Course Overview
This class is recommended for individuals who expect to be involved in implementing Salesforce Billing. It assumes students already possess experience working on the Salesforce platform and have attained at least the Salesforce Certified Administrator qualification.
As a participant in the class, each student will be given a practice learning environment for use during hands-on exercises during the class. Students will maintain access to this learning environment indefinitely after the class without any additional fee.
Course Objectives
How to install and configure the Salesforce Billing solution
Where the Salesforce Billing solution fits into the Lead to Cash process
Management and process of orders
Utilizing consumption tracking to generate orders
Creation and processing of invoices
Managing invoices for recurring and subscription products
Applying correct tax rates for different scenarios
Reconciling payments and payment schedules
Creation of credit and debit notes
Producing appropriate reports for financial periods
Revenue recognition methods
Who Should Attend?
Individuals implementing Salesforce Billing
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Course Prerequisites
There are no prerequisites for this course.
Agenda