Revenue Cloud 101

Are you ready for what’s next in revenue management? Salesforce is making a big move. Starting January 1, 2025, the company will officially end sales of its Salesforce CPQ solutions (formerly known as SteelBrick). For current users, this means no new features—only basic support moving forward. And for new customers? These tools won’t even be an option.

But this isn’t just a phase-out. It’s a strategic shift. To stay ahead in a world of evolving business models, Salesforce is doubling down on its Einstein 1 strategy, bringing everything together under one smarter, more flexible solution: Revenue Cloud.

Revenue Cloud isn’t just a repackaging of CPQ and Billing. It’s a complete overhaul—built natively on the Salesforce platform with AI at its core. It streamlines everything from quoting and billing to subscription management and revenue recognition—all in one modern architecture.

Here’s what makes Revenue Cloud a game-changer:

If your business relies on Salesforce CPQ and Billing today, now’s the time to start planning your move to Revenue Cloud.

If you’re still using Salesforce’s CPQ and Billing tools, now’s the perfect time to start thinking about your next steps. Salesforce is encouraging customers to make the move to Revenue Cloud or CPQ+—modern solutions that come packed with more powerful features, better scalability, and built-in AI capabilities.

In this blog, we’ll break down exactly why Revenue Cloud is a step forward. We’ll compare it to the older systems across critical areas like quoting, pricing, renewals, subscriptions, billing, and revenue recognition.

By the end, you’ll not only see what’s changing—but why making the switch could be a big win for your business.

Let’s explore the future of revenue operations in Revenue Cloud 101.

With the shift away from CPQ , Salesforce Revenue Cloud is designed to meet the evolving demands of modern revenue operations. But what exactly makes it worth the move? Here’s a closer look at the key benefits:

Revenue Cloud streamlines the entire sales process—from quote creation to final billing—cutting down the time it takes to close deals. With automated approvals, guided selling, and AI-powered recommendations, reps can work more efficiently and focus on what really matters: selling.

Whether you're running a B2B, B2C, or hybrid model, Revenue Cloud’s headless architecture and robust APIs allow seamless integration across channels, devices, and systems. It’s built for flexibility—so your quoting engine can go wherever your customer is.

Leverage the power of Einstein AI to generate smart pricing recommendations, suggest the right products, and even predict customer behavior. It takes the guesswork out of quoting and helps teams sell smarter and faster.

Whether you're managing recurring subscriptions, pay-per-use models, bundled offerings, or custom contracts—Revenue Cloud has you covered. It adapts to your business model rather than forcing you to work around system limitations.

Revenue Cloud connects the dots across your entire revenue lifecycle—from quote to cash to revenue recognition—giving finance, sales, and operations teams a shared, real-time view of performance.

Revenue Cloud brings together everything your sales, finance, and operations teams need to manage the full quote-to-cash process in one place. Here’s a closer look at what it offers—and why it matters:

Building the right product or service bundle doesn’t have to be complicated. With guided selling and smart rules, your team can configure even the most complex offerings quickly and correctly—no more second-guessing or fixing errors later.

Say goodbye to spreadsheets. Revenue Cloud lets you manage pricing versions, apply discounts intelligently, and adjust pricing based on real-time data. It’s built to handle everything from simple rate cards to usage-based models.

Speed up the quoting process with templates, automation, and AI-assisted approvals. No more bottlenecks—just clean, accurate quotes that flow through the right approval paths without slowing down your deals.

Keep your customer relationships on track with tools that make it easy to create, update, and renew contracts. Whether it’s a simple renewal or a mid-term change, everything stays in sync—so there are no surprises at billing time.

Managing subscriptions can be messy, but Revenue Cloud makes it smooth. You can track upgrades, downgrades, renewals, and changes in real time, without losing visibility or control.

Generate invoices that match exactly what was sold and delivered. Revenue Cloud supports flexible billing schedules, multiple payment types, global tax handling, and more—so your finance team can breathe easier.

When it’s time to recognize revenue, the last thing you want is manual work. With integrations like RightRev and FinancialForce, you get accurate, compliant revenue recognition that keeps you audit-ready without the headache.

Not sure if Revenue Cloud is something you need to pay attention to? If you fall into any of the categories below, the answer is yes.

If you’re currently using the Salesforce CPQ tools (formerly SteelBrick), this shift directly affects you. With the End of Sale around the corner, now’s the time to start thinking about your upgrade path.

Recurring revenue, usage-based pricing, complex renewals—it’s a lot to manage. Revenue Cloud gives SaaS companies the tools to handle all of it with automation, accuracy, and scalability.

Whether you sell software, services, or products on a subscription model, you need a system that can flex with customer changes, renewals, upgrades, and proration. Revenue Cloud handles all of that—and more.

If you’re working with multi-tier pricing, custom bundles, channel sales, or negotiated deals, Revenue Cloud helps streamline everything from quoting to billing, while keeping pricing rules consistent across your teams and systems.

If you’re still using Salesforce CPQ and Billing, it’s time to start planning your next steps—proactively. Here’s how you can get ahead of the changes:

Salesforce has announced January 1, 2025, as the End of Sale date. After this, new licenses won’t be available, and major enhancements will stop. Support will gradually scale back, so waiting until the last minute isn’t an option.

Take stock of what’s connected to your CPQ and Billing setup—custom objects, integrations, workflows, pricing logic, and downstream systems. Knowing what’s impacted will help avoid surprises later.

Evaluate your current setup to identify what can be reused, what needs to be rebuilt, and where you can simplify. This will give you a clearer picture of the effort required to transition smoothly.

You don’t have to navigate this change alone. Working with an experienced Salesforce partner like Bolt Today can make all the difference. We help businesses like yours assess, plan, and migrate to Revenue Cloud with minimal disruption—while setting you up for long-term success.

The shift from Salesforce CPQ to Revenue Cloud is a strategic opportunity to modernize how your business manages revenue. From AI-powered pricing to unified billing and revenue recognition, Revenue Cloud brings powerful capabilities that support today’s complex monetization models.

As the leading Salesforce AI consultancy, we help businesses streamline quote-to-cash processes, adopt AI-first tools, and future-proof their revenue operations with scalable, modern solutions.

Bolt Today is a trusted Salesforce implementation partner with deep expertise in Revenue Cloud, CPQ+, and integrated solutions across the Einstein 1 platform. Whether you’re just beginning your migration assessment or ready to build your roadmap, our team is here to guide you every step of the way—with clarity, speed, and impact.

Let’s talk about how Bolt Today can help you transition confidently and set your business up for revenue success.