RevOps Roundtable

2026 is shaping up to be the year of Agentforce Revenue Management. In this episode, John Garvens shares his reasons for believing that 2026 will be the year that Agentforce Revenue Management takes off.

Holiday GiftLearn Agentforce Revenue Management, formerly called Salesforce Revenue Cloud, formerly called Revenue Lifecycle ManagementPanelistsJohn Garvens, Owner & Principal Architect, Garvens Consulting, Garvens Consulting on YouTubeJean-Michel Tremblay, Managing Principal, Aleysian, The Cloud Update on YouTubeChris Hickman, Product-to-Cash Architect, PointClickCare, cmhtechconsulting on SubstackKhaled Halabieh, Principal Technical Architect, Stratus CartaContents00:00 Introduction08:58 The Agentforce Revenue Management Product Suite11:34 Product Catalog Management, Order Management & Asset Management18:21 Parity vs. Progress: Comparing two different products22:05 Flow Approvals vs. Advanced Approvals24:38 The Future of Flow: A friendly debate27:47 Product Catalog Management29:22 Apex Hooks: Jean-Michel’s favorite thing34:31 Salesforce Contracts Sold Separately: When you just need Contract Lifecycle Managment35:23 Revenue Cloud Billing: “Already a lot better than managed package [Salesforce] Billing”36:39 15,000 Quote Lines & Large Data Volume Considerations43:51 Words of Wisdom for the Revenue World44:33 Learn like a six-year-old46:26 Have a beginner’s mind, try things, don’t be afraid49:00 Keep learning, understand how and why49:33 Get used to discomfort and uncertainty, build your crew, give yourself grace

PanelistsJohn Garvens, Owner & Principal Architect, Garvens Consulting, Garvens Consulting on YouTubeGreg Fiorindo, Vice President of Sales, Revenue & Commerce Cloud, SalesforceJosh Pearson, Senior Director, Salesforce, Pierce WashingtonJohn Lehrkind, Director, Solutions & Innovation, Pierce WashingtonRavi Maturi, Managing Partner, MN SquaredCameron Gilbertson, Lead-to-Revenue Consultant, Blue Robot DigitalTiffany Devlin-Drye, Principal Consultant, Pierce WashingtonJessica Roundy, Solution Architect, Roundy Cloud ConsultingMicah Gerger, Founder & Chief Technology Officer, Blue Robot DigitalJohn Bishop, Principal Consultant, Pierce WashingtonContents00:00 Introductions and Fun Facts06:20 Dreamforce 2025 Revenue Cloud Highlights16:46 The Future of Revenue Cloud Careers30:22 Revenue Cloud Roadmap and Opportunities37:24 Transitioning from CPQ to Revenue Cloud43:46 Feedback for Revenue Cloud Product Management49:39 Advice to Net New Agentforce Revenue Management Customers57:57 Advice to Salesforce CPQ & Billing Customers1:20:29 ConclusionResourcesAgentforce Revenue Management (formerly Revenue Lifecycle Management, Revenue Cloud Growth, Revenue Cloud Advanced, and Revenue Cloud Billing)

PanelistsJohn Garvens, Owner & Principal Architect, Garvens Consulting, Garvens Consulting on YouTubeMicah Gerger, Founder & Chief Technology Officer, Blue Robot DigitalJean-Michel Tremblay, Managing Principal, Aleysian, The Cloud Update on YouTubeCC Chiderski, Solution Architect, CLD PartnersJanna Cenko, Salesforce Solution Architect, CPQ, ToastTravis Lee, Salesforce Consultant, TJL ConsultingContents00:00 Introduction02:30 Overview of Revenue Cloud and its readiness04:35 What skills do you need to implement and administer Revenue Cloud?14:35 Revenue Cloud and its interoperability with Commerce Cloud30:40 How do I know when Revenue Cloud is ready for prime time?33:33 Customer and partner perspectives on Revenue Cloud readiness37:18 Revenue Cloud Demo vs. Revenue Cloud Proof-of-Concept49:12 What does a real-life Salesforce CPQ customer think about Revenue Cloud?51:08 The value of advisory, proof-of-concept, and purchasing projectsResourcesRevenue Cloud: Proof of Concept or Period of ClarityMulti-Cloud Data Migrator

PanelistsJohn Garvens, Owner & Principal Architect, Garvens Consulting, Garvens Consulting on YouTubeCC Chiderski, Solution Architect, CLD PartnersAlexandra Stehman, AI Strategy Lead, UptimaTravis Lee, Salesforce Consultant, TJL ConsultingContent00:00 Introduction03:07 Biggest Challenges with Revenue Cloud07:42 Implementation: Theory vs. Reality10:54 Migrating from Legacy CPQ Tools13:30 Hard Left Turns: Frequency and Significance15:35 Developers Required to Implement and Administer20:04 Hiring Dedicated Resources to Administer Revenue Cloud25:10 Advanced Approvals: Are They “Advanced”?32:10 Is Revenue Cloud “At Parity” with Salesforce CPQ?35:36 Context Definitions and the Absence of “Twin Fields”37:04 Should You Use Revenue Cloud?38:35 A Shameless Pitch for Advisory Services and Proofs-of-Concept (POCs)43:39 How would you think about the decision to purchase Revenue Cloud?

PanelistsJohn Garvens, Owner & Principal Architect, Garvens ConsultingMicah Gerger, Founder & Chief Technology Officer, Blue Robot DigitalContents00:00 Introduction02:05 Salesforce CPQ End of Sale Announcement10:07 Migrating from Salesforce CPQ to Salesforce Revenue Cloud14:27 A functional AND technical transformation20:27 Metaphor: Salesforce CPQ vs. Salesforce Revenue Cloud24:34 RevOps Domain Knowledge + Technologist Mindset = Success32:28 Revenue Cloud Implementation and Migration Timelines and Deadlines37:25 Selecting a Revenue Cloud implementation partner44:27 Migrating to Revenue Cloud from other CPQ tools, custom tools, and spreadsheets55:16 PSA: Make a Slack workspace for your Salesforce friends56:37 Proofs of Concept (POCs) and Advisory Services1:04:05 Martial arts is more fun than Revenue Cloud

PanelistsJohn Garvens, Owner & Principal Architect, Garvens ConsultingJean-Michel Tremblay, Managing Principal, AleysianRavi Maturi, Managing Partner, MN SquaredJason Anderson, Founder & Senior Principal Advisor, Spherelight ConsultingTravis Lee, Senior Director, Revenue Systems & Processes, AvidXchangeMicah Gerger, Founder & Chief Technology Officer, Blue Robot DigitalContents00:00 Introduction04:18 Summer ’25 Release Notes Discussion07:08 Default Catalog, Guided Selling, Enhanced Attribute Support, and Quote Visibility18:02 Transaction Management and Agentforce Integration26:50 Smart Approvals and Pricing Procedure Simulation34:09 Advanced Configurator and Constraint Engine34:42 Dynamic Revenue Orchestrator (DRO) Fulfillment Plans39:00 Collections and Licensing Considerations52:14 Final Thoughts and Future TopicsResourcesProduct Catalog ManagementSalesforce PricingProduct ConfiguratorTransaction ManagementUsage Management (Generally Available)Salesforce ContractsDynamic Revenue OrchestratorBilling

PanelistsJessica Roundy, Solution ArchitectJohn Garvens, Owner & Principal Architect, Garvens ConsultingTiffany Devlin-Drye, Principal Consultant, Pierce WashingtonJohn Bishop, Principal Consultant, Pierce WashingtonMicah Gerger, Founder & Chief Technology Officer, Blue Robot DigitalContentsI spoke with Jessica Roundy, Tiffany Devlin-Drye, John Bishop, and Micah Gerger about Salesforce Revenue Cloud and its past, present, and future.We covered many topics, including what Revenue Cloud is and why it matters, how Revenue Cloud careers will evolve, how AI will impact revenue-centric and adjacent business processes, what excites us most about the future of Revenue Cloud, and more.00:00 Introduction04:15 What is Salesforce Revenue Cloud?11:40 Revenue Cloud Career Opportunities24:48 Revenue Cloud and Agentforce / AI

PanelistsJohn Garvens, Owner & Principal Architect, Garvens ConsultingJean-Michel Tremblay, Solution Architect, The Cloud UpdateWayne Salazar, Solution Architect, SimplusMatt Coker, Solution Architect, AmwintechContents00:00 Introductions: John Garvens, Jean-Michel Tremblay, Wayne Salazar & Matt Coker08:24 Salesforce Revenue Cloud at Dreamforce 202422:15 Salesforce Revenue Cloud: Winter ’25 Release47:15 Salesforce Revenue Cloud CareersResourcesGarvens Consulting YouTube ChannelThe Cloud Update YouTube Channel

Hello, and welcome to the RevOps Roundtable! I am your host, John Garvens, owner and principal architect at Garvens Consulting.The RevOps Roundtable is a discussion-based podcast about Revenue Operations, featuring thought leaders and notable executives discussing the commercial, operational, and technical challenges facing Revenue Operations teams today.The show aims to promote open and honest conversations and to offer practical solutions, guidance, and direction to RevOps professionals around the world. I hope you enjoy it!To ask questions, share feedback, or suggest show ideas, email me at podcast@garvensconsulting.com.