Dreamforce

Contents

• 00:00 Introduction
• 04:29 Salesforce Revenue Cloud at Dreamforce 2024
• 11:35 Will Salesforce Revenue Cloud stick?
• 14:40 What is Salesforce Revenue Cloud called?
• 16:14 Salesforce Revenue Cloud sessions and events at Dreamforce 2024
• 27:23 Would Salesforce Revenue Cloud have more traction if it was easier to implement?
• 34:40 How “Core” is the new Salesforce Revenue Cloud?
• 35:18 Shoutout to The Cloud Update
• 38:02 Have you f****d up Salesforce Revenue Cloud projects?
• 39:13 Salesforce Contracts Innovation Roadmap
• 44:22 How Salesforce Manages Its Quote-to-Cash with Revenue Cloud
• 47:13 Comparing and mapping functions from Salesforce CPQ to Salesforce Revenue Cloud
• 48:51 Salesforce Revenue Cloud Winter ’25 Release
• 59:54 Salesforce Revenue Cloud Innovation Roadmap
• 1:03:12 Migrating from Salesforce CPQ to Salesforce Revenue Cloud

Resources

Salesforce Revenue Cloud Keynote

My Sessions

Quote 6x Faster: Modernize Closing Processes in Record Time

• Red Hat experienced a notable increase in efficiency with quoting times reduced from 12 minutes to 2 minutes and opportunity creation from 2 minutes down to 25 seconds.
• The session underscored the critical role of user adoption and stakeholder partnership in the successful implementation of Salesforce CPQ and revenue cloud solutions.
• Looking forward, Red Hat plans to continue leveraging Salesforce’s roadmap to enhance their product and pricing strategies, focusing on automation, bundling, and amendments.

Presenters

Maryellen Shaw Director of Information and Technology Services Global Red Hat

Jessica Boardman Architect Lead, Revenue Cloud Salesforce

Erwan Kerebel Senior Director, Revenue Cloud Solutions Salesforce

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Product-to-Cash Automation with the New Revenue Cloud

Presenters

Swapnil Kharche Revenue Cloud Architect Director Salesforce

Christina Obligar Principal Instructor, Trailhead Academy Salesforce

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Hands-on Workshop: Get Started with Revenue Cloud

Presenters

Connor Sanderson Solution Engineer Salesforce

Frank Hopwood Solution Engineer Salesforce

Dharsunn Gunaseelan Product Manager Salesforce

Violet Carter Product Marketing Salesforce

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Unlock Revenue Potential with Consumption-Based Pricing

• Revenue Cloud’s capability to support a blended model of subscription and usage-based pricing allows businesses to offer more flexible and customer-centric billing solutions.
• The session highlighted a case where a company successfully transitioned from spreadsheets to Salesforce, managing recurring revenues more efficiently and preparing for a future with variable consumption models.
• Salesforce’s ongoing commitment to innovation in Revenue Cloud was underlined with an invitation to attend future sessions on CPQ and the Revenue Cloud roadmap, offering attendees insights into the evolution of these services.

Presenters

Jen Larco Application Solution Consultant UKG

Mike Aaron Senior Director, Revenue Cloud Solutions Salesforce

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Get Ahead with Next-Gen CPQ: Maximize Solution Selling

• Palo Alto Networks’ ‘Hercules’ project exemplified a successful CPQ transformation, consolidating multiple systems into one streamlined platform while simultaneously cleaning and migrating vast amounts of data.
• Co-innovation between Logic and Palo Alto Networks played a crucial role in overcoming challenges, leading to improved implementation timelines and the development of tailored solutions for complex product offerings.
• The next steps for Palo Alto Networks include further enhancements to their CPQ system, focusing on deal construction wizards and a shift towards a recurring revenue business model, underlining the continuous evolution and scalability of their sales processes.

Presenters

Christopher Shutts Co-Founder & CEO Logik.io

Wing Yu Senior Vice President, Go-to-Market Palo Alto Networks

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From Messy to Mastered: Revenue Cloud Sales Transformation

• Revenue Cloud’s attribute-based modeling allows Slalom to efficiently match services with customer needs, ensuring the delivery of right value for different opportunities.
• The API-first approach and customization of the user interface in Revenue Cloud enable users to transition from spreadsheets to Salesforce, ensuring accurate forecasting and resource management.
• Contract lifecycle management within Revenue Cloud aims to standardize language, automate contract creation, and accommodate custom customer contracts, all while integrating with existing systems and reducing manual processes.

Presenters

Amy Loftus CCO & President, US East Region Slalom

Sarah Duffy General Manager, Northern California Market Slalom

Mike Alioto Global Salesforce Revenue Cloud Lead Slalom

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Revenue Cloud Roadmap: New Configurator, Usage, AI, Oh My!

Revenue Cloud’s transformation includes API-first composition, modern UX for guided selling, and support for any revenue model, enhancing the end-to-end product-to-cash journey.

Presenters

Arun Abichandani Senior Vice President, Revenue Cloud Product Management Salesforce

Rahitha Ram Director, Revenue Cloud Product Management Salesforce

Sravya Basvapatri Product Manager, Revenue Cloud Product Management Salesforce

Abhishek Bhardwaj Senior Product Manager, Revenue Cloud Product Management Salesforce

Dan Milbrath Vice President, Revenue Cloud Product Management Salesforce

Brian Galdino Distinguished Solution Engineer, Revenue Cloud Salesforce

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Did You Know Revenue Cloud Could Do That?

• Revenue Cloud’s new features enable businesses to manage the entire revenue lifecycle on a single platform, addressing customer needs for a unified experience.
• The integration of AI into contract lifecycle management allows for the automated generation of legal clauses, streamlining the negotiation process.
• Dynamic Revenue Orchestration (DRO) simplifies the order fulfillment process by decomposing commercial products into technical components and integrating with external systems.

Presenters

Rahitha Ram Director, Revenue Cloud Product Management Salesforce

Vance Phan Principal Solution Engineer Salesforce

Tiffany Lin Senior Manager, Product Marketing Salesforce

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Crawl, Walk, Run: Best Practices for Deploying Revenue Cloud

Presenters

Sanjeev Arora VP, BPG Lead-BT Revenue Salesforce

Monica Kanchhal Director, Product Management Salesforce

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Did You Know Salesforce Contracts Could Do That?

• Salesforce Contracts, now live, offers AI capabilities for digitizing and managing contracts, directly integrated with the Salesforce platform and Microsoft 365 for enhanced collaboration.
• The session included a live demonstration of the contracting process, revealing how Salesforce Contracts serves as a central repository, simplifies workflows, and integrates seamlessly with Revenue Cloud for pricing strategies.
• Future updates for Salesforce Contracts will introduce data true-up for real-time synchronization, AI-enforced playbook redlining, dynamic rule-based clauses, and auto-creation of obligations.

Presenters

Don Fernando Senior Director, Revenue Cloud Solutions Salesforce

Sourav Sipani Director, Revenue Cloud Product Management Salesforce

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Salesforce on Salesforce: Quote to Cash Transformation

• Salesforce is leveraging its Revenue Cloud to tackle 177 identified complexities in its quote-to-cash process, aiming to reduce the need for spreadsheets and improve the quoting and approval experiences.
• A new organizational instance, Org SF, is being developed to support next-generation lead-to-cash capabilities, incorporating AI and multi-product, multi-channel, and multi-business model strategies.
• Salesforce’s commitment to an integrated platform approach was emphasized, with Revenue Cloud’s dynamic revenue orchestration allowing for flexibility in go-to-market strategies without compromising backend processes.

Presenters

Dan Milbrath Vice President, Revenue Cloud Product Management Salesforce

Jordy Brazier Senior Vice President, Global Business Growth & Automation Salesforce