In this session, we'll give you an overview of Zuora for Salesforce then delve into the Quoting and 360 Sync packages. We'll review how Quotes fits into accounts, opportunities and contacts from Salesforce; walk through quoting flows to onboard a prospect as a new customer as well as amending products being subscribed by an existing customer; review how 360 Sync pushes detailed billing information (subscriptions, invoices, payments) to Salesforce so your entire customer-facing organization has up-to-date billing data at their finger tips.

2. Zuora for Salesforce – An
IntroductionQuote to Subscription
Process
Ming Xu
IT Solutions Engineer, Zuora

3. welcome
message
page
03
- Been working at Zuora for 4 years
- Been working with Zuora for Salesforce for
just as long
- Come talk to our ZoZ Team in the Learner’s
Lounge
Ming Xu, IT Solutions
Engineer

4. presentation
agenda
page
04
demo
3:40
Demonstration on creating
quotes with Zuora for
Salesforce
welcome
3:15
Introduction and session plan
q & a
3:50
Answer your questions about
quotes with Zuora for
Salesforce
zuora for
salesforce
3:20
Overview of Zuora for
Salesforce
4:00
5 min 20 min 10 min 5 min
Introduction and session
plan
Overview of Zuora for
Salesforce
Demonstration on creating
quotes with Zuora for
Salesforce
Answer your questions about
quotes with Zuora for
Salesforce
close

5. overview of
zuora for
salesforceLearn about the
packages that make up
the Zuora for
Salesforce application

6. zuora for
salesforce
overview
page
06
Closing the Subscription Commerce Gap, from Sign-up to
Renewal
BILLING | PAYMENTS
PRICING ORDERS
Built natively on
RENEWALSQUOTES
Zuora for
Salesforce

7. zuora for
salesforce
overview
page
07
Zuora Quotes
subscription
management
Zuora 360
account management
and reporting
Used together, these packages provide a highly
configurable and customizable application
that enables you to effectively create
subscriptions that address customer needs
Zuora’s native Force.com application
Integrates your Salesforce CRM implementation with Zuora
Includes two managed packages

8. zuora for
salesforce
overview
page
08
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
Synchronizes product catalog,
customer accounts, invoices,
payments, and refunds data from Zuora
to Salesforce

9. zuora for
salesforce
integration
page
09

10. Previously, customers used amendments to handle
changes to subscriptions
ChangesSubscription v1 Subscription v2
Rate Plan
Rate Plan Charge
Rate Plan
Rate Plan Charge
SUBSCRIPTION BEFORE
AMENDMENT
Upgrade
Downgrade
Suspend
Renew
and more
SUBSCRIPTION AFTER

11. Today, we’re introducing the
Subscription Order Engine
Subscription v1
Rate Plan
Rate Plan Charge
Subscription v2
Rate Plan
Rate Plan Charge
CHANGE
SUBSCRIPTION
ORDER ACTIONS
ORDERS
ORDER METRICS
CREATE SUBSCRIPTION
ORDER ACTIONS
ORDERS
ORDER METRICS

12. extending salesforce CRM
for subscription economy
page
012
RefundsPaymentsInvoicesSubscriptionsBilling Accounts

13. product catalog
master
page
013
Originating from Zuora
Product catalog management of sales, provisioning, billing, financial reporting information all
centralized in a single location
All changes will be synced to salesforce and seamlessly available in Zuora for Salesforce
Quotes
Hosted in Salesforce
Data for quoting and flexible zuora pricing tied to SFDC Product Object
Great for advanced bundling and included products use cases

14. demo
Quote: A summary of products or
services and the associated charges
and discounts that you send to a
customer.
1. Create a new quote
2. Create an amendment quote

15. 1. create a new quote
scenario for hands-on demo
page
015
You are a sales representative for the company, Movie Club,
Inc. Movie Club has a repository of movie clips that customers
use in their videos and commercials. Customers gain access to
the clips through a subscription and pay a monthly fee of
$9.99. The product catalog, rate plan, and charges have been
set up in Zuora. In addition, the product catalog has been
synced with Salesforce.
Your task is to create a new subscription quote for a customer,
Matt Baker. Add the Economy rate plan for the base product
(Movie Club) and the All Inclusive rate plan for the add-on
product (TV Clips) to the quote. Waive the activation fee. Send
the quote to Zuora Billing.
https://login.salesforce.com
Username: z4sf.subscribed@zuora.com
Password: subscribed17

16. 1. create a new quote
steps for hands-on demo
page
016
• Create a new account and contact in Salesforce.
• Create a new opportunity for this account.
• Create a new quote for this opportunity.
• Select a rate plan for the base product.
• Select a rate plan for the add-on product.
• Modify pricing and add discounts, if needed.
• Review and generate the quote pdf.
• Send the quote to Zuora where it is stored as a new subscription. The
subscription can then be invoiced applied.
https://login.salesforce.com
Username: z4sf.subscribed@zuora.com
Password: subscribed17

17. page
017
Watch the
Demo!
1. create a new
quote

18. 2. create an amendment quote
scenario for hands-on demo
page
018
The customer, Matt Baker, wants to upgrade his Movie Club
subscription to the Premium plan.
Your task is to create an amendment quote for Matt Baker. Add
the Premium rate plan to the quote and remove the Economy
rate plan from the quote. Waive the activation fee. Send the
quote to Zuora Billing.
https://login.salesforce.com
Username: z4sf.subscribed@zuora.com
Password: subscribed17

19. 2. create an amendment quote
steps for hands-on demo
page
019
• Create a new upsell opportunity
• Create a new quote for this opportunity.
• Add the new rate plan for the base product.
• Remove the existing rate plan for the base product.
• Modify pricing and add discounts, if needed.
• Review and generate the quote pdf.
• Send the quote to Zuora where it is stored as a new subscription.
The subscription can then be invoiced.
https://login.salesforce.com
Username: z4sf.subscribed@zuora.com
Password: subscribed17

20. page
020
Watch the
Demo!
2. create an
amendment quote

21. Q&A
page
021

22. thank you.