Salesforce Revenue Cloud Training Program

Order capture and order lifecycle

Order decomposition and orchestration concepts

Order amendments and cancellations

Fulfillment status and exception handling

Order-to-activation scenarios

Contract lifecycle fundamentals

Subscription products and recurring charges

Renewals and co-terming concepts

Amendments, upgrades and downgrades

Proration concepts

Usage and consumption-based commercial models

Revenue lifecycle reporting

Billing lifecycle and billing schedules

Invoice generation concepts

One-time, recurring and usage charges

Credit, debit and adjustment scenarios

Tax calculation and external tax provider integration concepts

Payment collection and payment status

Billing reconciliation and exception management

Salesforce Flow for revenue processes

Apex considerations and when to use code

Platform Events and asynchronous processing

ERP, finance, tax, payment and provisioning integrations

Middleware patterns and error handling

Integration monitoring and retry strategies

Revenue data security and access design

Sandbox and environment strategy

Unit, functional, integration and regression testing

Test data and test scenario design

Deployment and release management

Debugging and issue resolution

Governance, documentation and operational readiness

Revenue and pipeline reporting

Quote, order and subscription metrics

Renewal and churn indicators

Discount and margin analysis

Billing and collection visibility

Dashboards for sales, finance and management

Data quality and operational KPIs

Design a complete B2B quote-to-cash solution

Create a product catalog with bundles and attributes

Configure pricing, discounts and approval rules

Build quote-to-order process

Design billing and payment integration approach

Implement automation and integration mockups

Prepare test cases, demo script and solution documentation