Salesforce Billing is an add-on package to Salesforce CPQ software that offers comprehensive and easy to use platform to bill customers. With the help of this platform, users can easily configure product prices and catalogues based on the type of billing, such as usage based, recurring and one-time fees billing. Once the quote/order is finalized in CPQ, this software uses the information for generating payment; invoicing and revenue recognition. After on-boarding customers to the billing platform, the billing software keeps track of their subscription policies and billing cycles. Learn all about Salesforce billing software functionalities and capabilities and acquire right set of skills and knowledge to clear Salesforce Billing Certificate Examination.
Course Objectives:
After completing this module, you'll be able to:
- How to leverage Salesforce CPQ to generate accurate orders from quotes?
- How to generate invoices from order data?
- How to generate invoice for usage-based products?
- How to maintain tax tables to calculate taxes for orders and invoices?
- How to process payments and maintain payment methods?
- to process credit notes, debit notes, and refunds?
- How to create revenue recognition rules?
- How to setup framework for transaction organization and general ledger integration?
Course content
CPQ & Billing Overview
- Understand the roles of CPQ and Billing in sales and accounting
- Identify who will likely participate in the Billing workflow
- Investigate how CPQ helps create quotes
Orders
- Generate orders both manually and automatically
- Modify order data
- Control order generation outcomes
- Copy down data with auto-mapping
- Investigate obstacles to order generation
Invoice & Order Relationships
- Understand invoice data model and workflow
- Determine order product qualification for invoicing
- Analyze order data to predict next billing date
- Override billing dates case-by-case
- Setup defaults for order and invoice dates
Invoice Generation
- Determine invoice due dates
- Generate invoices on demand
- Schedule invoice runs to regularly generate invoices
- Split invoices by multiple factors
Usage
- Create and organize usage records
- Override usage quantities and dates case by case
- Invoice usage related order products
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Course Prerequisites
- Aspirants with basic knowledge of Salesforce CPQ, concepts of Salesforce and functionality, etc. can avail Salesforce Billing Certification Training course
Who can attend
This course is intended for:
- Consultants
- Admins
- Aspirants interested to learn Salesforce and its billing process
- Individuals engaged in Accounting and Sales operations
Number of Hours: 20hrs
Certification
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- Virtual Live Experience
- Preparing for Certification
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