Salesforce Revenue Cloud

Migrating to Salesforce Revenue Cloud from Salesforce CPQ or another tool

John Garvens · May 28, 2025 · Leave a Comment

Panelists

John Garvens
Owner & Principal Architect
Garvens Consulting

Micah Gerger
Founder & Chief Technology Officer
Blue Robot Digital

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

John Garvens · April 29, 2025 ·

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

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

Product Catalog Management
Salesforce Pricing
Product Configurator
Transaction Management
Usage Management (Generally Available)
Salesforce Contracts
Dynamic Revenue Orchestrator
Billing

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

John Garvens · March 6, 2025 ·

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

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

John Garvens · October 17, 2024 ·

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

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

Use Configuration Attributes and Selection Product Rules to Drive Product Option Selection: Part I

John Garvens · October 4, 2024 ·

00:00 Introduction and Review of the Peanut Butter & Jelly Sandwich
04:40 Capturing Gluten Allergy and Peanut Allergy as Configuration Attributes
06:29 Creating Gluten-Free Bread and Almond Butter Using Clone with Related
13:25 Capturing Configuration Inputs Using Configuration Attributes
17:28 The Four-Step Process to Create and Use Configuration Attributes in Salesforce CPQ
27:39 Understanding Configuration Attributes and Adding Field API Names to PIcklists
32:08 Creating Configuration Attributes for the Peanut Butter & Jelly Sandwich Bundle
37:22 Stop Putting Triggers and Flows on the Quote Line Object!
38:25 Create a Selection Product Rule to Manage Product Options
44:45 Associating Product Rules to Product Bundles with Configuration Rules
46:15 Creating Conditions to Trigger Product Rules during Product Configuration
50:50 I Made a Mistake, Troubleshot It, and Fixed It
52:48 Creating Product Actions for a Product Rule to Hide, Remove, and Add Product Options
55:15 Explaining and Testing Selection Product Rules Driven by Configuration Attributes