Zuora Platform: Custom Objects

This course will provide you the new features of Custom Objects and explains how these features benefit both business and end subscribers.

About this course

Welcome to the Zuora Platform: Custom Objects course. This course will introduce you to the Zuora Custom Objects feature. Zuora's existing Data Model contains objects that are interconnected to each other. The Custom Object feature allows subscription-based businesses to benefit from building their own custom objects and relate them to the existing objects. In this course, we’ll cover how to create and manage custom objects that can help with a business’s unique requirements.

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

Identify the basic features and functions of Custom Objects
Explain how to use Custom Objects
Explain steps to create, view, edit, and manage Custom Objects through Zuora UI and Workflow task
List the limitations of Custom Objects

Curriculum20 Minutes

Module 1: Introduction to Custom Objects
Overview of Zuora Standard Objects and Custom Objects
Why Use Custom Objects?
Module Recap
Module 2: Features of Custom Objects
Overview of Features
Custom Field Types
Default and Required Custom Field Types
Relationships in Custom Objects
Filterable Fields
Loading Records into a Custom Object
Reporting and Limits of Custom Objects
Module Recap
Module 3: Custom Object Tasks
Introduction
Creation of a New Custom Object
Create and Manage Custom Object Records through Zuora Workflow
Create Record
Use case: Create Record task
Demo: Create Custom Object Record task through Zuora Workflow
Query Record
Use Case: Query Record Task
Demo: Query Custom Object Record task through Zuora Workflow
Update Record
Use Case: Update Record task
Demo: Update Custom Object Record task through Zuora Workflow
Delete Record
Use Case: Delete Record Task
Demo: Delete Custom Object Record task through Zuora Workflow
Try it yourself
Use-case 1: Mapping of (ISO) Codes
Use-case 2: Delivery Schedules
Module Recap
Module 5: End of Course
Rate This Course!
Next Steps

About this course

Welcome to the Zuora Platform: Custom Objects course. This course will introduce you to the Zuora Custom Objects feature. Zuora's existing Data Model contains objects that are interconnected to each other. The Custom Object feature allows subscription-based businesses to benefit from building their own custom objects and relate them to the existing objects. In this course, we’ll cover how to create and manage custom objects that can help with a business’s unique requirements.

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

Identify the basic features and functions of Custom Objects
Explain how to use Custom Objects
Explain steps to create, view, edit, and manage Custom Objects through Zuora UI and Workflow task
List the limitations of Custom Objects

Curriculum20 Minutes

Module 1: Introduction to Custom Objects
Overview of Zuora Standard Objects and Custom Objects
Why Use Custom Objects?
Module Recap
Module 2: Features of Custom Objects
Overview of Features
Custom Field Types
Default and Required Custom Field Types
Relationships in Custom Objects
Filterable Fields
Loading Records into a Custom Object
Reporting and Limits of Custom Objects
Module Recap
Module 3: Custom Object Tasks
Introduction
Creation of a New Custom Object
Create and Manage Custom Object Records through Zuora Workflow
Create Record
Use case: Create Record task
Demo: Create Custom Object Record task through Zuora Workflow
Query Record
Use Case: Query Record Task
Demo: Query Custom Object Record task through Zuora Workflow
Update Record
Use Case: Update Record task
Demo: Update Custom Object Record task through Zuora Workflow
Delete Record
Use Case: Delete Record Task
Demo: Delete Custom Object Record task through Zuora Workflow
Try it yourself
Use-case 1: Mapping of (ISO) Codes
Use-case 2: Delivery Schedules
Module Recap
Module 5: End of Course
Rate This Course!
Next Steps