Rev-Con-201 study guide
Rev-Con-201 · Work through your exam, one topic at a time.
The Salesforce Certified Revenue Management Consultant is a Salesforce credential for practitioners who work with Revenue Cloud. Salesforce describes the audience precisely: certified consultants "have hands-on experience designing and implementing the Revenue Cloud product on core, and have extensive knowledge of the Product-to-Cash lifecycle." In practice that means the exam is aimed at implementation consultants rather than administrators or end users - people who translate pricing, quoting, contracting, billing and revenue requirements into a working Revenue Cloud configuration. The Rev-Con-201 study guide has 5 sections and about 1,912 words.
01Product-to-Cash Lifecycle and Revenue Cloud Fundamentals
Revenue Cloud exists to move a commercial idea from catalog to cash . Trace one order of events: a product is defined, priced in a price book, assembled on a quote, converted to an order and a contract, fulfilled as an asset or subscription, billed as an invoice, settled as a payment, and finally recognized as revenue.
361 words, about 2 min02Products, Pricing, and Configuration
Configuration and pricing decide what is sold and what it costs before a quote exists. Keep the two halves separate in your head.
412 words, about 2 min03Quotes, Quote Lines, and Contracting
Quotes are the negotiation surface and the handoff to contracting. Be fluent in Quote, QuoteLineItem, and quote line groups, in quote line editor behaviour, and in how an accepted quote becomes an order, contract, and subscription.
400 words, about 2 min04Billing, Invoicing, and Payments
Billing turns commercial terms into money owed. The recurring question is what period does this invoice cover, and what period did the service cover?
370 words, about 2 min05Subscription Management, Revenue Recognition, and Reporting
Subscription management is where time enters the data model. A subscription binds a customer to a product for a term at a quantity and price, and it drives renewal, amendment, cancellation, and recognition.
369 words, about 2 min