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

Click the Enter/Start Course button above to start.

Course30 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
  • Resume Subscriptions
  • Payment Suspense Management
  • Demo: Payment Suspense
  • 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

Click the Enter/Start Course button above to start.

Course30 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
  • Resume Subscriptions
  • Payment Suspense Management
  • Demo: Payment Suspense
  • Module Recap
  • Module 9: End of Course
  • Rate This Course!
  • What's Next?