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Drive Team Excellence with Salesforce Billing Corporate Training

Empower your teams with expert-led on-site, off-site, and virtual Salesforce Billing Training through Edstellar, a premier corporate training provider for organizations globally. Designed to meet your specific training needs, this group training program ensures your team is primed to drive your business goals. Help your employees build lasting capabilities that translate into real performance gains.

Salesforce Billing is a solution offered by Salesforce that allows organizations to automate and streamline their billing processes, including invoicing, revenue recognition, and subscription management, within the Salesforce ecosystem. It is required for organizations to ensure accurate and efficient billing operations, enhance customer experience, and manage complex billing scenarios effectively. Training in Salesforce Billing provides professionals with the skills needed to leverage this technology for seamless billing automation and revenue management.

Edstellar's virtual/onsite Salesforce Billing training course offers customizable solutions and utilizes innovative methodologies. Our trainers are recognized for their renowned experience in the Salesforce Billing instructor-led training course and extensive expertise in navigating the platform's intricacies for managing invoices, orders, and revenue recognition.

Get Customized Expert-led Training for Your Teams
Customized Training Delivery
Scale Your Training: Small to Large Teams
In-person Onsite, Live Virtual or Hybrid Training Modes
Plan from 2000+ Industry-ready Training Programs
Experience Hands-On Learning from Industry Experts
Delivery Capability Across 100+ Countries & 10+ Languages
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Key Skills Employees Gain from instructor-led Salesforce Billing Training

Salesforce Billing skills corporate training will enable teams to effectively apply their learnings at work.

  • Billing Automation
    Billing Automation is the use of technology to streamline invoicing and payment processes. this skill is important for finance roles as it enhances efficiency, reduces errors, and improves cash flow management.
  • CRM Integration
    CRM Integration is the process of connecting customer relationship management systems with other business tools. this skill is important for sales and marketing roles to streamline data, enhance customer insights, and improve communication, ultimately driving sales and customer satisfaction.
  • Subscription Handling
    Subscription Handling is the ability to manage customer subscriptions effectively, including renewals, cancellations, and billing. This skill is important for roles in customer service and account management, ensuring customer satisfaction and retention.
  • Revenue Forecasting
    Revenue Forecasting is the process of estimating future revenue based on historical data and market trends. This skill is important for finance and sales roles, as it aids in strategic planning and resource allocation.
  • Reporting and Analytics
    Reporting and Analytics involves collecting, analyzing, and presenting data to inform decision-making. This skill is important for roles like data analysts and business managers to drive strategic insights.
  • Salesforce Billing Configuration
    Salesforce Billing Configuration involves setting up and managing billing processes within Salesforce. This skill is important for roles in finance and sales operations, ensuring accurate invoicing and revenue tracking.

Key Learning Outcomes of Salesforce Billing Training Workshop for Employees

Upon completing Edstellar’s Salesforce Billing workshop, employees will gain valuable, job-relevant insights and develop the confidence to apply their learning effectively in the professional environment.

  • Analyze and manage complex billing scenarios efficiently
  • Utilize Salesforce Billing tools for streamlined invoice processing
  • Implement billing best practices to enhance customer satisfaction
  • Apply Salesforce Billing functionalities to automate invoice generation
  • Develop strategies for optimizing revenue streams using Salesforce Billing
  • Generate comprehensive billing records for improved financial management
  • Integrate Salesforce Billing with other financial systems for seamless operations
  • Implement revenue recognition principles in accordance with organizational needs

Key Benefits of the Salesforce Billing Group Training with Instructor-led Face to Face and Virtual Options

Attending our Salesforce Billing group training classes provides your team with a powerful opportunity to build skills, boost confidence, and develop a deeper understanding of the concepts that matter most. The collaborative learning environment fosters knowledge sharing and enables employees to translate insights into actionable work outcomes.

  • Provides the team with insights into optimizing revenue streams
  • Instills ideas in professionals for enhancing customer satisfaction
  • Equips the team with the techniques to streamline billing processes
  • Empowers professionals with the skills to automate invoice generation
  • Develops required skills in professionals to manage complex billing scenarios

Topics and Outline of Salesforce Billing Training

Our virtual and on-premise Salesforce Billing training curriculum is structured into focused modules developed by industry experts. This training for organizations provides an interactive learning experience that addresses the evolving demands of the workplace, making it both relevant and practical.

  1. Understanding CPQ & billing functionalities
    • Exploring Configure Price Quote (CPQ) features
    • Understanding billing capabilities in Salesforce
  2. Navigating the Salesforce Billing interface
    • Accessing and navigating the Salesforce Billing dashboard
    • Exploring menu options and navigation paths
  1. Creating and managing orders
    • Creating new orders in Salesforce Billing
    • Editing and updating existing orders
  2. Order amendments and modifications
    • Modifying order details
    • Managing amendments and cancellations
  1. Understanding the relationship between invoices and orders
    • Explaining the link between invoices and corresponding orders
    • Understanding the impact of order changes on invoices
  2. Managing invoice-order relationships
    • Associating invoices with specific orders
    • Resolving discrepancies between invoices and orders
  1. Automating invoice generation processes
    • Configuring automated invoice generation workflows
    • Setting up scheduled invoice generation
  2. Customizing invoice templates
    • Customizing invoice layout and design
    • Adding branding elements to invoices
  1. Tracking and managing usage data
    • Capturing usage data from relevant sources
    • Monitoring and analyzing usage trends
  2. Integrating usage data into billing processes
    • Incorporating usage data into invoice calculations
    • Ensuring accuracy in usage-based billing
  1. Setting up pricing rules for invoice line items
    • Defining pricing rules based on product/service attributes
    • Implementing tiered pricing structures
  2. Managing complex pricing scenarios
    • Handling discounts and promotions
    • Addressing pricing exceptions and negotiations
  1. Recording and reconciling payments
    • Recording customer payments
    • Reconciling payments with outstanding invoices
  2. Managing payment disputes and refunds
    • Handling payment disputes and chargebacks
    • Processing refunds and adjustments
  1. Issuing debit and credit notes
    • Generating debit and credit notes for billing adjustments
    • Issuing credit memos for refunds
  2. Processing refunds and adjustments
    • Handling refund requests and processing refunds
    • Adjusting invoices for billing errors or discrepancies
  1. Configuring legal entity structures
    • Setting up legal entity hierarchies in Salesforce Billing
    • Defining legal entity relationships and dependencies
  2. Managing tax rules and compliance
    • Tax rules for different jurisdictions
    • Compliance with tax regulations and reporting requirements
  1. Integrating Salesforce Billing with financial systems
    • Integrating billing data with accounting software
    • Syncing financial transactions between Salesforce Billing and external systems
  2. Maintaining accurate financial records
    • Reconciling billing data with financial records
    • Generating financial reports for auditing and analysis
  1. Implementing revenue recognition principles
    • Revenue recognition rules and methodologies
    • Revenue based on performance obligations
  2. Ensuring compliance with revenue recognition standards
    • Regulatory requirements and accounting standards
    • Documenting revenue recognition processes for audit purposes
  1. Reconciling billing data with general ledger accounts
    • Matching billing transactions with corresponding ledger entries
    • Identifying and resolving discrepancies between billing and financial records
  2. Generating financial reports from Salesforce Billing data
    • Creating financial statements and reports 
    • Customizing reports to meet specific reporting requirements

Who Can Take the Salesforce Billing Training Course

The Salesforce Billing training program can also be taken by professionals at various levels in the organization.

  • Billing Specialists
  • Revenue Accountants
  • Sales Operations Specialists
  • Accounts Receivable Specialists
  • Subscription Management Specialists
  • Finance Analysts
  • Billing Administrators
  • Billing Coordinators
  • Sales Analysts
  • Customer Success Specialists
  • Finance Coordinators
  • Managers

Prerequisites for Salesforce Billing Training

The Salesforce Billing training can be taken by professionals with a basic understanding of  Salesforce CRM and billing processes

Request a Quote for your Corporate Training Requirements

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Delivering Training for Organizations across 100 Countries and 10+ Languages

Corporate Group Training Delivery Modes
for Salesforce Billing Training

At Edstellar, we understand the importance of impactful and engaging training for employees. As a leading Salesforce Billing training provider, we ensure the training is more interactive by offering Face-to-Face onsite/in-house or virtual/online sessions for companies. This approach has proven to be effective, outcome-oriented, and produces a well-rounded training experience for your teams.

Virtual Salesforce Billing Training

Edstellar's Salesforce Billing virtual/online training sessions bring expert-led, high-quality training to your teams anywhere, ensuring consistency and seamless integration into their schedules.

With global reach, your employees can get trained from various locations
The consistent training quality ensures uniform learning outcomes
Participants can attend training in their own space without the need for traveling
Organizations can scale learning by accommodating large groups of participants
Interactive tools can be used to enhance learning engagement
On-site Salesforce Billing Training

Edstellar's Salesforce Billing inhouse face to face instructor-led training delivers immersive and insightful learning experiences right in the comfort of your office.

Higher engagement and better learning experience through face-to-face interaction
Workplace environment can be tailored to learning requirements
Team collaboration and knowledge sharing improves training effectiveness
Demonstration of processes for hands-on learning and better understanding
Participants can get their doubts clarified and gain valuable insights through direct interaction
Off-site Salesforce Billing Training

Edstellar's Salesforce Billing offsite face-to-face instructor-led group training offer a unique opportunity for teams to immerse themselves in focused and dynamic learning environments away from their usual workplace distractions.

Distraction-free environment improves learning engagement
Team bonding can be improved through activities
Dedicated schedule for training away from office set up can improve learning effectiveness
Boosts employee morale and reflects organization's commitment to employee development

Explore Our Customized Pricing Package
for
Salesforce Billing Corporate Training

Looking for pricing details for onsite, offsite, or virtual instructor-led Salesforce Billing training? Get a customized proposal tailored to your team’s specific needs.

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        Starter
        120 licences

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        64 hours of group training (includes VILT/In-person On-site)

        Tailored for SMBs

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        400 hours of group training (includes VILT/In-person On-site)

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        Unlimited duration

        Designed for large corporations

        Edstellar: Your Go-to Salesforce Billing Training Company

        Experienced Trainers

        Our trainers bring years of industry expertise to ensure the training is practical and impactful.

        Quality Training

        With a strong track record of delivering training worldwide, Edstellar maintains its reputation for its quality and training engagement.

        Industry-Relevant Curriculum

        Our course is designed by experts and is tailored to meet the demands of the current industry.

        Customizable Training

        Our course can be customized to meet the unique needs and goals of your organization.

        Comprehensive Support

        We provide pre and post training support to your organization to ensure a complete learning experience.

        Multilingual Training Capabilities

        We offer training in multiple languages to cater to diverse and global teams.

        Testimonials

        What Our Clients Say

        We pride ourselves on delivering exceptional training solutions. Here's what our clients have to say about their experiences with Edstellar.

        "This Salesforce Billing course was exactly what I needed to advance my career. As a Finance Systems Analyst, mastering invoice generation has become crucial for my success. The in-depth coverage of invoice templates frameworks I use daily. My ability to architect solutions and solve complex problems has improved substantially. The real-world examples and deep dive into amendment handling were particularly valuable for my professional growth.”

        Deandre Chandler

        Finance Systems Analyst,

        Cloud CRM Solutions Provider

        "This Salesforce Billing course was precisely what I needed to design robust billing automation architectures. The hands-on approach to billing schedules and seamless integration with revenue recognition was outstanding projects using advanced techniques from this training. We delivered a high-visibility enterprise project two months ahead of schedule. The comprehensive curriculum has elevated my solution delivery capabilities significantly.”

        Hu Cheng

        Revenue Analyst,

        Sales Automation Solutions Provider

        "This Salesforce Billing course provided our team with comprehensive revenue recognition capabilities we immediately put into practice. As a CPQ Consultant managing complex subscription billing projects, the practical labs on significantly enhanced our delivery capacity. Our team's capability maturity level increased by three full stages within six months. The training fundamentally improved our team's performance metrics and overall efficiency.”

        Issam Saqr

        CPQ Consultant,

        CRM Platform Implementation Partner

        “Edstellar’s Management training programs have greatly improved our teams’ ability to lead with clarity, confidence, and operational efficiency. The sessions combine practical leadership frameworks, real-world case studies, and hands-on exercises that strengthen decision-making, cross-functional collaboration, and execution excellence across departments, driving measurable improvements in overall business performance.”

        Meera Rao

        HR & L&D Head,

        A Global Services Company

        Get Your Team Members Recognized with Edstellar’s Course Certificate

        Upon successful completion of the training course offered by Edstellar, employees receive a course completion certificate, symbolizing their dedication to ongoing learning and professional development.

        This certificate validates the employee's acquired skills and is a powerful motivator, inspiring them to enhance their expertise further and contribute effectively to organizational success.

        Certificate of Excellence

        We have Expert Trainers to Meet Your Salesforce Billing Training Needs

        The instructor-led training is conducted by certified trainers with extensive expertise in the field. Participants will benefit from the instructor's vast knowledge, gaining valuable insights and practical skills essential for success in Access practices.

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