I spent a lot of time trying to find a complete RCA + RCB course. This course covers each and every concept with demos. I like the way Sachin teaches. He first explains the theory and then shows a demo.
Salesforce Revenue Cloud Advanced & Billing Training
🏆Highest Rated RCA Course
★ 4.8/5 Rating
👥 50K+ Minutes watch time
Master modern Quote-to-Cash architecture and prepare for your salesforce revenue cloud certification. Learn to unify product catalogs, advanced pricing, and billing on the core platform with the industry's top Salesforce Revenue Cloud training.
- ✓ RCA Training: Master Revenue Cloud Administration and Product Catalog Management (PCM).
- ✓ Pricing Procedures: Automate complex pricing waterfalls natively on Salesforce core.
- ✓ Dynamic Orchestrator: Bridge closed-won quotes directly to backend fulfillment (DRO).
- ✓ Revenue Cloud Billing: Unify order capture with recurring billing and invoice generation.
- Course Overview
- Curriculum
Description
The Era of Legacy CPQ is Over.
Become a Modern Revenue Cloud Architect.
Master modern Quote-to-Cash architecture with the industry's most comprehensive Salesforce Revenue Cloud training. Designed for professionals targeting their salesforce revenue cloud certification, this salesforce revenue cloud advanced curriculum (also known as RCA Training) covers everything from Dynamic Revenue Orchestrator to complex billing logic. Elevate your architectural expertise and learn how to implement scalable revenue cloud salesforce solutions that drive real business value across the entire salesforce revenue cloud ecosystem.
The #1 Salesforce Revenue Cloud Training Program
This isn’t just theory. You are joining a proven curriculum that has been stress-tested by thousands of corporate professionals upgrading their skills to the new core architecture:
- 🏆 Highest Rated RCA & RCB Course on the Market
- 🎓 136+ Active Students Enrolled
- ⏱️ 50,000+ Verified Watch Time Minutes
Comprehensive Revenue Cloud Syllabus: Master Quote-to-Cash on Core
This curriculum is strictly aligned with the latest Salesforce Revenue Cloud Certification standards. Moving far beyond basic quoting, we cover the entire revenue lifecycle—from product catalog management to advanced pricing and order orchestration—transforming you into a highly sought-after enterprise revenue architect.
1. Revenue Cloud Administration (RCA) Fundamentals
Understand the critical transition from legacy managed packages to the modern unified core architecture.
- Setting up the Revenue Cloud Workspace and assigning proper permission sets.
- Understanding the unified Quote-to-Cash data model sitting directly on Salesforce Core.
- Navigating the fundamental differences between legacy CPQ and modern Revenue Cloud.
2. Product Catalog Management (PCM) & Context
Build scalable, unified product catalogs that dynamically respond to customer data.
- Configuring Product Catalog Management (PCM) for seamless product discovery.
- Building dynamic attributes and managing complex product classifications.
- Mapping variables using Context Definitions to drive specific business logic.
- Controlling product visibility and availability via Qualification Rules.
3. Advanced Salesforce Pricing & Procedures
Move beyond standard price books to design robust, automated pricing logic natively on the platform.
- Transitioning to the powerful new Salesforce Pricing engine.
- Building step-by-step logic and calculations utilizing Pricing Procedures.
- Configuring volume discounts, tiered pricing matrices, and attribute-based pricing.
- Testing and deploying complex pricing waterfalls to protect business margins.
4. Dynamic Revenue Orchestrator (DRO) & Order Capture
Automate the entire fulfillment lifecycle, bridging the gap between closed-won quotes and backend delivery.
- Streamlining the Quote generation and Order capture pipeline.
- Mapping Quote lines to Order products seamlessly without data loss.
- Configuring Dynamic Revenue Orchestrator (DRO) for automated fulfillment steps.
- Managing ongoing asset lifecycles, contract generation, and amendments.
5. Revenue Cloud Billing (RCB) Mechanics
Unify your quoting and invoicing processes into a single source of truth.
- Bridging Orders to Billing seamlessly (Core RCB fundamentals).
- Setting up strict Billing Rules, Revenue Recognition schedules, and Tax Treatments.
- Handling recurring billing, complex usage-based invoicing, and precise proration.
- Automating invoice generation and executing large-scale payment runs.
Want to see the exact video breakdown? Click on the Curriculum tab above to view all lessons and watch free sample videos!
Meet Your Instructor
Sachin Chauhan
"The Salesforce Evangelist"
With over 15 years of veteran experience in the Salesforce ecosystem, Sachin is a recognized expert in architecting enterprise-grade solutions. His journey spans the evolution of the platform—from core development to the cutting-edge frontier of AI-driven automation.
Revenue Cloud (CPQ)
OmniStudio
Data Cloud
Agentforce AI
Core Dev
Sachin’s teaching philosophy is built on technical transparency. He doesn't just teach you how to pass an exam; he prepares you to lead digital transformations at the highest corporate levels. At SFDCGYM, he focuses on the "Complex Clouds"—ensuring you master the tools that command the highest salaries in today’s market.
Join the SFDCGYM Community
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FAQ
How do I get support if I have a technical question during a lesson?
You are never learning alone. Inside your course dashboard, you have access to a dedicated "Student Q&A" section. Drop your query there, and your instructor will provide a personalized, technical answer to ensure you can keep moving forward.
How long will I have access?
Lifetime access. Buy it once, and you can review the materials whenever you need a refresher on the job.
Does this curriculum cover both quoting and billing?
Yes! Most platforms split these topics, but this unified curriculum covers both salesforce revenue cloud advanced concepts (RCA) and Revenue Cloud Billing (RCB). You will learn everything from setting up Dynamic Attributes and Pricing Procedures to automating invoice generation, managing payment terms, and processing credit memos.
I am new to CPQ. Will I be able to follow this RCA Training?
Absolutely. While a basic understanding of standard Salesforce objects is recommended, Sachin structures the RCA Training from the ground up. You will start with the fundamental architecture of a revenue cloud salesforce deployment before progressing into advanced topics like the Dynamic Revenue Orchestrator (DRO) and usage-based billing models.
Are there hands-on projects, or is it just theory?
At sfdcgym, we prioritize hands-on execution. This is not a textbook course. You will be building a fully functional salesforce revenue cloud engine in a live environment. You will configure Advanced Product Catalogs, set up Transaction Line Editors (TLE), and execute real-world asset amendments and contract renewals.
Introduction to RCA (Revenue Cloud Advanced)
×
Salesforce Revenue Cloud Advanced & Billing Training
Free Sample Videos:
What is Salesforce Revenue Cloud?
13:49
Enabling Revenue Cloud Settings in Salesforce
5:48
Product Catalog Architecture
Type of Products 🔒
12:52 🔒
Creating Your First Product 🔒
10:28 🔒
Configuring Standalone Products 🔒
21:58 🔒
Building Bundle Products 🔒
20:02 🔒
Product Indexing & Catalog Search Optimization 🔒
2:15 🔒
Transaction Management & Line Editor (TLE)
Understanding Transaction Management 🔒
9:36 🔒
Step-by-Step Demo: Transaction Management Configuration 🔒
9:16 🔒
How to Configure Groups in the Transaction Line Editor (TLE) 🔒
13:06 🔒
Dynamic Attribute and Configuration Rules
Understanding Dynamic Attributes 🔒
6:06 🔒
Configuring Object Mapping for Dynamic Attributes 🔒
11:02 🔒
Hands-On Demo: Creating Dynamic Attributes 🔒
19:48 🔒
How to Build Product Configuration Rules 🔒
6:43 🔒
Step-by-Step Demo: Implementing Configuration Rules 🔒
10:39 🔒
Data Flow & Qualification Rules in Revenue Cloud
Data Flow Architecture in Revenue Cloud 🔒
11:52 🔒
Mastering Context Definitions 🔒
7:01 🔒
Step-by-Step Demo: Configuring Context Definitions 🔒
19:17 🔒
Advanced Demo: Complex Context Definition Scenarios 🔒
6:31 🔒
Context Mapping Types 🔒
9:44 🔒
Qualification Rules for Products 🔒
16:10 🔒
Hands-On Demo: Implementing Qualification Rules 🔒
27:31 🔒
Usage-Based Billing & Rate Card Management
Usage-Based Products in Revenue Cloud 🔒
17:51 🔒
How to Configure Usage-Based Billing Products 🔒
6:09 🔒
Hands-On Demo: Setting Up Usage-Based Pricing 🔒
24:42 🔒
Understanding Rate Cards & Rate Card Types 🔒
6:16 🔒
Configuring Object Mapping for Rate Cards 🔒
5:32 🔒
Step-by-Step Demo: Building Standard Rate Cards 🔒
6:17 🔒
Advanced Demo: Complex Rate Card Scenarios 🔒
16:20 🔒
Advanced Price Management & Pricing Procedures
Introduction to Price Management 🔒
1:44 🔒
Understanding the Salesforce Pricing Waterfall Model 🔒
4:25 🔒
Leveraging Decision Tables & Context Definitions for Pricing 🔒
8:37 🔒
Getting Started with Pricing Procedures 🔒
12:46 🔒
Configuring Core Pricing Procedure Elements 🔒
18:03 🔒
Advanced Pricing Procedure Logic & Elements 🔒
9:14 🔒
Setting Up Contract Management in Salesforce 🔒
17:36 🔒
Configuring Contract-Based Pricing 🔒
18:07 🔒
Implementing Ramp-Based Pricing & Multi-Year Deals 🔒
7:39 🔒
Order Management & Dynamic Revenue Orchestrator (DRO)
Introduction to Salesforce Order Management 🔒
8:32 🔒
Order Management Process Flow 🔒
12:19 🔒
Introduction to Dynamic Revenue Orchestrator (DRO) 🔒
22:50 🔒
Creating Technical Products 🔒
3:44 🔒
Configuring Product Fulfillment Decomposition Rules 🔒
5:12 🔒
Navigating Fulfillment Workspaces in DRO 🔒
19:39 🔒
Building & Managing DRO Orchestrations 🔒
18:28 🔒
Setting Up Integration Definitions for Fulfillment 🔒
10:06 🔒
Advanced Architecture: Cross-Entity Fulfillment 🔒
4:12 🔒
Asset Lifecycle Management & Renewals
Introduction to Asset Management in Revenue Cloud 🔒
9:25 🔒
Executing Asset Amendments & Upgrades 🔒
23:32 🔒
Managing Asset Renewals 🔒
9:34 🔒
Advanced Billing and Invoicing
Introduction to Salesforce Billing & Permission Sets 🔒
16:01 🔒
Understanding the End-to-End Billing and Tax Object Model 🔒
9:41 🔒
Configuring Billing Policies, Treatments & Treatment Items 🔒
18:55 🔒
Generating Billing Schedules in Revenue Cloud 🔒
4:20 🔒
Managing Active Billing Schedules 🔒
11:43 🔒
Configuring Billing Schedule Groups 🔒
6:53 🔒
Automating Invoice Generation 🔒
11:42 🔒
Setting Up Payment Terms & Term Items 🔒
8:03 🔒
Managing Payments & Invoice Lines 🔒
11:11 🔒
How to Settle Invoices in Salesforce Billing 🔒
16:29 🔒
Understanding Credit Memos for Billing Adjustments 🔒
10:28 🔒
Hands-On Demo: Issuing Credit Memos 🔒
14:21 🔒
×
Salesforce Revenue Cloud Advanced & Billing Training
Free Sample Videos:
What is Revenue Cloud
What is Salesforce Revenue Cloud?
13:49
Enabling Revenue Cloud Settings in Salesforce
5:48
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