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?

Visit Salesforce Help

Give Us Feedback

BillingPlatform - Enterprise Monetization

One Platform. Infinite Possibilities.

Overview

The integration between Salesforce and BillingPlatform connects billing and invoicing information directly with your CRM, giving sales the most accurate and up-to-date information about their customers.

See How BillingPlatform - Enterprise Monetization Works

With the pre-built connector, data is seamlessly synchronized between Salesforce and BillingPlatform. With point-and-click configuration, adding or deleting fields directly within Salesforce is simple, synchronizing data between billing and your CRM.
Integration of BillingPlatform and Salesforce allows sales, executives and finance to see all revenue generated from each client and view revenue metrics across territories as soon as invoices and activity are rated, directly from Salesforce.
With this integration, invoices, products, and payments from BillingPlatform are synchronized with quotes, opportunities, and accounts in Salesforce, giving sales a complete picture of the revenue generated, automating the quote-to-cash process.

BillingPlatform for Salesforce is a cloud-based billing and revenue management platform that simplifies the monetization lifecycle while integrating seamlessly with virtually any financial system or payment gateway. Our solution enables your enterprise to go beyond basic billing and invoicing to: * Manage subscriptions, usage-based billing, and even physical product transactions * Automate billing to streamline the customer experience * Quickly launch new products and services, generating new revenue streams * Handle complex customer contracts with multi-tier account and product hierarchies * Easily configure the solution to support your specific needs