RevenueCloud

Precision Revenue Attribution – Fully Embedded in Salesforce

Surfwriter RevenueCloud is a powerful, Salesforce-native revenue management solution that brings flexible opportunity & product-level revenue splitting, automated schedule generation, and dynamic reporting directly into your Salesforce org, helping teams get accurate crediting and forecasting – without changing their workflow.

Split revenue across reps, functions, or territories – including at the product level. Every contributor gets their fair share. The Salesforce native RevenueCloud output data is highly granular – purpose-built for use in reports, dashboards, sales commissions or export to external systems.

Say goodbye to slow, expensive vendors and high-touch implementations of complex 3rd party SaaS platforms. RevenueCloud is AI/DIY self-service setup ready and fully Salesforce native. From rapid DIY to fully supported implementations – RevenueCloud adapts to how you work best, getting you better results in less time with higher flexibility and lower TCO.

RevenueCloud’s Splits Templates and Auto-Schedule features save you valuable time with smart automated workflows that create splits and schedules according to your pre-defined scenarios. Highly flexible and quick to implement!

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RevenueCloud

Automate revenue allocation and free your sales team from manual scheduling with Surfwriter’s native Salesforce solution RevenueCloud.

Get A Demo

RevenueCloud

Automate revenue allocation and free your sales team from manual scheduling with Surfwriter’s native Salesforce solution RevenueCloud.

Get A Demo

The Best Splits for Salesforce

Surfwriter introduced RevenueCloud Opportunity Splits to Salesforce customers in 2011 – Several years before Salesforce introduced its Opportunity splits. Customers who need a professional-grade, highly flexible and extensible splitting solution have continued to look to Surfwriter RevenueCloud – The most flexible and extensible splits for Salesforce.  

Unlike Salesforce native splits, RevenueCloud Splits offer unparalleled flexibility and customization. Tailor revenue shares to your unique business needs, whether it’s cross-functional collaborations or cross-territory revenue allocations.

Because RevenueCloud runs automatically in your Salesforce org and maintains its own data set, you can install and start using RevenueCloud Splits the same day with button-click Salesforce Admin Skills.

  • Admins keep full visibility and control over access and change management.

  • Aligns with your existing compliance posture by staying native.

With RevenueCloud Splits you have a separate data set of granular split data for every Opportunity – even if you’re already running Salesforce standard splits. RevenueCloud will automatically maintain its own data set and you can report, query or export the RevenueCloud data from the Salesforce API.

RevenueCloud Subscription
Splits

Automate Attribution With
Splits Templates

With templates, you can establish standard revenue allocation rules and define custom arrangements for cross-functional and cross-territory scenarios. Ensure consistency and accuracy across your organization while streamlining processes for maximum efficiency.

RevenueCloud Splits Templates empower you to establish splits in groups that automatically populate to your Opportunities according to your own custom criteria.  

RevenueCloud Splits Templates don’t lock you in. Managers can override the templated splits in any Opportunity any time they want to and lock them down to prevent changes by sales reps whenever needed. 

For example you could create a template that has 50% of Opportunity Amount (or any field) for the Opportunity Owner, 50% for a named user entered into the template, 100% overlay for the user in a custom Opportunity BDR lookup field and 100% overlay for the user in the Account Owner field.

Automated Revenue Scheduling

Say goodbye to manual revenue scheduling and hello to efficiency with RevenueCloud Custom Schedules and Auto-Schedule. Our solution automates revenue scheduling processes, removing time-consuming manual effort for sales reps and producing a highly granular, deeply configurable and extensible data set for reporting, forecasting, quotas and sales commissions. 

Unlike Salesforce Product Schedules, RevenueCloud Custom Schedules offer unparalleled flexibility, ease of customization and free your team from the manual labor bottlenecks of Salesforce Product Schedules by  automatically creating schedules between start dates and end dates without locking up your Opportunity Product fields the way Salesforce Schedules do.

By automating revenue recognition based on predefined criteria, such as contract terms or delivery milestones, you can ensure accuracy, compliance, and efficiency while freeing up valuable time for your sales team to focus on what they do best—selling.

Unlike Salesforce Product Schedules, RevenueCloud Schedules are actually split and associated by Rep and Product, meaning that you have a fully granular data set for reporting, forecasting, quotas and sales commissions and you can report, query or export the RevenueCloud Schedule data via the Salesforce API.

RevenueCloud Graphs
RevenueCloud Opportunity

Finance and Forecasting

RevenueCloud provides comprehensive reporting and analytics capabilities, allowing you to gain real-time insights into revenue performance. Monitor revenue allocations, track team contributions, and identify trends to inform strategic decision-making. With actionable insights at your fingertips, you can optimize revenue management processes, identify growth opportunities, and drive business success.

RevenueCloud automatically generates forecast schedules for Opportunity Products that are configured in your product catalog for scheduling. This ensures only the right products are included. Schedules don’t lock key fields and regenerate dynamically as products or dates change — keeping forecasts accurate.

Yes. RevenueCloud supports daily prorated schedules, which are especially valuable in SaaS, advertising, and services where revenue must be allocated precisely.

Yes. RevenueCloud Auto-Schedule generates forecasted revenue automatically for products you mark as schedulable, while Custom Schedules let you record actual quantities and revenue alongside forecasts. This allows Finance and RevOps to compare plan vs. reality directly inside Salesforce.

RevenueCloud schedules automatically recalc whenever scheduled products change (quantity, price, or dates). This keeps forecasts aligned without manual work, while products not designated for scheduling remain untouched.

RevenueCloud Auto-Calc eliminates a major frustration with Salesforce’s native schedules, where changing a quantity can unexpectedly change the sales price. With Auto-Calc, reps simply enter a new quantity, and RevenueCloud calculates the correct revenue schedule automatically — without altering the Opportunity Product’s sales price. Admins stay in control by enabling scheduling only for selected products in the catalog.

Dedicated Support and Training

At Surfwriter, we’re committed to your success. Our team of experts is here to provide dedicated support and training, ensuring you get the most out of RevenueCloud. Whether you’re getting started with implementation or looking to optimize your revenue management strategy, we’re here to help you every step of the way.

Join large and small businesses worldwide who have been trusting Surfwriter RevenueCloud to optimize revenue allocation, streamline processes, and drive sales success. Unlock the power of automating your revenue attribution and revenue recognition with RevenueCloud today!

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RevenueCloud Opportunity

Multi-Currency Ready

RevenueCloud is built for global scale, automatically applying your static or dated exchange rates to convert local deal values into corporate currency — giving you accurate, consolidated pipeline and revenue reporting across every market.

RevenueCloud handles multiple currencies natively, ensuring accurate revenue schedules for every market you operate in.

Each RevenueCloud Line Item Schedule entry (RCLIS) automatically includes the correct exchange rate, aligned with your Salesforce FX configuration (dated or static).

Compare scheduled and unscheduled revenue side by side, without worrying about Salesforce’s default reconversions.

Multi-currency support works out of the box, applying your Salesforce static or dated (Advanced Currency Management) rates automatically with zero additional setup.

Whether you report in local or corporate currency, your forecasts and actuals stay accurate, auditable, and ready for global scale.

Surfwriter RevenueCloud FAQ

RevenueCloud is Surfwriter’s Salesforce-native app for advanced revenue management. It extends Salesforce Opportunities and Products with powerful tools for splits, reusable templates, and automated revenue schedules — making it ideal for commission automation, accurate forecasting, and flexible revenue allocation.

Most customers are live the same day they install. Follow the instructions in the Admin Guide to do it yourself or feel secure that you’re in good hands with expert support from Surfwriter.

Absolutely. RevenueCloud is used in the US, Canada, Europe, Australia, and beyond. It automatically supports Advanced Currency Management, dated exchange rates, and all data can be reflected in your corporate currency, automatically adjusted for your exchange rates.

Yes — RevenueCloud is certified for Salesforce Government Cloud, making it suitable for public sector, defense, and regulated industries where data must remain entirely within the Salesforce platform.

Salesforce’s standard splits are limited. RevenueCloud adds flexible, customizable splits that support overlays, custom fields, and complex allocation logic. This makes it perfect for sales commissions, channel revenue, and cross-functional crediting.

Splits Templates are preconfigured sets of revenue splits that can reference users or lookups to fields on Opportunity or parent objects like Account. They support any number of custom RevenueSplit fields, allowing admins to define complex sharing logic once and apply it consistently.

Each Opportunity has a Splits Template lookup. Templates can be invoked automatically via Flow or Apex triggers, or applied manually. Once applied, managers and admins can override templates with a checkbox and lock/unlock splits as needed.

Yes. Templates can include any number of custom RevenueSplit fields, preconfigured in any state to match your business attribution model.

When Opportunity Products include a start and end date, RevenueCloud automatically generates RevenueCloud Line Item Schedules (RCLIS). These schedules support monthly, quarterly, annual, or daily prorated intervals and are optimized for button-click, no-code customization and reporting in Salesforce.

Salesforce’s native schedules lock fields like quantity and price, making updates painful. RevenueCloud schedules remain flexible, regenerate when details change, and don’t lock product fields — saving time and improving forecast accuracy.

RevenueCloud supports monthly, quarterly, annual, and fully custom schedules. Schedules can also be prorated daily, making them ideal for SaaS, services, and digital advertising.

RevenueCloud’s advanced splits feed seamlessly into CloudComp, Surfwriter’s Salesforce-native commission automation solution. Together, they deliver visibility and automation from revenue allocation all the way to commission payout.

Yes. Splits can be configured for overlays, partner credit, or any team-based structure. Templates ensure consistency, while managers can override or lock/unlock splits as needed.

No. CloudComp can run independently and seamlessly integrates with Salesforce standard Opportunity splits. But many customers pair RevenueCloud and CloudComp because advanced splits and schedules empower them to configure their splits the way they need them to work and provide richer data for more accurate quota attainment and commission payouts.

Yes. Because it’s Salesforce-native, admins can configure RevenueCloud in days. Templates, schedules, and automation are all point-and-click configurable, and can be extended with Flow or Apex.

No. RevenueCloud functionality is configuration-based via RevenueCloud settings and Salesforce button-click customization. Advanced customers can also extend automation with Flow or Apex triggers if needed, for example to invoke splits templates for a wide array of detailed, custom scenarios.

Yes. Splits can be locked, unlocked, or overridden by managers and administrators, ensuring both flexibility and control.

No. Surfwriter RevenueCloud is complementary. It focuses on automating advanced splits and schedules, while CPQ manages product configuration, pricing, and quoting. For example: RevenueCloud Auto-Schedule can automatically create and rewrite product schedules for Salesforce CPQ or Revenue Cloud generated quotes which Salesforce standard product schedules cannot do because they lock up the quantity and sales price fields on Opportunity Products.

Start Your Free Evaluation

RevenueCloud includes a fully functional FREE 30 day evaluation, with the flexibility to go live using in-house admin resources or with expert support from Surfwriter.

Ready to give it a try?

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