Salesforce Revenue Cloud Training provides a comprehensive understanding of how organizations manage their end-to-end quote-to-cash process using Salesforce CPQ and Billing. This course covers product configuration, pricing rules, contract amendments, invoicing, payment automation, and revenue management. Participants will gain hands-on skills to optimize revenue processes, improve sales efficiency, and automate financial operations across the customer lifecycle.
Course Objectives:
In this course, you will learn to:
- Understand the core components of Revenue Cloud (CPQ, Billing, Subscription Management).
- Configure products, bundles, pricing rules, and discount structures.
- Manage orders, contracts, renewals, and amendments.
- Automate invoicing, payments, and revenue recognition workflows.
- Build end-to-end quote-to-cash business scenarios and troubleshoot common issues.
Course content
RCA Fundamental
- Introduction
- E2E Journey
- User Experience
- Revenue Cloud Architecture
- Key Features
Product Catalog & Configurator Management
- Catalog Management
- Category & Sub-Category Structuring
- Product Specification Setup
- Standard Product Configurator
- Advanced Product Configurator
Manage Product
- Simple Product
- Bundle Product
- Configurable Product
- Static Product
- Conversion of Simple/Bundle Products
- Product Selling Model
- Bundle Components
- Bundle validation
- Product Hierarchy
Product Configuration & Qualification Management
- Qualification Rule
- Qualification Criteria
- Qualification Decision Table
- Product Ramp Management
- Attribute & Classification Management
- Product Attribute
- Attribute Categories
- Manage Attribute Values
- Product Classification
- Include/Exclude Picklist Value
Pricing Management
- Setup
- Waterfall
- Data Sync
- Waterfall Persistence
- Tracking History
- Proration Settings
- Procedure Plan Framework
- Pricing Operations Console
- Cost Books and Price Books
- Price Adjustment Schedules
- Attribute Based Adjustments
- Manage Bundle-Based Adjustments
- Pricing Discount Calendar
- Pricing Procedures
Pricing Elements
- List price
- Volume Discount
- Tier Discount
- Attribute-Based Price
- Bundle-Based Price
- Manual Discount
- Subscription Pricing and Proration
- Price Adjustment Matrix
- Aggregate Price
- Formula Based Pricing
- Contract Based Pricing
- Derived Price
- Procedure Output Resolution
- Pricing Action Parameters
Usage & Revenue Orchestration
- Usage Management Setup
- Usage Product
- Rate Management Setup
- Usage Selling
- Consumption Management
- Rating Procedures
- Dynamic Revenue Orchestrator
- Advance Approval
Transaction Management
- Quote Management: 1. Create & Edit Quote 2. Quote Sync with Opportunity 3. Discover & Configure Product
- Order Management :1. Order Setting 2. Order Lifecycle 3.Usage Type of Order 4.Create order from Quote 5.Automate Asset Creation
- Asset Management: 1.Asset Lifecycle 2.Asset Amendment 3.Asset Renewal 4.Cancellation
Business APIs & Invocable Actions
- Product Catalog Management Business APIs
- Product Discovery Business APIs
- Salesforce Pricing Business APIs
- Rate Management Business APIs
- Usage Management Business APIs
- Product Configurator Business APIs
- Quote and Order Capture Business APIs
- Salesforce Pricing Standard Invocable Actions
- Rate Management Standard Invocable Actions
- Usage Management Standard Invocable Actions
- Dynamic Revenue Orchestrator Standard Invocable Actions
Salesforce-CLM
- Introduction to Salesforce Contract
- Introduction to Salesforce Contract
- Contract Data Model
- Integration with CPQ
- Create and Update Contracts
- Contract Types
- Contract Document Generation
- State Model
- Salesforce Approval Process
- Document Versioning
- Clauses Library
- Obligations
- Document Templates
- DOCX/ PDF Files
- OmniStudio Data Mappers
- E-Signature Integration
Salesforce Billing Configuration & Management
- Setting Up Salesforce Billing
- Product Setup for Invoicing
- Billing Policy
- Billing Treatments
- Billing Milestone Plans
- Tax Setup
- Payment Terms
- Legal Entity Configuration
- Billing Profile Setup
- Previewing Invoices
- Suspend and Resume Billing
Billing, Credit, and Payment Management
- Standalone Invoices
- Invoice for Account or Order
- Automated Invoice Generation
- Generated Invoice Details
- Generate Invoice PDF
- Create Standalone Credit Memo
- Create and Apply Credit Memo at Invoice Level
- Apply Credit Notes to Posted Invoice
- Invoice Balance Settlement
- Setup Payment
- Payment Schedules
- Apply Payment on Posted Invoice
- Payment Batch Run
To see the full course content Download now
Course Prerequisites
- Basic understanding of Salesforce fundamentals
- Familiarity with Sales Cloud (objects, automation, data model)
- Basic knowledge of pricing and product structures
- General understanding of financial operations or billing concepts
Who can attend
- Salesforce Administrators and Consultants
- CPQ/Billing Specialists and Solution Architects
- Sales Operations and Revenue Operations professionals
- Finance & Billing Analysts
- Professionals involved in quote-to-cash transformation projects
Number of Hours: 25hrs
Certification
Key features
- One to One Training
- Online Training
- Fastrack & Normal Track
- Resume Modification
- Mock Interviews
- Video Tutorials
- Materials
- Real Time Projects
- Virtual Live Experience
- Preparing for Certification
FAQs
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- One to One Training
- Online Training
- Fastrack & Normal Track
- Resume Modification
- Mock Interviews
- Video Tutorials
- Materials
- Real Time Projects
- Materials
- Preparing for Certification
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