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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

Preconfiguration Steps

You are here:

Preconfiguration Steps

Before beginning the configuration of Revenue Management (formerly Revenue Cloud), it’s important to complete the preconfiguration steps to ensure a smooth and successful setup process.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions of Revenue Management

Enable Revenue Management Features in Your Scratch Org
A scratch org is a source-driven, disposable deployment of Salesforce code and metadata. It provides a fresh Salesforce environment tailored for developing and testing the features you require.
Set Up Access for Revenue Management
Learn how to create and manage Revenue Management users and assign them appropriate profiles and permission sets tailored to their job roles.
Assign Revenue Management Permission Sets to System Admin
Explore the recommended permission sets for system admins and ensure they have the necessary access to perform critical tasks within Salesforce Revenue Management.
Assign Revenue Management Permission Sets to Your Users
This table outlines the recommended permission set assignments for your users. You can customize each user by assigning the appropriate permission sets based on your business requirements.
Enable Context Services
Simplify the sharing and consumption of business application data using Context Service. Acting as a generic module, Context Service forms a layer between applications and procedures, enabling easy retrieval and use of data across various industry clouds. Context definitions ensure efficient data access at every step of the process. A context definition defines the relationship between the nodes and the attributes within each node.
Set Up Console App in Revenue Management
Salesforce Console apps are tab-based workspaces that let you manage many records on one page.