Platform and Apps Billing Training

Salesforce

Featured Course

BLG-201

Salesforce Billing Essentials for Sales Cloud Administrators

Salesforce Billing Essentials for Sales Cloud Administrators will give 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.

  • 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