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Build Your Agentforce Revenue Management Implementation Team
Success requires you to have the right people at the table when you prepare, plan, and implement Agentforce Revenue Management for your business. Learn what job roles and areas of knowledge are important to grow and maintain within your organization.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions of Agentforce Revenue Management |
Before you begin your Agentforce Revenue Management implementation, assemble the qualified individuals necessary to drive a successful project. Both internal experts and partner implementers make up your project implementation team.
New to Salesforce?
If your company is new to Salesforce, start by developing the fundamental skills necessary to administer Salesforce products such as Agentforce Revenue Management. To understand how, read this great post from the Salesforce 360 Blog: Six Questions To Accelerate Your Path Towards Getting Salesforce Admin Certified.
We recommend that at least one staff member achieves the Salesforce Certified Administrator certification by using the learning resources available on Trailhead. A great place to start is the Salesforce Admin Beginner trail.
Foundational Skills for Administrators
To work with Agentforce Revenue Management, your implementation team should be well-versed in these common Salesforce Platform and Salesforce Industries products and features:
- Sales Cloud
- Experience Cloud
- Actionable Relationship Center (ARC)
- Business Rules Engine
- Context Service
- Decision Table
- Decision Explainer
- Omnistudio
Foundational Skills for Developers
Having Salesforce developers as part of the implementation team is crucial. They bridge the gap between business requirements and Agentforce Revenue Management's technical capabilities. A developer possesses the specialized skills to customize, extend, and integrate Salesforce to meet unique and complex business needs.
We recommend that you include one or more developers on your implementation team who possess a mix of these skills:
- Salesforce integration, including REST APIs
- Developer tools such as IDX Workbench, Postman, Amazon API Gateway, GraphQL, and IBM API Connect
- Source control and deployment tools, including GitHub, VS Code, SFDX, and Salesforce CLI
- Apex and Lightning Web Component development
- Salesforce Flows
Work with a Salesforce Partner
Many Salesforce products, including Agentforce Revenue Management, require your employees to learn a wide range of skills. If you're missing some Salesforce expertise within your company, we highly recommend working with a certified Salesforce implementation partner.
These partners guide businesses through the entire implementation process, from initial planning and customization to training and ongoing support. Their expertise helps maximize the effectiveness and return on your Salesforce investment.
To learn more about partner implementers, see Find Your Salesforce Partner.
