Section 1: Introduction & Environment Setup

• Introduction to Salesforce Revenue Cloud & Real-World Use Cases
• Navigating the Revenue Cloud UI + Core Objects Walkthrough
• Training Environment Setup – Sandbox, Licenses, Permission Sets &
• Data Setup
• Detailed Explanation of Architecture, key modules.

Section 2: Product Catalog Management

• Understanding the Catalogs, Categories and Product Designer
• Attribute Picklist and Attribute Definitions
• Create Your First Product - Simple and Bundled Product
• Qualification Rules

Section 3: Price Management

• Discover Price Management - Overview
• Product Selling Model and Price Books
• Understanding of Pricing Waterfall and Context Definition
• Price Adjustment Schedules
• Pricing Procedure - Pricing Setting and List Price
• Add Volume and Manual Discounts
• Implement Attribute Based Pricing
• Implement Derived Pricing
• Setup Subscription Pricing with Proration

Section 4: Product Configurator

• Overview of Product Configurator and It’s UI
• Default Product Configurator Flow
• Configurator with Business Rule Engine
• Configurator with Constraint Rule Engine

Section 5: Transaction and Asset Management

• Product Discovery UI and Transaction Line Editor
• Quote to Order
• Understanding and building an Asset
• Amend, Renew and Cancel an Asset

Section 6: Dynamic Revenue Orchestrator

• Detailed Explanation of DRO

Section 7: Approvals

• Advanced Approval Process

Section 8: Billing, Usage and Invoicing

• Usage Management: Usage Based Billing and Rate Lifecycle
• Invoice Management

Section 8: Billing, Usage and Invoicing

• Usage Management: Usage Based Billing and Rate Lifecycle
• Invoice Management

Section 9: Contracts and API Integration

• Contract Lifecycle Management (CLM)
• Create and Update a Contract
• Integrate your org with Third-Party
• Create a Quote and Quote Line Item using APIs
• Explore All APIs Available as part of Salesforce Revenue Cloud