporting: Creating and Managing Reports
  • Identify what revenue metrics are
  • Explain why revenue metrics are useful to track
  • Use Zuora data sources to create reports on revenue metrics
  • Create a report on recognized revenue for a specific timeframe
  • Create a report on deferred revenue for a specific timeframe
15 min

 

Administrator

Course Objectives Length
Introduction to Zuora
Prerequisites: None​
  • Differentiate between transactional and subscription business models
  • List the nine guiding principles for a successful subscription business
  • Describe the business problems faced by subscription businesses
  • Explain how Zuora addresses these business problems
30 min
Introduction to Accounting
Prerequisites: None
  • Define accounting
  • Describe commonly used accounting terms
  • Discuss basic accounting processes
  • Identify various financial statements
  • Recognize the relationship between financial statements
  • List the steps in account closing
1 hr
Administration Settings
Prerequisites: None
  • Explain the different parts of Administration Settings
  • Explain security policies, user roles and permissions
  • Change security policies
  • Create a user role
  • Create a new user
  • Assign a role to a user
30  min
The Zuora Administrator's Checklist
Prerequisites: Administration Settings
  • Identify the responsibilities of a Zuora Administrator
  • Identify the out-of-the-box roles for different parts of Zuora
  • Explain the benefts of setting up Administrator roles
  • Create custom roles and assign them to users
  • Identify the security policy settings offered by Zuora
  • Configure a payment gateway
  • Describe the purpose of notifications
  • Identify mistakes that occur when using the Standard User role
45 min
Basics of Notifications
Prerequisites: Administration Settings
  • Explain email and callout notifications
  • Identify the steps in adding a new notification
  • Identify the steps in adding a new email template
  • Create a new notification
  • Create a new email template
30 min
Zuora for Salesforce: Basic Configuration Settings
Prerequisites: familiarity with Salesforce administration
  • 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
30 min
Zuora for Salesforce: Advanced Configuration Settings
Prerequisites: familiarity with Salesforce administration, Zuora for Salesforce: Basic Configuration Settings course
  • 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
30 min
Zuora for Salesforce: Components and Plugins
Prerequisites: familiarity with the Salesforce platform, the Zuora for Salesforce Quote-to-Subscription workflow, and a basic understanding of Apex and JavaScript
  • 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
45 min
Zuora for Salesforce: Components and Plugins Configuration Settings
Prerequisites: familiarity with the Salesforce platform and the Zuora for Salesforce Quote-to-Subscription workflow
  • Define components and plugins in the context of Zuora for Salesforce
  • List the five components and plugins configuration settings in the Zuora for Salesforce application
  • Configure the five settings to your organization's preferences
  • Register a component with Component Library and update a component
  • Configure the layout settings of the Quote Page
30 min
Basics of Zuora Billing Settings
Prerequisites: Introduction to Zuora, Basics of Product Catalog, Basics of Customer Accounts, Basics of Subscriptions, Basics of Billing Operations, Basics of Payment Operations

• Identify the applicable Zuora Billing settings for specific use cases

• Configure the settings to desired states (or values)

• Test the configured settings

• Verify the desired outcomes

60 min
Basics of Zuora Payments Settings
Prerequisites: Introduction to Zuora, Basics of Product Catalog, Basics of Customer Accounts, Basics of Subscriptions, Basics of Billing Operations, Basics of Payment Operations

• Identify the applicable Zuora Payments settings for specific use cases

• Configure the settings to desired states (or values)

• Test the configured settings

• Verify the desired outcomes

45 min

 

Sales Operations 

Course Objectives Length
Introduction to Zuora
Prerequisites: None​
  • Differentiate between transactional and subscription business models
  • List the nine guiding principles for a successful subscription business
  • Describe the business problems faced by subscription businesses
  • Explain how Zuora addresses these business problems
30 min
Introduction to Accounting
Prerequisites: None
  • Define accounting
  • Describe commonly used accounting terms
  • Discuss basic accounting processes
  • Identify various financial statements
  • Recognize the relationship between financial statements
  • List the steps in account closing
1 hr
Basics of Subscriptions
Prerequisites: Basics of Product Catalog, Basics of Customer Accounts
  • Explain what a subscription is 
  • Explain why subscriptions are created
  • Identify the process of creating a subscription in Zuora
  • Create a subscription 
30 min
Basics of Amendments
Prerequisites: Basics of Subscriptions, Basics of Customer Accounts
  • Define an amendment
  • Explain why amendments are created
  • Describe the different types of amendments
  • Identify the process of creating an amendment
  • Create an amendment
30 min
Zuora for Salesforce: Quote Basics
Prerequisites: None
  • Identify the two managed packages that comprise Zuora for Salesforce
  • Identify the steps in creating a new quote
  • Create a new quote
  • Identify the steps in creating an amendment quote
  • Create an amendment quote
  • Identify the steps in creating a new quote with guided selling
  • Create a new quote with guided selling
30 min

 

IT and Developer

Course Objectives Length
Introduction to Zuora
Prerequisites: None​
  • Differentiate between transactional and subscription business models
  • List the nine guiding principles for a successful subscription business
  • Describe the business problems faced by subscription businesses
  • Explain how Zuora addresses these business problems
30 min
Introduction to Accounting
Prerequisites: None
  • Define accounting
  • Describe commonly used accounting terms
  • Discuss basic accounting processes
  • Identify various financial statements
  • Recognize the relationship between financial statements
  • List the steps in account closing
1 hr 
Data Migration
Prerequisites: None
  • Describe what is meant by data migration
  • Identify the types of data that can be migrated
  • List the various stages and steps of the data migration process
  • Identify other factors to consider while migrating data
30 min
Basics of Zuora's SOAP API
Prerequisites: familiarity with APIs
  • Explain what Zuora's SOAP API is
  • Identify the methods that can operate on Zuora objects
  • List the various Zuora objects that are supported by SOAP calls
  • Identify relevant testing environments for Zuora's SOAP APi
  • Make a SOAP call
20 min
Basics of Zuora's REST API
Prerequisites: familiarity with APIs
  • Explain what Zuora's REST API is
  • Identify the four methods that can operate on a Zuora resource
  • Identify resources and methods associated with common use cases
  • Identify relevant testing envrionments for Zuora's REST APIs
  • Make a REST call
20 min
Web Storefront Integration with REST API
Prerequisites: Basics of Zuora's REST API, Basics of Product Catalog
  • Explain why REST is used for web storefront integration
  • Explain the process of integrating a web strefront with Zuora data
  • List the key components of a web storefront
  • Identify the calls associated with the key components of a web storefront
  • List the most common use cases related to building your web storefront
  • Make a REST call with Postman
  • Explain what CORS is and when it is used
30 min
Zuora for Salesforce: Components and Plugins Configuration Settings
Prerequisites: familiarity with the Salesforce platform and the Zuora for Salesforce Quote-to-Subscription workflow
  • Define components and plugins in the context of Zuora for Salesforce
  • List the five components and plugins configuration settings in the Zuora for Salesforce application
  • Configure the five settings to your organization's preferences
  • Register a component with Component Library and update a component
  • Configure the layout settings of the Quote Page
30 min
Zuora for Salesforce: Components and Plugins
Prerequisites: familiarity with the Salesforce platform, the Zuora for Salesforce Quote-to-Subscription workflow, and a basic understanding of Apex and JavaScript
  • 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
45 min

 

Product Marketing

Course Prerequisites Length
Introduction to Zuora
Prerequisites: None
  • Differentiate between transactional and subscription business models
  • List the nine guiding principles for a successful subscription business
  • Describe the business problems faced by subscription businesses
  • Explain how Zuora addresses these business problems
30 min
Introduction to Accounting
Prerequisites: None
  • Define accounting
  • Describe commonly used accounting terms
  • Discuss basic accounting processes
  • Identify various financial statements
  • Recognize the relationship between financial statements
  • List the steps in account closing
1 hr
Basics of Product Catalog
Prerequisites: None
  • Explain why product catalogs are created
  • Describe the relationship between products, rate plans, and rate plan charges
  • Identify the steps in creating a product catalog
  • Create a product catalog and a rate plan
30 min
Basics of Subscriptions
Prerequisites: Basics of Product Catalog, Basics of Customer Accounts
  • Explain what a subscription is 
  • Explain why subscriptions are created
  • Identify the process of creating a subscription in Zuora
  • Create a subscription
30 min
Basics of Amendments
Prerequisites: Basics of Subscriptions, Basics of Customer Accounts
  • Define an amendment
  • Explain why amendments are created
  • Describe the different types of amendments
  • Identify the process of creating an amendment
  • Create an amendment
30 min
Revenue Recognition Package: Tools to Manage Your Recurring Revenue
Prerequisites: Introduction to Zuora, Basics of Billing Operations, Basics of Payment Operations
  • Explain how to generate reports in Zuora
  • Explain how to manage and configure reports using Zuora's Finance functionality.
30 min
Last modified
16:50, 31 Jan 2017

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