Skip to main content

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

Post a Comment

Popular posts from this blog

Process Automation Specialist Superbadge - 5

A project with Daddy: My favorite daily process! Making dinner for Mom! Tonight's challenge involves the creation of two processes.   Processes.  Have you guessed the theme of the photos that go along with the Trailhead - Process Automation Specialist Superbadge series?They are a few of my favorite day to day processes!  You, my amazing reader, get more than tips for a Salesforce Superbadge.  You also get personal insight into the life of a Trailhead Baby!  I hope that you feel inspired. Process Builder sketch Last night, I drew a rough sketch of my process: Was it pretty?  No. Did it help?  Yes! The sketch allowed me to organize all of the instructions into a reasonable order before I started clicking.  It also removed the approval steps from Process Builder and highlighted (with *'s) the prerequisite items to building my process. * Email Alerts I needed the Email Alerts set up before I could create either the process or ...
334 comments
Read more

Service Cloud Specialist Superbadge - 1,2,3

A confession - I know next to nothing about service cloud.  While I was excited that a new superbadge was available, it made me a little nervous that I had to do all of the prerequisites and tackle new things like macros.  New things - new year - let's get started! (Right after I finish guitar practice) If you are also a service cloud novice, the Omni-Channel Basics is a crucial prerequisite even though it is not officially required. Challenge 1 App Appearance  This, like all superbadges, requires a careful read through the instructions prior to any clicking.  I found it helpful to take a separate notebook and write down the steps that I would need for each challenge step - for example -  My rough notes for challenge 1: Create 2 profiles  Tweak service Console 3 new items on utility bar Allow access for new profiles Create User  Beware - After editing the service console, you might have to edit the new profiles.  I found i...
169 comments
Read more

Lightning Experience Specialist Superbadge - 8

The best present? Santa says that I am getting a little brother in April! Let's import some data!  It's simple to mass delete the records if there are inserted incorrectly - and you have me to help!  The goal with this post is to move beyond the "how" of data import and explain the "why."  The challenge makes more sense when you think about the relationships between the objects.  I'll explain more below. First: A confession I, the Trailhead Baby, am not a perfect Salesforce admin.  Even though I completed this entire Superbadge in 2017, I still messed up the data import badly enough that I had to mass delete all of my records and start over.   Quick tip: It may help to delete the existing data before you start the import.  This way, when you extract recordID's, you only extract the ID's of the records that you have already imported vs. the records that were already in the Trailhead Playground by default. You can use many da...
112 comments
Read more