Spouse Work, Happy House
Whose account does Zuora track, even when a spouse exists?
The primary member’s account
In rv_membership_raw, there is a lookup table that is coalesced with rate plan. True or False: We still need this lookup table.
False
What model is the designated place to add new Zuora-based attributes?
rv_membership_attributes
What is the single DCM selected to attribute a membership purchase?
Sale DCM
What DCM type sits at the top of the Sale DCM priority hierarchy?
Outside Sales
What source system can we rely on to hold spouse information?
Salesforce
What must be checked first when a new rate plan gets announced?
The CASE statement
What field represents the annual membership value?
tcv
Attribution is assigned at what level, rather than at the person level?
Per membership
What field indicates that a "New" DCM contains a sale?
The TCV is positive
For roughly 20k legacy spouse records, what placeholder pattern is used when no true spouse ID can be found?
primary_id-spouse
New rate plan names must be added in both rv_membership_raw and what invoice-related model?
rv_subscription_invoice
Which final model collapses membership data from one row per subscription version to one row per subscription?
rv_membership_consolidated
What is the default DCM Name for inside sales purchases?
New
What field validates that a special DCM actually contains a sale?
Sales Commission TCV
What model calculates spouse-specific cancellation dates?
rv_membership_spouse_dates
As you should know, in the Zuora Subscription History view in the Zuora UI, older examples may show extra products. Name an example of a non-rate-plan product
Books, promos, etc.
Give two examples of attributes that get added into rv_membership_attributes.
Winback, referral, collection, brand transfer, TCV
What is the default purchase channel when a purchase has no Sale DCM attached?
Web
For special DCMs, what field determines the credited agent?
Owner ID
A cancellation rule had to be put in place for what spouse-specific cancellation scenario?
The spouse stops their membership, but the primary continues
Zuora’s limit of how many custom fields per object forces some calculations into DBT?
10
Name three rate plan payment frequencies that appear in the data?
Annual, Monthly, Lifetime, 6x.
Explain the difference between the Sale DCM, the Promo DCM, and the Cancellation DCM.
The Sale DCM contains information about the membership sale, such as who the member worked with, when the sale happened, and where it happened. The Promo DCM contains information about any promotional items sent out with the purchase. The Cancellation DCM contains information about why the person canceled.
What are three of the four special DCMs?
Outside Sales, Integrated, Group, and IIA