Salesforce Revenue Cloud

Contents

• 00:00 Introduction
• 01:17 What is Environment Hub? Why is it valuable?
• 03:00 Create a free Salesforce Developer Edition Org
• 08:20 Environment Hub Overview
• 09:40 Create an Org from Environment Hub with a Trialforce ID
• 12:40 Log In to the new Trialforce Org
• 13:43 Validate the Configuration of the Org
• 14:58 Review the Org and See What’s Inside
• 16:25 Connect an Existing Org to Environment Hub
• 20:55 Use App Launcher to configure Revenue Cloud apps
• 22:59 Revenue Settings Overview
• 25:01 Product Discovery Settings Overview
• 30:07 Be Patient When Learning Revenue Cloud
• 31:49 Principles-Based Thinking and Learning

Resources

Create an Org from the Environment Hub

Connect an Org to the Environment Hub

Contents

• 00:00 Introduction
• 01:21 Building a Salesforce Revenue Cloud Proof of Concept
• 07:15 Salesforce’s golden opportunity to rethink Revenue Cloud
• 10:40 The volatility of the CPQ market
• 14:59 Solving the Revenue Cloud training gap
• 17:11 Moving slower and breaking less things in tech
• 18:40 Is the new Revenue Cloud product easier to administer than Salesforce CPQ?
• 32:33 What are the career and business prospects for Revenue Cloud going forward?

Contents

• 00:00 Comparing current, potential, and total customer value
• 02:30 Create a source report for opportunities, grouped by account
• 07:32 Add a donut chart to the source report
• 09:52 Add the donut chart to the account record page
• 13:40 Adjusting the source report to improve data visualization
• 26:14 Create Current Customer Value, Potential Customer Value, and Total Customer Value roll-up summary fields on accounts
• 32:08 Create a section on the account page layout to display customer value

Content

• 00:00 Creating parent opportunities: tradeoffs and considerations
• 12:18 Calculating non-recurring revenue with Salesforce CPQ price rules
• 31:20 Using a test formula field to build formula price actions
• 37:50 Understanding the sequence of CPQ price waterfall prices and discounts
• 50:33 Testing and refining the calculation of non-recurring revenue

Contents

• 00:00 Introduction
• 06:02 Dissecting quote lines to see ARR / ACV and MRR / MCV
• 08:36 Creating rollup summary fields for ARR / ACV and MRR / MCV on quotes
• 12:13 Creating twin fields to map quote line data to opportunity products and opportunities
• 21:31 Creating a recurring revenue and non-recurring revenue section on opportunities
• 22:44 Testing twin field mapping of ARR / ACV and MRR / MCV
• 24:05 Updating page layouts to improve user interface and user experience
• 25:39 Using twin fields on other Salesforce CPQ objects