The Salesforce Billing Essentials training course provides administrators the knowledge they need to configure and maintain Salesforce Billing to handle a wide variety of billing scenarios from bookings, billings, cash, revenue, taxation, and general ledger upkeep. Through hands-on activities and demonstration, the course will provide in-depth learning into how Salesforce Billing facilitates recurring billing tasks as well as data preparation for integration with external accounting systems.
By attending Salesforce Billing Essentials workshop, delegates will learn to:
- Leverage out-of-the-box Salesforce CPQ functionality to generate accurate orders from quotes
- Generate invoices quickly and accurately based on order data
- Invoice for usage-based products such as data consumption
- Maintain tax tables to calculate taxes for orders and invoices
- Process payments and maintain payment methods
- Process credit notes, debit notes, and refunds
- Create rules for revenue recognition
- Setup framework for transaction organization and general ledger integration
This Salesforce Billing Essentials class is designed for:
- Administrators and consultants responsible for the setup and maintenance of an organization's Salesforce applications, especially regarding CPQ and billing tools.
- Sales operations and accounting personnel responsible for managing and performing order processing and billing workflow tasks.