Basics of Customer Accounts*

Basics of Customer Accounts*

Self-Paced: for customer representatives or anyone responsible for creating a company’s customer accounts.

About this course

*Note that this course has been updated to reflect Zuora's latest product release that includes the new Orders and Invoice Settlement features.

This course is designed for customer representatives or anyone responsible for creating a company’s customer accounts. 

More often than not, customer accounts are created in a CRM (like Salesforce) and synced with Zuora, or through an API. This means that you may never need to create a customer account manually in Zuora. However, by taking this course, you’ll better understand the information contained within customer accounts.

By the end of this course, you’ll be able to:

• Explain the purpose of various Customer Accounts fields in Zuora
• Identify the process of creating a customer account
• Create a customer account

Prerequisites:
• Introduction to Zuora

Note that your company's configuration of Zuora may be different from the one you'll see in this course. As a result, some fields and options displayed in this course will be different from those displayed in your Zuora tenant.

The course is broken down as shown:

Module 1
Introduction to Customer Accounts
Topic 1: Introduction to Customer Accounts
Topic 2: Overview of a Customer Account Page
Topic 3: Getting to the New Customer Account Page
Topic 4: New Customer Account Page

Module 2
Creating Customer Accounts: Demo
Task: Set Up a Customer Account

Module 3
Creating Customer Accounts: Practice
Let Me Try
Check Your Understanding

Module 4 
Course Summary
Course Summary
Completed Objectives
Next Steps

Course15 minutes

  • Module 1
  • Introduction to Customer Accounts

    What’s in it for You?
    Topic 1: Introduction to Customer Accounts
    Topic 2: Overview of a Customer Account Page
    Topic 3: Getting to the New Customer Account Page
    Topic 4: New Customer Account Page

  • Module 2
  • Creating Customer Accounts: DEMO

    Task: Set Up a Customer Account

  • Module 3
  • Creating Customer Accounts: PRACTICE

    Let Me Try
    Check Your Understanding

  • Check Your Understanding
  • Module 4
  • Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps

About this course

*Note that this course has been updated to reflect Zuora's latest product release that includes the new Orders and Invoice Settlement features.

This course is designed for customer representatives or anyone responsible for creating a company’s customer accounts. 

More often than not, customer accounts are created in a CRM (like Salesforce) and synced with Zuora, or through an API. This means that you may never need to create a customer account manually in Zuora. However, by taking this course, you’ll better understand the information contained within customer accounts.

By the end of this course, you’ll be able to:

• Explain the purpose of various Customer Accounts fields in Zuora
• Identify the process of creating a customer account
• Create a customer account

Prerequisites:
• Introduction to Zuora

Note that your company's configuration of Zuora may be different from the one you'll see in this course. As a result, some fields and options displayed in this course will be different from those displayed in your Zuora tenant.

The course is broken down as shown:

Module 1
Introduction to Customer Accounts
Topic 1: Introduction to Customer Accounts
Topic 2: Overview of a Customer Account Page
Topic 3: Getting to the New Customer Account Page
Topic 4: New Customer Account Page

Module 2
Creating Customer Accounts: Demo
Task: Set Up a Customer Account

Module 3
Creating Customer Accounts: Practice
Let Me Try
Check Your Understanding

Module 4 
Course Summary
Course Summary
Completed Objectives
Next Steps

Course15 minutes

  • Module 1
  • Introduction to Customer Accounts

    What’s in it for You?
    Topic 1: Introduction to Customer Accounts
    Topic 2: Overview of a Customer Account Page
    Topic 3: Getting to the New Customer Account Page
    Topic 4: New Customer Account Page

  • Module 2
  • Creating Customer Accounts: DEMO

    Task: Set Up a Customer Account

  • Module 3
  • Creating Customer Accounts: PRACTICE

    Let Me Try
    Check Your Understanding

  • Check Your Understanding
  • Module 4
  • Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps