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Explore Revenue Cloud Fundamentals
Trail

Explore Revenue Cloud Fundamentals

Learn how Revenue Cloud supports your product catalog, pricing, contracts, and orders.

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Skills you will gain

Complete the Trail to build your expertise. Learn More
  • Process Improvement and Optimization
  • Automation
  • Critical Thinking and Problem Solving
  • Business Intelligence
  • Sales Management
  • Show More
  • Process Improvement and Optimization
  • Automation
  • Critical Thinking and Problem Solving
  • Business Intelligence
  • Sales Management
  • General Sales Practices
  • Business Operations
  • Cloud Solutions
  • Business Solutions
  • Productivity
  • Business Strategy
  • Product Management
  • Show Less

Products

  • Industry Solutions
  • Revenue Cloud
  • Salesforce Platform

Industries

  • Manufacturing and Automotive
  • Retail and Consumer Goods
  • Healthcare and Life Sciences
  • Financial Services
  • Energy and Utilities
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  • Manufacturing and Automotive
  • Retail and Consumer Goods
  • Healthcare and Life Sciences
  • Financial Services
  • Energy and Utilities
  • Communications and Media
  • Education
  • Nonprofit
  • Public Sector
  • Show Less
This Trail may include content that is only available in English. Learn More
+2,300 points
Foundational
End User
~4 hrs 5 mins

Build Your Foundation

Module

Automate complex decision making to streamline business processes for any industry.

+400 Points
~35 mins
Article

Simplify the sharing and consumption of business application data using Context Service.

~20 mins •
Mark as Complete
Article

Package logic into reusable actions for flows, processes, and integrations.

~20 mins •
Mark as Complete
Module

Build digital-first experiences across different channels.

+300 Points
~15 mins

Get Started with Revenue Cloud

Module

Solve revenue efficiency challenges using the unified product-to-cash platform.

+300 Points
~20 mins
Article

Review a comprehensive list of terms related to Revenue Cloud.

~10 mins •
Mark as Complete

Set Up Products and Pricing

Module

Create a catalog that acts as a single source of truth for product information.

+100 Points
~5 mins
Module

Define a comprehensive pricing strategy to win deals and increase revenue.

+100 Points
~5 mins
Article

Configure templates, rules, and constraints.

~10 mins •
Mark as Complete

Manage Contracts

Module

Use digital contract management to simplify and expedite your sales process.

+400 Points
~20 mins
Module

Simplify and automate document creation to streamline your sales process.

+400 Points
~20 mins
Article

Support business use cases with Salesforce Contracts.

~20 mins •
Mark as Complete

Manage Transactions, Orders, and Fulfillment

Module

Handle orders with accuracy and efficiency to transform your order-to-cash process.

+300 Points
~25 mins
Article

Manage quotes, orders, and changes across the customer lifecycle.

~10 mins •
Mark as Complete
Article

Manage customer assets from purchase to renewal, upgrade, or cancellation.

~10 mins •
Mark as Complete

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