Implementing Salesforce Revenue Cloud

Description

Pre-Order & Release Schedule

• Charge timing: Pre-orders are charged immediately at checkout.
• Access timing: Content begins releasing on December 22, 2025.
• Drip cadence: New modules release progressively over the following weeks (so you can implement as you learn).
• Full release: The complete course will be available no later than January 31, 2026.
• Pre-order pricing: The current discounted price is a limited-time pre-order offer and will increase to the regular price after the pre-order window ends.

Stop Watching Disconnected Tutorials

Most Revenue Cloud training gives you isolated feature demos. You learn how to create a product, then move to a completely different example for pricing, then another for bundles. When it’s time to build something real, you’re left figuring out how all the pieces connect.

This course is different.

You’ll build a complete Revenue Cloud implementation for Robotics Inc., a fictional company that sells hardware, software subscriptions, professional services, and usage-based products. Every module builds on what you created before. By the end, you’ll have a working quote-to-cash solution—and the confidence to build one for any customer.

What You’ll Build

The Robotics Inc. case study covers the complexity you’ll actually encounter:

• Hardware products with configurable options and component dependencies
• Software subscriptions with annual terms and renewal workflows
• Professional services sold as fixed packages and hourly time-and-materials
• Usage-based billing with free monthly allowances and tiered overage pricing
• Approval workflows that route deals based on discount levels
• The full lifecycle from product catalog to invoice generation

No toy examples. No “click here, then click here” without context. You’ll understand why you’re configuring each piece and how it fits into the bigger picture.

How the Course Works

Each module includes:

• Video walkthroughs with live demos in a real Salesforce org
• Slide presentations covering concepts and architecture
• Step-by-step instructions you can follow at your own pace
• Hands-on assignments to complete in your own org
• Quizzes to check your understanding

The course is organized into waves, so you can start building right away:

Wave 1: Your First Quote

Set up your org, build the product catalog, and create your first customer quote with multiple product types.

Wave 2: Advanced Products & Pricing

Add complex bundles with CML constraints, configure services, and build dynamic pricing rules with volume discounts and Apex hooks.

Wave 3: Quote to Cash

Complete the lifecycle with usage products, approval workflows, orders, asset management, and invoicing.

What’s Inside

Foundation

• Course introduction and case study overview
• Environment setup and Revenue Cloud fundamentals
• End-to-end demo of the finished solution

Core Modules (14 total)

Module	What You’ll Learn
01: Catalog Fundamentals	Product catalogs, categories, and selling models
02: Products	Simple products, bundles, attributes, and configuration flows
03: Transaction Line Editor	Quote line management and faceted search
04: Quoting	Creating quotes and validating pricing
05: Bundles & CML	Constraint Modeling Language for complex dependencies
06: Services	Fixed-price packages and time-and-materials products
07: Pricing	Volume discounts, attribute-based pricing, and contracts
08: Advanced Pricing	Price waterfall, margin analysis, and Apex hooks
09: Business Rules	Product qualification and eligibility rules
10: Usage Products	Grants, rate cards, usage tiers
11: Approvals	Multi-tier approval workflows
12: Orders	Quote-to-order conversion and fulfillment
13: Asset Lifecycle	Amendments, renewals, and cancellations
14: Invoicing	Billing schedules, taxes, and GL mapping

After This Course, You’ll Be Able To

• Build production-ready product catalogs with nested categories and selling models
• Create configurable bundles with CML rules that enforce dependencies
• Set up dynamic pricing with volume discounts, attribute adjustments, and custom logic
• Configure usage-based products with free allowances and tiered overage billing
• Design approval workflows that protect margins without slowing down deals
• Manage subscriptions through amendments, renewals, and cancellations
• Generate invoices with proper tax policies and financial system integration
• Extend the platform with Apex when declarative tools aren’t enough

What You’ll Need

Salesforce knowledge:

• Comfortable navigating Salesforce
• Familiar with standard objects (Accounts, Contacts, Opportunities)
• Some experience with Salesforce configuration

Org requirements:

• Developer Edition or Scratch Org with Revenue Cloud enabled
• Revenue Cloud Advanced (RCA) licenses

Don’t have a Revenue Cloud org? The Environment Setup module walks you through your options.

What’s Included

• 17+ hours of video training with live demos
• Written instructions for every configuration step
• Sample data files ready to import
• Architecture diagrams and reference docs
• Glossary of Revenue Cloud terminology
• Quizzes with answer keys
• Discord community access for support and questions

Take It Further

Ready for advanced topics? These add-on modules are available separately:

• Advanced Billing & Payments – Payment processing, credit memos, and billing policies
• Dynamic Revenue Orchestrator (DRO) – Automated fulfillment and order orchestration
• Revenue Analytics – CRM Analytics dashboards for revenue insights
• Salesforce Contracts (CLM) – Contract lifecycle management integration
• Migration – Moving data from legacy systems to Revenue Cloud

About the Instructor

Jean-Michel Tremblay is a Salesforce consultant specializing in Revenue Cloud implementations. Based in Montreal, he’s helped organizations design and deploy quote-to-cash solutions across industries. Through The Cloud Update, he creates practical training content that bridges the gap between Salesforce documentation and real-world implementation.

When he’s not building Revenue Cloud solutions, you’ll find him sharing tips on LinkedIn (4,000+ followers) and answering questions from the Salesforce community.

Connect on LinkedIn →

Frequently Asked Questions

Is this course up to date?

Yes. The current version represents Salesforce’s current Winter 26 release.

Can I go at my own pace?

Absolutely. Watch the videos, follow the written instructions, and complete assignments whenever works for you.

What if I get stuck?

Each module includes detailed walkthroughs. If you hit a snag, the written instructions let you double-check each step—and you can ask questions in the Discord community.

Do I need Revenue Cloud already installed?

You’ll need access to a Salesforce org with Revenue Cloud enabled. The setup module covers your options. If you do not have an environment, reach out to course@thecloudupdate.co

Course Highlights

• 10+ hours of video training
• 14 core modules covering the full quote-to-cash lifecycle
• Unified case study—build one complete implementation
• Hands-on assignments in every module
• Current for Winter 26 Salesforce releases

You’ll Learn

• Product Catalogs & Selling Models
• Configurable Bundles & CML
• Transaction Line Editor & Faceted Search
• Quote Creation & Management
• Services (Fixed & T&M)
• Dynamic Pricing & Price Waterfall
• Apex Hooks for Custom Logic
• Business Rules & Qualification
• Approval Workflows
• Order Processing
• Asset Lifecycle (Amend/Renew/Cancel)
• Invoicing