Revenue Cloud Billing Training
Master the art of turning quotes into revenue: 3 days to automate, secure, and maximize your billing cycle with Salesforce Revenue Cloud Billing. Become the expert businesses need to automate their billing and manage the subscription economy.
-
3 days -
Face-to-face or virtual classroom -
8 participants max. per session -
Beginner -
€2,600
Revenue Cloud Billing Training
Training objectives
This training course is designed to provide participants with a clear, in-depth, and practical understanding of the Salesforce Revenue Cloud Billing module. By the end of the course, participants will be able to manage the entire post-sales financial process, configure complex billing rules, and manage revenue streams.
Through practical examples and role-playing exercises, participants will learn how to convert customer orders into reliable financial transactions, automate billing cycles, and ensure the quality of financial data from start to finish.
To learn more about the Revenue Cloud Advanced training course, visit our dedicated page.
Target audience
- Salesforce administrators
- Salesforce Consultants
- Functional or technical architects
- Digital transformation or monetization project managers
- Billing, revenue or finance managers
Prerequisites
- Initial experience with Salesforce: administration or use
- Have completed the “Revenue Cloud Advanced” (RCA) training course or have equivalent experience in Revenue Cloud sales enablement
- An understanding of the basic concepts of accounting or financial management is a plus
We trained them on Revenue Cloud
Frédéric Provot
The training program
Salesforce Revenue Cloud Billing
- Quote-to-Cash Architecture and Billing’s Role in the Revenue Cloud Ecosystem
- Activation and Initial Configuration: Legal Entity, Billing Policy, Billing Treatment
- The 4 billing models: One-time, Subscription, Usage-based, Milestone Billing
- Implementation of Billing Policies and Tax Management (Tax Management / Tax Calculation)
- Generation and scheduling of billing schedules derived from RCA
- Execution, automation, and monitoring of bulk billing processes (Invoice Runs)
- Management of invoice statuses and quality control of generated financial data
- Technical processing of incoming payment flows, recording of payments
- Technical Management of Exceptions and Financial Adjustments: Credit Notes and Debit Notes
- Design of financial dashboards in the system (tracking MRR/ARR and accounts receivable)
- Summary Case Study: Comprehensive simulation of an end-to-end financial cycle (Complex order → Invoice generation → Tax calculation → Payment → Credit memo)
Teaching methods and materials
The three-day training course is conducted remotely or in person by a trainer who is an expert in Revenue Cloud Billing (RCB). 2PACE is the leading firm in France specializing in Salesforce Revenue Cloud.
This is an active, participative training program, designed to enable learners to play an active role in their training. It combines theory with practical exercises and real-life situations.
Our training is delivered by Revenue Cloud |experts
William Salomon
"An expert in lead-to-cash, William is a tech enthusiast who delves deeply into the features of Agentforce Revenue Management (formerly RCA). Always up to date with the latest innovations since its launch, he regularly analyzes new cloud developments in specialized articles available on the 2Pace blog. Driven by this culture of constant monitoring, he earned the certification on the very first day it was released in France—a head start he now puts to work in client architectures."
Loubna Biskri
A Salesforce consultant specializing in Revenue Cloud, Loubna helps companies optimize their lead-to-cash processes. She began her career with Salesforce CPQ, before moving on to Agentforce Revenue Cloud (formerly RCA) as soon as the product was launched. She contributed to several of the first projects deployed on this solution, and is now certified.
Why take a Salesforce Billing training course?
The shift from a traditional sales model to subscription or pay-as-you-go models is making corporate finance more complex. Salesforce Billing (integrated with Revenue Cloud) bridges the gap between CRM and ERP by automating billing directly from the quote.
Mastering this tool means acquiring a rare and highly sought-after skill in the Salesforce market.
Revenue Cloud training in figures...
Spotlight on Salesforce Revenue Cloud Billing
RCB for Business: Flexibility and Subscription Models
RCB provides the agility needed to navigate the subscription economy. It simplifies the management of recurring subscriptions, pay-as-you-go billing, and hybrid contracts. This enables your teams to launch new offerings without financial constraints, with real-time visibility into revenue recognition.
RCB Technical Side: Native Salesforce Automation
Thanks to its 100% native architecture, RCB shares your CRM’s data model, thereby avoiding cumbersome and fragile ERP integrations. The system automates invoice generation, tax calculation, and payment reconciliation, which drastically reduces your technical debt and maintenance time.
Image source: Salesforce
How to finance your training?
Depending on your status – employee, self-employed or jobseeker – there are a number of different financing solutions available. These solutions can cover all or part of your training costs.
Our training organization is Qualiopi certified, giving you access to a wide range of funding schemes.
Do you have questions about the Revenue Cloud Billing training?
Read our FAQ to find out more.
Salesforce Billing is a key module of Salesforce Revenue Cloud designed to automate the entire billing cycle, from quoting to collection. It enables companies to easily manage complex financial models such as subscriptions, pay-as-you-go billing, and revenue recognition. It is the ideal tool for unifying CRM and ERP without data silos.
No, we do not specifically prepare students for Salesforce certification. However, the 2PACE Academy program covers all the modules and includes numerous hands-on exercises based on real-world business scenarios, giving you everything you need to pass the certification exam.
As a certified training organization, 2PACE Academy helps you access various sources of financial support. Depending on your situation, this training may be funded by your OPCO (Skills Development Plan) or other public funding programs. Our teams will assist you with the administrative process of putting together your funding application.
Yes. Hands-on workshops, configuration exercises, and a comprehensive use case are included in the program to ensure you’re ready to put your skills into practice as soon as the training ends!
Absolutely. We offer customized in-house training sessions, with the curriculum tailored to your industry, which can be held at your location. In all cases, 70% of the time is dedicated to hands-on practice in test environments.
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