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Manage Your Billing Processes with Salesforce Billing
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          Lead-to-Invoice

          Lead-to-Invoice

          When you implement Salesforce Billing, consider the differences between Salesforce and an ERP within the lead to invoice approach. These differences will help you identify whether lead-to-invoice is the correct deployment option and strategy for your Salesforce Billing implementation. (Salesforce Billing Managed Package)

          Required Editions

          Available in: All Salesforce Billing Editions

          The Salesforce platform enables companies to drive internal technologies with the best interest of customers in mind. Salesforce Billing embodies this purpose by completing the end-to-end processes of the customer engagement lifecycle. The platform starts with a lead, which is priced through Salesforce CPQ and intersects with Salesforce Billing during the transition from order to invoice. This architecture allows Salesforce CPQ and Billing to function as a single system and product catalog for carrying customer data from lead to invoice. Keeping your data in a single system results in a cleaner handoff to an ERP for receivables, collections, and financial reporting.

          Map of the Lead to Salesforce Invoice workflow

           
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          Salesforce Help | Article