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Revenue Cloud
Get Started
- Salesforce Go
  - Features and Feature Sets
- Functional Areas and Features by Licenses
- Billable Usage Types
Coexistence
- Subscription Management Coexistence
- Sales Force Automation Coexistence
- Salesforce CPQ Coexistence
- Salesforce CPQ and Salesforce Billing Coexistence
- Service Cloud Coexistence
- B2B Commerce
Get Ready for Your Revenue Cloud Implementation
- Plan Your Revenue Cloud Implementation
- Build Your Revenue Cloud Implementation Team
- Revenue Cloud Limits and Considerations
- Preconfiguration Steps
- Set Up Revenue Cloud
- Revenue Cloud Glossary
- Explore the Revenue Cloud Data Model
- Predefined Context Definitions in Revenue Cloud
Migration
- Get Ready
- Differences from Salesforce CPQ
- Migration Phases
  - Phase 1
  - Phase 2
  - Phase 3
- Operational Considerations
- Evaluate and Select a Migration Strategy
- Rollout and Cutover Strategy
  - Rollout Approaches
  - Cutover Planning
- Transactional Data Migration Scope and Strategy
- Reporting After Migration
  - Compare Prior Periods
  - Reporting Strategy Recommendations
- Data Dependencies
- Implementation Considerations
- Product Data
- Asset Data
- Billing Data
Upgrade Revenue Cloud
- Upgrade Guidance for Spring ’26
- Known Issues and Limitations for Spring '26
Product Catalog Management
- Begin Using Product Catalog Management
  - Product Catalog Management Editions and Permission Sets
  - Product Catalog Management Personas for Revenue Cloud
- Product Catalog Management Set Up
- Plan Your Product Catalog
- Organize Your Products with Catalogs and Categories
- Manage Dynamic Attributes in Revenue Cloud
  - Create Product Attributes in Revenue Cloud
  - Working with Product Attribute Fields
- Create Product Templates Using Product Classifications
- Create Products and Product Bundles in Revenue Cloud
- Manage Qualification Rules for Products in Revenue Cloud
- Product Discovery and Guided Product Selection
- Product Catalog Management Limits
Salesforce Pricing
- Begin Using Salesforce Pricing
  - Turn On Salesforce Pricing
  - Salesforce Pricing Editions, Permission Sets, and Personas
- Salesforce Pricing Basic Setup
- Salesforce Pricing Advanced Setup
- Move Your Pricing Data from One Salesforce Org to Another
- Cost Books and Price Books
  - Define Costs in Cost Books
  - Define Prices in Price Books
- Explore Price Adjustment Schedules
  - Create and Manage Price Adjustment Schedules
  - Manage Pricing Adjustment Batch Jobs
- Build Your Pricing Procedures Using Salesforce Pricing
- Use Pricing Elements in Pricing Procedures
- Unique Pricing Scenarios
- Access Your Pricing Information
  - Pricing Discount Calendar
  - View Pricing Data Using Lightning Components
- Salesforce Pricing Limits
Rate Management
- Explore Rate Management in Revenue Cloud
- Rate Management Setup
- Rating Procedures
- Rating Discovery Procedures
  - Clone the Default Rating Discovery Procedure
  - Configure Your Rating Discovery Procedure
- Rate Management Limits
Product Configurator
- Get Started
  - Turn On
  - Permission Sets
- Set Up
- Explore the Product Configurator Flow
- Configure Products with Product Configurator
- Rules and Constraints in Configurator With Constraint Rules Engine
- Define Configuration Rules with Business Rules Engine
- Third-Party Configurator
- Product Configurator Limits
Transaction Management
- Begin Using Transaction Management
- Transaction Management Features
- Quotes and Orders in the Revenue Cloud
- Ramp Deals in Revenue Cloud
- Sell Usage-Based Products
- Contracts in Revenue Cloud
- Manage Asset Lifecycle in Revenue Cloud
Advanced Approvals in Revenue Cloud
- Begin Using Advanced Approvals
- Customize Pages for Approvals
  - Lightning Components
  - Related Lists
- Design an Approval Workflow
- Use Advanced Approvals in a Quote
- Email Templates in Advanced Approvals
  - Create Approval Alert Content Definition Records
- Advanced Approvals Considerations
Dynamic Revenue Orchestrator
- Dynamic Revenue Orchestrator Basic Setup
- Dynamic Revenue Orchestrator Advanced Setup
- Design Your Order Decomposition
- Design Your Order Orchestration
- SLA Jeopardy Administration
  - Configure Fulfillment Step Jeopardy Rules
- Configure Automation Failure Handling
  - Configure Fallout Rules
  - Configure Fulfillment Step Retries
- Submit Orders for Decomposition and Order Fulfillment
- Dynamic Revenue Orchestrator Concepts and References
- Dynamic Revenue Orchestrator Limits
Usage Management
- Begin Using Usage Management
  - Enable Usage Management
  - Permission Set Licenses, Personas, and User Permissions
- Set Up Usage Management in Revenue Cloud
- Validate Your Usage Product Setup
  - Usage Product Validator Considerations
  - Run the Usage Product Validator
- Manage Consumption for Usage-Based Products
- Billing Schedules and Invoices for Usage-Based Products
- Usage Management Limits
Billing
- Set Up Billing
  - Turn on Billing
  - Guided Setup for Billing
  - Assign Permission Sets
  - Select Default Records
  - Configure Context Definitions for Billing
  - Add New Billing Fields to Page Layouts
- Set Up Additional Billing Features
  - Set Up Financial Accounting Features
  - Turn On Invoice PDF Document Generation
  - Turn On Email Delivery of Invoices
  - Turn On Sequential Numbering Features
  - Set Up Credit Memo Features
  - Set Up Billing Dispute Management
  - Capture Taxes at Header Level
  - Set Up Payment Features
  - Self-Service Billing Portal
    - Raise Billing Inquiries and Invoice-Related Disputes
    - Pay Invoices with the Self-Service Billing Portal
- Considerations When Setting Up and Using Billing
- Define Billing Policies and Billability Rules
  - Understand Billing Treatment Resolution
- Manage Billing Arrangements
  - Create Billing Arrangements and Billing Arrangement Lines
  - Configure Billing Arrangements for Billing Schedule Groups
  - Examples: Flexible Invoicing for Complex Business Models
- Configure Milestone Billing
  - Define Billing Milestones
    - Method 1: Configure Billing Milestones Using Billing Treatments
    - Method 2: Create Billing Milestone Plans and Plan Items
  - Milestone Billing for Amended, Renewed, and Canceled Assets
  - Milestone Billing Example
- Define Tax Calculation for Invoices
  - Configure Tax Calculation for Invoices
  - Import External Tax Lines into Billing
- Create Billing Profiles
- Manage Financial Accounting
  - Financial Accounting Data Model
  - Legal Entities
    - Create Legal Entities
    - Legal Entity Automatic Population, Usage, and Considerations
  - Accounting Periods
    - What are Accounting Periods?
    - Create Accounting Periods
  - Chart of Accounts and Journal Entries
  - Legal Entity Accounting Periods Closure and Reopening
  - Capture Transaction Amounts in Multiple Currencies
- Preview Invoices
  - Default Document Template to Generate Invoice Preview PDF Documents
  - Generate Invoice Previews with the Invoice Preview API
- Manage Billing Schedules and Billing Schedule Groups
  - Generate Billing Schedules
    - Generate Billing Schedules from External Transactions or Salesforce...
    - Generated Billing Schedule Details
  - Define Invoice Grouping on a Billing Schedule
- Period Boundary and Proration in Billing Cycles
  - Period Boundaries and Billing Day of Month
  - Field Combination Requirements
- Suspend and Resume Billing
- Generate Invoices
  - Invoice Data Model
  - Automated Invoice Generation with Invoice Batch Runs
  - Generate Invoices for Accounts or Orders
  - Create Standalone Invoices or Import External Invoices
  - Manage Invoices by Using APIs or Flow Actions
  - Void Invoices
  - Generated Invoice Details
- Generate Invoice PDF Documents
  - Default Document Template to Generate Invoice PDF Documents
  - Assign an Invoice Document Template to a Billing Profile
  - Generate Invoice PDF Documents Specific to Billing Profiles
  - Generate Invoice PDFs with Your Company Logo
  - Generated Invoice PDF Document Details
- Send Invoices Through Email
  - Define Invoice Email Delivery Configuration and Preferences
  - Send Invoice Emails from Invoice Records
  - Send Invoice Emails in Bulk from Invoice Batch Runs
- Manage Credit Memos
  - About Credit Memos
  - Credit Memo Data Model
  - Create and Apply Standalone Credit Memos
  - Create and Apply Credit Memos
  - Void or Recover Credit Memos
  - Automatically Convert Negative Invoice Lines
  - Automatically Apply Credits
  - Credit Memo APIs and Actions
  - Results of Credit Memo Application
- Configure Sequential Numbering for Invoices and Credit Memos
  - Gapless Sequential Numbering
  - Configure Sequence Policies
  - Manage Sequential Numbering by Using APIs
  - Sequential Invoice and Credit Memo Number Assignment
- Manage Debit Memos
  - About Debit Memos
  - Debit Memo Data Model
- Process Payments and Issue Refunds
  - Payments Data Model
  - Configure Saved Payment Methods
  - Migrate Tokenized Saved Payment Methods
  - Payment Schedules and Payment Schedule Items
    - Automatically Create Payment Schedules and Schedule Items
    - Manually Create Payment Schedules and Schedule Items
  - Process Payments
  - Payment Batch Run Overview
  - Retry Failed Payments
    - Set Up Payment Retry Rules
    - Examples: Configure Payment Retry Rule Sets and Retry Rules
  - Payments and Refunds APIs and Actions
- Manage Collections for Accounts
  - Set Up and Send Dunning Emails
  - Collect Payment Promises for a Collection Plan Item
- Manage Billing Disputes
  - Resolve Billing Service Requests
- Billing Account Overview
- Statement of Account
- Billing Operations Console
- Limits in Billing
Agentforce for Revenue Cloud
- Agent Templates in Revenue Cloud
- Set Up Community and Partner Access for Agentforce in Revenue Cloud
- Considerations for Agentforce in Revenue Cloud
- Agentforce for Revenue Quote Management
- Agentforce for Billing Employee Assistance
- Agentforce for Billing Service Assistance Agent
  - Set Up Billing Service Assistance Agent for Experience Cloud
  - Agent Topic: Invoice Line Explanation
- Revenue Agent Topic Reference
  - Agent Topic: Product Description Generation
Promotions in Revenue Cloud (Beta)
- Set Up Promotions in Revenue Cloud (Beta)
- Design Promotions in Revenue Cloud (Beta)
Build and Manage Your Procedure Execution
- Understand the Order of Execution for Place Sales Transaction
- Create Procedure Plans
- Use the Procedure Plan Framework
- Sample: Apex Class for Product Discovery External Pricing
- Example: Use Apex Hooks to Extend Pricing Logic
- Export and Import Procedure Plans
- Procedure Plan Limits
Revenue Management Intelligence for Revenue Cloud
- Set Up Revenue Management Intelligence
- Install Revenue Management Intelligence Apps
- Revenue Management Intelligence Dashboards
Revenue Cloud Operations Console
- Monitor and Troubleshoot Pricing Issues
- Troubleshoot Product Configurations
  - Set Up Product Configuration Logs
  - Turn On Configuration Logs

Create a Quote Document Template

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Create a Quote Document Template

Use the default quote template or a blank template to create professional quote document templates. Document Builder standard components capture all relevant quote details within the template.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud where Transaction Management is enabled

User Permissions Needed
To create a quote document template:	Document Builder User

From Setup, in the Quick Find box, enter Document Builder, and then select Document Builder.
Click New Template.
Give your document template a label.
Select the Quote object from the dropdown.
Select a blank template or a default quote template.
The default quote template contains account and contact details, quote line items, and acceptance details.
Build your template by using the standard components.
Save and activate your finished template.

Standard Components for Quote Templates

Build your quote document templates by using these standard components. Use standard components to populate specific data from your quote into the generated document.

Company Details: Captures the company details of your customer in the quote document.
Quote Line Items: Shows a table containing quantity and price details for quote line items.
- Quote line items organize into a hierarchy within the table.
- Salesforce prevents customization of the fields shown in the quote line items table.
Grid: Provides structural layout for document content.
Image and Image Gallery: Inserts visual elements into the template.
Page Numbers: Adds pagination to the document.
Related Record Table: Shows data from records related to the quote.
Rich Text: Helps with custom formatted text blocks.