Revenue Cloud

Introduction to Revenue Cloud

• What is Salesforce Revenue Cloud?
• Components: CPQ, Billing, Subscription Management, Revenue Recognition
• Quote-to-Cash (Q2C) lifecycle overview
• Revenue Cloud architecture and business value

Revenue Cloud Setup & Environment

• Installing Revenue/CPQ/Billing packages
• Licensing, permission sets, and access
• Configuring basic org-level settings
• Connecting Sales Cloud, CPQ, and Billing

Quote-to-Cash Overview

• What is Quote-to-Cash (Q2C)?
• Stages: Configure → Price → Quote → Order → Invoice → Revenue
• Role of CPQ, Billing, and Orders
• Typical industry Q2C scenarios (SaaS, Manufacturing, Telecom)

Product & Price Configuration (CPQ Basics)

• Setting up product catalog for Revenue Cloud
• Pricing methods: List, Cost+, Block, Tiered
• Product bundles and configuration attributes
• Aligning products to Billing and Orders

Quoting & Approval Workflow

• Creating and managing Quotes
• Discount validation and approval thresholds
• Quote-to-Opportunity synchronization
• Guided selling for dynamic product selection

Subscription & Contract Management

• Setting up subscription products
• Billing frequency, terms, and proration
• Creating contracts from quotes
• Co-termination and contract alignment

Billing Fundamentals

• Overview of Salesforce Billing
• Quote → Order → Invoice flow
• Billing rules and schedules
• Invoice templates and posting invoices

Usage-Based Billing

• What is usage-based pricing?
• Configuring usage records and rate cards
• Collecting and billing usage data
• SaaS/Telecom usage billing example

Payment Processing

• Supported payment methods (Card, ACH, Wire)
• Payment gateway integrations
• Auto-pay and payment schedules
• Refunds, write-offs, and adjustments

Tax Management

• Tax calculation in Revenue Cloud
• Integrating with external tax engines (Avalara, Vertex)
• Configuring tax rules on products and invoices
• Tax reporting and audit readiness

Revenue Recognition – Introduction

• What is Revenue Recognition?
• ASC 606 and IFRS 15 basics
• Performance obligations and contract assets
• Role of Revenue Cloud in RevRec

Revenue Recognition Configuration

• Setting up revenue schedules
• Recognition templates and rules
• Linking invoices/orders to revenue schedules
• Reporting on deferred vs recognized revenue

Amendments & Renewals

• Amending active subscriptions
• Mid-term upgrades and downgrades
• Renewal automation and reminders
• Revenue impact of amendments

Credit, Refund & Adjustments

• Creating and applying credit memos
• Partial and full refunds
• Adjusting invoices and taxes
• Financial and audit considerations

Order Management in Revenue Cloud

• Generating Orders from Quotes
• Order line management and fulfillment
• Order-to-Invoice mapping
• Tracking delivery and status updates

Integration with ERP & Accounting

• Why integrate Revenue Cloud with ERP?
• Integration patterns using MuleSoft
• Exporting invoices and payments to ERP
• Journal entry automation and reconciliation

Dunning & Collections

• What is dunning in billing?
• Configuring dunning levels and reminders
• Automating reminder communications
• Tracking overdue and collected amounts

Multi-Currency & Global Billing

• Setting up multi-currency in Revenue Cloud
• Managing exchange rates and conversions
• Country-specific tax and invoice formats
• Localization and compliance for global customers

Advanced Pricing Scenarios

• One-time vs recurring revenue setup
• Ramp, tiered, and usage-based pricing models
• Partner/channel pricing and discounts
• Custom pricing logic using CPQ rules

Automation with Flow & Apex

• Automating billing and renewals using Flow
• Trigger-based automation for invoices and payments
• Batch/Apex for complex billing logic
• Error handling, logging, and monitoring

Revenue Cloud Analytics & Dashboards

• Standard revenue and billing reports
• KPIs: ARR, MRR, Churn, Collections
• Dashboards for Sales + Finance teams
• Using CRM Analytics/Tableau for Q2C insights

Data Security & Governance

• Record sharing for Finance vs Sales
• Field-level security for billing and payment data
• Shield encryption and audit trails
• Compliance (SOC 2, GDPR, invoice retention)

Einstein & AI in Revenue Cloud

• Einstein Forecasting for Revenue
• Predictive renewals and upsell suggestions
• AI-driven approval, credit, and dunning insights
• Future: Agentic revenue operations with AgentForce

End-to-End Q2C Project & Certification Path

• Build a real-world Q2C flow (CPQ → Billing → Revenue)
• Testing, UAT, and deployment checklist
• Common errors and debugging approaches
• Salesforce Revenue Cloud / CPQ Consultant certification roadmap

Recall Session