Salesforce Billing Training in Mumbai

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Instructor-Led Online Training Parameters

Course Highlights

  • Instructor-led Online Training
  • Access to the recorded sessions
  • Certified & Experienced Trainers
  • Course Completion Certificate
  • Digital Learning Material
  • 24x7 After Training Support

Instructor-led Training Live Online Classes

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Salesforce Billing Training in Mumbai Course Overview

Learn all about Salesforce billing software functionalities and capabilities and acquire right set of skills and knowledge to clear Salesforce Billing Certificate Examination. Enrol for Salesforce Billing certificate training exam from Multisoft Systems and learn from a team of industry experts. Get in-depth knowledge on how to offer seamless invoicing solution to business and customers.

The world of business finance is continuously evolving, with digital solutions leading the charge. At the nexus of this transformation is Salesforce Billing, a platform designed to streamline the intricate processes of revenue lifecycle management. Sensing the pulse of the industry and the rising demand for adept professionals, Multisoft Systems proudly announces its esteemed Salesforce Billing Training in Mumbai, the financial and IT capital of India.

Our curriculum in Mumbai is intricately curated, ensuring it caters to both newcomers venturing into Salesforce and seasoned experts aiming to refine their expertise further. Mumbai, known for its bustling business districts and growing technological sectors, provides an apt setting for this training, priming attendees to thrive in its vibrant IT ecosystem.

Renowned for its commitment to quality, Multisoft Systems ensures that the Salesforce Billing course content is exhaustive and in sync with industry requirements. From the foundational elements of setting up Salesforce Billing to the more advanced aspects of automation and customization, every topic is addressed in-depth. By blending rigorous theoretical instruction with hands-on practical exercises, the training equips participants to transition from learning to implementing seamlessly.

The tech landscape in Mumbai, characterized by its blend of established IT corporations and innovative startups, consistently scouts for experts proficient in the latest tools. Being competent in Salesforce Billing not only enhances your capabilities but also positions you as a valuable asset in Mumbai’s dynamic IT domain. Take a transformative leap in your professional journey with Multisoft Systems' Salesforce Billing Training in Mumbai, and carve a niche for yourself in this specialized sector.

Salesforce Billing Course Objective
  • How to leverage Salesforce CPQ to generate accurate orders from quotes?
  • How to generate invoices from order data?
  • How to generate invoice for usage-based products?
  • How to maintain tax tables to calculate taxes for orders and invoices?
  • How to process payments and maintain payment methods?
  • to process credit notes, debit notes, and refunds?
  • How to create revenue recognition rules?
  • How to setup framework for transaction organization and general ledger integration?
Salesforce Billing Online Training
  • Recorded Videos After Training
  • Digital Learning Material
  • Course Completion Certificate
  • 24x7 After Training Support
Target Audience
  • Consultants
  • Admins
  • Aspirants interested to learn Salesforce and its billing process
  • Individuals engaged in Accounting and Sales operations
Salesforce Billing Course Prerequisites
  • Aspirants with basic knowledge of Salesforce CPQ, concepts of Salesforce and functionality, etc. can avail Salesforce Billing Certification Training course
Salesforce Billing Course Certification
  • Multisoft Systems will provide you with a training completion certificate after completion of Salesforce Billing Training course.

Salesforce Billing Training in Mumbai Course Content

Module 1. CPQ & Billing Overview

  • Understand the roles of CPQ and Billing in sales and accounting
  • Identify who will likely participate in the Billing workflow
  • Investigate how CPQ helps create quotes

Module 2. Orders

  • Generate orders both manually and automatically
  • Modify order data
  • Control order generation outcomes
  • Copy down data with auto-mapping
  • Investigate obstacles to order generation

Module 3. Invoice & Order Relationships

  • Understand invoice data model and workflow
  • Determine order product qualification for invoicing
  • Analyze order data to predict next billing date
  • Override billing dates case-by-case
  • Setup defaults for order and invoice dates

Module 4. Invoice Generation

  • Determine invoice due dates
  • Generate invoices on demand
  • Schedule invoice runs to regularly generate invoices
  • Split invoices by multiple factors

Module 5. Usage

  • Create and organize usage records
  • Override usage quantities and dates case by case
  • Invoice usage related order products

Module 6. Invoice Line Pricing

  • Identify critical invoice and invoice line fields
  • Manage tiered pricing reference snapshots
  • Calculate billable unit price for subscription products
  • Determine proration calculation method

Module 7. Payments

  • Understand the payment workflow in Billing
  • Create and allocate payments
  • Explore payment gateway options and settings
  • Maintain electronic payment methods
  • Collect payment through a virtual terminal
  • Schedule recurring payments

Module 8. Debit Notes, Credit Notes, & Refunds

  • Understand the debit note and credit note workflow
  • Create and allocate debit and credit notes
  • Allocate payments to debit notes
  • Credit or cancel & rebill to roll back invoices
  • Maintain refund records

Module 9. Legal Entity & Taxation

  • Manage legal entity records
  • Explore tax calculation options and settings
  • Create tax rules and tax rates
  • Determine tax address

Module 10. Finance Books

  • Create accounting finance books
  • Generate finance periods
  • Automatically relate transactions to finance periods

Module 11. Revenue Recognition

  • Understand revenue transaction data model and workflow
  • Setup revenue distribution methods
  • Setup rev rec rules to generate revenue transactions
  • Manage products to leverage rev rec rules

Module 12. General Ledger

  • Create general ledger account records
  • Set up general ledger rules to relate transactions with accounts
     

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Free Salesforce Billing Training Assessment

This assessment tests understanding of course content through MCQ and short answers, analytical thinking, problem-solving abilities, and effective communication of ideas. Some Multisoft Assessment Features :

  • User-friendly interface for easy navigation
  • Secure login and authentication measures to protect data
  • Automated scoring and grading to save time
  • Time limits and countdown timers to manage duration.
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Salesforce Billing Corporate Training

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  • Course ID & Course Name
  • Certificate with Date of Issuance
  • Name and Digital Signature of the Awardee
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