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Zuora and Salesforce
Why Zuora
Zuora Provides a BluePrint to Succeed in the Subscription
Economy!
T h e Two B e st S a a S P l a t fo r m s ?

Slide 1 − Zuora Confidential, not for distribution beyond intended recipient
What is a Software “Stack”?

Zuora Confidential – Not for Distribution Beyond Intended Recipient

2
Benefits of a Stack-Based Approach
•
•
•
•
•

Best of breed components
They work well together
They scale well over time
Highly configurable
Each component can be
upgraded as required

Zuora Confidential – Not for Distribution Beyond Intended Recipient
You Don’t Want This.

Zuora Confidential – Not for Distribution Beyond Intended Recipient

4
The “Business Stack”

Quotes

Commerce

Pricing, Quotes,
Add-Ons, Renewals
inside Salesforce

Subscription Orders,
Amendments, Renewals,
Hosted Commerce Pages

Billing

Finance

Rating, Invoicing, Advanced
Billing, Payments & Payment
Operations, Taxation

Accounting Close, Audit
Controls, Summary Journal
Entries, Deferred Revenue

Platform
AppExchange Certified
Managed Packaged

360

Account Management
Subscription Catalog
Reporting & Metrics

Administration (Users & Roles)
Customization (Custom Fields)
Multi-Currency & Locale

PCI Level 1 Compliance

Zuora Confidential – Not for Distribution Beyond Intended Recipient

APIs
Notifications & Callouts
Data Export & Import

SAS 70 Type II
What a Platform Means to Developers
•
•
•
•
•
•
•
•

A marketplace for end users to find and install apps
Managed Packages
Native Applications
iFrames
Apex
Visual Force
SOQL Queries
LMA (License Management Application)

Zuora Confidential – Not for Distribution Beyond Intended Recipient

6
What a Platform Means to Users
•
•
•
•
•
•
•

2017 Apps installable by non-technical people
Configurable approval workflow routing
Configurable page layouts
Lookup fields
Default value configuration
Customizable quote templates
Localize labels and messages

Zuora Confidential – Not for Distribution Beyond Intended Recipient
Componentization Architecture

1
.

2
.

Plug-in Interfaces

3
.

Zuora Confidential – Not for Distribution Beyond Intended Recipient

Fully
Componentized
Design

Library of native
components
Componentization Benefits
Easy Customization
Out-of-the-box: add/remove fields, add/remove sections, change
page flows, change labels
Create custom pages using ZDK components at any level
Extend with plugins – no diverging from the managed package

Effortless Upgrade
Components and plugin interfaces are in our managed package,
fully upgradable

Zuora Confidential – Not for Distribution Beyond Intended Recipient
Our Favorite Analogy

Zuora Confidential – Not for Distribution Beyond Intended Recipient
360 Sync

Quotes

Zuora Confidential – Not for Distribution Beyond Intended Recipient

ZDK
DEMO!!

Zuora Confidential – Not for Distribution Beyond Intended Recipient
Zuora and Salesforce
Best-in-Class Commerce Integration
History of Success

•
•
•
•
•
•
•

Our Customers

Over 400 joint customers
800,000+ subscriptions in 2013
5.5 billion+ records synced
100s of powerful customizations
One of SFDC’s 1st OEM partners
Marc Benioff personal investor
CEO and founder Tien Tzuo was
employee #11 at Salesforce

Visit Zuora at Dreamforce
Zuora Confidential – Not for Distribution Beyond Intended Recipient
Order Flows that work in Conjunction with E-Commerce
3

2

Box creates account
and/or contact
In SFDC

Account exists
Contact does not

Box queries SFDC
to check if account or
Contact exists

Query
SFDC

Account &
Contact don’t
exist

Create SFDC
account
and/or contact

Account &
contact exists

Browse
catalog &
select plan

Enter
account/co
ntact info

Thank
you/wrap
up

Confirm
purchase

Zuora
returns
AccountId

API Call:
Query()

1
Box will invoke
The query() method on the product and
related plan and charges so that pricing is
available for display on website
Zuora Confidential – Not for Distribution Beyond Intended Recipient

5
Zuora returns account Id,
subscription ID &
confirmation

API Call:
Subscribe

Legend

4
Box will invoke
subscribe() API call.
Set CRMId parameter
To SFDC account Id

Salesforce
Box website
Zuora API
Thank You!
travis@zuora.com
@travishuch

Zuora Confidential – Not for Distribution Beyond Intended Recipient
15
Zuora confidential, shared under non-disclosure and subject to disclaimer notice
Zuora Confidential – Not for Distribution Beyond Intended Recipient

1

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Zuora for Salesforce

  • 1. Zuora and Salesforce Why Zuora Zuora Provides a BluePrint to Succeed in the Subscription Economy! T h e Two B e st S a a S P l a t fo r m s ? Slide 1 − Zuora Confidential, not for distribution beyond intended recipient
  • 2. What is a Software “Stack”? Zuora Confidential – Not for Distribution Beyond Intended Recipient 2
  • 3. Benefits of a Stack-Based Approach • • • • • Best of breed components They work well together They scale well over time Highly configurable Each component can be upgraded as required Zuora Confidential – Not for Distribution Beyond Intended Recipient
  • 4. You Don’t Want This. Zuora Confidential – Not for Distribution Beyond Intended Recipient 4
  • 5. The “Business Stack” Quotes Commerce Pricing, Quotes, Add-Ons, Renewals inside Salesforce Subscription Orders, Amendments, Renewals, Hosted Commerce Pages Billing Finance Rating, Invoicing, Advanced Billing, Payments & Payment Operations, Taxation Accounting Close, Audit Controls, Summary Journal Entries, Deferred Revenue Platform AppExchange Certified Managed Packaged 360 Account Management Subscription Catalog Reporting & Metrics Administration (Users & Roles) Customization (Custom Fields) Multi-Currency & Locale PCI Level 1 Compliance Zuora Confidential – Not for Distribution Beyond Intended Recipient APIs Notifications & Callouts Data Export & Import SAS 70 Type II
  • 6. What a Platform Means to Developers • • • • • • • • A marketplace for end users to find and install apps Managed Packages Native Applications iFrames Apex Visual Force SOQL Queries LMA (License Management Application) Zuora Confidential – Not for Distribution Beyond Intended Recipient 6
  • 7. What a Platform Means to Users • • • • • • • 2017 Apps installable by non-technical people Configurable approval workflow routing Configurable page layouts Lookup fields Default value configuration Customizable quote templates Localize labels and messages Zuora Confidential – Not for Distribution Beyond Intended Recipient
  • 8. Componentization Architecture 1 . 2 . Plug-in Interfaces 3 . Zuora Confidential – Not for Distribution Beyond Intended Recipient Fully Componentized Design Library of native components
  • 9. Componentization Benefits Easy Customization Out-of-the-box: add/remove fields, add/remove sections, change page flows, change labels Create custom pages using ZDK components at any level Extend with plugins – no diverging from the managed package Effortless Upgrade Components and plugin interfaces are in our managed package, fully upgradable Zuora Confidential – Not for Distribution Beyond Intended Recipient
  • 10. Our Favorite Analogy Zuora Confidential – Not for Distribution Beyond Intended Recipient
  • 11. 360 Sync Quotes Zuora Confidential – Not for Distribution Beyond Intended Recipient ZDK
  • 12. DEMO!! Zuora Confidential – Not for Distribution Beyond Intended Recipient
  • 13. Zuora and Salesforce Best-in-Class Commerce Integration History of Success • • • • • • • Our Customers Over 400 joint customers 800,000+ subscriptions in 2013 5.5 billion+ records synced 100s of powerful customizations One of SFDC’s 1st OEM partners Marc Benioff personal investor CEO and founder Tien Tzuo was employee #11 at Salesforce Visit Zuora at Dreamforce Zuora Confidential – Not for Distribution Beyond Intended Recipient
  • 14. Order Flows that work in Conjunction with E-Commerce 3 2 Box creates account and/or contact In SFDC Account exists Contact does not Box queries SFDC to check if account or Contact exists Query SFDC Account & Contact don’t exist Create SFDC account and/or contact Account & contact exists Browse catalog & select plan Enter account/co ntact info Thank you/wrap up Confirm purchase Zuora returns AccountId API Call: Query() 1 Box will invoke The query() method on the product and related plan and charges so that pricing is available for display on website Zuora Confidential – Not for Distribution Beyond Intended Recipient 5 Zuora returns account Id, subscription ID & confirmation API Call: Subscribe Legend 4 Box will invoke subscribe() API call. Set CRMId parameter To SFDC account Id Salesforce Box website Zuora API
  • 15. Thank You! travis@zuora.com @travishuch Zuora Confidential – Not for Distribution Beyond Intended Recipient 15 Zuora confidential, shared under non-disclosure and subject to disclaimer notice
  • 16. Zuora Confidential – Not for Distribution Beyond Intended Recipient 1