• phone icon +44 7459 302492 email message icon support@uplatz.com
  • Register

BUY THIS COURSE (GBP 12 GBP 29)
4.8 (2 reviews)
( 10 Students )
 

Salesforce Revenue Cloud – CPQ & Billing Mastery

Master the Complete Quote-to-Cash Lifecycle with Salesforce CPQ and Billing
( add to cart )
ALL COURSES Course URL
Save 59% Offer ends on 31-Dec-2025
Course Duration: 10 Hours
  Price Match Guarantee   Full Lifetime Access     Access on any Device   Technical Support    Secure Checkout   Course Completion Certificate
Specialized
Highly Rated
job- oriented
Coming soon (2026)

Students also bought -

Completed the course? Request here for Certificate. ALL COURSES

Salesforce Revenue Cloud brings together CPQ (Configure, Price, Quote) and Billing to create a unified, automated quote-to-cash process for modern businesses. This Uplatz course offers comprehensive, hands-on training that helps you master configuration, pricing rules, discounting, contract management, invoicing, and revenue recognition — enabling you to optimize sales and finance alignment within any organization.

What is it?

Salesforce Revenue Cloud is a powerful combination of Salesforce CPQ, Billing, Subscription Management, and B2B Commerce that streamlines the entire revenue lifecycle — from product configuration and quote generation to billing and payment collection.

It allows organizations to automate pricing, enforce discount approvals, generate contracts, and handle complex billing models such as recurring subscriptions or usage-based pricing. Built on the Salesforce platform, Revenue Cloud ensures seamless integration with Sales Cloud, Service Cloud, and external ERP systems like SAP or Oracle ERP.

In this course, learners will gain in-depth knowledge of product and pricing setup, discount structures, approval workflows, contract management, billing operations, taxation rules, and integration patterns. You’ll also explore automation through Flows and Apex Triggers to customize quote-to-cash workflows that drive sales efficiency and revenue accuracy.

How to use this course

This course is structured to deliver both conceptual clarity and hands-on application:

  1. Start with CPQ fundamentals to understand the pricing engine and product configuration logic.

  2. Follow the guided exercises to create products, price books, bundles, and discount schedules.

  3. Build your own quote-to-cash process, linking CPQ with Billing.

  4. Practice workflow automation, approvals, and contract renewals in a sandbox.

  5. Explore billing setup with tax rules, invoice generation, and revenue recognition.

  6. Integrate Salesforce Billing with ERP systems using API-based workflows.

  7. Use the case study project to design a real business billing process end-to-end.

  8. Revisit key topics like subscriptions and usage-based billing, as these are essential for certification and client implementation.

By completing this course, you’ll become proficient in Salesforce Revenue Cloud implementation, enabling you to support, design, and optimize revenue operations in enterprise environments.

Course Objectives Back to Top

By the end of this course, you will be able to:

  1. Understand the Salesforce Revenue Cloud architecture and components.

  2. Configure products, price books, and bundles in CPQ.

  3. Implement discounting, approvals, and contract management.

  4. Manage billing schedules and revenue recognition rules.

  5. Automate quote generation and invoicing workflows.

  6. Integrate Revenue Cloud with ERP and payment systems.

  7. Create advanced reporting for revenue forecasting.

  8. Manage subscription and usage-based billing models.

  9. Troubleshoot CPQ and Billing issues effectively.

  10. Prepare for Salesforce Revenue Cloud Consultant certification.

Course Syllabus Back to Top

Course Syllabus

Module 1: Introduction to Salesforce Revenue Cloud and CPQ
Module 2: Product Configuration, Price Books, and Bundles
Module 3: Discounting, Pricing Rules, and Approvals
Module 4: Contract Management and Renewals
Module 5: Salesforce Billing – Invoices, Payments, and Credit Notes
Module 6: Revenue Recognition and Accounting Integration
Module 7: Subscription and Usage-Based Billing Models
Module 8: Automation Using Flows, Triggers, and Approvals
Module 9: Integration with ERP and Payment Gateways
Module 10: Capstone Project – End-to-End Quote-to-Cash Implementation

Certification Back to Top

Upon completing this course, learners will receive a Certificate of Completion from Uplatz, validating their mastery of Salesforce Revenue Cloud – CPQ & Billing. This Uplatz certification demonstrates your ability to manage the entire revenue lifecycle — from configuration and quoting to billing and payment reconciliation.

The course content aligns with the Salesforce Certified Revenue Cloud Consultant and Salesforce CPQ Specialist exams. It builds both the functional and technical expertise needed to support Salesforce-based revenue transformation initiatives across industries such as SaaS, telecommunications, and manufacturing.

Career & Jobs Back to Top

The Revenue Cloud ecosystem is among the fastest-growing specializations in the Salesforce domain, as companies increasingly seek to automate their sales-to-finance workflows. By completing this course with Uplatz, learners can pursue lucrative roles such as:

  • Salesforce CPQ Consultant

  • Revenue Cloud Implementation Specialist

  • Salesforce Billing Administrator

  • Quote-to-Cash Architect

  • Revenue Operations Analyst

Professionals skilled in Salesforce Revenue Cloud earn between $100,000 and $180,000 per year, depending on experience and certifications.

Career opportunities exist in consulting firms, Salesforce partner companies, and enterprise clients seeking automation of their revenue processes. This course also prepares freelancers and independent consultants to implement CPQ and Billing solutions for clients worldwide.

Mastery of Salesforce Revenue Cloud not only enhances your Salesforce expertise but also opens doors to higher-paying cross-functional roles in sales operations, finance automation, and digital transformation projects.

Interview Questions Back to Top

  1. What is Salesforce Revenue Cloud?
    It’s an integrated solution combining Salesforce CPQ, Billing, and Subscription Management to manage the complete quote-to-cash process.

  2. What is the main function of Salesforce CPQ?
    CPQ helps sales teams configure products, apply pricing and discounts, and generate accurate quotes quickly.

  3. How does Salesforce Billing work with CPQ?
    Salesforce Billing uses CPQ’s orders and contracts to automate invoicing, payments, and revenue recognition.

  4. What are Price Books in CPQ?
    Price Books store product pricing details and allow different pricing for specific markets or customers.

  5. What is a Product Bundle?
    A combination of products sold together, often with shared pricing rules or dependencies.

  6. How is discount approval managed in Revenue Cloud?
    Using approval rules and automation workflows to ensure compliance with pricing policies.

  7. What is Revenue Recognition in Salesforce Billing?
    The process of recording revenue in financial statements as per accounting standards.

  8. Can Revenue Cloud integrate with external ERP systems?
    Yes, via APIs or middleware like MuleSoft or Oracle Integration Cloud.

  9. How does Salesforce handle subscription billing?
    It automates recurring billing, renewals, and usage-based charges.

  10. What is the advantage of Revenue Cloud over traditional ERP billing systems?
    It provides real-time visibility, flexibility, and faster automation directly within Salesforce CRM.

Course Quiz Back to Top
Start Quiz
Back to Top



BUY THIS COURSE (GBP 12 GBP 29)