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Zuora University Courses

 

A Full Access subscription to Zuora University includes 50+ hours of the following product-related courses to get you and your team up and running in the subscription economy. To get grounded in the fundamentals, we recommend registering for "basics" courses. Check back here to stay up-to-date on what's in Zuora University's pipeline. 

Zuora University Course Offerings

 

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

 

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