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Dunning and Collections for Salesforce Billing

Create and Manage Data Driven Dunning Processes

Free  

Never requires payment

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Business Need
Payments Processing
Requires
Revenue Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Revenue Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
Salesforce Billing version 220.7 or later is required to install and utilize this package.

App Details

Version
Dunning and Collections for Salesforce Billing/Fall 2019 2.1.0
Listed On
10/14/2019
Latest Release
01/09/2023
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 5
Custom Tabs: 3
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
2.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/12/2019

Additional Details

Manage your collections processes with the Dunning and Collections extension for Salesforce Billing. This package provides a way for collections agents to manage collections plans and related activities for accounts in collections. You can define dunning methods at the account level that will create collections plans and relevant tasks for collections agents when an account moves into collections. You have complete control over when the account should move into collections. The collections agents can act upon the relevant tasks once an account has moved into collections and collection plans have been created accordingly. You also have visibility into any account’s collections details as well as collection agents’ performance via the dunning dashboard and reports.

Need help?

Salesforce Labs

San Francisco, CA, USA