Resources & Blog

Revenue Cloud insights, best practices, and expert guidance

Revenue Lifecycle Management

How to Set Up and Use Promotions in Salesforce Revenue Cloud

Learn how to configure promotions in Salesforce Revenue Cloud, from enabling prerequisites and creating rule libraries to designing promotions and applying them on transactions.

January 13, 2026

Uncategorized

How to Map Custom Field Values from Quote Line to Order Product in Salesforce Revenue Cloud

Learn how to configure Context Definitions in Salesforce Revenue Cloud to map custom field values from Quote Line Items to Order Products. Part 1 of a 3-part series on field mapping.

January 12, 2026

Revenue Lifecycle Management

How to Create a Configurable Subscription Product in Revenue Cloud

In this guide, you’ll learn how to create your first subscription product in Salesforce Revenue Cloud. We’ll walk

January 12, 2026

Revenue Cloud Releases

How to Build Custom LWC Sections for Document Builder in Revenue Cloud

Complete developer guide to creating custom Lightning Web Component sections for Document Builder in Salesforce Revenue Cloud. Display Quote Line Item Attributes and dynamic data in quote PDFs.

January 8, 2026

Revenue Cloud Releases

How to Set Up Document Builder in Salesforce Revenue Cloud

Complete guide to setting up Document Builder in Salesforce Revenue Cloud. Learn how to create professional quote PDF documents with drag-and-drop templates.

January 8, 2026

Revenue Lifecycle Management

Spring ’26 Revenue Cloud: 8 Key Features Walkthrough in Salesforce

Walk through 8 key features in the Spring '26 Salesforce Revenue Cloud release with live demonstrations: Promotions, Enhanced Pricing Logs, Instant Pricing, Flexible Billing, and more.

December 29, 2025