--- title: Setting up Revenue Cloud (Salesforce CPQ, Billing) | Milestones PM+ Use Case Library description: "USE CASE: Setup Salesforce CPQ and Revenue Cloud with free project management app Milestones PM+. On AppExchange by trusted partner Passage Technology." image: https://www.passagetechnology.com/hubfs/2021/MPMp-use-case_Revenue-Cloud.png --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) # Setting up Revenue Cloud (Salesforce CPQ, Billing) [![Free Salesforce business guides to help admins/developers, project managers, sales managers, and decision makers. Download the free PDF series now: Reinventing Your Business, Reimagining Your Salesforce®.](https://www.passagetechnology.com/hubfs/2021/Essential-Salesforce-Guide_Milestones_PMplus.png) ](https://www.passagetechnology.com/en/essential-guide-for-project-leaders-in-businesses-using-salesforce) Revenue Cloud combines Salesforce CPQ and Billing to power sales and finance with integrated quoting, order management, and invoicing. ## Problem Setting up CPQ can be extremely time consuming, depending on the business and the intricacy of their pricing model. ### Scenario #1 If users responsible for CPQ’s setup aren’t well-versed with the Salesforce platform, it can prove to be a long and stressful endeavor. ### Scenario #2 If an internal admin is given responsibility for CPQ’s setup, they must balance this new workload in addition to their daily responsibilities. ## Solution #1 Manage CPQ implementation with Milestones PM+. Users and admins can organize everything needed for a successful setup including meetings and check-ins. Plus, with Milestones PM+ Premium Edition, time can be logged for insight into progress and effort, and resources can be assigned to distribute work and optimize productivity. ### [Download Milestones PM+ from the AppExchange](https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009uYYMEA2) to experience its ease-of-use and how it can make managing the CPQ setup just as easy. ## Solution #2 Let the Salesforce-certified developers at Passage Technology do the work for you. As a business with various products and pricing tiers, we are able to understand the business requirements for the most complex pricing models and efficiently communicate how to best approach your CPQ implementation. [Schedule a consultation to get started!](https://www.passagetechnology.com/salesforce-development-consultation) Tags: [Salesforce CPQ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/topic/salesforce-cpq), [Project: Business projects](https://www.passagetechnology.com/milestones-pm-plus-use-cases/topic/project-business-projects) | [** Red Flags and Project Health in Salesforce ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/salesforce-project-health-red-flags) | [Milestones PM+ Use Case Library](https://www.passagetechnology.com/milestones-pm-plus-use-cases) | [ Planning Salesforce Integrations with Milestones PM+ Projects ** ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/salesforce-integration-project-planning) | | --- | --- | --- | [ Planning Salesforce Integrations with Milestones PM+ Projects ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/salesforce-integration-project-planning) [ Basic Project Management and Enhanced Task Boards in Salesforce ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/basic-project-management-salesforce) [ Salesforce Task Notifications and Project Resource Alerts ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/salesforce-project-task-resource-notifications) [ Time Entry and Resource Management on Tasks and more ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/time-tracking-resource-management) [ Milestone Billing Automation with Revenue Cloud, Salesforce CPQ ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/milestone-billing-automation-salesforce-cpq) [ Phase-Gate/Waterfall Projects using Stage-Gate® with Milestones PM+ ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/phase-gate-salesforce-project-templates) [ Red Flags and Project Health in Salesforce ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/salesforce-project-health-red-flags) [ Using Templates for Automatic Project Creation in Salesforce ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/automatic-project-creation-salesforce-reusable-templates) [ Equipment Inspection Checklist in Salesforce (preventative maintenance) ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/equipment-maintenance-inspection-checklist-salesforce) [ Tracking Hours and Expenses on Project Task page layout ](https://www.passagetechnology.com/milestones-pm-plus-use-cases/salesforce-project-task-hours-expenses) © 2026 Passage Technology LLC All Rights Reserved. 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