--- title: Milestone Billing Automation with Revenue Cloud, Salesforce CPQ | Milestones PM+ Use Case Library description: "USE CASE: Increase efficiency & outcomes for these Salesforce processes with project management app Milestones PM+. Process Builder, Flow Builder, Workflow" image: https://www.passagetechnology.com/hubfs/2021/MPMp-use-case_MBA.png --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) # Milestone Billing Automation with Revenue Cloud, Salesforce CPQ [![Free Salesforce business guides to help admins/developers, project managers, sales managers, and decision makers. Download the free PDF series now: Reinventing Your Business, Reimagining Your Salesforce®.](https://www.passagetechnology.com/hubfs/2021/Essential-Salesforce-Guide_Milestones_PMplus.png) ](https://www.passagetechnology.com/en/essential-guide-for-project-leaders-in-businesses-using-salesforce) Revenue Cloud combines Salesforce CPQ and Billing to power sales and finance with integrated quoting, order management, and invoicing. ## Problem With Revenue Cloud and Salesforce CPQ all ready to go in your org, automated milestone billing is next on the to-do list. The current procedure for project work, such as Cases or Tasks on an Opportunity or Service Order, doesn’t seem sophisticated enough to handle accurate billing and risks messy data when it comes to reporting. After finally getting CPQ up and running, easy milestone billing automation with minimal training and expenses is a necessity. ## Solution Milestones PM+!! 100% Salesforce-native means the app is built on and for the platform, so everything that comes in Milestones PM+ can be utilized across Salesforce including CPQ, Process Builder, Workflow, and Flow Builder. Milestones PM+ *is* for project management, adaptable enough even for the most complex project needs, so it’s already structured perfectly for milestone billing. ### [Download Milestones PM+ from the AppExchange](https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009uYYMEA2) to experience its ease-of-use and how it can make milestone billing automation just as easy. Need help getting started or just want the job done? Let the Salesforce-certified developers at Passage Technology do the work for you. As the creators of Milestones PM+, rest assured that you’ll receive the quickest implementation of Milestones PM+ possible, meaning CPQ and your business will get to work for you faster. Sound good? [Schedule a consultation!](https://www.passagetechnology.com/salesforce-development-consultation) Tags: [Automation](https://www.passagetechnology.com/milestones-pm-plus-use-cases/topic/automation), [Salesforce CPQ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/topic/salesforce-cpq), [Project: Business projects](https://www.passagetechnology.com/milestones-pm-plus-use-cases/topic/project-business-projects) | [** Red Flags and Project Health in Salesforce ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/salesforce-project-health-red-flags) | [Milestones PM+ Use Case Library](https://www.passagetechnology.com/milestones-pm-plus-use-cases) | [ Planning Salesforce Integrations with Milestones PM+ Projects ** ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/salesforce-integration-project-planning) | | --- | --- | --- | [ Planning Salesforce Integrations with Milestones PM+ Projects ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/salesforce-integration-project-planning) [ Basic Project Management and Enhanced Task Boards in Salesforce ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/basic-project-management-salesforce) [ Salesforce Task Notifications and Project Resource Alerts ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/salesforce-project-task-resource-notifications) [ Time Entry and Resource Management on Tasks and more ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/time-tracking-resource-management) [ Milestone Billing Automation with Revenue Cloud, Salesforce CPQ ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/milestone-billing-automation-salesforce-cpq) [ Phase-Gate/Waterfall Projects using Stage-Gate® with Milestones PM+ ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/phase-gate-salesforce-project-templates) [ Red Flags and Project Health in Salesforce ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/salesforce-project-health-red-flags) [ Using Templates for Automatic Project Creation in Salesforce ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/automatic-project-creation-salesforce-reusable-templates) [ Equipment Inspection Checklist in Salesforce (preventative maintenance) ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/equipment-maintenance-inspection-checklist-salesforce) [ Tracking Hours and Expenses on Project Task page layout ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/salesforce-project-task-hours-expenses) © 2026 Passage Technology LLC All Rights Reserved. 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