Quoting complex deals often raises a critical question: “When will the customer actually have to pay?”

In Salesforce’s legacy CPQ, answering this wasn’t straightforward – payment schedules only materialized after an order was created, not during quoting. This gap made it hard to set clear expectations with customers upfront. Salesforce Revenue Cloud (RLM, RCA, RCB, ARM, <placeholder for the next branded acronym>) takes a step forward by allowing you to generate real billing schedules at the quote stage and display them on the quote or order form itself. Here, we’ll explore how how to implement quote-level billing schedules to improve the quoting experience for your customer, and improve alignment between sales and finance.

RCA is a significant leap forward from the traditional CPQ platform in its ability to handle the complexity of modern pricing and packaging. In this guide, we break down its individual building blocks and advise how to combine them for success.

Salesforce is powerful as a standalone solution, but extending the platform through AppExchange solutions and integrations significantly extend its capabilities.  Choosing the right tools can be transformative. They streamline operations, empower revenue teams, and improve Salesforce usability.  The wrong tools create unnecessary complexity and cost.

For over almost 25 years, Salesforce has provided a powerful CRM foundation, but let’s be honest—staring at the same old gray database structure gets dull. Fortunately, recent Salesforce releases include productized functionality that, when enabled, can completely transform the user experience.

Salesforce automation has come a long way—and so have the best practices around managing it. While the “one Flow per object” model served its purpose, today’s tools and capabilities open the door to a more flexible and scalable approach.

At Cloud Giants, we're embracing a modular Flow framework—and recommending you do the same.

If your AI Agent needs to be quality information and knowledge, what exactly does that mean and what are best practices I should adopt to empower my AI strategy?

Unpacking the need for structuring data in CRM and CPQ/RCA so organizations can elevate sales planning and capture whitespace

Whether you’ve just landed a new sales job, inherited a new account, or are looking to grow your existing client relationships, account planning is key to long-term success. A well-structured plan helps you understand your clients, identify opportunities, and align your efforts to drive revenue and build strong partnerships.

Salesforce has created a vast ecosystem, and as typically happens, names change and Three-Letter Acronyms (TLAs) seem to pop up every other day. This can be difficult to keep track of, but it’s important to do so - especially when you’re making decisions around which products are the right solution for your business. 

Feeling like you can’t keep up?  Don’t worry, we’ve gathered the most frequently talked about salesforce acronyms and products so you don’t have to! Here’s a curated list of common Salesforce acronyms, products, to help you navigate the Salesforce ecosystem with confidence, we’ve also included a few insights on navigating contracts.

Migrating to Salesforce Service Cloud? Don’t bring the junk drawer! Learn how to move only what you need, keep key historical cases, and avoid cluttering your new system. Read our guide to smart case migration strategies.