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. At igmGuru, we combine expert instruction with hands-on practice to ensure you gain the expertise required to thrive in Salesforce Billing and unlock exciting career opportunities.

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. Learning this can help you unlock Salesforce career opportunities.

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

Prerequisites

  • 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. In our course content, our Salesforce marketing cloud tutorial will help you understand SF marketing as billing and marketing have direct relation.

Benefits

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

Job Roles After Salesforce Billing Training

  • Salesforce Billing Consultant
  • Salesforce Revenue Cloud Specialist
  • Salesforce Functional Consultant
  • Salesforce Business Analyst (Billing and Revenue)
  • Salesforce Administrator (Revenue and Billing)
  • CPQ and Billing Implementation Specialist

Salesforce Billing Corporate Training

Equip your team with new skills to boost their performance and productivity.

✔️ Customized Learning

✔️ Enterprise Grade Learning Management System (LMS)

✔️ 24x7 Support

✔️ Enterprise Grade Reporting

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

SELF PACED LEARNING

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

1 ON 1 Training

US $ 899.00
100% Money Back Guarantee
  • Duration : 18 Hrs
  • Plus Self Paced

Classes Starting From

  • Fast Track Batch 02 Jun 2026
  • Weekday Batch 08 Jun 2026
  • Weekend Batch 06 Jun 2026

Corporate Training

Corporate Training
  • Customized Training Delivery Model
  • Flexible Training Schedule Options
  • Industry Experienced Trainers
  • 24x7 Support

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Want to know Today's Offer

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Salesforce Billing Certification

igmGuru provides a Course Completion Certificate to all learners who successfully complete the Salesforce Billing Training. This certificate validates the learner’s understanding of billing processes, revenue management, invoicing, and integration with Salesforce CPQ within real-world business scenarios.

Salesforce Billing Certification

Salesforce Billing Training FAQ's

The team of our Qualified mentors is Salesforce billing Certified. They bear the long stretches of ability to instruct and managing within the cloud space. The final section process includes a vigorous round of screening, specialized examination and an instructing demo before the online Salesforce Billing Training. The trainer is ensured to mentor our batches for!
We offer 24 x 7 Support through Emails/Chat and Calls in Salesforce Billing program. Our skilled Team can never let go of Students and hence get satisfied with our set of skilled trainers to help trainees achieve the certification.

Yes, igmGuru offers several other online certification courses. These include specialized online certification courses, tailored to different levels. igmGuru, greatly emphasizes upskilling and boosting career opportunities across any industry sectors, with each online certification course designed to help learners enhance their expertise.

Yes, igmGuru offers several other online courses under Salesforce. These include specialized online courses, tailored to different skill levels. igmGuru greatly emphasizes upskilling and boosting career opportunities across IT industry sectors, with each online course designed to help learners enhance their expertise in Salesforce . Below are the few courses.

Salesforce vs ServiceNow: The major difference is that Salesforce focuses on customer relationship management (CRM), while ServiceNow specializes in IT service management (ITSM) and workflow automation.

Using online meeting solutions like Citrix and GotoWebinar, igmGuru provides role-based instructor-led live and self-paced video for salesforce billing training and certification programmed by industry-experienced trainers
Salesforce Billing refers to an add-on package that inherits information and other key records from Salesforce CPQ. This comes in use after a sales rep is done finalizing a quote and goes to order it within Salesforce CPQ. From there, Salesforce Billing catches the order record for payment, revenue recognition, and invoicing.

Salesforce Billing price varies depending which plan you choose, but starts at $25/ month. This value can go up to $500/ user/ month.

Billing in Salesforce provides various ways of automation milestone billing, usage-based product billing, custom billing, and subscription billing with recurring invoices.

Billing Treatments in Salesforce define how billing rule actions are recorded by Salesforce Billing in a company’s general ledgers, and finance books. Billing treatments are also used for specifying an invoice plan.

A fundamental understanding of Salesforce CPQ and basic Salesforce principles is recommended in order to make the most out of Salesforce Billing training. You can better understand the overall billing processes and functions as well as the integration between CPQ and billing with the use of this core information. Prior experience as an administrator or developer can be beneficial, although it is not absolutely necessary.

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