Introduction of the Course

Salesforce Billing is a powerful extension of Salesforce CPQ that automates billing, invoicing, payment collection, revenue recognition, and subscription lifecycle management. As organizations shift to recurring revenue models, the demand for skilled Salesforce Billing professionals continues to rise.

Netskill’s Salesforce Billing Training is designed to help finance, sales operations, and revenue teams master the end-to-end billing lifecycle. As a leading corporate Salesforce Billing training company, Netskill ensures a practical, scenario-driven curriculum covering everything from product setup to revenue recognition and financial reporting.

All modules—including videos, practice scenarios, gamified tasks, quizzes, assessments, and certification—are available on the Netskill LMS, enabling learners to review, practice, and track performance anytime.

Salesforce Billing Courses: Instructor-Led, In-Person, or Self-Paced

Instructor-Led Online Salesforce Billing Training

Live virtual sessions with hands-on billing exercises, sandbox demonstrations, and expert guidance.

In-Person Salesforce Billing Corporate Workshops

On-site, highly interactive workshops that include real-life case studies, billing flows, and troubleshooting practice.

Self-Paced Salesforce Billing Training on Netskill LMS

Includes:

• HD training videos
• Salesforce Billing process maps
• Sandbox practice guidance
• Gamified learning checkpoints
• Quizzes, assessments & certification
• 24/7 LMS access for flexible learning

Target Audience for Corporate Salesforce Billing Training

• Revenue Operations Teams
• Sales Operations & Deal Desk
• Finance & Accounting Professionals
• Subscription Billing Teams
• Salesforce Administrators
• CRM Specialists
• Business Analysts
• SaaS Business Teams & Founders

Modules Covered in Salesforce Billing Training

Module 1: Introduction to Salesforce Billing

• Overview of Salesforce Billing architecture
• Integration with Salesforce CPQ
• Terminology, objects & data flow

Module 2: Product Configuration for Billing

• Product catalog setup
• Price books & subscription terms
• Billing rules & automation settings

Module 3: Invoicing & Billing Lifecycle

• Generating invoices
• Billing periods & proration
• Invoice consolidation & adjustments

Module 4: Payments, Collections & Credit Notes

• Payment methods & processing
• Payment schedules
• Credit notes, refunds & reversals

Module 5: Revenue Recognition Fundamentals

• Revenue schedules
• ASC 606 / IFRS 15 alignment
• Recognizing, deferring & forecasting revenue

Module 6: Subscription Management

• Subscription lifecycle tracking
• Amendments, renewals & cancellations
• Usage-based billing

Module 7: Integrations & Automation

• Integration with ERP & accounting tools
• Workflow automation
• Batch processes & data sync

Module 8: Reporting & Dashboards

• Billing KPIs & financial metrics
• Aging reports, revenue reports, invoice summaries
• Creating custom dashboards

Module 9: Troubleshooting & Best Practices

• Common billing issues
• Data integrity checks
• Optimizing billing processes

Module 10: Real-World Case Studies & LMS Assessments

• Hands-on sandbox simulations
• Real billing lifecycle projects
• LMS quizzes, exercises & certification

Importance of Salesforce Billing Training

• Streamlines billing and invoicing operations
• Ensures accurate and compliant revenue recognition
• Reduces billing errors through automation
• Improves customer satisfaction through timely invoicing
• Enhances forecasting and subscription insights
• Helps organizations scale recurring revenue models
• Strengthens integration between sales, finance & operations

Training Skills and Competencies for Employees

Participants will gain:

• Strong understanding of Salesforce Billing architecture
• Practical skills to configure and manage billing operations
• Accuracy in invoice and revenue management
• Knowledge of subscription billing best practices
• Ability to automate recurring billing workflows
• Expertise in reporting and financial analytics
• Hands-on experience through simulated billing projects

Netskill Approach to Salesforce Billing Training

• Business-focused, implementation-driven teaching
• Hands-on sandbox practice
• Step-by-step billing lifecycle walkthroughs
• Gamified learning outcomes to boost engagement
• Industry-specific billing scenarios
• Access to Netskill LMS videos, tools, quizzes, assessments & certification
• Tailored modules for SaaS, telecom, fintech & subscription businesses

Why Choose Netskill as Your Salesforce Billing Training Partner?

• Leading corporate Salesforce Billing training company
• Multiple training modes: Online, In-Person, Self-Paced
• End-to-end practical curriculum with real scenarios
• Certified Salesforce trainers and billing specialists
• LMS-based practice, assessments & certification
• Customizable training solutions for your business model
• Gamified learning milestones for higher retention