From SteelBrick and Vlocity to Agentforce Revenue Management 20 May 2026 01:20:25
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00:00 Introduction 01:34 Participant Intros: John Garvens, Micah Gerger, Georgii Saveliev 04:19 Origins: SteelBrick, Vlocity, & Agentforce Revenue Management History 12:50 Prefab House vs. Home Depot: Out-of-the-Box vs. In-the-Box 17:05 Agentforce Revenue Management Industry Accelerators 23:12 The Importance of Human Experience in the Age of AI 28:52 Strengths & Weaknesses: SteelBrick, Vlocity & RLM/RCA/ARM 38:51 Deep Dive: Context Definitions, Expression Sets & Pricing Procedures 47:38 What’s “In-the-Box”? — Key Revenue Cloud Modules 54:37 DevOps & Data Migration Challenges: Deployments, Tooling & Legacy Data 01:02:46 Favorite Features — OmniStudio/DRO, Advanced Approvals, Asset Model 01:12:02 Tips for SteelBrick & Vlocity Veterans / Transformation Readiness & Closing Omnichannel Selling: Revenue Management & Commerce Interoperability 31 Mar 2026 00:58:00
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00:00 Introduction 02:02 Evolution of Commerce and Revenue Cloud 10:23 Common Problems with Revenue Systems Interoperability 13:23 Most Common Use Cases and Implementation Challenges 23:50 Revenue Management and Field Service 27:21 Product-Led Growth, Self-Service, and Headless Capabilities 38:48 Where Commerce Shines: Orchestrated Checkout 44:20 Custom User Interfaces and Optimal User Experiences 50:15 Shameless Plug for Consulting Services 51:25 Custom User Interfaces and Optimal User Experiences Continued 55:55 Final Thoughts and Wrap-Up Salesforce Revenue Cloud Summer '25 Release Notes 29 Apr 2025 00:53:18
PanelistsJohn Garvens , Owner & Principal Architect, Garvens Consulting Jean-Michel Tremblay , Managing Principal, Aleysian Ravi Maturi , Managing Partner, MN SquaredJason Anderson , Founder & Senior Principal Advisor, Spherelight Consulting Travis Lee , Senior Director, Revenue Systems & Processes, AvidXchangeMicah Gerger , Founder & Chief Technology Officer, Blue Robot Digital
00:00 Introduction 04:18 Summer ’25 Release Notes Discussion 07:08 Default Catalog, Guided Selling, Enhanced Attribute Support, and Quote Visibility 18:02 Transaction Management and Agentforce Integration 26:50 Smart Approvals and Pricing Procedure Simulation 34:09 Advanced Configurator and Constraint Engine 34:42 Dynamic Revenue Orchestrator (DRO) Fulfillment Plans 39:00 Collections and Licensing Considerations 52:14 Final Thoughts and Future Topics Resources
Defining Revenue Cloud, Career Opportunities, Agentforce, and the Future 06 Mar 2025 00:51:41
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I 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 Introduction 04:15 What is Salesforce Revenue Cloud? 11:40 Revenue Cloud Career Opportunities 24:48 Revenue Cloud and Agentforce / AI
Dreamforce 2024, Salesforce Revenue Cloud Winter ’25 Release & Revenue Cloud Careers 17 Oct 2024 00:57:01
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00:00 Introductions: John Garvens, Jean-Michel Tremblay, Wayne Salazar & Matt Coker 08:24 Salesforce Revenue Cloud at Dreamforce 2024 22:15 Salesforce Revenue Cloud: Winter ’25 Release 47:15 Salesforce Revenue Cloud Careers Resources
RevOps Roundtable Trailer 01 Oct 2024 00:00:45
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.
Fuel Growth, Boost Valuation: Building Audit- and AI-Ready Revenue 27 Feb 2026 00:55:28
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00:00 Introduction 02:35 The CFO as a Growth Catalyst 06:47 Transition from Spreadsheets to Modern Tools 20:33 The Growing Complexity of Revenue Models 28:24 Importance of Data Quality and Compliance 41:00 Future of Revenue Recognition and AI 51:51 Resources and Action Items for CFOs The Past, Present, and Future of Agentforce Revenue Management 02 Feb 2026 01:00:36
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John Garvens , Owner & Principal Architect, Garvens Consulting , Garvens Consulting on YouTube Meredith Schmidt , Executive Vice President & General Manager, Salesforce Arun Abichandani , Senior Vice President, Product Management, Salesforce Sam Chung , Chief Customer Officer, Salesforce Tiffany Devlin-Drye , Director, Pierce Washington Micah Gerger , Founder & Chief Technology Officer, Blue Robot Digital Jean-Michel Tremblay , Managing Principal, Aleysian , The Cloud Update on YouTube Contents
00:00 Introductions and Fun Facts 07:58 The Past, Present, and Future of Agentforce Revenue Management 19:24 New Capabilities: Customer Use Cases 33:57 Agentforce Revenue Management Billing 42:47 Opportunities for Everyone 48:44 Training, Documentation, and Certifications 53:53 Keys to Success: How Everyone Wins 59:03 Final Thoughts 2026: The Year of Agentforce Revenue Management 30 Jan 2026 00:45:34
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.
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00:00 Introduction 05:01 Readiness: Product, Customers, and Partners 08:52 Talent Pool: Large and Growing, More Needed 14:58 Training, Enablement, and Certification 19:18 CPQ End-of-Sale: Decision and Action Required 24:24 Battle for Product-to-Cash 28:13 Established RevOps Best Practices: Grow Up Together 31:11 Customer Interest: All-Time High 33:23 More Customers Than Expected: SMB, Commercial, and Enterprise 37:30 Majority Net New Logos 39:53 More Sellers: More Teams, More Verticals 42:00 Conclusion Christmas-to-Cash: Gifts from Agentforce Revenue Management 18 Dec 2025 00:52:27
Holiday Gift
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John Garvens , Owner & Principal Architect, Garvens Consulting , Garvens Consulting on YouTube Jean-Michel Tremblay , Managing Principal, Aleysian , The Cloud Update on YouTube Chris Hickman , Product-to-Cash Architect, PointClickCare , cmhtechconsulting on Substack Khaled Halabieh , Principal Technical Architect, Stratus Carta Contents
00:00 Introduction 08:58 The Agentforce Revenue Management Product Suite 11:34 Product Catalog Management, Order Management & Asset Management 18:21 Parity vs. Progress: Comparing two different products 22:05 Flow Approvals vs. Advanced Approvals 24:38 The Future of Flow: A friendly debate 27:47 Product Catalog Management 29:22 Apex Hooks: Jean-Michel’s favorite thing 34:31 Salesforce Contracts Sold Separately: When you just need Contract Lifecycle Managment 35:23 Revenue Cloud Billing: “Already a lot better than managed package [Salesforce] Billing” 36:39 15,000 Quote Lines & Large Data Volume Considerations 43:51 Words of Wisdom for the Revenue World 44:33 Learn like a six-year-old 46:26 Have a beginner’s mind, try things, don’t be afraid 49:00 Keep learning, understand how and why 49:33 Get used to discomfort and uncertainty, build your crew, give yourself grace Revenue Cloud Roundtable Dreamforce 2025 16 Oct 2025 01:21:33
PanelistsJohn Garvens , Owner & Principal Architect, Garvens Consulting , Garvens Consulting on YouTube Greg Fiorindo , Vice President of Sales, Revenue & Commerce Cloud, Salesforce Josh Pearson , Senior Director, Salesforce, Pierce Washington John Lehrkind , Director, Solutions & Innovation, Pierce Washington Ravi Maturi , Managing Partner, MN SquaredCameron Gilbertson , Lead-to-Revenue Consultant, Blue Robot Digital Tiffany Devlin-Drye , Principal Consultant, Pierce Washington Jessica Roundy , Solution Architect, Roundy Cloud ConsultingMicah Gerger , Founder & Chief Technology Officer, Blue Robot Digital John Bishop , Principal Consultant, Pierce Washington
00:00 Introductions and Fun Facts 06:20 Dreamforce 2025 Revenue Cloud Highlights 16:46 The Future of Revenue Cloud Careers 30:22 Revenue Cloud Roadmap and Opportunities 37:24 Transitioning from CPQ to Revenue Cloud 43:46 Feedback for Revenue Cloud Product Management 49:39 Advice to Net New Agentforce Revenue Management Customers 57:57 Advice to Salesforce CPQ & Billing Customers 1:20:29 Conclusion Resources
The Real Debate: Is Revenue Cloud “Ready for Prime Time"? 27 Aug 2025 00:52:42
PanelistsJohn Garvens , Owner & Principal Architect, Garvens Consulting , Garvens Consulting on YouTube Micah Gerger , Founder & Chief Technology Officer, Blue Robot Digital Jean-Michel Tremblay , Managing Principal, Aleysian , The Cloud Update on YouTube CC Chiderski , Solution Architect, CLD Partners Janna Cenko , Salesforce Solution Architect, CPQ, Toast Travis Lee , Salesforce Consultant, TJL Consulting
00:00 Introduction 02:30 Overview of Revenue Cloud and its readiness 04:35 What skills do you need to implement and administer Revenue Cloud? 14:35 Revenue Cloud and its interoperability with Commerce Cloud 30:40 How do I know when Revenue Cloud is ready for prime time? 33:33 Customer and partner perspectives on Revenue Cloud readiness 37:18 Revenue Cloud Demo vs. Revenue Cloud Proof-of-Concept 49:12 What does a real-life Salesforce CPQ customer think about Revenue Cloud? 51:08 The value of advisory, proof-of-concept, and purchasing projects Resources
Salesforce Revenue Cloud Hot Takes 30 Jun 2025 00:49:29
PanelistsJohn Garvens , Owner & Principal Architect, Garvens Consulting , Garvens Consulting on YouTube CC Chiderski , Solution Architect, CLD Partners Alexandra Stehman , AI Strategy Lead, Uptima Travis Lee , Salesforce Consultant, TJL Consulting
00:00 Introduction 03:07 Biggest Challenges with Revenue Cloud 07:42 Implementation: Theory vs. Reality 10:54 Migrating from Legacy CPQ Tools 13:30 Hard Left Turns: Frequency and Significance 15:35 Developers Required to Implement and Administer 20:04 Hiring Dedicated Resources to Administer Revenue Cloud 25:10 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? Migrating to Salesforce Revenue Cloud from Salesforce CPQ or another tool 28 May 2025 01:05:06
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00:00 Introduction 02:05 Salesforce CPQ End of Sale Announcement 10:07 Migrating from Salesforce CPQ to Salesforce Revenue Cloud 14:27 A functional AND technical transformation 20:27 Metaphor: Salesforce CPQ vs. Salesforce Revenue Cloud 24:34 RevOps Domain Knowledge + Technologist Mindset = Success 32:28 Revenue Cloud Implementation and Migration Timelines and Deadlines 37:25 Selecting a Revenue Cloud implementation partner 44:27 Migrating to Revenue Cloud from other CPQ tools, custom tools, and spreadsheets 55:16 PSA: Make a Slack workspace for your Salesforce friends 56:37 Proofs of Concept (POCs) and Advisory Services 1:04:05 Martial arts is more fun than Revenue Cloud