Zuora Platform: Workflow

Zuora Platform: Workflow

This course provides a brief overview of Zuora's Workflow application.

About this course

Welcome to the Zuora Platform: Workflow course. This is the first course of a series of courses in the Platform Certification Learning Path.

This course will introduce you to Zuora’s Workflow application. During this course, you’ll review the challenges of a subscription-based business that necessitates workflow automation, as well as some of its basic features and functionalities.

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

  • List the benefits of using Zuora Workflow
  • Identify the basic features and functions of Zuora Workflow
  • Explain how to run and troubleshoot a workflow
  • Describe how to configure the commonly used tasks in Zuora Workflow
  • Explain how to customize preinstalled workflow templates
  • Explain the steps to design a blank workflow based on requirements

Optional Prerequisite: If you are new to the liquid language, consider taking the Introduction to Liquid Language course.

Note: If you are accessing this catalog as a ZU subscriber and would like more in-depth training on Workflow, please consider taking the workflow courses from the implementer learning path. These implementer courses cover additional concepts such as implementation best practices, integration with external applications, and more use cases amongst others. 

Click the Enter/Start Course button above to start.

Course120 minutes

  • Module 1: Introduction to Zuora Workflow
  • Zuora Workflow
  • Uses and Benefits of Zuora Workflow
  • Module Recap
  • Module 2: Getting Started with Zuora Workflow
  • Introduction
  • Accessing the Workflow Application in Zuora
  • Overview Tab
  • Workflows Tab
  • Run History Tab
  • Tasks Tab
  • Settings Tab
  • Metrics Tab
  • Module Recap
  • Module 3: Navigation Within a Workflow
  • Features Within a Workflow
  • Workflow Tab
  • Configuring the Workflow Settings
  • Running a Workflow
  • Run History for a Workflow
  • Tasks for a Workflow
  • Troubleshooting a Workflow
  • Module Recap
  • Module 4: Workflow Tasks
  • Introduction to Workflow Tasks
  • Export
  • DEMO: Export Task
  • Query
  • DEMO: Query Task
  • Differences Between Export and Query Tasks
  • Iterate
  • DEMO: Iterate Task
  • If
  • DEMO: If Task
  • Case
  • DEMO: Case Task
  • DEMO: CRUD Task
  • Amendment
  • DEMO: Amendment Task
  • WriteOff
  • DEMO: WriteOff Task
  • Email
  • DEMO: Email Task
  • Callout
  • DEMO: Callout Task
  • Approval
  • DEMO: Approval Task
  • Upload
  • DEMO: Upload Task
  • Gateway Reconciliation Task
  • Module Recap
  • Module 5: Customizing Workflow Templates
  • Pre-Configured Zuora Workflow Templates
  • DEMO: Pre-Configured Template Categories
  • Adding a Workflow from Existing Templates
  • Customizing the Workflow Template
  • Module Recap
  • Module 6: More on Workflows
  • Creating a Blank Workflow Using JSON
  • Creating a Blank Workflow Based on Requirements
  • Creating a Blank Workflow Based on Requirements
  • Configuring the Export Task
  • Configuring the Iterate Task
  • Configuring the Email Task
  • Configuring Workflow Settings
  • Executing the Workflow
  • Monitoring and Troubleshooting the Workflow
  • Module Recap
  • Module 7: Use Cases
  • Notifying Customers about Overdue Payments
  • Demo: Notifying Customers about Overdue Payments
  • Generating Custom Invoices
  • DEMO: Generating Custom Invoices
  • Module Recap
  • Module 8: Covid-19 Templates
  • Introduction
  • Apply Discount on Future Invoices
  • Demo: Apply Discount on Future Invoices
  • Recall Goodwill Discount
  • Demo: Recall Goodwill Discount
  • Credit Invoices
  • Demo: Credit Invoices
  • Suspend Subscriptions
  • Demo: Suspend Subscriptions
  • Resume Subscriptions
  • Demo: Resume Subscriptions
  • Payment Suspense Management
  • Demo: Payment Suspense Management
  • Module Recap
  • Module 9: End of Course
  • Rate This Course!
  • What's Next?

About this course

Welcome to the Zuora Platform: Workflow course. This is the first course of a series of courses in the Platform Certification Learning Path.

This course will introduce you to Zuora’s Workflow application. During this course, you’ll review the challenges of a subscription-based business that necessitates workflow automation, as well as some of its basic features and functionalities.

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

  • List the benefits of using Zuora Workflow
  • Identify the basic features and functions of Zuora Workflow
  • Explain how to run and troubleshoot a workflow
  • Describe how to configure the commonly used tasks in Zuora Workflow
  • Explain how to customize preinstalled workflow templates
  • Explain the steps to design a blank workflow based on requirements

Optional Prerequisite: If you are new to the liquid language, consider taking the Introduction to Liquid Language course.

Note: If you are accessing this catalog as a ZU subscriber and would like more in-depth training on Workflow, please consider taking the workflow courses from the implementer learning path. These implementer courses cover additional concepts such as implementation best practices, integration with external applications, and more use cases amongst others. 

Click the Enter/Start Course button above to start.

Course120 minutes

  • Module 1: Introduction to Zuora Workflow
  • Zuora Workflow
  • Uses and Benefits of Zuora Workflow
  • Module Recap
  • Module 2: Getting Started with Zuora Workflow
  • Introduction
  • Accessing the Workflow Application in Zuora
  • Overview Tab
  • Workflows Tab
  • Run History Tab
  • Tasks Tab
  • Settings Tab
  • Metrics Tab
  • Module Recap
  • Module 3: Navigation Within a Workflow
  • Features Within a Workflow
  • Workflow Tab
  • Configuring the Workflow Settings
  • Running a Workflow
  • Run History for a Workflow
  • Tasks for a Workflow
  • Troubleshooting a Workflow
  • Module Recap
  • Module 4: Workflow Tasks
  • Introduction to Workflow Tasks
  • Export
  • DEMO: Export Task
  • Query
  • DEMO: Query Task
  • Differences Between Export and Query Tasks
  • Iterate
  • DEMO: Iterate Task
  • If
  • DEMO: If Task
  • Case
  • DEMO: Case Task
  • DEMO: CRUD Task
  • Amendment
  • DEMO: Amendment Task
  • WriteOff
  • DEMO: WriteOff Task
  • Email
  • DEMO: Email Task
  • Callout
  • DEMO: Callout Task
  • Approval
  • DEMO: Approval Task
  • Upload
  • DEMO: Upload Task
  • Gateway Reconciliation Task
  • Module Recap
  • Module 5: Customizing Workflow Templates
  • Pre-Configured Zuora Workflow Templates
  • DEMO: Pre-Configured Template Categories
  • Adding a Workflow from Existing Templates
  • Customizing the Workflow Template
  • Module Recap
  • Module 6: More on Workflows
  • Creating a Blank Workflow Using JSON
  • Creating a Blank Workflow Based on Requirements
  • Creating a Blank Workflow Based on Requirements
  • Configuring the Export Task
  • Configuring the Iterate Task
  • Configuring the Email Task
  • Configuring Workflow Settings
  • Executing the Workflow
  • Monitoring and Troubleshooting the Workflow
  • Module Recap
  • Module 7: Use Cases
  • Notifying Customers about Overdue Payments
  • Demo: Notifying Customers about Overdue Payments
  • Generating Custom Invoices
  • DEMO: Generating Custom Invoices
  • Module Recap
  • Module 8: Covid-19 Templates
  • Introduction
  • Apply Discount on Future Invoices
  • Demo: Apply Discount on Future Invoices
  • Recall Goodwill Discount
  • Demo: Recall Goodwill Discount
  • Credit Invoices
  • Demo: Credit Invoices
  • Suspend Subscriptions
  • Demo: Suspend Subscriptions
  • Resume Subscriptions
  • Demo: Resume Subscriptions
  • Payment Suspense Management
  • Demo: Payment Suspense Management
  • Module Recap
  • Module 9: End of Course
  • Rate This Course!
  • What's Next?