Revenue Cloud Consultant Revenue-Cloud-Consultant-Accredited-Professional Salesforce Study Notes

 In Salesforce Revenue Cloud, the feature needed to split Order Products into different Invoice runs is the Invoice Group. The Invoice Group field on the order product is used to define more levels of grouping. After the invoice run groups order products by their billing account and payment terms, it then considers the order’s invoice grouping. This process is usefulfor invoicing certain types of order products separately from your other order products1.

In Salesforce Revenue Cloud, usage records are a key component of the usage-based pricing model. They track the consumption of a product or service over a predefined time period1.

The required fields on the usage record to load and ratethe usage are:

Start Date Time: This field represents the start of the usage period1.

End Date Time: This field represents the end of the usage period1.

Matching ID: Salesforce Billing uploads usage only to usage summaries with matching IDs1.

Matching Attribute: Usages are rated against usage summaries where the Matching ID, Matching Attribute, and Unit of Measure fields all match1.

Unit of Measure: This field represents the unit in which the usage is measured1.

Quantity: This field represents the amount of usage1.

These fields are essential for accurately tracking and billing usage-based products or services. They allow Salesforce Revenue Cloud to calculate charges basedon the actual consumption of a product or service, which can be more flexible and customer-friendly than flat-rate pricing2.

References

Usage Summary and Usage Fields - Salesforce

Usage-Based Products - Salesforce

 When scoping a Revenue Cloud project, it's essential to involve key customer teams that will be impacted by or contribute to the implementation. These teams typically include Information Technology, which will handlethe technical aspects of the implementation; Sales Operations, which is responsible for the processes and strategies surrounding the sales efforts; and Accounting and Finance, which will manage billing, invoicing, and financial reporting aspects of the solution. Involving these teams ensures that all necessary requirements are captured and that the solution aligns with the organization's technical capabilities and business processes​​.

 A project manager is the role that is primarily responsible for project success, especially when an escalation on a Revenue Cloud project happens. A project manager oversees the end-to-end delivery of a Salesforce project, ensuring that the project is delivered within scope, budget, and timeline. Aproject manager also coordinates the communication and collaboration among the project team, the customer, and other stakeholders, as well as manages the risks, issues, and changes that may arise during the project lifecycle. A project manager is the firstpoint of contact for any escalation on a Revenue Cloud project, and is expected to resolve the escalation promptly and effectively, by applying the appropriate escalation management process and involving the relevant parties. A project manager also monitors and reports on the project progress, quality, and satisfaction, and ensures that the project meets the customer’s expectations and business objectives. 1234 References:

1: Your Guide to Salesforce Roles & Responsibilities

2: Salesforce IntroducesRevenue Cloud to Help Businesses Accelerate Revenue Growth Across Any Channel

3: Marketing Cloud Consultant Job Description

4: What Is Salesforce Revenue Cloud?