Day 2: Mastering Salesforce Billing: Rule-Based Magic for Seamless Operation

This video is the next step towards learning salesforce billing.

The video provides you the insight about how to work with different types of rules in salesforce billing.

Kindly check my other articles to learn Salesforce CPQ:



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[rajatkoradiya]

Thanks for sharing. You have explained it in a very simple language. Really liked it.

[vedangbalakhe]

when the next video is coming in the series?

[BiggerDummy]

Great video and series. One error in your explanation of taxes I believe...the standard tax engine does not consider the Legal Entity address when looking up the tax rate. It uses the tax address override fields or, if those are blank, it looks at the default tax address as specified in the billing package settings.

When using an external tax engine like Avalara you do need to complete the legal entitybaddress fields as well

[jerryraju]

Hi Sir, can we have PDF end to end set-up for billing

[BiggerDummy]

One other comment, you do not have to use revenue recognition in SF Billing or use the Finance Periids and GL Rules and Treatments. You only need those if you plan to manage financial periods in SF Billing or if you plan. To use Finance Logging/ Finance Transactions.