Garvens Consulting

Trust the beard.

Roundtable

Migrating to Salesforce Revenue Cloud from Salesforce CPQ or another tool

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Panelists

John Garvens
Owner & Principal Architect
Garvens Consulting
Micah Gerger
Founder & Chief Technology Officer
Blue Robot Digital

Contents

  • 00:00 Introduction
  • 02:05 Salesforce CPQ End of Sale Announcement
  • 10:07 Migrating from Salesforce CPQ to Salesforce Revenue Cloud
  • 14:27 A functional AND technical transformation
  • 20:27 Metaphor: Salesforce CPQ vs. Salesforce Revenue Cloud
  • 24:34 RevOps Domain Knowledge + Technologist Mindset = Success
  • 32:28 Revenue Cloud Implementation and Migration Timelines and Deadlines
  • 37:25 Selecting a Revenue Cloud implementation partner
  • 44:27 Migrating to Revenue Cloud from other CPQ tools, custom tools, and spreadsheets
  • 55:16 PSA: Make a Slack workspace for your Salesforce friends
  • 56:37 Proofs of Concept (POCs) and Advisory Services
  • 1:04:05 Martial arts is more fun than Revenue Cloud

Salesforce Revenue Cloud Summer ’25 Release Notes

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Panelists

John Garvens
Owner & Principal Architect
Garvens Consulting
Jean-Michel Tremblay
Managing Principal
Aleysian
Ravi Maturi
Managing Partner
MN Squared
Jason Anderson
Founder & Senior Principal Advisor
Spherelight Consulting
Travis Lee
Senior Director, Revenue Systems & Processes
AvidXchange
Micah Gerger
Founder & Chief Technology Officer
Blue Robot Digital

Contents

  • 00:00 Introduction
  • 04:18 Summer ’25 Release Notes Discussion
  • 07:08 Default Catalog, Guided Selling, Enhanced Attribute Support, and Quote Visibility
  • 18:02 Transaction Management and Agentforce Integration
  • 26:50 Smart Approvals and Pricing Procedure Simulation
  • 34:09 Advanced Configurator and Constraint Engine
  • 34:42 Dynamic Revenue Orchestrator (DRO) Fulfillment Plans
  • 39:00 Collections and Licensing Considerations
  • 52:14 Final Thoughts and Future Topics

Resources

Defining Revenue Cloud, Career Opportunities, Agentforce, and the Future

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Panelists

Jessica Roundy
Solution Architect
John Garvens
Owner & Principal Architect
Garvens Consulting
Tiffany Devlin-Drye
Principal Consultant
Pierce Washington
John Bishop
Principal Consultant
Pierce Washington
Micah Gerger
Founder & Chief Technology Officer
Blue Robot Digital

Contents

I spoke with Jessica Roundy, Tiffany Devlin-Drye, John Bishop, and Micah Gerger about Salesforce Revenue Cloud and its past, present, and future.

We covered many topics, including what Revenue Cloud is and why it matters, how Revenue Cloud careers will evolve, how AI will impact revenue-centric and adjacent business processes, what excites us most about the future of Revenue Cloud, and more.

  • 00:00 Introduction
  • 04:15 What is Salesforce Revenue Cloud?
  • 11:40 Revenue Cloud Career Opportunities
  • 24:48 Revenue Cloud and Agentforce / AI

Dreamforce 2024, Salesforce Revenue Cloud Winter ’25 Release & Revenue Cloud Careers

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Panelists

John Garvens
Owner & Principal Architect
Garvens Consulting
Jean-Michel Tremblay
Solution Architect
The Cloud Update
Wayne Salazar
Solution Architect
Simplus
Matt Coker
Solution Architect
Amwintech

Contents

  • 00:00 Introductions: John Garvens, Jean-Michel Tremblay, Wayne Salazar & Matt Coker
  • 08:24 Salesforce Revenue Cloud at Dreamforce 2024
  • 22:15 Salesforce Revenue Cloud: Winter ’25 Release
  • 47:15 Salesforce Revenue Cloud Careers

Resources