Salesforce Trailhead - Billing Specialist - More Baby Bears

Challenge # 5 - Tax Calculation Settings

Spent some time meddling with the settings and then ended up deleting everything and starting from scratch. Done in 2 minutes!

This Super Badge is all about reading it and planning it before doing it. The tax configuration bit is simple. Do not overthink it.

First, get the Tax Rate in. What matters here is the tax code. The tax rule is already there so do not go creating a new one. You need to only modify it as per the requirements. Add the Tax Treatment, making sure again of the Code.

That's all there is to it!

Challenge # 7 - Product Provisioning Methods

Why are things getting simpler? I am scared after finding so many baby bears, I am sure momma bear is going to tear me apart. 

Funny thing is, I am convinced there is something wrong in the way this DE got installed. I am facing some weird errors and still working only in Classic. But let us not worry about that.

Now, this may be because I am a noob at Salesforce, but I was confused at not finding the 'Order By' field in Quotes object but being able to see it on the page layout in CPQ. Finally figured out the one to use is under Setup -> Create -> Objects not under Customize (Remember I am using Classic not Lightning). Ignore this if you do not have this situation.

The requirements need us to go and Configure the Installed Package for CPQ. Simple! Nothing more to it.

This Tip in the challenge is important. Read it carefully. Tip: Remember to add the new field API name as a picklist value to the Order By field on the Quote. Also, remember to create your custom fields to all objects involved in the auto-mapping process (Product and Quote Line).

The process is very simple and I am sure you would not get stuck there. Remember you will be updating two fields in the Action.

Challenge # 8 - Provisioning Product Values

 Once again, read the challenge in detail to get through it. I skimped through a bit and was wondering where the 'White Glove Customer' came from. Set the Invoice Batch values in Global Value Set as stated. Follow the steps given to create the process. Remember they are simple instructions so follow the simple steps without over-thinking or complicating this one. The thread on Salesforce Answers is proving extremely helpful, so I have it open as a guide for solving this Super Badge now.


Challenge # 8 - Invoice Scheduler
You need to know the functionality and you will sail through this one in no time at all. Help from Salesforce - https://help.salesforce.com/articleView?id=blng_invoice_sched.htm&type=5

References -
The quizzes need you to understand billing concepts and these articles would help -
https://help.salesforce.com/articleView?id=blng_date_guidelines.htm&type=5

Overall billing help article - https://help.salesforce.com/articleView?id=blng_billing_parent.htm&type=5


This challenge does require you to read through the Salesforce Billing articles to make things easier.



Comments

  1. Rapid Consultancy11 February 2025 at 23:15

    Optimize your finances and stay compliant – consult with our expert Tax Consultants for tailored solutions to meet your business needs!"

    ReplyDelete

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