The go-to knowledge source for Revenue Cloud.

Ankit Guglani · 10 min read

Communications, Media, and Energy Clouds, Omnistudio, Industries CPQ & OM – Summer ’26 (262) Release Notes Highlights

The Summer ’26 (262) release notes are live and we’re excited to share our highlights on the latest and greatest for Communications, Media, and Energy & Utilities Salesforce Industry Clouds, including Omnistudio, BRE, Industries CPQ, and more! Check out the full Salesforce Summer ’26 (262) Release Notes here. For those on Agentforce Revenue Management (formerly Revenue Cloud), check out our Agentforce Revenue Management Summer ’26 (262) Release Notes Highlights! Key Highlights Consumer Sales...

Article

Stratus Carta - Red Account Recovery

When a Salesforce implementation goes sideways: how we rescued a red account and turned it into a reference customer A failed implementation doesn't just cost money. It costs trust. Trust in the platform. Trust in the partner ecosystem. Trust in the internal executive decision that kicked the whole thing off. Once that trust is gone, it is remarkably difficult to win back, even when the underlying technical problems are completely fixable. A regional telecommunications carrier knew this pain...

Khaled Halabieh · 8 min read

Agentforce Revenue Management – Summer ’26 (262) Release Notes Highlights

The Summer ’26 release for Agentforce Revenue Management (formerly Revenue Cloud) continues to reduce friction, focusing heavily on guided experiences, in-context configuration, and lifecycle-aware deal management. We’re excited to share our highlights on the latest and greatest for Agentforce Revenue Management (formerly Revenue Cloud). Check out the full Salesforce Summer ’26 Release Notes and the Agentforce Revenue Management (ARM) Release Notes. Key Highlights Ramp Schedule Wizard...

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Ankit Guglani · 10 min read

Communications, Media, and Energy Clouds, Omnistudio, Industries CPQ & OM – Summer ’26 (262) Release Notes Highlights

Article

Stratus Carta - Red Account Recovery

Khaled Halabieh · 8 min read

Agentforce Revenue Management – Summer ’26 (262) Release Notes Highlights

Keith Peters · 5 min read Podcast

Why Salesforce Programs Stall And How Embedded Expertise Changes Everything

Salesforce has become one of the most powerful enterprise platforms in the world. Organizations depend on it to transform sales, service, revenue operations, and customer engagement. Across industries, from telecommunications and media to energy and financial services, it underpins mission-critical systems. The platform has more than proven its ability to drive meaningful transformation. Yet many organizations still fall short of realizing the full value of their investment. Delivery slows....

RevOps Roundtable Ep. 13: From SteelBrick and Vlocity to Agentforce Revenue Management

🎙️ We had a blast on John Garvens from Garvens Consulting's podcast, RevOps Roundtable Ep. 13: From SteelBrick and Vlocity to Agentforce Revenue Management. 🎙️ ☎️ Our very own Georgii Saveliev, Founder & Certified Technical Architect, represented from the Vlocity point of view on what Vlocity inspired in ARM or Revenue Cloud, the benefits of industry verticals, and how the transition to ARM is for Vlocity professionals. 🏭 📋 CONTENTS 📋 00:00 Introduction 01:34 Participant Intros: John...

LV Lindemberg Venancio · 3 min read

OmniStudio

Invoking OmniStudio Data Mappers & Integration Procedures via REST API

In today’s Salesforce Industries and Revenue Cloud landscape, integration is no longer just a technical requirement; it is a competitive differentiator. The ability to transform, orchestrate, and expose data efficiently determines how fast organizations can adapt, scale, and deliver value. This is where OmniStudio stands apart. While many teams default to Flows or Apex REST for integrations, experienced architects know that these tools, while powerful, often introduce trade-offs in...

Anuj Vaishampayan · 3 min read

The Architecture Bottleneck: Why AI Can’t Replace the Engineering Mindset

Salesforce’s developer blog dropped a truth bomb last month: the real bottleneck in our ecosystem has never been the syntax, it was always the system design. AI didn't create the problem; it just stripped away the noise and made it visible. The Lost "Thinking Time" Here's the thing they nailed in that article: when we used to spend hours writing code, that time also served as thinking time. It was time to discover edge cases, reconsider approaches, and absorb complexity. AI has compressed...

Anuj Vaishampayan · 7 min read

Salesforce Headless 360 Platform Built for Agents

TDX 2026 just wrapped up and I’m still processing it. Every year, Salesforce makes big announcements. Every year, the community gets excited. And every year, the real question isn’t what got announced, it’s what actually gets adopted in the field. That’s where things get interesting. This year felt different. It wasn’t a feature drop. It was an architectural shift. And if you’re a Salesforce developer or architect, you need to pay attention to what just moved underneath you. The Headline:...

Salesforce Revenue Cloud Configurators: When and How to Use Each

If you’ve spent any time inside Salesforce Revenue Cloud, you’ve likely run into it: Configurations that should work… but don’t. Rules that used to work… but now conflict. Sales reps overriding logic just to close deals. This is where most implementations start to drift—and where the choice between configurator engines becomes critical. The Two Paths: BRE vs. CML At a high level, Salesforce gives you two ways to handle product configuration: Standard Salesforce Configurator (BRE) The Business...

Kyle Tan · 3 min read

Georgii Saveliev · 3 min read

TDX '26 - Model Customer Data with an Industry Focus

In this post, we'll share a summary and insights from the session, Model Customer Data with an Industry Focus, presented at TDX '26. Model Customer Data with an Industry Focus At Salesforce TDX 2026, Stratus Carta founder and Certified Technical Architect Georgii Saveliev took the stage to unpack one of the most underappreciated challenges in Salesforce Communications Cloud, Media Cloud, and Energy & Utilities Cloud implementations: how do you accurately model a customer when the owner,...

Khaled Halabieh · 2 min read

Don't Let Approvals Kill Your Revenue - Salesforce Advanced Approvals

In this comprehensive guide, I outline how to implement and optimize Salesforce Advanced Approvals for Revenue Cloud. Learn how to move beyond basic limitations and leverage Advanced Approvals Salesforce on the core platform to build flexible, scalable processes that support parallel approvals, dynamic routing, and complex conditional logic. Watch the Video & Explore the Slides on Salesforce Advanced Approvals Timeline: 0:00 The Power of Advanced Approvals Salesforce: Why shifting to...

Building a Scalable, Automation-First QA Testing Strategy for Salesforce Communications & Revenue Cloud

Introduction At Stratus Carta, "We Do not Run Projects, We help the Projects You Run, Run Better" In Salesforce Communications and Revenue Cloud, the intersection of scale and speed is where revenue risk lives. Too often, QA is treated as a final checkbox; in monetization platforms, that’s a recipe for leaked revenue and broken orders. Our philosophy is simple: Quality isn't a phase. In Revenue Cloud, quality is revenue. This belief drives how we design, implement, and operate QA strategies...

Philippines Dreamin '26 - Constraint Modeling Language (CML): The New Programming Language Powering Revenue Cloud

At Philippines Dreamin’ 2026, Salesforce Technical Architect, Kyle Tan, delivered a deep dive into Constraint Modeling Language (CML): The New Programming Language Powering Revenue Cloud, the domain‑specific language that powers Salesforce’s Agentforce Revenue Management's (Revenue Cloud) CPQ rules engine and enables teams to model complex configuration logic with precision and flexibility. Watch the Session & Explore the Slides To see Constraint Modeling Language in action, including...

Kyle Tan · 1 min read

Khaled Halabieh · 11 min read

Agentforce Revenue Management – Spring ’26 (260) Release Notes Highlights

The Spring ’26 (260) release notes are live! We’re excited to share our highlights on the latest and greatest for Agentforce Revenue Management (formerly Revenue Cloud). Check out the full Salesforce Spring ’26 Release Notes here and the Agentforce Revenue Management (ARM) Release Notes here. In case you missed it, check out our Communications, Media, and Energy, Omnistudio, Industries CPQ & OM – Spring ’26 (260) Release Notes Highlights here. As a general note, many of the links containing...

Georgii Saveliev · 10 min read

Communications, Media, and Energy Clouds, Omnistudio, Industries CPQ & OM – Spring ’26 (260) Release Notes Highlights

The Spring ’26 (260) release notes are live and we’re excited to share our highlights on the latest and greatest for Communications, Media, and Energy & Utilities Salesforce Industry Clouds, including Omnistudio, BRE, Industries CPQ, and more! Check out the full Salesforce Spring ’26 (260) Release Notes here. For those that have moved over to core leveraging Agentforce Revenue Management (formerly Revenue Cloud), see our Agentforce Revenue Management Spring ’26 (260) Release Notes Highlights...

French Touch Dreamin' 25 - Inside Omnistudio: A Hands-On Guide to Rapid Interaction Design

In this post, we'll share insights from the session, Inside Omnistudio A Hands-On Guide to Rapid Interaction Design, presented at French Touch Dreamin' 2025. Ready to turn business requirements into powerful digital experiences, without writing a single line of code? In this session, we’ll dive into Omnistudio and show you how to rapidly design guided user interactions that are dynamic, reusable, and easy to maintain. Whether you’re new to Omnistudio or looking to speed up your delivery,...

Anuj Vaishampayan · 2 min read

Mastering the Core of Revenue Cloud: A Functional Deep Dive

In this post, I'll share insights from the session, Mastering the Core of Revenue Cloud: A Functional Deep Dive, presented at North Africa Dreamin' 2025. Understanding Revenue Cloud In this session, we walked through the key building blocks of Revenue Cloud. Companies can leverage its capabilities to accelerate sales cycles, reduce manual errors, and drive scalable growth. Key Features of Revenue Cloud Revenue Cloud offers several features that can transform your business operations. Here are...

Anuj Vaishampayan · 1 min read

Dubai Dreamin' 25 - Powering RevOps with Agentforce + Revenue Cloud

In this post, we'll share the session, Powering RevOps with Agentforce + Revenue Cloud that was presented at Dubai Dreamin' 2025. In this presentation, we will explore Agentforce Revenue Management, formerly known as Revenue Cloud, and how to leverage Agents to streamline the quoting and ordering experience. A live demo will demonstrate how the to use and configure the Agent. Check out the slides:

Asmae Essbai · 1 min read

Dubai Dreamin' 25 - Unlocking Growth with Revenue Cloud

In this post, we'll share the session, Unlocking Growth with Revenue Cloud that was presented at Dubai Dreamin' 2025. In this presentation, we will explore Agentforce Revenue Management, formerly known as Revenue Cloud, understand the history and review the architecture and included modules. A live demo will demonstrate how the end-to-end revenue journey. Check out the slides:

DevOps

Enhancing Operational Stability with Salesforce Performance Testing

When you rely on Salesforce Industries and Revenue Cloud, operational stability is not just a goal - it’s a necessity. Your business processes, customer interactions, and revenue streams depend on a platform that performs consistently under pressure. That’s why adopting effective Salesforce testing strategies is crucial. These strategies help you identify bottlenecks, prevent downtime, and ensure your Salesforce environment supports your growth without hiccups. In this post, I’ll walk you...

Luca Belligoli · 5 min read

Communications, Media, and Energy Clouds, Omnistudio, Industries CPQ & OM – Winter ’26 (258) Release Notes Highlights

The Winter ’26 (258) release notes are live, and we’re excited to share our highlights on the latest and greatest for CME Salesforce...

Luca Belligoli · 8 min read

Revenue Cloud – Winter ’26 (258) Release Notes Highlights

The Winter ’26 release notes are live and we’re excited to share our highlights on the latest and greatest for Revenue Cloud. Check out the full Salesforce Winter ’26 Release Notes here and the Revenue Cloud Release Notes here. As a general note, many of the links containing the full details of the features and how to configure them are not available as of publishing this article. Key Highlights From our team’s perspective these are the most important and exciting part of Winter ‘26 release:...

Luca Belligoli · 7 min read

Communications, Media, and Energy Clouds, Omnistudio, Industries CPQ & OM – Summer ’25 (256) Release Notes Highlights

The Summer ’25 (256) release notes are live and we’re excited to share our highlights on the latest and greatest for Communications,...

OmniStudio: A Beginner’s Guide to Declarative Power

In this post, we'll share the session, OmniStudio: A Beginner’s Guide to Declarative Power that was presented at London's Calling 2025. In this presentation, unlock the potential of Salesforce OmniStudio and master declarative development! In this session, you’ll explore how to use FlexCards, OmniScripts, DataRaptors, and Integration Procedures to create scalable, user-friendly applications. Designed for beginners, we’ll break down the basics with real-world examples, empowering you to...

Asmae Essbai · 10 min read

Revenue Cloud – Summer ’25 Release Notes Highlights

The Summer ’25 release notes are live and we’re excited to share our highlights on the latest and greatest for Revenue Cloud (formerly Revenue Lifecycle Management or RLM). Check out the full Salesforce Summer ’25 Release Notes here and the Revenue Cloud Release Notes here. Before you begin, if you're new to Revenue Cloud (formerly Revenue Lifecycle Management or RLM), check out our 8-part series on Revenue Cloud. See all the posts in this series below: Revenue Cloud: Part 1 - Introduction...

DevOps Dreamin' - Mastering Salesforce Industries DevOps: A Guide to Omnistudio CLI and IDX Workbench

In this post, we'll share the session, Mastering Salesforce Industries DevOps: A Guide to Omnistudio CLI and IDX Workbench that was presented at DevOps Dreamin' 2025. In this presentation, we will explore how to simplify DevOps in Salesforce Industries using the Omnistudio CLI (VBT) tool and IDX Workbench. Learn how to efficiently set up projects, automate processes, and manage deployments with Omnistudio CLI’s YAML file configurations and IDX Workbench’s intuitive GUI. A live demo will...

DreamOle - Streamlining Sales and Revenue Operations with Salesforce Revenue Cloud

In this post, we'll share the session, Streamlining Sales and Revenue Operations with Salesforce Revenue Cloud that was presented at DreamOle 2025. In this session presented at DreamOle 2025 in Zaragoza, Spain, we will learn how Salesforce Revenue Cloud transforms sales and revenue operations with powerful tools like Product Catalog Management, Product Configurator, Transaction Management, and Dynamic Revenue Orchestrator. Check out the slides:

Georgii Saveliev · 5 min read

Revenue Cloud – Quick Start Guide

Revenue Cloud - Quick Start Guide The news is out - Salesforce CPQ officially reaches "End of Sale" which means that Salesforce CPQ (formerly Steelbrick) will not longer be sold to new customers, but existing customers can continue to use their existing Salesforce CPQ implementations. Note that this does not mean the Salesforce CPQ has reached "End of Life" or that Salesforce CPQ is no longer supported by the support and engineering teams - it is indeed still supported! See this Salesforce...

Ankit Guglani · 1 min read

Delhi Dreamin' - Architect's Guide to Omnistudio

In this post, we'll share the session, Architect's Guide to Omnistudio that was presented at Delhi Dreamin' 2025. In this session presented at Delhi' 2025 in New Delhi, India, we will share best practices to ensure you build a scalable and performant OmniStudio solution, leveraging the latest digital-first experience build suite as part of Salesforce Industry Clouds. Check out the slides:

Philippines Dreamin' - Goodbye CPQ, Hello Revenue Cloud

In this post, we'll share the session, Goodbye CPQ, Hello Revenue Cloud that was presented at Philippines Dreamin' 2025. In this session presented at Philippines Dreamin' 2025 in Manila, Phillipines, we will go through the basics of Revenue Cloud, understand the history and other CPQ solutions provided by Salesforce, see a quick demo, and find out where to learn more! Check out the slides:

Georgii Saveliev · 9 min read

Revenue Cloud – Spring ’25 Release Notes Highlights

The Spring ’25 release notes are live and we’re excited to share our highlights on the latest and greatest for Revenue Cloud (formerly Revenue Lifecycle Management or RLM). Check out the full Salesforce Spring ’25 Release Notes here and the Revenue Cloud Release Notes here. Before you begin, if you're new to Revenue Cloud (formerly Revenue Lifecycle Management or RLM), check out our 8-part series on Revenue Cloud. See all the posts in this series below: Revenue Cloud: Part 1 - Introduction...

Communications, Media, and Energy Clouds, Omnistudio, Industries CPQ & OM – Spring ’25 Release Notes Highlights

The Spring ’25 release notes are live and we’re excited to share our highlights on the latest and greatest for Communications, Media, and Energy & Utilities Salesforce Industry Clouds, including Omnistudio, Document Generation, Business Rules Engine (BRE), Industries CPQ, and Industries OM. Check out the full Salesforce Spring ’25 Release Notes here. Key Highlights Full-Stack Revenue Cloud in Communications Cloud - Introducing Communications Cloud Sales Communications Cloud Sales In the...

DevOps

The Salesforce Tool Overload

Too Many One-Trick Ponies in the Salesforce Corral We all know there is much more that goes into a successful Salesforce Industries project than just coding. Critical aspects of projects that help them succeed include a solid DevOps/CICD process and sound design, including best practices reviews, regression testing, performance testing, and stress testing. These aspects have led to an overwhelming number of tools designed to support Salesforce Industries projects. While this abundance of...

Revenue Lifecycle Management (RLM) – Winter ’25 Release Notes Highlights

The Winter ’25 release notes are live and we’re excited to share our highlights on the latest and greatest for Revenue Lifecycle Management (RLM). Check out the full Salesforce Winter ’25 Release Notes here and the Revenue Lifecycle Management (RLM) Release Notes here. As a general note, many of the links containing the full details of the features and how to configure them are not available as of publishing this article. Revenue Lifecycle Management Key Highlights Advanced Approvals One of...

Georgii Saveliev · 4 min read

Revenue Cloud: Part 8 - Revenue Cloud Performance

Revenue Cloud (formerly Revenue Lifecycle Management or RLM) is the latest and greatest Configure Price Quote (CPQ) solution from Salesforce. In this blog post series, we will deep dive into Revenue Cloud and compare features to the capabilities of Industries CPQ and Industries OM. Start with our earlier posts before jumping into this post. See all the posts in this series below: Revenue Cloud: Part 1 - Introduction Revenue Cloud: Part 2 - Product Catalog Management (PCM) Revenue Cloud: Part...

Georgii Saveliev · 6 min read

Communications, Media, and Energy, Omnistudio, Industries CPQ & OM – Winter ’25 Release Notes Highlights

The Winter ’25 release notes are live and we’re excited to share our highlights on the latest and greatest for Communications, Media, and Energy & Utilities Salesforce Industry Clouds, including Omnistudio, BRE, Industries CPQ, and Industries OM. Check out the full Salesforce Winter ’25 Release Notes here. Key Highlights Salesforce Pricing for Industries CPQ Salesforce Pricing for Industries CPQ in Communications, Media, and Energy & Utilities Cloud (appears to) go Generally Available! There...

Anuj Vaishampayan · 5 min read

Revenue Cloud: Part 7 - Summary & Closing Thoughts

Revenue Lifecycle Management (RLM) is the latest and greatest Configure Price Quote (CPQ) solution from Salesforce. In this blog post...

Anuj Vaishampayan · 5 min read

Salesforce Revenue Cloud: Part 1 - Introduction

Salesforce Revenue Cloud (formerly Revenue Lifecycle Management or RLM) is the latest and greatest Configure Price Quote (CPQ) solution from Salesforce. In this blog post series, we will deep dive into Revenue Cloud and compare features to the capabilities of Industries CPQ and Industries OM. This is the first blog post of an 8-part series on Revenue Cloud. See all the posts in this series below: Revenue Cloud: Part 1 - Introduction Revenue Cloud: Part 2 - Product Catalog Management (PCM)...

Performance

Salesforce Industries Application Performance

Design To Win Formula 1 Racing Watching Formula 1 racing is an electrifying experience that captivates millions of fans around the world. The sport offers a unique blend of speed, skill, strategy, and cutting-edge technology. Formula 1 cars are engineering marvels, capable of reaching speeds well over 200 mph (320 km/h). Witnessing these sleek machines zoom around the track with incredible acceleration and precision is breathtaking. Crafting a Formula 1 car is a testament to human ingenuity,...

Keith Peters · 7 min read

Keith Peters · 1 min read

Unlock the Future of Your Business with Stratus Carta’s Industry Cloud Managed Upgrade

At Stratus Carta, we understand the importance of staying up-to-date with Salesforce Industries Cloud's latest technologies and features. Experience a seamless transition to the latest versions of Salesforce Industries Cloud with our managed upgrade service. Unlock the full potential of this powerful platform for your business. Explore how we can simplify the upgrade process in our latest 16-minute video. By choosing Stratus Carta as your upgrade partner, you can confidently embrace the...

Cairo Dreamin - Industry Cloud Starter Pack

In this post, we'll share the Industry Cloud overview that was presented at Cairo Dreamin 2024, and resources to learn more. We've all heard the buzz around Salesforce Industries, but just what is it? In this session presented at Cairo Dreamin 2024 in Cairo, Egypt, we learned what is Salesforce Industries, what different components typically make up a Salesforce Industry Cloud, as well as a quick overview of all of the different Industry Clouds that are generally available today. Check out...

Keith Peters · 6 min read

DevOps

Revolutionizing Salesforce Development: Our CICD Strategy for Overcoming DevOps Challenges

What is Expert Services? "Expert Services" generally refer to specialized and highly skilled assistance provided by professionals or companies with extensive knowledge and experience in a particular field. Stratus Carta specializes in providing expert services for Salesforce Industries projects. We deploy knowledgeable and experienced professionals who offer specialized assistance, guidance, and support to elevate and optimize Salesforce Industries projects. Through the fusion of our skilled...

Philippines Dreamin' - Architect's Guide to Data Modeling

In this post, we'll share the Architect's Guide to Data Modeling that was presented at Philippines Dreamin' 2024. In this session presented at Philippines Dreamin' in Manila, Phillipines, we learned that a well-designed data model is crucial for system scalability and how to identify patterns and anti-patterns related to data modeling and understood use cases for normalization and denormalization. Check out the slides:

Georgii Saveliev · 6 min read

Comms Cloud Winter '24 Release

Welcome to an exclusive overview of the highly anticipated Salesforce Communication Cloud Winter '24 release! In this blog post, we'll walk you through the key highlights of this revolutionary update, focusing on its impact on various modules such as Industries CPQ, Enterprise Sales Management, and Mobile Subscription Management. Get ready to uncover how these advancements can reshape your communication strategies and drive business growth. Let's dive in! Industries Configure Price Quote...

North Africa Dreamin' - Industry Cloud Starter Pack

In this post, we'll share the Industry Cloud overview that was presented at North Africa Dreamin' 2023, and resources to learn more. We've all heard the buzz around Salesforce Industries, but just what is it? In this session presented at North Africa Dreamin' 2023 in Casablanca, Morocco, we learned what is Salesforce Industries, what different components typically make up a Salesforce Industry Cloud, as well as a quick overview of all of the different Industry Clouds that are generally...

Comms Cloud Summer '23 Release

In this post, we'll take a look at our favorite new features in the Communications Cloud Summer '23 release.

Dreamforce 2023 - Architect's Guide to Data Modeling

In this post, we'll share the Architect's Guide to Data Modeling that was presented at Dreamforce 2023. A well-designed data model is crucial for system scalability. Learn to identify patterns and anti-patterns related to data modeling and understand use cases for normalization and denormalization. Check out the slides:

Georgii Saveliev · 2 min read

Industry Cloud Starter Pack

In this post, we'll share the Industry Cloud overview that was presented at YeurDreamin 2023 and resources to learn more.

Georgii Saveliev · 5 min read

Comms Cloud Starter Pack

In this post, we'll share helpful resources to kick start your Communications Cloud learning journey

Georgii Saveliev · 3 min read

TrailblazerDX 2023 - Unlock the Power of Drag-and-Drop User Interfaces

In this post, we'll hands-on do the demo on FlexCards that was presented at TrailblazerDX 2023, and resources to learn more. If you missed the session? Check out the slides below: Demo If you'd like to do the demo that was shown in the Unlock the Power of Drag-and-Drop User Interfaces session at TrailblazerDX 2023, follow the steps below: Download the following data packs: Create a developer org with OmniStudio installed, or if you're a partner, on Partner Learning Camp, create a Comms IDO...

Performance

Industries CPQ Performance Best Practices

In this post, we'll look into the performance best practices around CPQ including the back end platform