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 Custom Objects course. This, the second course in the Platform Certification Learning Path 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 


Click the Enter/Start Course button above to start.

Curriculum

  • 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
  • Demo Process
  • 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
  • Update Record
  • Demo: Update Custom Object Record task through Zuora Workflow
  • Delete Record
  • Demo: Delete Custom Object Record task through Zuora Workflow
  • Query Record
  • Demo: Query 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 Custom Objects course. This, the second course in the Platform Certification Learning Path 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 


Click the Enter/Start Course button above to start.

Curriculum

  • 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
  • Demo Process
  • 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
  • Update Record
  • Demo: Update Custom Object Record task through Zuora Workflow
  • Delete Record
  • Demo: Delete Custom Object Record task through Zuora Workflow
  • Query Record
  • Demo: Query 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