Salesforce Revenue Cloud
Hands-On Guide: Notion Use Case
Beginnerβs Guide
This is a multi-part series where we build a simple yet effective Revenue Cloud project together, step by step, using Notion as our example. Follow along in order – each part builds on the previous one.
Topics Covered
Part 1: Getting Started
- Introduction to Revenue Cloud
- Signing up for Trial Org
- Verifying Revenue Cloud Setup
Part 2: Product Catalog & Pricing
- Key Concepts: Product Selling Models, Price Books, Decision Tables
- Creating a Product
- Adding to Price Book
- Refreshing Decision Tables
Coming Up in Upcoming Blogs
- Creating Accounts & Building Quotes
- Orders & Asset Management
About Me:
Hello, my Name is Smriti Sharan. I am avid blogger and youtuber. Follow my Blog, Linkedin and YouTube to learn various aspect of Salesforce. feel free to join telegram group. Follow my Youtube
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Introduction to Revenue Cloud
Salesforce Revenue Cloud (formerly Revenue Lifecycle Management or RLM) is a platform that manages the entire revenue lifecycle from product catalog to billing. It combines Configure-Price-Quote (CPQ), Contract Management, Order Management, and Billing into one solution.
The Complete Revenue Lifecycle
Revenue Cloud Vs Salesforce CPQ
Migration Consideration
There is no direct upgrade path from CPQ to Revenue Cloud. Migration requires a full rip-and-replace reimplementation.
Our Use Case: Notion
Notion is the connected workspace where better, faster work happens. Based in San Francisco, they provide all-in-one productivity software to individuals and teams worldwide.
Here are their plans:
Section 2: Getting Your Revenue Cloud Org
Sign Up for the Trial: Revenue Cloud Developer Org
Verify Email and Set Password
Check your email for a message from Salesforce
Section 3: Check Revenue Cloud Features
As it is revenue cloud developer org. All the settings are enabled but visit them to get an understanding.
Verify Org Setup
Contract Lifecycle Management
Setup > Contract Lifecycle Management > General Settings
1. Click the gear icon in the top-right corner
2. Select Setup
3. In the Quick Find box, type: Contract Lifecycle
4. Click General Settings
| Setting Name | |
| Salesforce Contracts | Toggle ON |
| Customer Community Plus for Salesforce Contracts | Toggle ON |
| Context Service for Salesforce Contracts | Toggle ON |
Pricing Features
Setup > Salesforce Pricing > Salesforce Pricing Setup
1. In Setup, type in Quick Find: Salesforce Pricing
2. Click Salesforce Pricing Setup
| Setting Name | |
| Turn On Price Waterfall | Toggle ON |
| Turn On Price Waterfall Persistence | Toggle ON |
Document Generation
Setup > Document Generation > General Settings
1. In Setup, type in Quick Find: Document Generation
2. Click General Settings
| Setting Name | |
| Salesforce Contracts Connector for Word | Toggle ON |
| Document Templates Export | Toggle ON |
| Design Document Templates in Salesforce | Toggle ON |
Dynamic Revenue Orchestrator
Setup > Dynamic Revenue Orchestrator > Settings
1. In Setup, type in Quick Find: Dynamic Revenue Orchestrator
2. Click Dynamic Revenue Orchestrator Settings
| Setting Name | |
| Dynamic Revenue Orchestrator | Toggle ON |
Enable Pricing
- From Setup, in the Quick Find box, search for and selectΒ Salesforce Pricing Setup.
- Under the Sync Pricing Data section, clickΒ Sync.
Section 4: Verify Your Setup
Check the App Launcher: You should see Revenue Lifecycle Management app
Creating the Product Catalog and Pricing
What You Will Learn
1. What is a Product Selling Model and why it matters
2. How to create a product in Revenue Cloud
3. How to add a product to a Price Book
4. Why you must refresh Decision Tables
SECTION 1: Key Concepts
Product Catalog Management
The Product Catalog is the foundation of Revenue Cloud. It acts as a single source of truth for all the product-related information.
What is a Product Selling Model?
A Product Selling Model defines HOW you sell a product to the customer.
What is a Price Book?
A Price Book is a list of products with their prices. Salesforce has a Standard Price Book that comes built-in. You can also create custom price books for different scenarios
What are Decision Tables?
Decision Tables are like a cache that stores pricing data for fast lookups. When you add or change products/prices, you must REFRESH the decision tables, so the system knows about the changes. If you skip this step, your new products won’t appear in quotes!
CRITICAL: Always refresh Decision Tables after creating products or changing prices. This is the #1 reason new products don’t show up!
SECTION 2: Create Your First Product
We will create Notion Plus – Workspace for small teams with unlimited blocks & collaboration
Open Product Catalog Management
Create the Product Record
Navigation: Products > New
1. Click New button (top right)
Commercial = Products you sell to customers (like Notion Plus). This is what you use for regular products that appear in quotes and generate revenue.
Technical = Internal/backend products used for system configurations, integrations, or technical components that customers don’t directly purchase
Choose Commercial in this case
2. Enter these values:
Product Name: Notion Plus
Product Code: NP-001
Product Description: Workspace for small teams with unlimited blocks & collaboration
Active: Checked (must be checked!)
4. Click Save
Add Product Selling Model Option
Why: This tells Revenue Cloud that Notion Plus is a subscription product.
- On the Notion Plus product page, click the Related tab
2. Find Product Selling Model Options section
3. Click New
4. Enter these values:
Product Selling Model: Term Based – Monthly
Product: Notion Plus (auto-fill)
5. Click Save
SECTION 3: Add Product to Price Book
Now we set the price. A product without a price book entry cannot be added to quotes.
=Add Standard Price
1. Go to the Product βNotion Plusβ and click the Related tab
2. Find the Price Books section
3. Click Add Standard Price
4. Enter these values:
List Price: 10 (this is $10 per user per month)
Product Selling Model: Term Based – Monthly
Active: Checked
5. Click Save
SECTION 4: Refresh Decision Tables
DO NOT SKIP THIS STEP! Without refreshing, your new product will not appear when creating quotes.
Refresh Price Book Entries Table
Navigation: Setup > Decision Tables > Price Book Entries
1. Click the gear icon > Setup
2. In Quick Find, type Decision Tables
- Click Price Book Entries from the list
- Click the Refresh button
- Verify Last Refreshed Date updated to now
SUCCESS! Notion Plus is now ready! You have created a product, assigned a selling model, set the price ($10), and refreshed the decision tables.
References
Sign Up for the Trial: Revenue Cloud Developer Org
Trailhead Module:
Price Management with Revenue Cloud
— Next Part Coming Soon —
Creating an Account and Building a Quote
About Me:
Hello, my Name is Smriti Sharan. I am avid blogger and youtuber. Follow my Blog, Linkedin and YouTube to learn various aspect of Salesforce. feel free to join telegram group. Follow my Youtube
