Installing Salesforce Billing

We need to install Salesforce CPQ before installing Salesforce Billing. It is recommended to install the same version of Billing as CPQ.

The following CPQ package settings need to be configured before installing Billing:

• In the Subscriptions and Renewals settings, if your organization uses Percent of Total (PoT) products that cover assets, the PoT Renewals (Contracting from Orders) setting must be unselected.
• Within the Subscriptions and Renewals settings, the Subscription Term Unit field must have a value of Months.

To install Salesforce Billing, navigate to https://install.steelbrick.com/, search for Salesforce Billing, and click on the Production or Sandbox instance based on where the package needs to be installed. Follow the similar installation steps you saw in Chapter 1, Getting Started with Salesforce CPQ Implementation, for installing Salesforce CPQ.

Once the installation is complete, the package can be configured by...