Subscribed zuora forsalesforce training -section301-final -sam&nathan

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Section 301

Templates, Components & Plugins

Advanced Concepts

OBJ 1:

OBJ 2:

OBJ 3:

Understand the need when to extend and add to the OOTB Quote workflow and the benefits offered by ZQuotes Templates, Components & Plugin functionality

Get comfortable with developing components & plugins and enhancing Quote workflow

Objectives

Explore the Component Registration Feature in ZuoraConfig and examples of OOTB components available

Business Need For Components

& Plugins

Business Scenario - Advanced Sales Quote Workflow

CreateAccount

Create Opp

Create Quote• Add Custom Page as Step #2• Extend Existing Functionality etc.

Add Products & RatePlans• Custom Product

SelectorSubmit QuoteReview Subscription

& Invoice

With a large number of variations in the quote to subscription workflow, very often it is required to either extend existing functionality or add new functionality to Zuora Quotes. This is where Components and Plugins in Zuora For Salesforce comes into the picture.

Understanding Components &

Plugins

Components Definition

A way to encapsulate a common design pattern in a custom component and then reuse that component several times in one or more Visualforce pages.

Plugins Definition

An Apex plugin is an Apex class referenced from within a managed package via a component at runtime. It is a method to encapsulate your own business logic within our existing Zuora for Salesforce Visualforce pages.

Why use Components & Plugins?

ComponentsThey dramatically speed up development what previously was pure Apex code by reusing successful patterns already established in our Quotes application

PluginsThey allow custom functionality over and above what Zuora for Salesforce provides out of the box, but in a managed way, an example being the default values exercise you will perform in a lab exercise.

Component Registration and Library

Zuora Provides

– A Component Registration feature if you wish to develop your own Components and Plugins

– A library of Components and Plugins that you can customize and use in your own Quoting workflows

Component Registration Benefits

• Provides a central place to manage all of your custom components and plugins

• Reduces the number of steps it previously took to use a component or a plugin in your system

• Puts you on an upgrade path such that when we add additional functionality to these components, you get an immediate benefit as opposed to if you had used custom code

• It means you will take advantage for your own components of any point and click Admin UI we decide to put on top of the components or plugins

• It allows Zuora to isolate custom code versus product issues occurring in your implementation much more easily

Components & Plugin - ArchitectureVisual Force Page

Page Level Component

UI Component

= Plug-In

Examples of OOTB Components

UI Components

List Component

Lookup Component

Mutton (Menu + Button) Component

Page Level Components

Create Quote Component

Select Products Component

Billing Account Component

Section 301

Lab Exercises

Lab Exercise 1: Basic ComponentComponent Code Example to develop New Subscription Quote Page

Lab Steps

Basic Component - Lab Exercise Steps

1. Develop Create Quote Page using out of box CreateQuote Component

2. Add the newly added Visualforce page to Quote Workflow

3. Create a new Quote to verify the custom page is functional

Lab Step 1Develop Custom Create Quote Page

Component Development Example

Under AppSetup – Click on Pages

Click on New to create a new Visualforce Page

Component Development Example

Name the Page <YourName>CustomQuoteCreatePage

Code for the Visualforce Page

Download the code from this link:http://bit.ly/Z4SF-Lab1

Lab Step 2Add the new Quote Page to Quote Workflow

Add the New Page to Quote Workflow

Edit the New Subscription workflow to add your page as step #2

Lab Step 3Create a new Quote and Verify CreateQuote Page is working

End of Lab Exercise 1

Lab Exercise 2

Advanced Component – Lab 2 Exercise Steps

1. Develop Custom Quote Page and Controller

2. Add the Custom Quote Page to Quote Wizard Workflow

3. Create a new Quote and Verify that the new Custom Step is functional.

Lab Exercise 2: Advanced Component Create Custom Quote Workflow Page

Adding Page for Selecting Business Channel and Sales Region

We will be adding another custom Visualforce page and associated Apex ControllerVisualforce Page:http://bit.ly/labexercise1

Apex Controller:http://bit.ly/labexercise1-2

Follow the steps from the previous Visualforce page to create a new Page and call it <YourNameCustomQuoteStep>

Click on AppSetup-Develop-Apex Classes-New to create a new Apex Class and call it <YourNameApexCustomQuoteWizardStep>

Add the new Step to Quote Workflow

Ensure the Quote Wizard Configuration looks similar to the following figure

Create a new Quote and Verify the Newly Added Pages are functional

Step #3 should be selecting Business Channel and State.

Other Component Examples

In the previous two examples we just scratched the surface on what’s possible with components.

More code and examples can be found at:https://github.com/zuora/Z-Force/tree/master/ZDKSampleCode&http://knowledgecenter.zuora.com/CB_Commerce/Zuora_for_Salesforce/E_Z-Force_Builder/B_Component_Library

Lab Exercise 3: Plugin

Zuora For Salesforce Titanium edition provides plugins for extending the functionality of high-level components. With component registration, you can write your custom plugins (here the "Default Value" plugin for the create quote component used in the out of box flow) and extend the out of box default plugin used.

Plugin - Lab Exercise Steps

1. Develop Apex Plugin (Code Provided)

2. Use Component Registration Feature under ZuoraConfig to extend the CreateQuote PropertyComponent

3. Create a new Quote to verify the Default Value Plugin works

Step 1- Create Apex Class

Under AppSetup – Click on Pages

Click on New to create a new Apex Class

DefaultValuePlugin - Code

Download the code from here http://bit.ly/Z4SF-Lab3

Lab Step 2Use Component Registration

& Extend Default PropertyComponent

Using Component Registration

Click on ZuoraConfig Tab

Select Component Registration

Extend the Default Value Plugin

Click on Edit Action for zqu:PropertyComponent for CreateQuote

Extend the Default Value Plugin

We will be extending the PopulateValuePlugin

Enter the name of the Plugin Apex class you created in the Class Name

Click on Update Button

Lab Step 3Create a New Quote

Create a new Quote and See the new Plugin in Action

Note the required values have default values populated.

End of Section 301

Subscribed zuora forsalesforce training -section301-final -sam&nathan

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