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Billing Specialist Superbadge - 1 & 2



This Billing Specialist Superbadge is like learning to make coffee for the first time.  You dump out the grounds and grab a filter.  It's a huge mess and somehow the grounds end up everywhere..    Then, you remember that everything needs to be put into the coffee maker, but wait, add water!   You dump it all in and quickly realize there there really is a logical order to making coffee.  It is not hard, but there are steps that must be followed in the correct order.  CPQ is a lot like making coffee.  Once you understand the steps, this superbadge is not too hard.  Before you see the steps, it's a mess!

In addition to the Trailhead Baby's normal tips, I will share a few of my favorite resources for each step in the challenge.  If you are stuck, check out the "steps" in the resource, and it should be much easier!



 Having trouble with step 1?  Trailhead Baby's advice: Give up!  Go back to Trailhead and tackle a few more trails first.

Two articles that were incredibly helpful:

If you follow the steps in both of these links, challenge 2 should be a breeze!  Before you start crafting the consumption schedules, make sure that the needed picklist values are created!  

You might pass this without creating a global value set, however, it will cause issues later!


Stuck with the "We couldn't find the Consumption Schedule named 'Panel Maintenance Request...." error?  Here are a few things to check:

  1. Consumption Rates - one of the ranges is a "per request" charge while one is an "up to this #" charge.  
  2. Billing Terms 
  3. The Rating Method and Type are the same for both of the consumption schedules


Stuck?  Leave a comment with details!  Trailhead Baby never gives an "answer" but can usually give a suggestion.


Comments

  1. AnonymousJune 3, 2022 at 7:14 AM

    I tried passing the challenge as mentioned in article but I keep getting the error 'We couldn't find the Consumption Schedule named 'Panel Maintenance Request...' Any help?

    ReplyDelete
  2. AnonymousNovember 27, 2022 at 9:14 AM

    Same here

    ReplyDelete
  3. AnonymousNovember 27, 2022 at 9:25 AM

    What we have to do in 2nd phase user consumption

    ReplyDelete
  4. AnonymousNovember 27, 2022 at 9:27 AM

    What we have to do in this
    Make sure that users who need consumption schedules have Create, Read, Edit, and Delete permissions for the following objects.
    Please explain step by step

    ReplyDelete
  5. Healthcare RCM ServicesMay 15, 2025 at 11:03 AM

    Very helpful post!
    Outsource Medical Billing Services Utah

    ReplyDelete
  6. Halena PillJuly 17, 2025 at 7:04 AM

    Great insights! Just like mastering CPQ steps, Doctor Management Services also need the right setup for smooth operations. This blog is super helpful—thanks for the tips and links, they make the Billing Specialist Superbadge way more manageable!




    ReplyDelete

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