Tired of fragmented documentation, “Hello World” examples, and theory that doesn’t translate to the real world?
This is the hands-on, end-to-end course you’ve been waiting for.
Go from a blank Salesforce org to a fully operational Revenue Cloud implementation. You won’t just learn what the features are—you’ll learn how and, more importantly, why to use them by building a complete solution for a real-world company.
Become a Founding Member: Pre-Order Now & Save 15 %!
This is more than just a course; it’s a project. By joining the pre-sale, you become a Founding Member. You’ll get an exclusive 15 % lifetime discount, receive early access to modules as they’re released, and have a direct say in shaping the course content.
Is This Course for You?
- Salesforce Administrators tasked with implementing or managing Revenue Cloud
- CPQ Specialists who want to expand into Revenue Cloud
- Revenue Operations (RevOps) Professionals who need to understand the architecture behind the systems they manage
- Salesforce Consultants & Architects looking for practical, hands-on experience for client projects
- Aspiring Salesforce Professionals seeking a high-demand, lucrative niche
If you’ve ever felt stuck trying to connect the dots between CPQ, Billing, and revenue automation, this course will give you the blueprint.
What Makes This Course Different? The InnovateSphere Project
We believe the best way to learn is by doing.
Throughout the course you’ll act as the lead consultant for InnovateSphere Inc., a fast-growing tech company struggling with a chaotic revenue process. You will guide them from spreadsheets and manual work to a fully automated Quote-to-Cash-to-Revenue system on Salesforce.
The Business Case
| Details | |
|---|---|
| The Client | InnovateSphere sells a mix of SaaS subscriptions, hardware, packaged professional services, time-and-materials services, and usage-based products. |
| The Pain | Quoting is manual, billing is a nightmare, and they have zero visibility into contracts or revenue streams. |
| The Solution | You will implement Salesforce Revenue Cloud to solve their problems, step-by-step. |
This isn’t a series of disconnected lessons—it’s one cohesive project. Every module builds on the last, just like a real implementation.
Course Outline: Your Implementation Roadmap
Each lesson includes a guided walkthrough where I build a feature, followed by a “Your Turn” homework assignment so you reinforce your learning by building a similar feature yourself.
Module 1: Foundational Setup — From blank org to a ready-to-build environment
- ✅ Org Setup & Package Installation
- ✅ User & Permission Set Configuration
- ✅ Foundational Data & Legal Entities
Module 2: The Product Catalog — The Heart of the Business
Model a complex, real-world product catalog.
- Your Task: Build products for Software (Subscriptions), Hardware (Assets), Professional Services (Packaged & T&M), and Bundles.
- Example: We’ll build “SmartSpace Pro” software. Your homework: build the “Desk Booking” add-on.
Module 3: Usage-Based Products & Rating
Handle complex pricing models.
- Your Task: Configure a usage-based product from scratch, including Rate Cards and Tiered Pricing.
- Example: We’ll build “API Access” billed per call. Your homework: build “Cloud Data Storage” billed per GB.
Module 4: Quoting, Contracts & Amendments
Master CPQ and the contract lifecycle.
- Your Task: Customize the Quote Line Editor, set up approval rules, and manage the lifecycle from quote → order → contract.
- Example: We’ll amend a contract to add licenses. Your homework: process a renewal.
Module 5: Dynamic Revenue Orchestrator (DRO)
Automate fulfillment and revenue recognition.
- Your Task: Build fulfillment flows triggered when an order is activated, separating fulfillment from billing.
- Example: We’ll provision software and notify a warehouse. Your homework: automate creation of a Professional Services project.
Module 6: Billing, Payments & Tax
Automate the final steps of the revenue lifecycle.
- Your Task: Configure Billing Policies, Tax Treatments, and run automated Bill Runs.
- Example: We’ll set up billing for subscriptions and hardware. Your homework: configure billing for your usage-based product.
Final Project: Your Capstone Implementation
Bring it all together by leading a new implementation for InnovateSphere’s latest business unit.
About Your Instructor
Jean-Michel Tremblay is a Salesforce Revenue Cloud Architect with 9+ years of experience delivering Quote-to-Cash solutions for companies from startups to enterprises. I’ve built The Cloud Update to share practical, real-world knowledge you won’t find in documentation. Learning by doing is my mantra, and I’m excited to guide you through this project.
Frequently Asked Questions
What are the prerequisites?
You should be a Salesforce Administrator (or have equivalent knowledge). Familiarity with Accounts, Contacts, and Opportunities is required. CPQ experience is helpful but not mandatory—everything you need is covered.
Do I need my own Salesforce org?
Yes. You’ll need a free Salesforce org with Revenue Cloud for homework and the final project. We’ll show you how to set it up.
How long will I have access to the course?
You have lifetime access, including all future updates.
What happens after I pre-order?
You’ll join the Founding Members list. We’ll email you when the first modules are ready and again when the full course launches.
Ready to Become a Revenue Cloud Expert?
Don’t spend another month piecing together blog posts and Trailhead modules. Get the structured, hands-on experience that will transform your skills and your career.