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Dunning and Collections for Salesforce Billing
Create and Manage Data Driven Dunning Processes
- Business Need
- Payments Processing
- Requires
- Revenue Cloud
Dunning & Collections Management enhances Salesforce Billing and helps companies create dunning processes in Salesforce.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Revenue Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
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 FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- Native AppNo LimitsLightning ReadyManaged Package
- Package ContentsIf 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: 5Custom Tabs: 3Custom Apps: 1
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- English
Security
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.
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Salesforce Labs
San Francisco, CA, USA