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Salesforce Billing
Salesforce Billing adds invoicing, payments, and revenue recognition to Salesforce CPQ. It helps businesses make the whole quote-to-cash cycle more efficient by using automation and accuracy.
5/5(4,890 Reviews)

Level

Advanced

Duration

8 weeks

What is Salesforce Billing?
Salesforce Billing automates the entire billing process, from making quotes to collecting payments. It works perfectly with Salesforce CPQ to handle payments, invoices, credit notes, and revenue schedules. It makes sure that finances are correct by doing things like figuring out taxes, prorating, and managing subscriptions. Salesforce Billing helps businesses run their finances more efficiently, follow the rules, and see what's going on.
Training Plan

About trainer

Working professional who is carrying more then 10 years of industry experience.

Decks

The candidate will get access to the presentation taken-up during the session.

Notes

Consolidated notes in word document.

Assignments

Assignments for every module will be covered.

MCQs

MCQs for every module covered in the session would be provided.

Video Recording

Daily Session would be recorded and shared to the candidate.

Dumps for Certification

We will provide dumps for the certification exam, which will help you to prepare for the exam.

Updated Content

We provide Generative AI Driven content By experts.

Projects

3 Live Projects will be provided for practice.

Salesforce Billing Course Curriculum
.

Introduction to Salesforce Billing
Section 1

Understanding the role of Billing in Quote-to-Cash
Billing overview & benefits
Billing vs. CPQ
Billing data model
Key terminology & navigation
Key Projects
Salesforce Billing
End-to-End Invoice Automation
Set up Salesforce Billing so that it automatically makes customer invoices from CPQ quotes. Set payment terms, customize invoice templates, and set up approval workflows for finance teams.
Subscription Billing with Proration
Set up billing based on subscriptions with monthly or yearly plans. Use proration rules for changes that happen in the middle of a cycle, automate changes to invoices, and keep track of revenue schedules.
Revenue Recognition Dashboard
Make a process for recognizing revenue that follows ASC 606 rules. Make dashboards that show the difference between deferred and recognized revenue. This will help finance teams stay compliant and open.

Salesforce Billing – Associate Training Program

Category
Associate
Exam Name:
Salesforce Billing – Associate
Exam Code:
N.A.
Exam Duration:
N.A.
Exam Format:
N.A.
Passing Score:
N.A.
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Frequently Asked Questions (FAQs)

How does Salesforce Billing complement Salesforce CPQ?

Salesforce CPQ takes care of setting up products, pricing them, and making quotes. Salesforce Billing takes care of sending bills, collecting payments, and recognizing revenue. Techpratham's Salesforce Billing training teaches students how to do both integration and standalone billing, making sure they have a full Quote-to-Cash solution.

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