Why the hype about Revenue Lifecycle Management (RLM)
Explore why the Salesforce Partner Ecosytem is so excited about the new devlopments of Revenue Lifecycle Management!
Optimize Salesforce CPQ & Revenue Cloud
Strategies, guides, diagrams, and free resources to master Salesforce CPQ and Revenue Cloud. If you're looking for personalized support, view our services to learn how we can help!
- Marketing
- Sales
- Renewals
- Configure
- Price
- Quote
- Onboarding
- Provisioning
- Finance
Blog
Read about Salesforce CPQ and Revenue Cloud
Salesforce Revenue Cloud - Free Trial & Setup Guide
This Salesforce Revenue Cloud setup guide walks you through starting a free trial and configuring essential features like product catalogs, pricing models, and discounting structures. Follow these steps to explore Revenue Cloud’s powerful capabilities in managing revenue lifecycles and customer pricing.
Comparing Salesforce CPQ and Revenue Cloud (RLM)
This article delves into a comprehensive comparison of the distinct features offered by Salesforce CPQ (Configure, Price, Quote) and the innovative Revenue Cloud. Discover how these two powerful solutions differ in functionality, integration capabilities, and overall impact on revenue management and sales processes.
How to Migrate to Salesforce CPQ
Migrating data to Salesforce CPQ is a critical step in implementing or transitioning to this powerful tool. Whether you’re moving from a legacy CPQ system, spreadsheets, or another CRM, the process involves a detailed plan and a clear strategy to ensure data integrity and accuracy. In this article, we’ll discuss best practices for Salesforce CPQ data migration, the challenges you may face, and how to overcome them.
How to create a product bundle in Salesforce Revenue Cloud
Learn the essentials of setting up a product in Salesforce Revenue Cloud. This guide takes you step by step through creating attribute picklists, assigning them to attributes, and organizing them into categories. We'll also cover how to build a product catalog with the necessary categories and product classifications, setting up your product management.
Use a Salesforce CPQ API in Flows
Learn to extend Salesforce CPQ using Flow and Apex. Follow this guide to create an Apex class with an invocable method, enabling efficient contract amendments. Integrate this solution into Flow for flexibility, suitable for bulk amendments, portals, or programmatic use, all while managing your business logic in Flow.