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Salesforce Billing
Salesforce

Salesforce Billing

Salesforce Billing streamlines quote-to-cash operations with automated invoicing, payment processing, revenue recognition, and CPQ integration for accurate financial management.

5/5(4,890 Reviews)

Level

Advanced

Duration

8 weeks

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About Salesforce Billing

Salesforce Billing Training is designed to help learners gain practical expertise in managing end-to-end quote-to-cash processes using Salesforce Revenue Cloud. This course focuses on automating invoicing, payment processing, subscription billing, and revenue recognition to improve business efficiency and financial accuracy.

Learners will understand how Salesforce Billing integrates with Salesforce CPQ to streamline order-to-cash workflows, reduce manual billing errors, and ensure accurate revenue reporting. The training covers billing schedules, invoice generation, contract management, payment collections, taxation rules, and revenue lifecycle management.

Through hands-on labs and real-world business scenarios, participants will work on billing automation processes used in SaaS, telecom, and subscription-based industries. Ideal for Salesforce professionals, consultants, developers, and finance teams, Salesforce Billing Training in India prepares learners for Salesforce Billing Certification and high-demand Revenue Cloud roles.

By the end of this course, learners will be able to configure billing solutions, manage subscription models, and optimize financial operations using Salesforce Billing and CPQ integration.

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Training Plan

01
About trainer

About trainer

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

02
Decks & Updated Content

Decks & Updated Content

Access to updated presentation decks shared during live training sessions.

03
e-Book

e-Book

E-book provided by TechPratham. All rights reserved.

04
Assignments & MCQs

Assignments & MCQs

Module-wise assignments and MCQs provided for practice.

05
Video Recording

Video Recording

Daily Session would be recorded and shared to the candidate.

06
Projects

Projects

Live projects will be provided for hands-on practice.

07
Resume Building

Resume Building

Expert-guided resume building with industry-focused content support.

08
Interview Preparation

Interview Preparation

Comprehensive interview preparation with real-time scenario practice.

Salesforce Billing Learning Path

CPQ & Billing Overview

Introduction to Salesforce CPQ and Billing architecture, understanding how quote-to-cash lifecycle connects sales and finance operations.

Overview of CPQ and Billing integration
Quote-to-Cash process flow
Role of Billing in Salesforce ecosystem
Key components of Revenue Cloud
Business use cases

Orders

Learn how orders are created, managed, and processed in Salesforce Billing to initiate billing workflows.

Order creation process
Order activation lifecycle
Order lines and amendments
Order status management
Order-to-billing conversion

Invoice & Order Relationships

Understand how orders are linked to invoices and how billing data is structured in Salesforce.

Order to invoice mapping
Invoice generation logic
Relationship between order, invoice, and product
Billing data model overview
Lifecycle tracking

Invoice Generation

Learn how Salesforce Billing automatically generates invoices based on orders and billing schedules.

Invoice generation process
Billing schedules setup
Invoice templates
Automated billing rules
Invoice validation

Usage

Understand usage-based billing models for subscription and consumption-based products.

Usage data capture
Metered billing concepts
Consumption tracking
Usage aggregation rules
SaaS billing scenarios

Invoice Line Pricing

Learn how pricing is calculated and applied at invoice line level in Salesforce Billing.

Pricing calculation logic
Discounts and adjustments
Proration handling
Price rules integration with CPQ
Invoice line item structure

Payments

Manage customer payments, payment processing, and reconciliation within Salesforce Billing.

Payment processing workflow
Payment methods
Payment application rules
Refund handling
Payment reconciliation

Debit Notes, Credit Notes & Refunds

Understand financial adjustments including corrections, refunds, and credit/debit note handling.

Credit note generation
Debit note processing
Refund workflows
Invoice corrections
Financial adjustments rules

Legal Entity & Taxation

Learn how legal entities and tax rules are configured for global billing compliance.

Legal entity setup
Tax configuration
Regional tax rules (GST/VAT)
Compliance management
Multi-country billing setup

Finance Books

Understand finance books structure used for accounting and financial reporting in Salesforce Billing.

Finance book setup
Accounting book mapping
Revenue vs billing books
Financial reporting structure
Data alignment with ERP systems

Revenue Recognition

Learn how revenue is recognized, distributed, and reported using Salesforce Billing Revenue Recognition framework.

Revenue transaction data model
Revenue distribution methods
Revenue recognition rules setup
Product mapping for revenue recognition
Deferred revenue handling
Revenue reporting

General Ledger

Understand how Salesforce Billing integrates with accounting systems using General Ledger (GL).

GL integration overview
Journal entries creation
Accounting system synchronization
Financial reporting alignment
ERP integration basics

Salesforce Courses

No related courses found

Additional Program Highlights

Learning Materials

Comprehensive study materials and resources

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Resume Writing

Professional resume building session

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Interview Preparation

Master your interview skills

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Live Project Demo

Real-world project demonstrations

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Upcoming Batches

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Who Should Enroll in Salesforce Billing Training

IT Professionals

Non-IT Career Switchers

Fresh Graduates

Career Opportunities After Salesforce Billing Training

Salesforce Billing Consultant

Revenue Cloud Consultant

Salesforce CPQ & Billing Developer

Key Projects

Hands-On Salesforce Billing Projects

Amazon

AmazonAutomated Revenue Billing Hub


Scenario: Implemented Salesforce Billing to manage automated invoicing payment allocations credit notes tax calculations and revenue recognition workflows

Live Work:

  • Configured invoice generation rules
  • Automated payment allocations
  • Managed tax calculation setup
Outcome: Improved billing cycle accuracy
Apple

AppleSubscription Invoice Engine


Scenario: Deployed Salesforce Billing to handle device subscriptions recurring charges proration adjustments refund processing and compliance tracking

Live Work:

  • Set up recurring charge models
  • Configured proration logic
  • Automated refund workflows
Outcome: Reduced subscription disputes
Coca-Cola

Coca-ColaDistributor Finance Stream


Scenario: Configured Billing module for distributor invoicing rebate settlements payment tracking aging reports and financial reconciliation automation

Live Work:

  • Designed rebate settlement rules
  • Built aging report dashboards
  • Automated reconciliation flows
Outcome: Enhanced financial transparency
Spotify

SpotifyDigital Revenue Controller


Scenario: Engineered Salesforce Billing solution to manage global subscription invoicing multi currency payments revenue schedules and audit compliance

Live Work:

  • Configured multi currency setup
  • Managed revenue schedules
  • Monitored audit compliance logs
Outcome: Optimized global revenue flow
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Our Success Mantra

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Commitment

  • Ensuring quality training every day

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Fulfillment

  • Meeting learning goals with confidence

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Accomplishment

  • Students achieving industry-ready expertise

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Beyond Courses:

Additional Support We Provide

24/7 Support

LinkedIn Profile

Resume Writing

Alumni Sessions

Interview Preparation

Live Projects

How does Salesforce Billing complement Salesforce CPQ?

What is Salesforce Billing used for?

Is Salesforce Billing in demand?

What is Salesforce Billing Training?

What is the difference between Salesforce CPQ and Billing?

Is Salesforce Billing a good career option?

How does Salesforce Billing handle end-to-end order to invoice processing?

How does Salesforce Billing manage proration?

What is the role of Billing Rules in Salesforce Billing?

What are Billing Schedules in Salesforce Billing?

How is revenue data generated in Salesforce Billing?

What is the difference between usage-based and subscription billing?

Salesforce Billing Certification Overview

Salesforce Billing Certification validates your expertise in managing end-to-end Quote-to-Cash processes, including invoicing, payment processing, tax handling, and revenue recognition using Salesforce Billing and Revenue Cloud.

Certification Exam Details

  • Certification Name: Salesforce Billing Certification (Revenue Cloud Specialist)
  • Exam Format: Multiple-choice questions
  • Exam Duration: 90–105 minutes
  • Exam Mode: Online proctored or test center
  • Passing Score: As defined by Salesforce
  • Exam Fee: Varies by region and certification type

Certification Path

  • Salesforce CPQ Fundamentals
  • Salesforce Billing Core Concepts
  • Revenue Cloud Basics
  • Hands-on Salesforce Billing Training
  • Real-world Project Implementation
  • Certification Exam Preparation

Eligibility and Prerequisites

A basic understanding of Salesforce CRM and CPQ is recommended. Knowledge of billing processes, pricing models, and revenue lifecycle management will be beneficial for better understanding of Salesforce Billing concepts.

Career Value

Salesforce Billing Certification helps professionals build strong expertise in automated billing systems and revenue operations. It improves career opportunities in roles such as Salesforce Billing Consultant, Revenue Cloud Consultant, CPQ & Billing Developer, and Quote-to-Cash Specialist across global enterprises.


Industry-Recognized Certification

Certificate
Salesforce Billing

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