Salesforce Billing Overview with CPQ

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  • เผยแพร่เมื่อ 29 ธ.ค. 2024
  • Salesforce Billing Overview with CPQ
    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. Salesforce Billing provides several ways to automate subscription billing, usage-based product billing, milestone billing, and custom billing with recurring invoices. The invoice record represents one-time, recurring, and usage-based charges incurred over a period of time.
    We are cover the below topics:
    1. Object Model of Salesforce Billing
    2. Invoice Generation with CPQ Quotes
    3. Invoice Data Flow
    4. Billing Package Settings and Invoice Data Flow

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