Drive Team Excellence with Salesforce Billing Corporate Training

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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Skills Your Employees Will Gain

These are the core, hands-on capabilities your team builds during the program.

  • 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.

What Your Team Will Achieve After This Training

  • 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

Topics & Program Outline

The curriculum is organized into focused modules built by industry experts and delivered virtually or on-premise. Interactive sessions reflect the evolving demands of the workplace, keeping the learning 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 Should Attend?

This program suits professionals at many levels across the organization, including:

  • 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

What are the Prerequisites?

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

Choose the Format That Fits Your Team

We design training your teams actually engage with, and deliver it the way that suits you best. Through a vetted global trainer network, Edstellar runs sessions in 10+ languages with consistent quality anywhere.

Virtual Salesforce Billing Training

Virtual / online: expert-led live sessions delivered anywhere, with consistency and easy scheduling.

We deliver anywhere worldwide
Standardized content for consistent outcomes
Join from own workspace, no travel
We scale to large groups across sites
Interactive tools keep remote learners engaged
On-site Salesforce Billing Training

On-site (in-house): immersive, instructor-led learning at your office.

Our trainers run face-to-face at your office
We tailor setup/content to your workplace and tools
Group exercises drive collaboration
Live demos +  hands-on practice
Direct trainer access to clarify doubts
Off-site Salesforce Billing Training

Off-site: focused, instructor-led group learning away from everyday workplace distractions.

We host your teams at a venue of your preferred choice
Built-in group activities for bonding
Full uninterrupted schedule for focus/retention
Boosts morale and signals commitment

Get a Proposal Shaped to Your Needs

Need pricing for onsite, offsite, or virtual delivery? Get a proposal tailored to your team's needs.

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        What Sets Edstellar Apart

        Experienced Trainers

        Our trainers are drawn from a vetted global network and bring years of industry expertise, keeping every session practical and impactful.

        Proven Quality

        With a strong global track record, Edstellar is known for quality and engaging delivery.

        Industry-Relevant Curriculum

        Our programs are built by experts to match the demands of today's industry.

        Fully Customizable

        Every program can be tailored to your organization's goals.

        Comprehensive Support

        We provide pre- and post-session support for a complete learning experience.

        Global Multi-Location & Multilingual Training Delivery

        We deliver in multiple languages to support diverse global teams.

        Hear from Organizations We've Trained

        "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

        Recognition That Motivates Your Team

        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.

        Recognition That Motivates Your Team

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