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Manage Your Billing Processes with Salesforce Billing
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            Install Salesforce Billing

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            Install Salesforce Billing

            Install Salesforce Billing from your package installation link. (Salesforce Billing Managed Package)

            Required Editions

            Available in: All Salesforce Billing Editions

            Salesforce Billing requires Salesforce CPQ. We recommend that you install the same release of Salesforce Billing as Salesforce CPQ. For example, install Billing Spring ’19 with CPQ Spring ’19.

            Salesforce Billing requires several Salesforce CPQ package settings.

            • In the Subscriptions and Renewals settings, if your org uses Percent of Total (PoT) products that cover assets, you must deselect the PoT Renewals (Contracting from Orders) setting.
            • In the Subscriptions and Renewals settings, the Subscription Term Unit field must have a value of month.
            1. From your installation link, click Continue.
            2. Select the security level to assign to users during installation.
              We recommend that you grant access to all users to avoid spending extensive time later to adjust permissions.
            3. Click Install.
              Salesforce sends you an email after your installation is complete.
             
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