Salesforce Billing Integration with Advertising Sales Management

Advertising Sales Management integrates with Salesforce Billing to leverage the billing features and functionality, enabling you to automate the process of raising and delivering invoices to your customers.

This is an Advertising Sales Management on Managed Package feature. For Advertising Sales Management on Salesforce Platform, see Advertising Sales Management on Salesforce Platform.

With Salesforce Billing, you can create and automate your invoices, payments, and revenue. To leverage the billing features and functionality in your Advertising Sales Management org, ensure that you have the Salesforce CPQ and Billing managed packages installed in your org. For information about the specific permission requirements for Salesforce Billing, see Salesforce Billing Permission Requirements.

Salesforce Billing is an add-on package that inherits key records and information from Salesforce CPQ. For information about the mapping of custom Salesforce Billing fields between objects, see Mapping Custom Salesforce Billing Fields Between Objects. Salesforce CPQ enables you to configure, price, and prorate items on a quote. You can then create a contract to record subscriptions for future sales transaction, amendments, and renewal. You can order the quote, which produces an order record in Salesforce CPQ. When you're ready to bill for an order, Salesforce Billing evaluates the order and order product fields, to develop the invoice and related transactional records.

Note Although the Industries CPQ module included in the Communications, Media, and Energy & Utilities (CME) managed package, Salesforce Billing requires Salesforce CPQ.

Salesforce Billing contains several rules that define when and how it creates transactional records. You define lookups to these fields on your product records, which pass their rules to the resulting order products when a quote is ordered. Many order products can look up to the same rule, which enables you to consolidate groups of order products under one rule, based on how you want Salesforce Billing to handle them during invoicing events. Each rule also contains treatment records, which allow Salesforce Billing to apply more specific actions based on shared values between an order product and the treatment. Here are some important actions controlled by rules:

• Whether to create an invoice line for an order product, then how the invoice line's pricing and date values drive billing periods, billing dates, and billing cycles.

• Whether to create a revenue schedule and revenue transactions for an invoice line.

• Whether to calculate tax for an invoice line and how Salesforce Billing calculates tax based on tax integrations and tax data.

When a customer creates their media plan and submits it, a Quote is created and sent for approval. After the Quote is approved and the contract is signed by the customer, the Quote is converted to an Order, where each quote line item is mapped to an order product. When an order is created, the following Salesforce Billing fields are populated:

• Subscription Term

• Default Subscription Term

• Charge Type

• Billing Type

• Billing Frequency

• Start Date

• End Date

• Billable Unit Price

• Unit Price

After an order is generated, the order acts as the source of truth for future billing transactions, enabling you to convert lead-to-order data into transactional data. An order record contains order products, which represent quote lines that a customer has ordered. When an order is created from a quote, the status of the order products is not activated. Only activated orders can be billed. Each order product can be billed either separately or as a group. The Salesforce Billing invoice scheduler pulls order information into an invoice, and each line in the invoice record represents a billed order product.

For example, a customer creates a media plan with the Ad Product Digital Banner, for a time period of April1 to June 30, with the Rate Type as CPM, and 1,000,000 Requested Units. Assume that the one-time charge is $30, then the one time total is $30,000. Also assume that the Billing Settings are as follows:

In this scenario, Salesforce Billing raises three invoices, the details of which are as follows:

When a media plan is modified, the original order is terminated, and an invoice is generated for the original order on a pro rata basis. The modified order is treated as a new order, and a new invoice is generated, based on the start date of the order, the date of termination of the original order, and the new and modified line items in the new order. When Salesforce Billing generates the invoice for the new or modified order, the amount paid for the original order is also taken into consideration.

Consider an order with the following order line items, which are billed monthly:

The Billing Unit Price is calculated on a pro rata basis, by dividing the total price by the number of billing periods. In this case, since the order products are billed monthly, there are four billing periods.

If, on September 1, the user modifies the order, and changes the quantities of the existing order line items, and added a third order line item, the original order is canceled, and a new order is created with the following order line items:

The total price for modified order line items is calculated as the difference between the total price in the modified order and the amount paid in the original order.

• Set Up Invoice Scheduler for Advertising Sales Management
  Setting up an invoice scheduler enables Advertising Sales Management to automatically generate invoices for your billable order products.
• Install and Configure Salesforce CPQ for Advertising Sales Management Integration
  Salesforce Billing is an add-on package that leverages Salesforce Configure, Price, Quote (CPQ).
• Install and Configure Salesforce Billing for Advertising Sales Management Integration
  To support Advertising Sales Management integration, install the Salesforce Billing package.
• Salesforce Billing Integration Component List
  Advertising Sales Management integrates with Salesforce Billing, to enable you to easily generate and send invoices to your customers. Here is a list of core components used in the Advertising Sales Management and Salesforce Billing integration.