At Acme, the billing team spent hours digging through orders, amendments, and
cancellations whenever a customer questioned an invoice. Each case meant switching between
systems, piecing together the story of a charge, and explaining it to the customer. This process
often delayed resolutions and sometimes left customers frustrated.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
with the Agentforce Revenue Management Billing license and Advanced
license with the Agentforce Employee Agent add-on. Contact your Salesforce account
executive for more information.
Things changed when Acme introduced Billing Employee Assistance. Suddenly, the admin no
longer had to chase data across records. The agent became the single place to ask questions
and uncover the reasoning behind any charge.
When a customer received an invoice for 10 monitors instead of 6, the admin simply asked
Billing Employee Assistance to explain the one-time charge. Within moments, the agent showed
that the original order was for 6 units, an amendment had added 4 more, and taxes had been
applied. Instead of a back-and-forth investigation, the admin had a clear explanation ready
to share.
In another case, a subscription customer was unsure about a Slack charge. The agent
retraced the full sequence. It even highlighted how proration and adjustments were
calculated. What might have taken hours of manual review was now presented as a
straightforward story the customer could understand.
Milestone-based work has created its own challenges. When a customer questioned why
professional services were invoiced even though the project wasn’t complete, Billing
Employee Assistance revealed which milestones had already been billed, the corresponding
amounts, and the milestones remaining.
Even usage-based billing, often the trickiest to explain, became easier. A customer once
disputed an API overage charge of $5,370. With a single query, the agent displayed the
granted quantities, actual consumption, and how tiered rates applied.
For Acme, the shift was clear. What used to be hours of detective work turned into
confident, timely explanations. Customers received quick, transparent answers, disputes
dropped, and trust grew stronger. Billing Employee Assistance didn’t just save time, it gave
both admins and customers clarity they could rely on.
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