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.
Level
Advanced
Duration
8 weeks



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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.
Working professional who is carrying more then 10 years of industry experience.
Access to updated presentation decks shared during live training sessions.
E-book provided by TechPratham. All rights reserved.
Module-wise assignments and MCQs provided for practice.
Daily Session would be recorded and shared to the candidate.
Live projects will be provided for hands-on practice.
Expert-guided resume building with industry-focused content support.
Comprehensive interview preparation with real-time scenario practice.
Introduction to Salesforce Billing
Understanding the role of Billing in Quote-to-Cash
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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.

How does Salesforce Billing complement Salesforce CPQ?

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