Zero to Hero Advanced Revenue Cloud & Billing for Salesforce

Advanced SalesforWelcome to Zero to Hero Advanced Revenue Cloud & Billing for Salesforce, the most comprehensive, hands-on training available for mastering Salesforce Revenue Cloud. Whether you are starting from scratch or looking to upgrade your enterprise consulting skills, this course takes you step-by-step through the entire architecture—from product setup and complex pricing engines to order fulfillment and advanced enterprise billing.

Salesforce Revenue Cloud is transforming how businesses manage subscriptions, usage-based pricing, and complex billing cycles. In this course, you will not just learn the theory; you will build a fully functional, end-to-end Rev Cloud architecture in your own org.

What You Will Learn

• Architect the Foundation: Set up your Rev Cloud Org, configure personas, and master the data flow.

• Build Complex Product Catalogs: Configure single products, bundles, dynamic attributes, and configuration rules.

• Master Advanced Pricing: Implement the Pricing Waterfall, build Pricing Procedures, and configure Usage-Based Products with Rate Cards.

• Automate Order Fulfillment: Dive deep into the Dynamic Revenue Orchestrator (DRO), Product Fulfillment, and Decomposition Rules.

• Manage the Asset Lifecycle: Handle contract-based pricing, ramp pricing, asset amendments, and renewals seamlessly.

• Command Enterprise Billing: Configure the end-to-end billing object model, including Billing Policies, Treatments, Invoice Generation, Credit Memos, and Refunds.

Course Syllabus & Module Breakdown

Getting Started with Rev Cloud

• What is Revenue Cloud?

• Creating and Enabling your RC Org

• Understanding Personas Used in Revenue Cloud

Product & Transaction Management

• Types of Products: Creating Single and Bundle Products

• Product Indexing and Catalog Management

• Transaction Management & Adding Groups in the Transaction Line Editor

• Dynamic Attributes: Setup, Object Mapping, and Demos

• Configuration Rules in Action

Context Definitions & Qualification

• Understanding Data Flow in Revenue Cloud

• Context Definitions and Mapping Types

• Building and Executing Qualification Rules

Advanced Pricing & Usage

• Usage-Based Products & Step-by-Step Configuration

• Mastering Rate Cards and Rate Card Object Mapping

• Introduction to Price Management and the Pricing Waterfall

• Decision Tables and Context Definitions

• Building the Pricing Procedure (Elements Part 1 & 2)

Contracts & Asset Lifecycle

• Contract Management Setup

• Contract-Based Pricing & Ramp-Based Pricing

• Asset Management Intro: Amending and Renewing Assets

Order Management & DRO (Dynamic Revenue Orchestrator)

• Order Management Intro & Process Flow

• Creating Technical Products and Fulfillment Workspaces

• Product Fulfillment Decomposition Rules

• Integration Definitions and Cross-Entity Fulfillment

End-to-End Enterprise Billing & Payments

• Billing Introduction, Permission Sets, and the End-to-End Object Model

• Configuring Billing Policies, Treatments, and Treatment Items

• Generating Billing Schedules and Schedule Groups

• Invoice Generation and Settle the Invoice Processes

• Payment Terms, Payment Lines, and In-Flight Order Changes

• Managing Credit Memos and Refunds

Who Is This Course For?

• Salesforce Administrators looking to transition into highly paid Rev Cloud/Billing roles.

• Salesforce CPQ Specialists wanting to learn the finance, order management, and billing side of the platform.

• Solution Architects and Consultants who need to design scalable enterprise billing and subscription models.ce Revenue Cloud and Billing Training