Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Dunning and Collections for Salesforce Billing

Create and Manage Data Driven Dunning Processes

Free  

Never requires payment

Try It
Business Need
Payments Processing
Requires
Revenue Cloud

Rating

Reputation

MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
4.5
Lifetime average
Showing 2 of 2 Reviews
Sort by

Great base applcation

The app is a great starter app that you need to build automation around in order to get it to work. We didn't have to create any code to support it save for setting the Dunning Method value when a new account is created for the one brand in the system which is using it. The documentation was thin so we needed to spend more time figuring out how it really worked than I would like to have had to do. Other than that, I would recommend this app.

Fantastic add-on

Finally a tool that helps the finance department with collections. A "plug and play" package where one can determine Dunning methods, create collection plans, analyze past due balances, automatically assign tasks to collection reps. Comes with a neat dashboard for management. I highly recommend it!