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Trailhead

Master Salesforce Billing Admin Fundamentals

Salesforce via Trailhead

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Overview

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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

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