Master Salesforce Billing Admin Fundamentals
Offered By: Salesforce via Trailhead
Course Description
Overview
Hone your skills in order management, invoice generation and adjustments, payment collections, and financial reporting.
- Generate orders, contracts, and renewal opportunities with Salesforce CPQ.
- Use Salesforce CPQ to generate multiple orders quickly and accurately.
- Learn how Salesforce Billing optimizes the relationship between Finance and Sales.
- Use time fields and rules to control when and how Salesforce Billing invoices a product.
Syllabus
- Simplify Home Security Subscription Renewals
- Sign Up for a Trailhead Playground with Salesforce CPQ
- Create a Quote with Subscription Products
- Generate Orders, Assets, Contracts, and Subscriptions
- Generate a Renewal Opportunity for Forecasting
- Amend a Contract
- Create a Quote for a Renewal Contract
- Salesforce CPQ Order Generation
- Get Started with Salesforce CPQ Order Generation
- Generate Your First Order
- Generate Multiple Orders from a Single Quote
- Automatically Split a Quote into Multiple Orders
- Salesforce Billing Basics
- Get Started with Salesforce Billing
- Manage the Billing Process
- Give Finance a Helping Hand
- Deploy and Integrate with Salesforce Billing
- Product Configuration for Salesforce Billing
- Understand Invoicing Triggers and Requirements
- Customize Invoicing By Product
- Use Rules to Configure Order Products
Tags
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