Salesforce Revenue Cloud has come a long way from its early CPQ roots. With the latest updates, it’s now a powerful, all-in-one revenue lifecycle platform designed for flexibility, scalability, and complete control. Here are 11 essential things to know about the current version:
Table of Contents
1. Revenue Cloud Advanced (RCA) Is the New Core Offering
What used to be known as Revenue Lifecycle Management was rebranded as Revenue Cloud Advanced (RCA) at Dreamforce 2024. Salesforce customers now have two editions to choose from:
- Revenue Cloud Advanced (RCA)
- Revenue Cloud Billing
You’ll often see “RCA” used in place of “Revenue Cloud” in documentation and community discussions.
2. Built Natively on the Salesforce Platform
Unlike the older Salesforce CPQ managed package, RCA is fully native to Salesforce, meaning it integrates seamlessly with the entire Salesforce ecosystem and avoids the limitations of a separate package.
3. API-First, Not API-Only
The new architecture is API-first, enabling revenue-related actions (quoting, pricing, ordering) to be embedded into any system or channel. Yet it also comes with a rich, user-friendly UI and point-and-click customization options—no heavy development required.
4. Powerful Product Catalog with Dynamic Attributes
RCA introduces a centralized product catalog with features like:
- Bundle creation templates
- Guided product selection
- Dynamic attributes (no more individual SKUs for every variation)
- Semantic search across all product properties
This drastically simplifies catalog management and improves time to market.
5. Pricing Procedure Builder
Managing pricing strategies is now easier and more transparent:
- A drag-and-drop interface for pricing rules
- Simulation and testing tools before going live
- Real-time price visibility at the quote line level
It’s a modern alternative to coding custom price rules or relying on static spreadsheets.
6. Reimagined CPQ Experience
The CPQ module has been upgraded:
- A flow-based configurator that’s easy to customize
- Real-time configuration summaries
- Nested bundles, rules, and attribute support
- New Constraint Builder for complex configuration logic (GA in Summer ‘25)
Sales reps get a highly intuitive experience for selling even the most complex solutions.
7. Transaction Line Editor – Excel-Like Power
The Quote Line Editor has evolved into the Transaction Line Editor, offering:
- A spreadsheet-like interface with filter, sort, freeze columns
- Add products or assets easily
- Lightning App Builder customization
- Used consistently across quoting, ordering, and asset management
8. Advanced Approvals Built-In
No more separate Advanced Approvals package. Now:
- Flow Orchestration powers approvals
- Supports parallel, sequential, and conditional approvals
- Fully included with RCA
Sales and legal teams can now streamline quote approvals without additional cost or configuration.
9. Native Contract Lifecycle Management (CLM)
CLM is no longer a third-party add-on. With RCA:
- Legal teams manage templates and clauses
- Generative AI assists in contract drafting
- Sales can collaborate on redlines within Salesforce
- Track compliance and obligations post-activation
10. Fulfillment, Order, and Subscription Management
Order and fulfillment processes are streamlined with:
- Dynamic Revenue Orchestrator (DRO) for task breakdown
- Integrated change order and asset lifecycle tracking
- Simplified subscription management, where all records are assetized and amendable at any time
11. Intelligence and Automation with Agentforce & Tableau
Salesforce is injecting AI and analytics across the platform:
- Agentforce (Spring ‘25 pilot) enables natural language quote creation
- Extendable with custom invocable actions
- Out-of-the-box Tableau dashboards for revenue, pricing, fulfillment, and billing
- Real-time insights for better decision-making
Final Thoughts
Salesforce Revenue Cloud has evolved into a comprehensive revenue operations suite. Whether you’re managing one-time sales, subscriptions, or usage-based billing, RCA helps unify your sales, finance, RevOps, and legal teams—on a single, flexible, and secure platform.
If you’re considering RCA or planning an upgrade from legacy CPQ, now is the time to explore the possibilities. Contact us at salesforce@cloudely.com.
