Quotes, Orders, Contracts and Revenue Cloud

Sales CloudQuotes, Orders, Contracts and Revenue CloudThe quote-to-cash chain on Salesforce: standard Quotes with opportunity sync and PDFs, Contracts, Orders and reduction orders, Assets, the legacy Salesforce CPQ managed package, the core-native Revenue Cloud (Revenue Management) suite, its extension points, and how to plan a CPQ migration.Advanced · about 85 minutesWhat you will learn

Create standard quotes and quote line items in Apex and control opportunity sync with SyncedQuoteId

Explain how quote PDFs are generated and the options for producing QuoteDocument records programmatically

Manage the contract and order lifecycles, including activation and reduction orders, and create assets from orders

Recognise the Salesforce CPQ (SBQQ) data model and APIs and its end-of-sale status

Describe the Revenue Cloud components (Product Catalog Management, Salesforce Pricing, Configurator, Transaction Management, Dynamic Revenue Orchestrator, Billing) and their developer extension points

Plan a migration from Salesforce CPQ to Revenue Cloud

Contents

Standard Quotes

Contracts

Orders and order products

Assets

Salesforce CPQ (managed package)

Revenue Cloud (Revenue Management) on core

Migrating from Salesforce CPQ to Revenue Cloud

Best practices

Common pitfalls

Hands-on exercises

Key takeaways