Requirements
- Basics of Salesforce (Admin level: objects, fields, page layouts, reports)
- Comfort with business terms: quote, order, invoice, credit note, payment
- Laptop + stable internet (for online batches)
- Optional but helpful: Salesforce CPQ or order management awareness
Features
- Live Project-Based Training
- Expert-Led Sessions
- Flexible Learning Options
- Interactive Learning
- Comprehensive Study Material
- Globally Recognized Certification
- One-on-One Mentorship
Target audiences
- Salesforce Admins & Advanced Admins
- Salesforce Consultants (Sales/Service/Revenue Cloud)
- RevOps, Finance Ops, Billing Ops teams
- Business Analysts / Product Owners working on order-to-cash
- Salesforce Developers who support automation/integrations
- CPQ admins moving into Billing implementations
If you’ve ever struggled to connect quotes, orders, invoices, and payments in one clean flow, Salesforce Billing Training is the practical fix. At Ascents Learning, we teach Billing the way it’s used in real teams—finance ops, RevOps, and Salesforce admins working together on an end-to-end order-to-cash setup.
In this Salesforce Billing Training, you’ll build billing workflows for subscriptions and one-time charges, generate invoices, handle credits/adjustments, and track collections without messy spreadsheets. We also cover common “day-2” problems: billing schedule changes, proration, renewals, failed payments, and reporting that finance actually trusts.
What you’ll work on (hands-on):
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Configure Billing packages, objects, and core settings
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Convert CPQ outputs into orders/contracts and bill accurately
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Automate invoicing, payments, and dunning using Flow
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Connect Billing with ERP/payment gateways for smooth reconciliation
This Salesforce Billing Training is built for job-ready output—by the end, you’ll have a working mini order-to-cash project you can demo in interviews. Join Ascents Learning to learn Billing with clear steps, real scenarios, and practical troubleshooting. Salesforce Billing Training isn’t theory here—it’s the workflow.
Curriculum
- 15 Sections
- 0 Lessons
- 22 Hours
- Module 1: Billing Fundamentals + Order-to-Cash Flow0 Items
- Module 2: Org Readiness + Package Setup0 Items
- Module 3: Products, Pricing, and Charge Types0 Items
- Module 4: Account, Contract, and Subscription Structure0 Items
- Module 5: CPQ / Quote-to-Order Hand-off (Concept + Practice)0 Items
- Module 6: Orders, Order Products, and Billing Schedules0 Items
- Module 7: Proration and Mid-Cycle Changes0 Items
- Module 8: Invoice Generation Workflow0 Items
- Module 9: Taxes, Discounts, and Compliance Checks0 Items
- Module 10: Credit Notes, Adjustments, Refunds0 Items
- Module 11: Payments Setup and Processing0 Items
- Module 12: Collections and Dunning Automation0 Items
- Module 13: Reconciliation + Finance-Friendly Reporting0 Items
- Module 14: Integrations + Data Migration Strategy0 Items
- Module 15: Capstone Project (End-to-End Build)0 Items
