Salesforce Billing Training Certification Course Online

SKU: 8709
12 Lesson
18 Hours
The Salesforce Billing online training at igmGuru is the most appropriate way to gain knowledge and skills in different concepts related to using Salesforce Billing and CPQ, managing the billing process, handling invoices, etc. Our Salesforce Billing training is designed to help you excel in this field and get an in-depth knowledge to get the job of your dreams. Our goal is to help you prepare for the Salesforce Billing certification exam.

Salesforce Billing Course Overview

igmGuru's Salesforce Billing Training has been designed as per the latest curriculum by the industry expert trainers. Salesforce Billing is useful in automating the billing process and keeping the transaction records in detail for the users. Learn Salesforce Billing in real-time with experts at igmGuru, wherein you get live training sessions.

The Salesforce Billing Online Course will make you an expert in this subject that mainly includes salesforce billing management, order management, invoice generation, practical usage of billing, payments, and debit/credit notes, among others.The Salesforce Billing program at igmGuru will provide you the best knowledge on the various aspects of managing the billing process, usage of Salesforce billing and CPQ, invoices, etc.

igmGuru's Salesforce Billing module will give you a way to become a certified Salesforce Billing Consultant. With this course, participants will learn Salesforce Billing basics and other features to become an expert in the billing process and producing accounting invoices with real-time tasks. With this training program by igmGuru, you will come to know about order management, revenue recognition, and reporting, integrations. This course will make you a pro at skills necessary to help you get a great job in the market.

Who can Opt?

This training is best suited for:

  1. Individuals who are interested to learn Salesforce and its billing process
  2. People engaged in Accounting and Sales operations
  3. Consultants
  4. Admins


  • A basic knowledge of Salesforce CPQ
  • Knowledge of concepts of Salesforce and functionality.

Why is Salesforce Billing high in demand?

Salesforce Billing is high in demand because it provides usage-based billing when it comes to metering and charging customers for services and products. Thus, it aids the user in managing and invoicing only the units that are consumed.

What skills will you learn?

igmGuru's Salesforce Billing Course with will provide you real-time industry experience on the Salesforce billing framework, tools, payment process, etc. via experts training.


After completing our Salesforce Billing program, you will be gracefully ace the Salesforce Billing exam and earn the certification. Thus, you can expect yourself to work in a better position within your company with a good salary too.

Key Features

Salesforce Billing Training Modules

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

1. Generate orders both manually and automatically
2. Modify order data
3. Control order generation outcomes
4. Copy down data with auto-mapping
5. Investigate obstacles to order generation

1. Understand invoice data model and workflow
2. Determine order product qualification for invoicing
3. Analyze order data to predict next billing date
4. Override billing dates case-by-case
5. Setup defaults for order and invoice dates

1. Determine invoice due dates
2. Generate invoices on demand
3. Schedule invoice runs to regularly generate invoices
4. Split invoices by multiple factors

1. Create and organize usage records
2. Override usage quantities and dates case by case
3. Invoice usage related order products

1. Identify critical invoice and invoice line fields
2. Manage tiered pricing reference snapshots
3. Calculate billable unit price for subscription products
4. Determine proration calculation method

1. Understand the payment workflow in Billing
2. Create and allocate payments
3. Explore payment gateway options and settings
4. Maintain electronic payment methods
5. Collect payment through a virtual terminal
6. Schedule recurring payments

1. Understand the debit note and credit note workflow
2. Create and allocate debit and credit notes
3. Allocate payments to debit notes
4. Credit or cancel & rebill to roll back invoices
5. Maintain refund records

1. Manage legal entity records
2. Explore tax calculation options and settings
3. Create tax rules and tax rates
4. Determine tax address

1. Create accounting finance books
2. Generate finance periods
3. Automatically relate transactions to finance periods

1. Understand revenue transaction data model and workflow
2. Setup revenue distribution methods
3. Setup rev rec rules to generate revenue transactions
4. Manage products to leverage rev rec rules

1. Create general ledger account records
2. Set up general ledger rules to relate transactions with accounts

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Course Fees


US $ 299.00
Refund Policy
  • Duration : 18 hrs
  • Lifetime Free Upgrade
  • Reference Documents
  • 24x7 Support & Access

Online Class Room Program

US $ 499.00
100% Money Back Guarantee
  • Duration : 18 Hrs
  • Plus Self Paced
Classes Starting From
  • Fast Track Batch 24 Jul 2024
  • Weekday Batch 29 Jul 2024
  • Weekend Batch 27 Jul 2024

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Salesforce Billing Certification

There is no official Salesforce Billing certification. igmGuru's Salesforce Billing training is enough to make you an expert and help you land the job of your dreams.

Salesforce Billing Certification

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