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Salesforce Billing Overview
Create and automate your invoices, payments, and revenue with Salesforce Billing. (Salesforce Billing Managed Package)
Required Editions
| Available in: All Salesforce Billing Editions |
- Integrating Salesforce CPQ and Salesforce Billing
Salesforce Billing is an add-on package that inherits key records and information from Salesforce CPQ. After a sales rep finalizes a quote and orders it within Salesforce CPQ, Salesforce Billing picks up the order record for invoicing, payment, and revenue recognition. Before you integrate Salesforce Billing with Salesforce CPQ, review important features and differences between the packages. (Salesforce Billing Managed Package) - Configure Salesforce Billing to Coexist with Revenue Cloud
Transition to Revenue Cloud while maintaining the integrity of your existing Salesforce Billing workflows. Create a custom field and specific rules in Salesforce Billing to properly process Revenue Cloud orders. Then, create orders in Revenue Cloud by bypassing standard Salesforce Billing processes. - Order Management in Salesforce Billing
The order object lives in the CPQ package and acts as the intersection between Salesforce CPQ and Salesforce Billing. Before you get started with Salesforce Billing, review key guidelines about the order's use in CPQ and billing workflows. (Salesforce Billing Managed Package) - Revenue Recognition Reporting
Create and manage reports for how and when your customers recognize revenue for a product or service. (Salesforce Billing Managed Package) - Bookings, Billings, Cash, and Revenue
Salesforce Billing operates within the financial domain and contains unique processes for tracking and reporting on your company’s bookings, billings, cash, and revenue. Before you get started with Salesforce Billing, review the processes to understand their differences and how Salesforce Billing manages the processes and flows for each of them. (Salesforce Billing Managed Package) - ERP Integration: Complementing Accounting Systems
Salesforce Billing complements enterprise resource planning (ERP) platforms by converting Salesforce CPQ’s lead-to-order data into transactional data. The conversion allows ERP systems to inherit matching data, which they can use for accounting functions like general ledger and financial reporting. This process lets Salesforce CPQ and Salesforce Billing manage financial customer touchpoints and upholds the ERP as the system of record for GL and financial reporting. (Salesforce Billing Managed Package)
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