Zuora CPQ Setup and Configuration

Zuora CPQ Setup and Configuration

This course describes the step-by-step process of installing Zuora CPQ and configuring various settings.

About this course

Welcome to the Zuora CPQ Setup and Configuration course. 

The Features of Zuora CPQ course in this learning path described the features and benefits of Zuora Quotes and Zuora 360. This course describes the step-by-step process of installing Zuora CPQ and configuring various settings.

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

  • Install Zuora Quotes and Zuora 360 packages
  • Integrate Zuora with Salesforce
  • Configure basic settings for Zuora CPQ
  • Configure advanced settings for Zuora CPQ

Click the Enter button above to start.

Course30 minutes

  • Module 1: Setup of Zuora Quotes & 360
  • Introduction
  • Prerequisites
  • Installing Zuora’s Managed Packages
  • DEMO: Installing Zuora's Managed Packages - 360
  • DEMO: Installing Zuora's Managed Packages - Quotes
  • Assigning User Permissions in Salesforce
  • DEMO: Assigning User Permissions in Salesforce
  • DEMO: Handling Permission Sets for User/Admin
  • Module Recap
  • Module 2: Integration of Zuora with Salesforce
  • Introduction
  • DEMO: Customizing Tabs
  • Connection Settings in Zuora Quotes and Zuora 360
  • DEMO: Configuring Zuora Connection Settings in Zuora Quotes
  • DEMO: Configuring Zuora Connection Settings in Zuora 360
  • DEMO: Getting a Security Token Before the 360 Sync
  • Synchronization with Zuora 360
  • DEMO: Setting Up Sync Credentials in Zuora and Performing a Manual Sync
  • DEMO: Performing a Scheduled Sync
  • DEMO: Performing a Real-Time Sync
  • DEMO: Performing an On-Demand Sync
  • Configuring Remote Site Settings in Salesforce
  • DEMO: Configuring the Remote Site Setting
  • Module Recap
  • Module 3: Configuration of Out-Of-The-Box Settings
  • Types of Out-of-the-box Settings
  • Basic Settings
  • DEMO: Quote Configuration Settings
  • Default Value Settings
  • DEMO: Quote Template Settings
  • DEMO: Invoice Template Settings
  • DEMO: Communication Profile Settings
  • Advanced Settings
  • DEMO: Advanced Quoting Configuration Settings
  • DEMO: List Filter Configuration Settings
  • DEMO: Guided Product Selectors
  • DEMO: Quote TCV Rollup Settings
  • DEMO: Display Scale Settings
  • DEMO: Rules Engine Settings
  • DEMO: Payment Pages Settings
  • Components and Plugins Settings
  • Module Recap
  • Module 4: Try It On Your Own
  • Module Overview
  • Exercise 1: Creating a Salesforce Developer Account
  • Exercise 1 Demo
  • Exercise 2: Installing Z-Quotes and Z-360
  • Exercise 2 Demo
  • Exercise 3: Customizing Tabs
  • Exercise 3 Demo
  • Exercise 4: Setting Up the Connection Settings for Z- Quotes and Z-360
  • Exercise 4 Demo
  • Exercise 5: Setting Up the Sync from Zuora to Salesforce
  • Exercise 5 Demo
  • Exercise 6: Configuring the Z-Quotes Configuration Settings
  • Exercise 6 Demo
  • Exercise 7: Syncing Zuora Billing Account into Salesforce and Updating Related Lists
  • Exercise 7 Demo
  • Module 5: End of Course
  • Rate This Course!
  • What's Next?

About this course

Welcome to the Zuora CPQ Setup and Configuration course. 

The Features of Zuora CPQ course in this learning path described the features and benefits of Zuora Quotes and Zuora 360. This course describes the step-by-step process of installing Zuora CPQ and configuring various settings.

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

  • Install Zuora Quotes and Zuora 360 packages
  • Integrate Zuora with Salesforce
  • Configure basic settings for Zuora CPQ
  • Configure advanced settings for Zuora CPQ

Click the Enter button above to start.

Course30 minutes

  • Module 1: Setup of Zuora Quotes & 360
  • Introduction
  • Prerequisites
  • Installing Zuora’s Managed Packages
  • DEMO: Installing Zuora's Managed Packages - 360
  • DEMO: Installing Zuora's Managed Packages - Quotes
  • Assigning User Permissions in Salesforce
  • DEMO: Assigning User Permissions in Salesforce
  • DEMO: Handling Permission Sets for User/Admin
  • Module Recap
  • Module 2: Integration of Zuora with Salesforce
  • Introduction
  • DEMO: Customizing Tabs
  • Connection Settings in Zuora Quotes and Zuora 360
  • DEMO: Configuring Zuora Connection Settings in Zuora Quotes
  • DEMO: Configuring Zuora Connection Settings in Zuora 360
  • DEMO: Getting a Security Token Before the 360 Sync
  • Synchronization with Zuora 360
  • DEMO: Setting Up Sync Credentials in Zuora and Performing a Manual Sync
  • DEMO: Performing a Scheduled Sync
  • DEMO: Performing a Real-Time Sync
  • DEMO: Performing an On-Demand Sync
  • Configuring Remote Site Settings in Salesforce
  • DEMO: Configuring the Remote Site Setting
  • Module Recap
  • Module 3: Configuration of Out-Of-The-Box Settings
  • Types of Out-of-the-box Settings
  • Basic Settings
  • DEMO: Quote Configuration Settings
  • Default Value Settings
  • DEMO: Quote Template Settings
  • DEMO: Invoice Template Settings
  • DEMO: Communication Profile Settings
  • Advanced Settings
  • DEMO: Advanced Quoting Configuration Settings
  • DEMO: List Filter Configuration Settings
  • DEMO: Guided Product Selectors
  • DEMO: Quote TCV Rollup Settings
  • DEMO: Display Scale Settings
  • DEMO: Rules Engine Settings
  • DEMO: Payment Pages Settings
  • Components and Plugins Settings
  • Module Recap
  • Module 4: Try It On Your Own
  • Module Overview
  • Exercise 1: Creating a Salesforce Developer Account
  • Exercise 1 Demo
  • Exercise 2: Installing Z-Quotes and Z-360
  • Exercise 2 Demo
  • Exercise 3: Customizing Tabs
  • Exercise 3 Demo
  • Exercise 4: Setting Up the Connection Settings for Z- Quotes and Z-360
  • Exercise 4 Demo
  • Exercise 5: Setting Up the Sync from Zuora to Salesforce
  • Exercise 5 Demo
  • Exercise 6: Configuring the Z-Quotes Configuration Settings
  • Exercise 6 Demo
  • Exercise 7: Syncing Zuora Billing Account into Salesforce and Updating Related Lists
  • Exercise 7 Demo
  • Module 5: End of Course
  • Rate This Course!
  • What's Next?