Salesforce Revenue Cloud is designed to cater primarily to B2B sales representatives, streamlining the sales process with tools for Configuration, Quoting, Order Capture, and Lifecycle Management (COQAL). This robust platform provides end-to-end management of the revenue lifecycle, ensuring actionable insights and seamless integration across critical business functions.

Building the Data Model

Bottom-Up Approach

Catalog
Rules: Qualification and Configuration
Bundled Products and Products
Product Categories
Product Classifications
Attribute Categories
Attribute Definitions
Picklists and Values
Product Specification Types

Top-Down Approach

For Bundled Products:

Product Component Groups
Static Simple Products
Configurable Simple Products
Static Bundles
Configurable Bundles
Price Book Entries

Future Enhancements

Product Cards: Improved UI for large product lists.
Product Versioning: Planned to address asset updates.
Configurator APIs: Eight headless APIs for UI customization.

Salesforce Revenue Cloud continues to evolve as a comprehensive solution for managing complex B2B sales processes. Its modular design, extensive APIs, and powerful configuration tools make it a vital asset for businesses aiming to streamline their revenue operations.

Guide to Setting Up Salesforce Revenue Cloud

Salesforce Revenue Cloud is designed to empower B2B sales representatives with advanced tools for Configuration, Quoting, Order Capture, and Lifecycle Management (COQAL). This guide walks you through the setup steps, permissions, and configurations necessary to unlock the full potential of Revenue Cloud, ensuring seamless integration

Setup Steps

Step 1: Enable Revenue Lifecycle Management Settings

Navigate to Setup > Revenue Lifecycle Management Settings and enable all options.

Step 2: Assign Permission Set Licenses

To start, assign the following Permission Set Licenses based on the roles and functionalities required:

Business Rules Engine: Designer & Runtime
Context Service: Admin & Runtime
Contract Lifecycle Management (CLM) User
Fulfillment User
Partner Community
Product Catalog Management: Administrator & Viewer
Product Configuration User
Revenue Lifecycle Management User
Salesforce Pricing: Design Time & Run Time User
Ship and Debit Process Management

Step 3: Assign Permission Sets

Assign these Permission Sets to enable specific features:

Assetize Order
Calculate Prices API
Calculate Taxes API
CLM Admin & Runtime User
Context Service Admin & Runtime
Create Orders from Quotes: For Internal and Partner Community users
DRO Admin User & Order Submit Initiate User
PlaceOrder API
Price and Tax Calculation for Quoting: For Internal and Partner Community users
Product Catalog Management Designer & Viewer
Rule Engine: Advanced Designer, Designer, & Runtime
Salesforce Pricing: Admin & Manager
Ship and Debit Process Management Admin & User
Tax Configuration

Assetize Order:

Provides Salesforce Operations Rep access to manage the lifecycle of assets, including the process of assetizing orders. This involves transforming order line items into assets for tracking and management.

Calculate Prices API:

Grants access to API users, including Quote and Order Capture Admin, Sales Rep, and Salesforce Operations Rep, to read and write access for calculating prices on quotes, orders, and assets via APIs.

Calculate Taxes API:

Provides read-write access to the APIs for calculating taxes on quotes, orders, and assets. This permission set is used by Sales Reps and Salesforce Operations Reps to manage tax calculations.

CLM Admin & Runtime User:

CLM (Contract Lifecycle Management) Admin allows users to configure and manage contract processes, while the Runtime User enables interaction with active contracts during the execution phase. Both are vital for overseeing contract management from start to finish.

Context Service Admin & Runtime:

Admin permission allows users to configure and manage context-driven services, while the Runtime User interacts with these services in real-time. This is essential for managing dynamic context-based information and workflows.

Create Orders from Quotes (For Internal and Partner Community users): Grants internal users and partners in the community the ability to create orders from existing quotes, enabling the conversion of quotes into formal orders for processing.

DRO Admin User & Order Submit Initiate User:

DRO Admin User provides full access to manage all aspects of the Delivery, Receipt, and Order (DRO) process. Order Submit Initiate User enables users to initiate the submission of orders within the system.

PlaceOrder API:

Allows Sales Reps and Salesforce Operations Reps to interact with the API for placing orders. This enables automation of the order creation process via API calls.

Price and Tax Calculation for Quoting (For Internal and Partner Community users):

This permission set allows Sales Reps and Salesforce Operations Reps in the internal team or partner community to calculate prices and taxes during the quoting process using APIs.

Product Catalog Management Designer & Viewer:

Product Catalog Management Designer allows users to create and manage product catalogs, whereas the Product Catalog Management Viewer provides read-only access for viewing product catalogs and their details.

Rule Engine: Advanced Designer, Designer, & Runtime: Advanced Designer provides users with the ability to configure and design advanced rule sets. Designer allows for basic rule setup, and Runtime grants users the ability to run and evaluate rules during live operations.

Salesforce Pricing: Admin & Manager:

Salesforce Pricing Admin allows users to configure and manage pricing-related setup pages, while Salesforce Pricing Manager provides users the ability to create, read, and edit pricing objects and settings across the Salesforce ecosystem.

Ship and Debit Process Management Admin & User:

Admin provides users with configuration access to manage the ship and debit process, which is typically used to handle product returns and customer credits. User grants operational access for handling ship-and-debit transactions.

Tax Configuration:

This role provides users with the permissions to configure tax settings, define tax rates, and set tax policies, ensuring proper tax calculations during transactions and invoicing processes.

Step 4: Enable Specific Feature Settings

Contract Lifecycle Management:
Navigate to Setup > Contract Lifecycle Management > General Settings and enable all options.

Document Generation:
Go to Setup > Document Generation > General Settings and enable all settings.

Dynamic Revenue Orchestrator Settings:
Enable under Setup > Dynamic Revenue Orchestrator Settings.

Product Schedules Settings:
Go to Setup > Feature Settings > Products > Product Schedules Settings and enable Customizable Schedules.

Salesforce Pricing Setup:
Turn on Price Waterfall and Price Waterfall Persistence under Setup > Salesforce Pricing Setup.

Step 5: Customize Page Layouts

Modify the Product page layout:

Add buttons: Validate Product Definition, Copy Bundle, and Preview.

Step 6: Configure PCM Setup Entities

Product Specification Type:
Navigate to Setup > Feature Settings > PCM Setup Entities > Product Specification Type to create specific types like “Commercial” or “Retail.”
Product Specification Record Types:
Create a record type (e.g., Commercial) and mark it as active.

Step 7: Define Product Selling Models

Create a Product Selling Model for “One Time”:

Open the Product Selling Model object, click New, select the One Time Selling Model Type, and make it active.

Note: Quarterly pricing terms are not yet supported, and the Pricing Term picklist is non-editable.

Step 8: Configure Categorization Method

Set categorization method to Data Categories under Setup > Process Automation > Service Catalog > Catalog Settings.

Step 9: (Optional) Product Qualifications

If needed, create custom fields and page layouts for Product Qualifications:

Define custom fields required for Decision Tables.
Ensure Field Level Security (FLS) makes these fields visible/editable.

Best Practices

Ensure all settings are enabled before testing processes like order fulfillment or contract creation.
For advanced document generation needs, consider using OmniStudio permissions.
Use Dynamic Revenue Orchestration for real-time tracking and updating of order fulfillment processes.
Leverage Configurator Templates to provide seamless integration with third-party configurators and custom UI components.

By following these setup steps and assigning the appropriate permissions, you’ll be able to fully leverage Salesforce Revenue Cloud’s capabilities, streamline your sales processes, and gain actionable insights across the entire revenue lifecycle.