Salesforce RLM (Revenue Lifecycle Management) Training

Live Online & Classroom Enterprise Training

Salesforce Revenue Lifecycle Management (RLM) provides an end-to-end solution to streamline quoting, contracting, billing, and revenue recognition processes. This course equips learners with the knowledge to configure, manage, and optimize RLM for scalable and compliant revenue operations.

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What is Salesforce RLM (Revenue Lifecycle Management) Training about?

This course introduces participants to the complete Salesforce RLM ecosystem, covering product configuration, pricing, quoting, order management, billing, payments, and revenue analytics. Learners explore how RLM unifies revenue processes across Sales and Finance, improves accuracy, accelerates deal cycles, and ensures compliance with revenue standards such as ASC 606. Through hands-on concepts and structured modules, participants gain the skills required to support real-world revenue operations within Salesforce.

What are the objectives of Salesforce RLM (Revenue Lifecycle Management) Training ?

Understand the end-to-end revenue lifecycle within Salesforce RLM.
Learn to configure products, pricing, contracts, orders, and billing.
Gain knowledge of invoice generation, credit memos, and payment management.
Explore automation tools for revenue operations and financial compliance.
Develop the ability to analyze and monitor revenue using RLM dashboards and reports.

Who is Salesforce RLM (Revenue Lifecycle Management) Training for?

Salesforce Administrators and Functional Consultants
Revenue Operations (RevOps) Specialists
Billing, Finance, and Accounting Teams
Salesforce Developers working on RLM implementations
Business Analysts supporting Quote-to-Cash or Revenue processes

What are the prerequisites for Salesforce RLM (Revenue Lifecycle Management) Training?

Prerequisites:

Basic understanding of Salesforce navigation and data model
Knowledge of CRM processes (Sales, Orders, Contracts)
Familiarity with Quote-to-Cash or billing concepts
Optional: Experience with Salesforce CPQ or Billing
Optional: Understanding of revenue accounting fundamentals (ASC 606/IFRS 15)

Learning Path:

Introduction to Salesforce RLM architecture and capabilities
Product configuration, pricing, and contract setup
Order management, billing automation, and payment processes
Revenue recognition and compliance workflows
Reporting, dashboards, and ongoing RLM administration best practices

Related Courses:

Salesforce CPQ (Configure, Price, Quote)
Salesforce Billing
Salesforce Revenue Cloud Fundamentals
Salesforce Admin or Advanced Admin Training

Available Training Modes

Live Online Training

3 Days

Course Outline Expand All

Expand All

Module 1: Introduction to Salesforce Revenue Lifecycle Management (RLM)

Overview of Revenue Lifecycle Management

Importance of RLM in business processes

Salesforce RLM architecture and key components

Module 2: Pricing and Quoting in Salesforce RLM

Configuring product pricing and discounting models

Quote-to-Cash process

CPQ (Configure, Price, Quote) integration

Module 3: Billing and Invoicing

Setting up billing automation

Handling recurring revenue and subscriptions

Managing invoicing and payment tracking

Module 4: Revenue Recognition and Compliance

Understanding revenue recognition principles (ASC 606 & IFRS 15)

Automating revenue allocation and recognition

Ensuring compliance with financial regulations

Module 5: Revenue Analytics and Reporting

Tracking revenue performance and forecasting

Custom revenue dashboards and reports

Using Salesforce Revenue Intelligence tools

Module 6: Implementation and Best Practices

Best practices for deploying Salesforce RLM

Common challenges and troubleshooting

Case studies and real-world applications

Who is the instructor for this training?

The trainer for this Salesforce RLM (Revenue Lifecycle Management) Training has extensive experience in this domain, including years of experience training & mentoring professionals.

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