Salesforce Field Service and Billing Connector

The Field Service and Billing Connector is a managed package from Salesforce Labs and allows customers of both Salesforce Field Service (SFS) and Billing to bill for work order labor, parts and expenses.

The goal of the connector is to allow the creation of Sales Orders and Invoices from the Work Order and its associated objects: Work Order Line Items, Products Consumed and Expenses. Salesforce Billing capabilities enhance invoicing and payment visibility: Calculate Taxes, Generate Invoices, Collect and Track Payments, Recognize Revenue.

The connector supports the following use cases:

• On-demand creation of a Sales Order from a Work Order
• On-demand creation of a Sales Order and an Invoice from a Work Order
• Automated creation of a Sales Order from a Work Order
• Automated creation of a Sales Order and an Invoice from a Work Order
• Creation of multiple Sales Orders and/or Invoices from a single Work Order (staggered invoicing)