Promotions in Agentforce Revenue Management (Beta)

Use promotions to boost sales and influence buying decisions. With promotions, pricing designers offer granular discounts on products and categories. They also define promotion eligibility based on product selling models and channels, and specify how to apply multiple eligible promotions. Sales reps, partners, and customers can apply promotions when managing quotes, orders, and assets.

Required Editions

Note Promotions in Agentforce Revenue Management (Beta) is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer. Use of this pilot or beta service is at the Customer's sole discretion.

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions of Agentforce Revenue Management with the Revenue Cloud Advanced license, and the Global Promotions Management Basic Add-On license or Loyalty Management - Growth or Advanced license.

Note To learn about the Global Promotions Management Basic Add-On and Loyalty Management licenses, contact your Salesforce Account Executive.

• Set Up Promotions in Agentforce Revenue Management (Beta)
  Turn on Promotions for Transactions so your pricing designers can create promotions and users, such as sales reps, partners, and customers, can apply them to transactions.
• Design Promotions in Agentforce Revenue Management (Beta)
  Pricing designers can offer percentage and amount discounts on simple products, bundled products, and categories. You can also specify evaluation methods, scope, and application type.
• View or Apply Promotions in Agentforce Revenue Management (Beta)
  View and apply eligible promotions at different stages of the transaction lifecycle. Promotion availability depends on factors such as product selling models and sales channels.