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            Coexistence of Agentforce Revenue Management with Subscription Management

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            Coexistence of Agentforce Revenue Management with Subscription Management

            Agentforce Revenue Management and Subscription Management can coexist in a Salesforce org that has both Agentforce Revenue Management and Subscription Management provisioned.

            Enabled Features Subscription Management Impact Agentforce Revenue Management Impact
            Only Subscription Management is enabled. Subscription Management users can create quotes, orders, and assets. Not applicable
            Both Subscription Management and Agentforce Revenue Management are enabled. Billing in Revenue Cloud is disabled.
            • Subscription Management users can’t create quotes, orders, and assets. They also can’t amend, renew, or cancel assets.
            • Subscription Management users can create billing schedules and invoice from existing Subscription Management quotes and orders.
            • If Salesforce Pricing is disabled, Subscription Management users can create quotes and orders, but pricing won't work.
            • De-provisioning Agentforce Revenue Management after it has been enabled does not impact Subscription Management.

            Supported Agentforce Revenue Management Features

            When coexisting with Subscription Management, Agentforce Revenue Management users can:

            • Create quotes, orders, and contracts.
            • Activate orders to create corresponding assets.
            • Amend, renew, or cancel orders, and create corresponding assets.

            Agentforce Revenue Management Limitations

            Here are the limitations for Agentforce Revenue Management users when Agentforce Revenue Management coexists with Subscription Management:

            • You can’t turn on Billing (Agentforce Revenue Management) when Subscription Management is enabled in your org. To disable Subscription Management and enable Billing, contact Salesforce Support.
            • If you turn on Billing (Agentforce Revenue Management) after disabling Subscription Management, you will not be able to use Subscription Management data in Billing.
            • Agentforce Revenue Management users can’t use existing Subscription Management quotes to generate orders and assets unless pricing fields are updated.
            • Agentforce Revenue Management users can’t update existing product bundles. To get this access, contact Salesforce Support.

            See Also

             
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