Install and Configure Salesforce Billing for Advertising Sales Management Integration

Enable Custom Settings for Salesforce Billing

For Salesforce Billing to work in your Advertising Sales Management org, enable the Trigger Setup custom setting.

1. In your Advertising Sales Management org, go to Settings and click Setup.
2. In Quick Find, enter custom and click Custom Settings.
3. Click Trigger Setup from the list.
4. Click Manage.
5. From the list, click Edit associated with MediaSFBillingTriggers.
6. Select the Trigger On option.

Configure Products for Salesforce Billing

Configure your billable order products by providing values on key fields.

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

To configure products for Salesforce Billing, complete the following steps:

Note The Picklist Value Sets for billing frequency, charge type, and billing type don't support custom values. You can, however, deactivate default values in the sets, if required.

1. In app launcher, search for and click Products.
2. Click the product which you want to configure for Salesforce Billing.
3. From the quick actions menu, click Edit.
4. Under Salesforce Billing Configuration:
   1. Choose a billing rule.
      The billing rule controls how Salesforce Billing handles billing triggers and amended orders, and whether it creates an order for an invoice product.
   2. Choose a tax rule.
      The tax rule controls whether Salesforce Billing applies tax to an order product. If the value of the Taxable field is set to No, then the rule won't have tax treatments. If the value of the Taxable field is set to Yes, then the rule's tax treatments define the tax integration and tax code for related order products.
   3. Choose a revenue recognition rule.
      The revenue recognition rule controls whether Salesforce Billing creates a revenue schedule for an order product. It also contains revenue treatments, which enable you to further customize revenue recognition reporting through your revenue schedule.
   4. Choose a charge type.
      The charge type defines whether your product is billed once, or as a recurring subscription. Salesforce evaluates the charge type when calculating the billing date for an order product.

      

      Note At present, only the Recurring option is supported.
   5. Choose a billing frequency.
      A product's billing frequency determines how often Salesforce Billing bills an order product.

      

      Note At present, only the Monthly, quarterly, and annual options are supported.
   6. Choose a billing type.
      Advance billing invoices a product or service before it's provided, while arrears billing invoices a product or service after it's provided. Salesforce Billing evaluates the billing type when calculating an order product's next billing date.
5. Click Save.

Set Salesforce Billing Interfaces in Your Advertising Sales Management Org

When you set up your Advertising Sales Management org, the following interfaces should be automatically set for you.

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

• MyInvoicesInterface. This interface provides flexibility in getting all invoice record details and displaying them in the SelfCare portal. This interface should be set to SFBillingMyInvoicesImplementation.

• BillingProfileInterface. This interface provides flexibility in setting profiles. This interface is called during onboarding. This interface should be set to SFMediaProcessBilling.

• ProcessBillingInterface. This interface provides flexibility in updating all billing fields. This interface is called after an Order is generated. This interface should be set to SFBillingProfileImplementation.

If these interfaces are not populated, run the Interface Implementation Maintenance (merge) job from the (CMT). For more information, see Running Maintenance Jobs.