Revenue Cloud Advanced training
Master the power of Revenue Cloud Advanced. This introductory course teaches you how to manage the entire revenue cycle: configuration, pricing, billing and sales automation.
-
4 days -
Face-to-face or virtual classroom -
10 participants max -
Beginner -
3400€
Next sessions
Contact our team to see the full schedule.
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).
Target audience
Agentforce Revenue Management skills are in great demand on the market. This training course is aimed primarily at :
- Salesforce administrators
- Salesforce Consultants
- Functional or technical architects
- Digital transformation or monetization project managers
- Billing, revenue or finance managers
- Sales teams and sales ops
Anyone wishing to :
- Learn more about Agentforce Revenue Management
- Understand how Agentforce Revenue Management works and be able to use it in a customer context
- Responding to specific customer needs with Agentforce Revenue Management
Prerequisites
- Familiarity with the Salesforce environment (interface, navigation, standard objects) is recommended.
- No prior knowledge of CPQ / Billing, RCA / RCB or Agentforce Revenue Management is required, but sensitivity to product / pricing logic is a plus.
We've trained them in Revenue Cloud Advanced
Frédéric Provot
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.
Our training is delivered by Revenue Cloud |experts
William Salomon
"Expert du lead-to-cash, William est un passionné technique qui explore en profondeur les fonctionnalités de Revenue Cloud Advanced. Toujours aligné sur les dernières innovations depuis son lancement, il décrypte régulièrement les nouveautés du cloud dans des articles spécialisés à lire sur le blog 2Pace. Porté par cette culture de veille permanente, il a décroché la certification dès le premier jour de sa sortie en France, une longueur d'avance qu'il met aujourd'hui au service d'architectures clients."
Loubna Biskri
As a Salesforce consultant specializing in Revenue Cloud, Loubna helps companies optimize their lead-to-cash processes. Her career began with Salesforce CPQ, and she transitioned to Revenue Cloud Advanced 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!
Revenue Cloud training in figures...
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.
How can you fund 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.
Do you have questions about the Revenue Cloud Advanced training?
Check out the FAQ to learn 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.
Our other Salesforce training courses
Revenue Cloud Billing
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Master the art of turning quotes into revenue; automate, secure, and maximize your billing cycle.
Consultant’s posture
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Flow – Beginner level
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Flow Salesforce fundamentals to automate your business processes efficiently.
Flow – Advanced level
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Take automation a step further!
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