Master Salesforce Billing Admin Fundamentals

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Free Online Course: Master Salesforce Billing Admin Fundamentals provided by Trailhead is a comprehensive online course, which lasts for 3-4 hours worth of material. The course is taught in English and is free of charge.

Overview
  • 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