Salesforce RCA & Agentforce Revenue Management Training

What the programme covers

• Product catalogue and product configuration
• Pricing procedures and advanced pricing
• Subscription management, amendments and renewals
• Usage-based pricing and revenue processes
• Billing and order management concepts

Intended for

• Salesforce CPQ professionals moving to Revenue Cloud
• Revenue Cloud implementation consultants
• Developers working with revenue processes

Fast-Track — 12 days, 2–4 hours a day

Intensive sessions covering RCA setup to implementation in 12 days, with longer hands-on sessions each day.

1. Day 1: Basic, initial and backend setup (4 hours)
   • License and permissions
   • Context definitions
   • Pricing procedure
   • Product discovery procedure
   • CPQ vs RCA
   • Twin fields: cascading object data from top to bottom objects
2. Day 2: Qualification rules, guided selling and configuration flows (4 hours)
   • Product qualification and disqualification rules
   • Category qualification and disqualification rules
   • Guided selling
   • Configuration flows: tab to accordion
   • Configuration flows: config attributes from one column to multiple columns
3. Day 3: Product catalog management (4 hours)
   • Standalone products
   • Bundles and nested bundles
   • Dynamic, configurable and static bundles
   • Product selling model
   • Indexing
   • Attribute definitions and attribute categories
   • Attribute picklists and picklist values
4. Day 4: Configuration rules and CML builder (4 hours)
   • Standard configuration rules / product configuration rules
   • Advanced configuration rules and CML builder
   • Set attribute; disable and hide attribute
   • Auto-add product; add, remove and disable products
   • Set quantity
   • Require validation errors
   • Warning and informational validations
5. Day 5: Pricing procedure and price waterfall — part 1 (4 hours)
   • List price
   • Bundle price
   • Volume price
   • Slab price
   • Custom region discounting
   • Attribute-based price
6. Day 6: Pricing procedure and price waterfall — part 2 (4 hours)
   • Derived price (% of total price)
   • Cost book plus markup price
   • Price waterfall identifier and debugging
   • Proration policies: allow partial proration periods
   • Pre-hook
   • Contracted price
7. Day 7: Advanced approvals and document generation (4 hours)
   • Advanced approval rules
   • OmniStudio Document Generation (PDF) and standard document generation
8. Day 8: Order, contract, renewal and ramp deals (4 hours)
   • Order, contract, renewal and amendment
   • Price revision policy: price index (price uplift) and renewal automation flow
   • Flow action: asset actions
   • Ramp deals, uplift and CPI: multi-year deals
9. Day 9: Unit of measure, RCA API and usage-based products (4 hours)
   • Unit of measure
   • RCA API
   • Usage-based products
10. Day 10: Billing, invoicing and Agentforce for quoting (4 hours)
    • Billing and invoicing
    • Decomposition and revenue orchestration
    • Agentforce Revenue Management: Agentforce agent for quoting
11. Day 11: DRO, migration and doubt clearing (4 hours)
    • Doubt clearing session
    • Decomposition and revenue orchestration (DRO)
    • Migration and sandbox-to-sandbox deployment
12. Day 12: Assignment review (2 hours)
    • Assignment review

Daily 1–1.5 hour sessions — 21 days, 1–1.5 hours a day

Shorter daily sessions that fit around work, covering RCA one topic at a time over 21 days.

1. Day 1: RCA introduction and setup
   • Background
   • Permission sets and license assignment
   • Backend settings
   • Trailheads and key articles
   • Data model
2. Day 2: Product catalog management
   • Product classification and categories
   • Attributes and attribute groups
   • Product configuration rules
   • Pricing flow basics
3. Day 3: Bundle setup
   • Static bundle
   • Dynamic bundle
   • Attribute-based bundle
4. Day 4: Pricing setup — volume and bundle
   • Price waterfall
   • Price book
   • Price adjustment
   • Pricing procedures and steps
   • Pricing recipe
5. Day 4 (contd.): Pricing procedures — slab and attribute
   • Contracted price
   • Cost-plus markup (cost book)
   • Custom region discount matrix
   • Debug price using API
6. Day 5: Product rules and price rules — configuration rules
   • Bundle auto-add and auto-remove
   • Validate and require rules (error, warning, informational)
7. Day 6: Advanced configuration rules
   • Set and hide attribute and attribute value
   • Set quantity
   • Add and remove quote lines
   • Quantity validation
8. Day 7: Twin field mapping
   • Cascading field information from the top object to downstream objects
9. Day 8: Qualification and disqualification rules
   • Product qualification rules
   • Decision tables
   • Qualification rule procedures
   • Context definition
10. Day 9: CPQ-style bundle setup
11. Day 10: Derived pricing and lifecycle
    • Percent-of-total pricing
    • Amendment quotes
    • Renewals
12. Day 11: Hands-on: order, contract, renewal and amend
13. Day 12: Guided selling
14. Day 13: Rate management
    • Usage-based pricing
15. Day 14: Advanced approvals
16. Day 15: DRO — decomposition and orchestration
17. Day 16: Advanced configurator
18. Day 17: Ramp deal product
19. Day 18: Quote template and document generation
20. Day 19: Billing and invoicing setup
21. Day 20: Auto asset renewal
22. Day 21: Doubt session
    • Open Q&A, if required