UMS is planning to transition this product to consumption-based during the Billing MVP. SolarBots (usage) are a new product offering from the SolarBot Industries acquisition. These products will be sold a la carte and as monthly and annual subscriptions, consumption, and one-time. Today, UMS has four products that are primarily sold and will be implemented for MVP. Weimar Williams, CFO, wants to move the business toward a subscription-based model (rentals) with consumption-based support. UMS has historically sold one-time (panels for purchase) products with warranty and maintenance support that is charged as a flat fee every month. None required for this Superbadge (only custom objects from managed package)īusiness Requirements Product Catalog Configuration for Salesforce Billing.Solange Pereira (billing operations specialist).By the end of the MVP portion of this implementation, UMS will be using Salesforce Billing for invoice generation and collections and sending all transactions downstream to its ERP for other processes, such as financial reporting. You are responsible for configuring the system to meet its MVP business requirements and help onboard the first customer to use the new system, Cloud Kicks. You are a consultant and are now working with UMS to help implement its Salesforce Billing solution. UMS also wants to reduce product catalog complexities that were inherited after the acquisitions.īecause of all these changes, UMS needs a system that will allow the team to accurately quote, order, invoice, and collect payment, and has decided to do all of this within Salesforce using Revenue Cloud. UMS needs the ability to quickly go to market with new products and have peace of mind that its customers will continue to enjoy their experience with UMS. Recently, UMS has decided to move to a subscription-based business model and is introducing new products rapidly to meet market needs. (UMS) has gone through numerous acquisitions and business expansions, and continues to go through even more business transformations. Please review Superbadge Challenge Help for information about the Salesforce Certification Program information and Superbadge Code of Conduct. If you use an org that has been previously used for other work, it will not pass the challenges in this superbadge. Also, make sure you are using a new special org to complete the challenges in this superbadge. Now that you have a Salesforce org with these managed packages installed and enabled, you’re good to go.īefore you begin the challenges, please review Billing Specialist Superbadge: Trailhead Challenge Help. You are redirected back to the challenge page and ready to use your new Developer Edition to earn this superbadge. On the Want to connect this org for hands-on challenges? screen, click Yes! Save it.On the Allow Access? screen, click Allow.On the login screen, enter the username and password for the Developer Edition you just set up.In the Challenge section at the bottom of this page, select Connect Org from the picklist.Make sure you're logged in to your Trailhead account.Now connect your new Developer Edition org to Trailhead. You are logged in to your Developer Edition.Tip: Write down your username, password, and login URL for easy access later. Complete your registration by setting your password and challenge question.When you receive the activation email (this might take a few minutes), open it and click Verify Account.After you fill out the form, click Sign me up.For Email, enter an active email address. Also note that the managed packages expire after 90 days, so you may need a new org anyway.ĭeveloper Edition org with Salesforce Billing and Salesforce CPQ. Get the free Developer Edition and connect it to Trailhead now so you can complete the challenges in this superbadge.Įven if you've recently signed up for a special Billing-enabled Developer Edition org, sign up for new one now. To complete this superbadge, you need a special Developer Edition org that contains Salesforce CPQ, Salesforce Billing and our sample data. Sign Up for a Developer Edition Org with Salesforce Billing and Salesforce CPQ This will reduce the chances of typos and misspellings that cause challenge failures.
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