Salesforce Revenue Cloud Training Certification Course

29 Lesson

30 Hours

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igmGuru offers best Salesforce Revenue Cloud Training Online worldwide and this program course content is created by well trained and certified professionals. Enroll now to learn Salesforce RLM, RCA and other latest features to become certified on passing the Salesforce Certified Revenue Management Consultant certification exam.

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Salesforce RLM Course Overview

Prerequisites

Basic Knowledge of Salesforce CPQ
Concepts should be clear on Configure, Price and Quote
Strong Knowledge of Salesforce CRM
Must Familiar with Sales, Billing, Approvals and Renewals Etc.

What Will You Learn in this Program

Revenue Life Management Process
RCA Fundamental
Product Catalog Management
Product Configurator
Manage Product
Product Qualification Rules
Product Ramp
Attribute Management
Pricing Management
Pricing Elements
Etc

Who Should Enroll

Salesforce Administrators and Developers
CPQ and Billing Consultants
Revenue Operations (RevOps) Professionals
Sales and Finance Professionals working with pricing and billing processes
CRM Functional Consultants
IT Professionals working on Salesforce projects

Key Features

100% Money-Back Guarantee
Flexible Schedule
24 X 7 Lifetime Support
Experienced & Professional Trainers
Small Batches Upto 10 Participants
Instructor Led Training : 30 Hrs

Salesforce RLM Course Syllabus

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

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Salesforce Revenue Cloud Course Fees

SELF PACED LEARNING

US $ 599.00

Refund Policy

Duration : 30 hrs
Lifetime Free Upgrade
Reference Documents
24x7 Support & Access

WATCH 1st CLASS FREE

Online Class Room Program

US $ 999.00

100% Money Back Guarantee

Duration : 30 Hrs
Plus Self Paced

Classes Starting From

Fast Track Batch 07 Oct 2026
Weekday Batch 12 Oct 2026
Weekend Batch 10 Oct 2026

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Salesforce Revenue Cloud Certification

Certification Exam Name - Salesforce Certified Agentforce Revenue Management Consultant (formerly Salesforce Certified Revenue Cloud Consultant)

Exam Format:

Duration: 105 minutes
No. of Questions: 60 multiple-choice questions + up to 5 unscored questions
Passing Score: 63%
Mode: Onsite testing center or online proctored exam
Prerequisite: None

Certification Maintenance:

Salesforce requires certification holders to complete the required annual maintenance on Trailhead to keep the certification current.
If you don't complete the required maintenance by the due date, the certification will expire.

Salesforce Revenue Lifecycle Management FAQ's

What is the meaning of RLM in Salesforce?

Salesforce RLM Meaning Revenue Lifecycle Management. Revenue Lifecycle Management is a one stop solution by Salesforce that helps businesses to automate, manage and optimize of every revenue process, begin from product configuration and quoting to invoicing, billing, payments and revenue.

How to enable RLM in Salesforce?

To configure RLM (Revenue Lifecycle Management), user admin can navigate to Feature Settings > Revenue Lifecycle Management in the Setup menu. Also, admin users will have access to a number of RLM Apps from the App Launcher such as Product Catalog Management, Price Management, Business Rules Engine, etc.

What is the difference between RCA and CPQ?

Salesforce RCA (Revenue Cloud Advanced ) is the successor to legacy CPQ, offers a modern, native solution with advanced features like AI, headless architecture, and full quote-to-cash integration. CPQ is entering into end-of-sale and will no longer receive innovation, making it less viable long-term.

Will I work on practical projects during the training?

Yes. This training includes practical hands-on projects on product configuration, pricing, transactions, contracts, billing, invoices, payments, and usage-based billing. These areas help learners understand how Salesforce Revenue Management concepts are applied in real-world business processes.

Is Salesforce Revenue Management the same as Salesforce Revenue Cloud?

Salesforce Revenue Management is the current product name. You may still see Revenue Cloud, Revenue Cloud Advanced (RCA), and Revenue Lifecycle Management (RLM) in older Salesforce resources and implementations.

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