Upcoming Mandatory Changes to Public Key Infrastructure (PKI)

Salesforce Enforces New Security Requirements in Summer 2026

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Agentforce Revenue Management
Get Started
- Salesforce Go
  - Features and Feature Sets
  - Configure Dunning Orchestration Solution
- License Comparison
- Billable Usage Types
- Which Revenue Management Product Am I Using?
Coexistence
- Subscription Management Coexistence
- Sales Force Automation Coexistence
- Salesforce CPQ Coexistence
- Salesforce CPQ and Salesforce Billing Coexistence
- Service Cloud Coexistence
- B2B Commerce
Implementation
- Plan Your Implementation
- Build Your Implementation Team
- Limits and Considerations
- Preconfiguration Steps
- Set Up
- Glossary
- Data Model
- Predefined Context Definitions
Migration
- Revenue Management Capabilities
- Differences from Salesforce CPQ
- Migration Phases
  - Phase 1
  - Phase 2
  - Phase 3
- Operational Planning Considerations
- Evaluate and Select a Migration Strategy
- Transactional Data Migration Scope and Approaches
- Data Dependencies
- Implementation Considerations
- Migration Tools
- Rollout and Cutover Strategy
  - Rollout Approaches
  - Cutover Planning
- Reporting After Migration
  - Compare Prior Periods
  - Reporting Strategy
- Change Management
- Common Issues
- Migrate Data
Upgrade Revenue Management
- Upgrade Guidance for Summer ’26
- Known Issues for Summer ’26
Product Catalog Management
- Begin Using
  - Editions and Permission Sets
  - Personas
- Set Up
- Plan Your Product Catalog
- Organize Your Products
- Manage Dynamic Attributes
- Create Product Templates
- Create Products and Product Bundles
- Create Product Variants
- Manage Qualification Rules
- Manage Product Selling Models
  - Create Product Selling Models
  - Assign a Product Selling Model to a Product
- Product Discovery and Guided Selection
- Limits
Salesforce Pricing
- Begin Using
  - Turn On
  - Editions, Permission Sets, and Personas
- Basic Setup
- Advanced Setup
- Pricing Data Transfer Considerations
  - Export and Import Data
- Cost Books and Price Books
  - Define Cost Books
  - Define Price Books
- Price Adjustment Schedules
  - Create and Manage Schedules
  - Batch Jobs
- Pricing Procedures
- Pricing Elements
- Unique Pricing Scenarios
- Access Your Pricing Information
  - Pricing Discount Calendar
  - View Pricing Data
- Limits
Rate Management
- Explore
- Setup
- Rating Procedures
- Rating Discovery Procedures
- Limits
Product Configurator
- Get Started
  - Turn On
  - Permission Sets
- Set Up
- Product Configurator Flow
- Configure Products
- Rules and Constraints With Constraint Rules Engine
- Rules with Business Rules Engine
- Third-Party Configurator
- Limits
Transaction Management
- Begin Using Transaction Management
- Transaction Management Features
- Quotes and Orders in the Revenue Management
- Sell Usage-Based Products
- Contracts in Revenue Management
- Manage Asset Lifecycle in Revenue Management
Ramp Deals in Revenue Management
- Understanding Ramp Deals
- Set Up Ramp Deals
- Build Ramp Deals
- Add Products to a Ramp Deal
- Manage a Ramp Deal
- Ramp Deals for Usage Products
- Early Renewal of Ramped Assets
- Decompose Ramp Deal Orders
- Ramp Deals for Groups Examples
  - Basic Example of Ramp Deals for Groups
  - Advanced Example of Ramp Deals for Groups
- Considerations for Ramp Deals
Advanced Approvals
- Begin Using Advanced Approvals
- Customize Pages for Approvals
- Design an Approval Workflow
- Preview Approvals
  - Example: How Step Conditions Affect a Preview
  - Preview an Approval Workflow
- Approvals in Slack
  - Turn On Slack Notifications for Approvals
- Email Templates in Advanced Approvals
  - Create Approval Alert Content Definition Records
- Advanced Approvals Considerations
Dynamic Revenue Orchestrator
- Dynamic Revenue Orchestrator Basic Setup
- Dynamic Revenue Orchestrator Advanced Setup
- Design Your Order Decomposition
- Design Your Order Orchestration
- SLA Jeopardy Administration
  - Configure Fulfillment Step Jeopardy Rules
- Configure Automation Failure Handling
  - Configure Fallout Rules
  - Configure Fulfillment Step Retries
- Submit Orders for Decomposition and Order Fulfillment
- Dynamic Revenue Orchestrator Concepts and References
- Dynamic Revenue Orchestrator Limits
Usage Management
- Begin Using Usage Management
  - Enable Usage Management
  - Permission Set Licenses, Personas, and User Permissions
- Set Up Usage Management in Revenue Management
- Manage Consumption for Usage-Based Products
- Billing Schedules and Invoices for Usage-Based Products
- Usage Management Limits
Billing
- Set Up Billing
  - Turn on Billing
  - Guided Setup for Billing
  - Assign Permission Sets
  - Select Default Records
  - Configure Context Definitions for Billing
  - Add New Billing Fields to Page Layouts
- Set Up Additional Billing Features
  - Set Up Milestone Plans for Amendments
  - Set Up Financial Accounting Features
  - Turn On Invoice PDF Document Generation and Account Statement
  - Turn On Email Delivery of Invoices
  - Turn On Sequential Numbering Features
  - Set Up Credit Memo Features
  - Set Up Billing Dispute Management
  - Set Up Orchestrated Dunning for Collections
  - Capture Taxes at Header Level
  - Set Up Invoice Risk Scoring to Predict Risk Scores for Invoices...
  - Set Up Payment Features
  - Define Rules and Order to Apply Credit Memo and Payments
    - Invalid Match ID During Payment Application
    - Example: Apply Rule-Based Credits and Payments
  - Self-Service Billing Portal
- Considerations When Setting Up and Using Billing
- Define Billing Policies and Billability Rules
  - Create Billing Policies, Treatments, and Treatment Items
  - Understand Exclude From Billing
  - Understand Billing Treatment Resolution
- Create Payment Terms
  - Examples: Payment Terms
- Manage Billing Arrangements
  - Create Billing Arrangements and Billing Arrangement Lines
  - Configure Billing Arrangements for Billing Schedule Groups
  - Examples: Flexible Invoicing for Complex Business Models
- Configure Milestone Billing
  - Define Billing Milestones
    - Method 1: Configure Billing Milestones Using Billing Treatments
    - Method 2: Create Billing Milestone Plans and Plan Items
  - Milestone Billing for Amended, Renewed, and Canceled Assets
  - Milestone Billing Example
- Define Tax Calculation for Invoices
  - Configure Tax Calculation for Invoices
  - Import External Tax Lines into Billing
- Create Billing Profiles
- Manage Financial Accounting
  - Financial Accounting Data Model
  - Legal Entities
    - Create Legal Entities
    - Legal Entity Automatic Population, Usage, and Considerations
  - Accounting Periods
  - Chart of Accounts and Journal Entries
  - Foreign Exchange Realized Gains and Losses
    - Example: Automatically Capture Foreign Exchange Realized Gains or...
  - Legal Entity Accounting Periods Closure and Reopening
  - Capture Transaction Amounts in Multiple Currencies
- Preview Invoices
  - Default Document Template to Generate Invoice Preview PDF Documents
  - Generate Invoice Previews and Preview PDF Documents
    - Generate Invoice Previews for Orders and Accounts
    - Generate Invoice Previews for Billing Schedule Groups
  - Generate Invoice Previews with the Invoice Preview API
- Manage Billing Schedules and Billing Schedule Groups
  - Generate Billing Schedules
  - Update Billing Schedule Groups
  - Define Invoice Grouping on a Billing Schedule
- Period Boundary and Proration in Billing Cycles
  - Period Boundaries and Billing Day of Month
  - Field Combination Requirements
- Suspend and Resume Billing
- Generate Invoices
  - Invoice Data Model
  - Automated Invoice Generation with Invoice Batch Runs
  - Generate Invoices for Accounts or Orders
  - Create Standalone Invoices or Import External Invoices
  - Manage Invoices by Using APIs or Flow Actions
  - Void Invoices
  - Generated Invoice Details
- Invoice Risk Score (Pilot)
  - Overview of Features and Assets of Invoice Risk Scoring (Pilot)
  - View Invoice Risk Scores (Pilot)
- Generate Invoice PDF Documents
  - Default Document Template to Generate Invoice PDF Documents
  - Generate a Batch of Invoice PDF Documents
  - Assign an Invoice Document Template to a Billing Profile
  - Generate Invoice PDF Documents Specific to Billing Profiles
  - Generate a Single Invoice PDF Document by Using Flow, Apex, and...
  - Generate Invoice PDFs with Your Company Logo
  - Generated Invoice PDF Document Details
- Send Invoices Through Email
  - Define Invoice Email Delivery Configuration and Preferences
  - Send Invoice Emails from Invoice Records
  - Send Invoice Emails in Bulk from Invoice Batch Runs
- Manage Credit Memos
  - About Credit Memos
  - Credit Memo Data Model
  - Create and Apply Standalone Credit Memos
  - Create and Apply Credit Memos
  - Void or Recover Credit Memos
  - Automatically Convert Negative Invoice Lines
  - Automatically Apply Credits
  - Credit Memo APIs and Actions
  - Results of Credit Memo Application
- Configure Sequential Numbering for Invoices and Credit Memos
  - Gapless Sequential Numbering
  - Configure Sequence Policies
  - Manage Sequential Numbering by Using APIs
  - Sequential Invoice and Credit Memo Number Assignment
- Manage Debit Memos
  - About Debit Memos
  - Debit Memo Data Model
  - Create Debit Memos and Related Records
- Process Payments and Issue Refunds
  - Payments Data Model
  - Configure Saved Payment Methods
  - Migrate Tokenized Saved Payment Methods
  - Payment Schedules and Payment Schedule Items
  - Process Payments
  - Payment Batch Run Overview
  - Retry Failed Payments
    - Set Up Payment Retry Rules
    - Examples: Configure Payment Retry Rule Sets and Retry Rules
  - Issue Refunds and Settle Balances
  - Send Level 2 and Level 3 Payment Data via Your Payment Gateways
  - Payments and Refunds APIs and Actions
- Manage Collections for Accounts
  - Create Collection Plans and Collection Plan Items
  - Set Up and Send Dunning Emails
  - Collect Payment Promises for a Collection Plan Item
  - Orchestrate Your Dunning Strategy for Collections
    - Initiate and Monitor Dunning Orchestration
- Write Off Invoices
  - Write Off Invoices by Using Invocable Action in Flow
  - Impact of Invoice Write-Offs
- Manage Billing Disputes
  - Raise Service Requests on Behalf of the Customer
  - Resolve Billing Service Requests
- Billing Account Overview
- Statement of Account
  - Generate an Account Statement
  - Generate Account Statements by Using APIs
  - Generated Statement Details
- Billing Settlements Central
- Billing Operations Console
- Limits in Billing
Agentforce for Revenue Management
- Agent Templates in Revenue Management
- Set Up Agentforce for Revenue Management
- Set Up Community and Partner Access for Agentforce in Revenue...
- Considerations for Agentforce in Revenue Management
- Agentforce for Revenue Quote Management
- Agentforce for Billing Employee Assistance
- Agentforce for Billing Service Assistance Agent
  - Set Up Billing Service Assistance Agent for Experience Cloud
- Revenue Subagent Reference
  - Subagent: Product Description Generation
Promotions in Revenue Management (Beta)
- Set Up Promotions in Revenue Management (Beta)
- Design Promotions in Revenue Management (Beta)
- View or Apply Promotions in Revenue Management (Beta)
  - Considerations to Amend, Renew, or Cancel Assets
Build and Manage Your Procedure Execution
- Understand the Order of Execution for Place Sales Transaction
- Create Procedure Plans
  - Create Procedure Plan Definitions by Using Templates
  - Create a Custom Procedure Plan Definition
- Customize Your Procedure Plans With Apex Hooks
- Use the Procedure Plan Framework
- Export and Import Procedure Plans
- Procedure Plan Limits
Revenue Management Support for Experience Cloud
- Permission Set Licenses for Experience Cloud Site Users
- Supported Experience Cloud Templates
- Revenue Management Tasks for Experience Cloud
- Product Configurator Implementation Requirements for Experience Cloud
- Transaction Management Tasks Supported on LWR Sites
- Create Contracts from Quotes and Orders for Partner Users
Revenue Management Intelligence for Revenue Management
- Set Up Revenue Management Intelligence
- Install Revenue Management Intelligence Apps
- Revenue Management Intelligence Dashboards
Revenue Cloud Operations Console
- Monitor and Troubleshoot Pricing Issues
- Troubleshoot Product Configurations
  - Set Up Product Configuration Logs
  - Turn On Configuration Logs

Set Up Document Builder for Quotes

You are here:

Set Up Document Builder for Quotes

Turn on Document Builder to begin creating customized, dynamic quote templates that align with your business practices.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions of Revenue Management (formerly Revenue Cloud) where Transaction Management is enabled

User Permissions Needed
To enable Document Builder:	Customize Application

From Setup, in the Quick Find box, enter Revenue Settings, and then select Revenue Settings.
Turn on Document Builder, and refresh the setup page.

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