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Salesforce Billing Training

Salesforce Billing is a cloud-based solution that streamlines and automates the billing and invoicing process for businesses. The Salesforce Billing course provides an overview of the application's functionalities and capabilities, enabling learners to design and implement billing solutions using Salesforce Billing Training Certification Course.

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Instructor-led Training Live Online Classes

Suitable batches for you

25 May 2024 24 06:00 PM - 09:00 PM Sat, Sun
01 Jun 2024 24 06:00 PM - 09:00 PM Sat, Sun
08 Jun 2024 24 06:00 PM - 09:00 PM Sat, Sun

Course Price At

$ 560

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Instructor-led Training Live Online Classes

25 May 2024 24 06:00 PM - 09:00 PM Sat, Sun
01 Jun 2024 24 06:00 PM - 09:00 PM Sat, Sun
08 Jun 2024 24 06:00 PM - 09:00 PM Sat, Sun

Course Price At

$ 560

Enroll Now
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Online Self Learning Courses are designed for self-directed training, allowing participants to begin at their convenience with structured training and review exercises to reinforce learning. You’ll learn through videos, PPTs and complete assignments, projects and other activities designed to enhance learning outcomes, all at times that are most convenient to you.

Course Price At

$ 560

Enroll Now
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Talk to our training advisor

Instructor-Led Online Training Parameters

Course Highlights

  • Duration: 24 Hrs.
  • Subject Matter Expert
  • After Training Support
  • Recorded Sessions
  • Lifetime e-Learning Access
  • Free Online Assessments
Salesforce Billing Online Training Course Syllabus

Curriculum Designed by Experts


Salesforce Billing software offers comprehensive and easy to use platform to bill customers. This platform allows configuring product prices and catalogues and setting up different combinations of usage based, recurring and one-time fees billing. After on-boarding customers to the billing platform, the billing software keeps track of their subscription policies and billing cycles.

Even when a billing cycle changes, this software is able to track the change and send invoices to customers accordingly. You can also automate the payment processes, as this platform integrates with different systems and stores payments time and details, enabling you to quickly update or change customer offerings. It further helps to simplify processes like financial reporting, subscription management and revenue management.

Using the configuration functionalities of the software, users can easily customize tax rules, prices and revenue recognition of the products. The platform also comes with features like Split Invoicing and Invoice Consolidation that enables users to consolidate on split multiple invoices, based on the requirement in a single order, ensuring that customers are charged fairly based on the contract. The advanced analytics helps users to gain clear and in-depth insight customer behaviour, like usage of the service by the customer, amount spent, generated revenue, etc.

If you want to get in-depth knowledge and expertise in efficiently integrating and managing Salesforce Billing platform, enroll for Salesforce Billing Training Certification course from Multisoft Virtual Academy. Taught by a team of highly experienced and certified industry trainers, this online course offers students benefits like lifetime e-learning access, recorded training session videos and after training support.

Salesforce Billing Training Program Objectives:

  • How to leverage Salesforce CPQ to generate accurate orders from quotes?
  • How to generate invoices from order data?
  • How to generate invoice for usage-based products?
  • How to maintain tax tables to calculate taxes for orders and invoices?
  • How to process payments and maintain payment methods?
  • How to process credit notes, debit notes, and refunds?
  • How to create revenue recognition rules?
  • How to setup framework for transaction organization and general ledger integration?

  • Overview of Salesforce Billing
  • Importance of Salesforce Billing in the CRM ecosystem
  • Key features and capabilities
  • Integration with Salesforce CPQ (Configure, Price, Quote)

  • Initial setup and configurations
  • Setting up products, price books, and pricing strategies
  • Understanding the billing process flow
  • Customizing invoices and payment options

  • Creating and managing orders
  • Generating and managing contracts
  • Amendments and renewals
  • Order orchestration and fulfillment

  • Automating the billing process
  • Generating invoices from orders
  • Customizing invoice templates
  • Managing tax calculations

  • Configuring payment gateways
  • Managing payments, adjustments, and credits
  • Overview of revenue recognition
  • Automating revenue calculations and postings

  • Setting up billing reports and dashboards
  • Customizing reports for business needs
  • Analyzing billing data for insights
  • Best practices for billing analytics

  • Implementing advanced billing scenarios
  • Customizing Salesforce Billing for complex business models
  • Integrating Salesforce Billing with other Salesforce products
  • Utilizing APIs for external integrations

  • Common issues and troubleshooting steps
  • Utilizing Salesforce support for billing issues
  • Community resources and forums

  • Real-world project scenarios
  • Working on a comprehensive billing project from setup to reporting
  • Analyzing and solving case studies

  • Overview of Salesforce Billing certification
  • Exam preparation strategies
  • Practice exams and review sessions

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Salesforce Billing Online Training Description

  • Understand the Salesforce Billing Ecosystem: Describe the components of Salesforce Billing, including its integration points with Salesforce CPQ (Configure, Price, Quote) and other Salesforce Clouds. Understand the data model and architecture that supports billing processes.
  • Configure Billing Settings: Configure and customize Salesforce Billing settings to align with organizational billing cycles, payment terms, and invoicing requirements. Set up products, price books, and taxation rules to accurately reflect the pricing structure.
  • Manage Invoices and Payments: Generate and manage invoices, understanding the lifecycle from drafting to finalization. Apply payments to invoices and manage adjustments, refunds, and credit notes effectively.
  • Automate Billing Processes: Utilize Salesforce’s automation tools to streamline billing operations, including automatic invoice generation, subscription renewals, and dunning processes.
  • Handle Revenue Recognition: Understand the principles of revenue recognition in Salesforce Billing. Learn how to configure revenue schedules and recognize revenue in accordance with accounting standards.

  • Consultants
  • Admins
  • Aspirants interested to learn Salesforce and its billing process
  • Individuals engaged in Accounting and Sales operations

  1. Basic knowledge of Salesforce: Salesforce Billing is a cloud-based application that runs on the Salesforce platform. Therefore, having a basic understanding of Salesforce concepts, including objects, fields, relationships, workflows, and reports, is essential.

  2. Understanding of billing and invoicing: Having a basic understanding of billing and invoicing concepts, including billing cycles, invoice formats, and payment processing, can help you grasp the concepts covered in a Salesforce Billing course.

  3. Familiarity with cloud computing: Understanding the basics of cloud computing and how it relates to Salesforce is crucial for working with Salesforce Billing, as it operates entirely in the cloud.

Salesforce Billing Online Training Certification

Multisoft Virtual Academy provides a globally recognized training certificate to the participants, after successful completion of a training program. The training certificates are recognized and accepted across the world.

Multisoft Virtual Academy's training certificate comes with lifetime validity.

Aspirants can directly enroll for the desired course from the Book Now Button in the course page. You can also connect on Whatsapp at +91 8130666206 to talk with a training advisor. Multisoft Virtual Academy also offers customized training programs on a wide range of domains and skills.

All training programs offered by Multisoft Virtual Academy are delivered by certified industry experts, who have years of experience in the relevant domains. Multisoft Global Subject Matter Experts impart knowledge on a wide variety of training courses through one –on-one and corporate training sessions.

Multisoft Virtual Academy training certification can help participants stand out in the competitive job market. Since the training certificates are internationally accepted, participants can showcase their skills and knowledge to employers across the world.

Salesforce Billing Online Corporate Training Certification

Interactive Virtual Training

Interactive Virtual Training

  • Global Subject Matter Experts
  • Step-by –Step Learning Approach
  • Instant Doubt Clearing
Lifetime Access

Lifetime Access

  • Lifetime E-learning Access
  • Recorded Training Session Videos
  • Free Access to Practice Tests
24x7 Assistance

24x7 Assistance

  • Help Desk Support
  • Doubt Resolution in Real-time
  • After Training Support
Hands on Experience

Hands on Experience

  • Project Based Learning
  • Learning based on real-life examples
  • Assignments and Practice Tests
Globally Recognized Training Certificate

Globally Recognized Certificate

  • Multisoft Training Certificate
  • Globally Recognized and Accepted
  • Lifetime Validity

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Salesforce Billing Online Training FAQ's

It is a sales software developed by Salesforce, which is used to optimize sales processes and quickly generate accurate quotes for orders. This application works in conjunction with ERP programs, CRM platforms and other business technologies ensuring accuracy and integrated data.

Yes! Salesforce Revenue Cloud offers a range of Salesforce products, including Salesforce Billing. It is developed with functionalities that automate invoice associated processes to efficiently manage and invoice customers.

Salesforce Billing fetches key information and records from Salesforce CPQ. The software is used for payment, invoicing and revenue recognition, once the quotes/order gets finalized within Salesforce CPQ.

Yes, it is possible to use Salesforce Billing without CPQ. It is called a Standalone Order, where one can create an order on his/her own or through an API and then pass it to Salesforce Billing for further process.

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