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Course Overview
In this course, students will learn how to deploy the Salesforce Billing product
Who Should Attend
Individuals implementing Salesforce Billing
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
Course Outline
- 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