Agentforce Revenue Management training

Next sessions

Join the next session and become a Revenue Cloud expert!

May 18 - 21

Location :

Paris

Modality :

Presential

Duration :

4 days full-time
9h00 - 17h30

Sign up

September 14 - 17

Location :

Paris, Lille, Bordeaux, Lyon, Nantes

Modality :

Presential

Duration :

4 days full-time
9h00 - 17h30

Sign up

Revenue Cloud training in figures...

4

days

100%

success

4/5

satisfaction

Revenue Cloud Advanced

Training objectives

Revenue management is at the heart of business transformation.

Agentforce Revenue Management (Revenue Cloud Advanced) optimizes quotations, subscriptions and invoicing. Salesforce training teaches you how to design accurate, automated revenue flows, increase efficiency and reduce pricing errors.

This course aims to give participants a clear, operational understanding of Salesforce’s Revenue Cloud ecosystem, with a focus on revenue lifecycle management and offering configuration.

By the end of the course, you’ll be up and running on the key features of Salesforce Revenue Cloud.
Learners will be able to navigate the various modules, manage complex sales offers, automate quotations and ensure a smooth transition to invoicing and payment tracking.

This Revenue Cloud Advanced (RCA) training includes 2 days dedicated to Dynamic Revenue Orchestrator (DRO).

I learn Revenue Cloud

We've trained them in Revenue Cloud Advanced

Frédéric Provot

Salesforce Administrator, Flowbird Group

"A training course in small groups, interactive and perfectly tailored to our needs. I particularly appreciated the concrete expertise of the trainers: their experience on numerous RCA projects enabled them to share pragmatic and proven architectural advice. It was a time for exchange that was as enriching as it was human, even during lunch breaks!"

The training program

Salesforce Revenue Cloud Advanced – Level 1

Defining key RCA concepts
Mastering RCA ORG settings
Create products

Handling the RCA product Configurator
Identify the different types of Context definition used in RCA
Apply Qualification Rules to a product in RCA

Define the key concepts of Pricing Management
Identify pricing elements in RCA
Design a Pricing Procedure in RCA, including pricing elements
Understanding Price Adjustment and its role in price management

Create a quote and configure synchronization with the opportunity
Identify the key stages in the quotation life cycle
Draw up a quotation in RCA, applying the configuration of products and prices
Configure standard and customized document templates for quotation generation

Understanding DRO’s place in Revenue Cloud
Identify key DRO concepts
SETUP DRO: essential technical prerequisites
Product Decomposition
Structuring execution with a Fulfillment Workspace

Designing Fulfillment Steps (SETUP & design)
Managing dependencies between steps
Product Fulfillment Scenarios
ALS, Jeopardy & monitoring
End-to-end DRO testing (Quote → Order → Fulfillment)

Teaching methods and materials

The 6-day training course is co-led by 2 trainers, experts in Agentforce Revenue Management and Dynamic Revenue Orchestrator. 2PACE is the leading Salesforce Revenue Cloud company in France (Agentforce Revenue Management, RCA / RCB, CPQ and Billing).

This is an active, participative training program, designed to enable learners to play an active role in their training. It combines theory with practical exercises and real-life situations.

Contact

Our training is delivered by Revenue Cloud experts

Loubna Biskri

Salesforce Revenue Cloud Consultant

A Salesforce consultant specializing in Revenue Cloud, Loubna helps companies optimize their lead-to-cash processes. She began her career with Salesforce CPQ, before moving on to Agentforce Revenue Cloud (formerly RCA) as soon as the product was launched. She contributed to several of the first projects deployed on this solution, and is now certified.

Agentforce Revenue Management training puts you in control

Develop strategic expertise in revenue management in Salesforce.

By mastering Agentforce Revenue Management, you can optimize offers, automate invoicing and secure revenues.

Result: greater efficiency, fewer errors and real performance gains for your company.

Train your teams in Salesforce Revenue Cloud, a strategic skills upgrade to internalize expertise and maximize the ROI of your Salesforce ecosystem!

Focus on Salesforce Revenue Cloud

Agentforce Revenue Management (formerly RCA) from Salesforce is an advanced solution designed to optimize revenue management within companies. Integrated into the Salesforce ecosystem, this platform unifies sales, pricing, quoting and invoicing processes to deliver a consistent, automated experience at every stage of the revenue cycle.

In particular, Agentforce Revenue Management enables more fluid configuration of complex offers (CPQ), better visibility of financial flows thanks to fine-tuned management of subscriptions and contracts, and the ability to adapt to modern business models such as SaaS or on-demand services.

With Agentforce Revenue Management, sales teams can accelerate sales cycles, reduce quoting errors and improve revenue predictability, while ensuring optimum compliance with internal policies and regulatory requirements.

Salesforce Revenue Cloud Consultant

How to finance your training?

Depending on your status – employee, self-employed or jobseeker – there are a number of different financing solutions available. These solutions can cover all or part of your training costs.

Our training organization is Qualiopi certified, giving you access to a wide range of funding schemes.

Financing

Questions about Agentforce Revenue Management training?

Read our FAQ to find out more.

A good command of Salesforce, either through certification or field experience, is recommended. However, no certification is required to take part in RCA training.

No, but it’s preferable to have concrete or future exposure to the subject, to derive maximum value from the advanced content covered.

CPQ lets you set up complex quotations, but Revenue Cloud goes further: it integrates invoicing, payment management, revenue recognition, and advanced monetization models.

Yes, practical workshops, configuration exercises and a complete use case are integrated into the program to ensure that it’s ready for use straight out of the training course.

Absolutely. We offer tailor-made in-company sessions, adapting the program to your sector, existing tools and revenue models.