Salesforce Billing Essentials for Sales Cloud Administrators (BLG201)

Salesforce Billing Essentials for Sales Cloud Administrators will give administrators the knowledge they need to configure and maintain Salesforce Billing to handle a wide variety of billing scenarios from bookings, billings, cash, revenue, taxation, and general ledger upkeep.

Leverage out-of-the-box Salesforce CPQ functionality to generate accurate

orders from quotes
Generate invoices quickly and accurately based on order data
Invoice for usage-based products such as data consumption
Maintain tax tables to calculate taxes for orders and invoices
Process payments and maintain payment methods
Process credit notes, debit notes, and refunds
Create rules for revenue recognition
Setup framework for transaction organization and general ledger integration

Course Outline

1 - CPQ AND BILLING OVERVIEW

Understand the roles of CPQ and Billing in sales and accounting
Identify who will likely participate in the Billing workflow
Investigate how CPQ helps create quotes

2 - ORDERS

Generate orders both manually and automatically
Modify order data
Control order generation outcomes
Copy down data with auto-mapping
Investigate obstacles to order generation

3 - INVOICE AND ORDER RELATIONSHIPS

Understand invoice data model and workflow
Determine order product qualification for invoicing
Analyze order data to predict next billing date
Override billing dates case-by-case
Setup defaults for order and invoice dates

4 - INVOICE GENERATION

Determine invoice due dates
Generate invoices on demand
Schedule invoice runs to regularly generate invoices
Split invoices by multiple factors

5 - USAGE

Create and organize usage records
Override usage quantities and dates case by case
Invoice usage related order products

6 - INVOICE LINE PRICING

Identify critical invoice and invoice line fields
Manage tiered pricing reference snapshots
Calculate billable unit price for subscription products
Determine proration calculation method

7 - PAYMENTS

Understand the payment workflow in Billing
Create and allocate payments
Explore payment gateway options and settings
Maintain electronic payment methods
Collect payment through a virtual terminal
Schedule recurring payments

8 - DEBIT NOTES, CREDIT NOTES, AND REFUNDS

Understand the debit note and credit note workflow
Create and allocate debit and credit notes
Allocate payments to debit notes
Credit or cancel & rebill to roll back invoices
Maintain refund records

9 - LEGAL ENTITY AND TAXATION

Manage legal entity records
Explore tax calculation options and settings
Create tax rules and tax rates
Determine tax address

10 - FINANCE BOOKS

Create accounting finance books
Generate finance periods
Automatically relate transactions to finance periods

11 - REVENUE RECOGNITION

Understand revenue transaction data model and workflow
Setup revenue distribution methods
Setup rev rec rules to generate revenue transactions
Manage products to leverage rev rec rules

12 - GENERAL LEDGER

Create general ledger account records
Set up general ledger rules to relate transactions with accounts

Actual course outline may vary depending on offering center. Contact your sales representative for more information.