Making Revenue Work Smarter: The 7 Core Modules of Salesforce Revenue Cloud

Managing revenue isn’t as simple as closing a deal and sending a bill anymore. With complex pricing models, subscription-based offerings, etc., companies need a unified system that connects every step from quote to cash. That’s where Salesforce Revenue Cloud comes in. It brings sales, finance, and operations onto the same page, so processes flow smoothly and revenue doesn’t slip through the cracks.

One of the foundational tools in this journey has been Salesforce CPQ (Configure, Price, Quote)—a solution that helps sales teams build accurate quotes, streamline approvals, and accelerate deal closure. However, as of March 2025, Salesforce has officially announced the End of Sales for Salesforce CPQ. This means CPQ is no longer sold to new customers, though existing customers will continue to receive full support and license renewals.

The shift signals Salesforce’s strategic pivot toward Revenue Cloud—a more integrated, future-ready offering that goes beyond CPQ to cover billing, product lifecycle changes, and revenue recognition. If CPQ helped close the deal, Revenue Cloud ensures everything that follows is just as automated and efficient.

So, what exactly is included in Salesforce Revenue Cloud?

Salesforce Revenue Cloud is built around seven core modules, each designed to handle a critical step in the quote-to-cash process. Whether you're configuring products, managing subscriptions, sending invoices, or recognizing revenue, these modules work together in one cohesive ecosystem to power smarter, scalable growth. Here’s a closer look at each module and how it fits into the bigger picture.

Salesforce CPQ is the backbone of modern revenue operations, enabling businesses to generate fast, accurate quotes for complex products and services. By automating configuration, pricing, discounting, and document generation, CPQ ensures that sales teams can close deals faster while maintaining control and consistency across the quoting process.

It’s designed to handle both simple and highly configurable products with ease and seamlessly integrates with Sales Cloud and downstream billing systems.

Sales reps can easily configure product bundles and select compatible features using predefined logic. This eliminates errors from manual selections and ensures only valid combinations are quoted. It supports complex rules like dependencies, exclusions, and optional add-ons.

Automated pricing models apply consistent logic across all deals—whether it's volume-based, tiered pricing, or partner-specific discounts. CPQ enforces discount thresholds and approval workflows to maintain margin integrity while enabling flexibility for reps.

Once configured, CPQ generates professional, on-brand quote documents instantly. These quotes can include terms, pricing details, and e-signature fields, streamlining the customer’s buying experience and speeding up deal closure.

Through a series of intuitive prompts or questionnaires, CPQ guides sales reps to the most appropriate product or bundle based on customer needs. This helps shorten the sales cycle, especially for new reps or complex portfolios.

Salesforce Billing extends the power of CPQ into the invoicing, payment, and revenue collection stages of the quote-to-cash process. It ensures a seamless transition from a closed deal to revenue realization, supporting both one-time and recurring billing models.

By unifying quoting and billing on a single platform, it reduces handoff errors, accelerates cash flow, and improves financial visibility.

Billing automatically creates invoices from finalized quotes or orders, supporting various models like one-time, recurring, and milestone billing. Invoices can be customized and scheduled based on customer or contract terms.

For consumption-based products or services, Billing calculates charges based on actual usage data. This is ideal for SaaS, utilities, or telecom where billing fluctuates based on what the customer consumes.

The module allows for the creation of credit or debit memos to handle adjustments, refunds, or corrections, maintaining a transparent and auditable financial trail without manual intervention.

Salesforce Billing can integrate with external tax engines like Avalara to automatically calculate taxes based on jurisdiction, product category, and tax rules—ensuring accuracy and compliance.

Billing supports multiple payment methods and automates collection schedules. It can integrate with payment gateways to process credit cards, ACH, or other forms of payment while also managing failed transactions or dunning processes.

Revenue Lifecycle Management (RLM) ensures accurate and compliant recognition of revenue throughout the customer lifecycle. Built to support evolving accounting standards like ASC 606 and IFRS 15, RLM automates the mapping of billing events to revenue schedules.

It helps finance teams avoid manual spreadsheets, ensures transparency, and aligns recognized revenue with actual contract delivery or performance obligations.

RLM applies rule-based recognition schedules based on product type, billing event, or contractual obligation. Whether revenue should be recognized upfront, ratably over time, or upon milestone completion—RLM automates the process to align with accounting policies.

Tied closely with CPQ and Billing, RLM generates revenue schedules directly from contract terms. It manages changes such as renewals, amendments, or cancellations and adjusts recognition accordingly, reducing manual rework and errors.

RLM includes built-in capabilities to support ASC 606 (and IFRS 15), such as performance obligation tracking, transaction price allocation, and audit trails. It ensures compliance without burdening finance teams with complex manual calculations.

Product Catalog Management provides a centralized and scalable system for managing all product, pricing, and packaging data across Salesforce CPQ and Billing. It acts as the single source of truth for your offerings—ensuring consistency, flexibility, and reusability across quoting, billing, and commerce experiences.

Whether you sell simple products, complex bundles, or usage-based subscriptions, this module supports a wide range of configurations.

Maintains a unified catalog that feeds directly into both CPQ and Billing, eliminating discrepancies and duplication. Any changes to products or pricing structures reflect instantly across the system.

Supports dynamic product packaging, including product bundles (with nested items), ramp deals (price changes over time), and tiered pricing (volume-based breakpoints). This allows sales teams to offer tailored packages while ensuring pricing logic remains intact.

Enables creation of products with metered, usage-based pricing structures. This is critical for industries like SaaS, IoT, and telecom, where billing varies by consumption or activity level.

Amendments and Renewals Management provides the tools to manage ongoing changes to subscriptions, contracts, and services throughout the customer lifecycle. Whether a customer wants to upgrade, downgrade, cancel mid-term, or renew a contract, this module ensures those changes are handled accurately—with corresponding impacts on billing, revenue, and recognition automatically applied. It reduces manual recalculations and helps maintain a clear financial and operational audit trail.

Handles changes to products or services during a contract’s term, such as adding new features, removing components, or changing pricing. These changes are applied systematically while preserving the integrity of the original contract.

When changes happen mid-cycle, the system automatically calculates proration for both charges and revenue. This ensures fair billing and proper revenue allocation, without requiring manual intervention from sales or finance teams.

Order Management (Lightweight) serves as the bridge between CPQ and downstream fulfillment systems. It captures finalized quote details and transforms them into actionable orders that can be sent to ERP or fulfillment platforms. Unlike a full-scale Order Management System (OMS), this module provides a streamlined layer focused on quote-to-fulfillment handoff—ideal for businesses that don’t need advanced inventory or logistics management within Salesforce.

Once a quote is accepted, CPQ converts it into an order object, preserving all key line-item details, pricing, terms, and configurations. This ensures accuracy and traceability from the sales process into operations.

The module is designed to push order data into external systems—such as ERP, warehouse management, or fulfillment solutions—using APIs or middleware like MuleSoft. This ensures real-time sync and smooth handoff between front-office and back-office systems.

Quote-to-Cash Process Orchestration ties together all the components of Revenue Cloud into one unified, end-to-end revenue workflow. It ensures that every step—from initial quote to final revenue recognition—is integrated, automated, and aligned across departments. This orchestration enables real-time visibility, eliminates manual handoffs, and helps organizations scale revenue operations efficiently while enhancing the customer experience.

Connects Salesforce CPQ, Billing, Revenue Recognition, and Amendments into a seamless flow. Changes made in one area automatically cascade to others—ensuring accurate quotes, consistent billing, and timely revenue recognition.

Quote-to-cash integrates deeply with Sales Cloud (opportunity management, pipeline forecasting) and Service Cloud (case management, entitlements), allowing full visibility into revenue-impacting events from sales, support, and customer success.

As revenue models become more complex and customer expectations rise, businesses need more than just quoting tools—they need a scalable, integrated revenue engine. Salesforce Revenue Cloud delivers exactly that, with seven tightly connected modules that manage everything from configuration and billing to renewals and revenue recognition.

With Salesforce CPQ officially entering End-of-Sales, now is the time for organizations to look ahead. Salesforce is clearly signaling a shift toward Revenue Cloud as the future of its quote-to-cash strategy—offering more flexibility, deeper integration, and a stronger foundation for AI-powered growth.

As the leading Salesforce AI consultancy, we help businesses navigate this transition with confidence—modernizing their revenue processes, adopting scalable pricing models, and unlocking intelligent automation across the entire lifecycle.

Bolt Today is a trusted Salesforce partner that works with forward-thinking organizations to simplify, automate, and accelerate revenue operations. Whether you're assessing the impact of CPQ's End-of-Sales or planning your move to Revenue Cloud, our team is here to guide you every step of the way.

Let’s talk about how Revenue Cloud can work for your business.