Translate opportunity products and terms into billing instructions.
×Sanka ERP
Salesforce billing management from opportunity terms to collections
Convert approved Salesforce commercial terms into invoices, payment schedules, AR, and collection actions in Sanka ERP.
CONNECTED OPERATING MODEL
SalesforceCustomers, deals, orders
Sanka ERPChecks, approvals, records
Billing managementReady for the next team
✓ Permissions✓ Approvals✓ Audit log
HOW IT WORKS
A governed workflow, not another data copy.
Review tax, invoice dates, schedules, and exceptions.
Issue invoices and share billing status with account teams.
OPERATING OUTCOMES
What changes for teams using Salesforce
Fewer manual billing handoffs
Traceable invoice approvals
Shared customer revenue status
MORE FOR SALESFORCE
Extend the same operating record.
FAQ
Questions before implementation
Does Sanka ERP replace Salesforce?
No. Salesforce remains the workspace for its core customer, sales, or commerce process. Sanka ERP manages the governed operational records and handoffs behind it.
Can teams review changes before records are created?
Yes. Checks, approval routing, exception queues, and audit logs can sit between the source event and the final operational record.
Can we start with one workflow?
Yes. Start with one high-friction handoff, define the required fields and approvals, then expand to adjacent workflows using the same records.