Contracts in Agentforce Revenue Management

Use contracts in Agentforce Revenue Management to organize and manage customer assets, products, and services throughout their lifecycle.

Contractual agreements serve as a central hub for establishing long-term relationships and applying negotiated pricing across various sales scenarios. By grouping multiple assets under a single contract, you simplify tracking and help sales reps to perform critical actions—such as amending, renewing, or canceling assets—directly from the contract record via the Managed Assets viewer.

• Set Up Contract Features in Agentforce Revenue Management
  Agentforce Revenue Management offers capabilities for sales reps and partners to manage contracts. These features ensure data consistency by automatically pulling account and date details from source quotes or orders.
• Contract Management Essentials
  Understand the components of Agentforce Revenue Management contracting to organize customer assets efficiently and maintain accurate pricing agreements throughout the business relationship.
• Contract Pricing Agreements
  Negotiate and apply customer-specific prices and discounts to future business transactions by creating contract item prices and adjustment schedules. Managing these agreements makes sure that your sales reps honor negotiated rates consistently across quotes and orders.