Revenue Cloud

The Revenue module covers everything that happens after sales says "we won": managing the product catalog and prices, governing contracts and renewals, and approving high-value discounts.

What's included

The revenue lifecycle

Product (catalog)
   │
   ▼
Quote with line items
   │ (accepted)
   ▼
Contract (Activated)
   │
   ▼ (renewal_notice_days before end_date)
Renewal task ──► Renewal opportunity

1. Set up the catalog — Products with codes, list prices, billing types.
2. Build quotes with line items from the catalog (see Quotes).
3. On acceptance the system creates a contract with the quote's terms.
4. Contract is activated — the account is promoted to Customer.
5. Before the contract ends, the system schedules a renewal task and a renewal reminder.
6. Renewal opportunity can be created when the customer wants to extend.

What the system does for you

• Auto-promote account to Customer the moment a contract is activated.
• Auto-stamp Customer Since date on the first activation.
• Daily expiration sweep — at midnight, contracts past their end date are marked Expired and the owner is notified.
• Daily renewal reminder — when a contract is within its renewal-notice window (e.g., 60 days before end), the owner and the account owner get a reminder email.
• Discount approval — opportunities over $500K auto-route for manager + director sign-off.

Where to find things

In the Enterprise CRM app, the Products group contains:

• Products — the catalog

And the Sales group contains Contracts (because they belong to the sales process).

Approvals live in the Approvals group:

• Approval Requests — what's pending
• Action History — who approved what, when
• Processes — admin view of the approval rules

Start here

• Products — the catalog you build quotes from.
• Contracts — the signed agreement.
• Approvals — the discount approval process.