Salesforce Revenue Cloud Course

Lesson 1 – RCA Fundamental
1. Introduction
2. Introduction
3. E2E Journey
4. User Experience
5. Revenue Cloud Architecture
6. Key Features
Lesson 2 – Product Catalog Management
1. Catalog
2. Category & Sub Category
3. Product Specification
Lesson 3 – Product Configurator
1. Standrad Configurator
2. Advance Configurator
Lesson 4 – Manage Product
1. Simple Product
2. Bundle Product
3. Configurable Product
4. Static Product
5. Conversion of Simple/Bundle Products
6. Product Selling Model
7. Bundle Components
8. Bundle validation
9. Product Hierarchy
Lesson 5 – Product Qualification Rules
1. Qualification Rule
2. Qualification Criteria
3. Qualification Decision Table
Lesson 6 – Product Ramp
1. Product Ramp
Lesson 7 – Attribute Management
1. Product Attribute
2. Attribute Categories
3. Mange Attribute Values
4. Product Classification
5. Include/Exclude Picklist Value
Lesson 8 – Pricing Management
1. Setup
2. Waterfall
3. Data Sync
4. Waterfall Persistence
5. Tracking History
6. Proration Settings
7. Procedure Plan Framework
8. Pricing Operations Console
9. Cost Books and Price Books
10. Price Adjustment Schedules
11. Attribute Based Adjustments
12. Manage Bundle-Based Adjustments
13. Pricing Discount Calendar
14. Pricing Procedures
Lesson 9 – Pricing Elements
1. List price
2. Volume Discount
3. Tier Discount
4. Attribute-Based Price
5. Bundle-Based Price
6. Manual Discount
7. Subscription Pricing and Proration
8. Price Adjustment Matrix
9. Aggregate Price
10. Formula Based Pricing
11. Contract Based Pricing
12. Derived Price
13. Procedure Output Resolution
14. Pricing Action Parameters
Lesson 10 – Usage Management
1. Usage Management Setup
2. Usage Product
3. Rate Management Setup
4. Usage Selling
5. Consumption Management
6. Rating Procedures
Lesson 11 – Dynamic Revenue Orchestrator
1. Dynamic Revenue Orchestrator
Lesson 12 – Transaction Management
1. Quote Management: 1. Create & Edit Quote 2. Quote Sync with Opportunity 3. Discover & Configure Product
2. Order Management :1. Order Setting 2. Order Lifecycle 3.Usage Type of Order 4.Create order from Quote 5.Automate Asset Creation
3. Asset Management: 1.Asset Lifecycle 2.Asset Amendment 3.Asset Renewal 4.Cancellation
Lesson 13 – Advance Approval
1. Advance Approval
Lesson 14 – Business APIs
1. Product Catalog Management Business APIs
2. Product Discovery Business APIs
3. Salesforce Pricing Business APIs
4. Rate Management Business APIs
5. Usage Management Business APIs
6. Product Configurator Business APIs
7. Quote and Order Capture Business APIs
Lesson 15 – Invocable Actions
1. Salesforce Pricing Standard Invocable Actions
2. Rate Management Standard Invocable Actions
3. Usage Management Standard Invocable Actions
4. Dynamic Revenue Orchestrator Standard Invocable Actions
Lesson 16 – Salesforce-CLM
1. Introduction to Salesforce Contract
2. Introduction to Salesforce Contract
3. Contract Data Model
4. Integration with CPQ
5. Create and Update Contracts
6. Contract Types
7. Contract Document Generation
8. State Model
9. Salesforce Approval Process
10. Document Versioning
11. Clauses Library
12. Obligations
13. Document Templates
14. DOCX/ PDF Files
15. Omnistudio Data Mappers
16. E-Signature Integration
Lesson 17 – Salesforce RCA Billing
1. Setting Up Salesforce Billing
Lesson 18 – Product Setup for Invoicing
1. Billing Policy
2. Billing Treatments
3. Billing Milestone Plans
Lesson 19 – Tax Setup
1. Tax Setup
Lesson 20 – Payment Terms
1. Payment Terms
Lesson 21 – Legal Entity
1. Legal Entity
Lesson 22 – Billing Profile
1. Billing Profile
Lesson 23 – Preview Invoice
1. Preview Invoice
Lesson 24 – Suspend and Resume Billing
1. Suspend and Resume Billing
Lesson 25 – Invoice Generation
1. Standalone Invoices
2. Invoice for Account or Order
3. Automated Invoice Generation
4. Generated Invoice Details
5. Generate Invoice PDF
Lesson 26 – Manage Credit Memo
1. Create Standalone Credit Memo
2. Create and Apply Credit Memo at Invoice Level
3. Apply Credit Notes to Posted Invoice
4. Invoice Balance Settlement
Lesson 27 – Payment Process
1. Setup Payment
2. Payment Schedules
3. Apply payment on posted Invoice
4. Payment Batch Run
Lesson 28 – Usage Billing
1. Usage Billing
Lesson 29 – Billing Schedules & Schedules Group
1. Billing Schedules & Schedules Group