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Your Salesforce Story, Salesforce Revenue Lifecycle Management, Principles Beat Products

John Garvens · February 9, 2024 ·

Contents

  • 00:00 Salesforce certification advice from one of John’s mentors
  • 01:02 Constructing your Salesforce story (in a spreadsheet)
  • 04:14 Earning five Salesforce certifications in seven days
  • 05:57 Thoughts on Revenue Lifecycle Management, the “new end-to-end revenue solution” from Salesforce
  • 07:23 What IS Salesforce Revenue Cloud anymore? No one seems to know, including Salesforce
  • 11:55 What will happen to Salesforce CPQ and Salesforce Billing?
  • 14:39 What is Subscription Management? What will happen to it?
  • 15:41 What is Revenue Lifecycle Management? What does that mean for Salesforce CPQ, Billing, and Subscription Management?
  • 22:35 What is the timeline for Revenue Lifecycle Management? When will Salesforce deprecate the other products?
  • 23:35 What does this change mean for Salesforce Revenue Cloud administrators, developers, architects, and consultants?
  • 26:42 Three types of expertise for future Salesforce Revenue Cloud implementations
  • 27:08 Why you should prioritize principles over products
  • 32:02 Architecting for freedom or control, using Salesforce Revenue Cloud as an example
  • 37:10 A brief overview of a peanut butter and jelly sandwich in Salesforce CPQ
  • 41:50 Associating white bread with the peanut butter and jelly sandwich via product option
  • 42:30 What does the Type picklist field on the product option record do?
  • 52:41 Configuring the Type picklist field for the peanut butter and jelly sandwich
  • 56:04 Adding the remaining product options to the peanut butter and jelly sandwich
  • 57:25 How does Quantity Editable work on the product option record?
  • 59:18 A view of the peanut butter and jelly sandwich in the Configure Products screen
  • 1:00:16 Improving the Quote Line Editor user interface with Salesforce CPQ managed package settings
  • 1:05:15 Reducing the number of products that show in the Product Selection screen

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