Configure Your Products in Agentforce Revenue Management

By using the Product Configurator, present complex product offerings to customers efficiently. The Product Configurator tool provides users with an optimized and intuitive interface making it simple and easy to select the most suitable combination of features for a complex product. The Product Configurator not only facilitates the configuration of product bundles, but it also facilitates the customization of individual product attributes.

With Product Configurator, your sales representatives can validate product selections instantly and get immediate cost insights with real-time pricing updates. The Product Configurator proves to be a valuable asset for businesses that offer complex products. It contributes to saving time and resources, enhancing accuracy, and elevating the customer experience.

Some of the key features of the Product Configurator tool are:

• Customize the product configurator flow: The product configurator flow with purpose-built user interface components offers a ready-made foundation for your product configurator. Customize and extend the Product Configurator flow to create a unique look and feel that aligns with your brand.
• Preview runtime experience: Assign multiple products or product classes to a product configurator flow and preview the user experience in real-time.
• Build complex product bundles with ease: Product Configurator's intuitive interface and headless APIs support multi-level product bundle structures. Users can effortlessly configure quantities, attributes, and options while receiving real-time pricing updates.
• Customizable configuration rules: Manage the attribute structure in the product bundle with cardinality check, product selection validations, and messages.

• Get Started with Product Configurator
  Enable Product Configurator to set up and customize the product configuration experience efficiently. Then, assign the required permission sets to users to tailor their access.
• Set Up Product Configurator
  Product Configurator provides a framework to define and apply rules and constraints when configuring products. It features two rules engines: Constraint Rules Engine and Business Rules Engine.
• Explore the Product Configurator Flow
  The product configurator flow outlines the layout for presenting customizable product information in the user interface.
• Configure Products with Product Configurator
  Create complex product configurations with ease by using Product Configurator. Define attributes, variants, and metadata. Test and verify your product configurations with the built-in run-time experience. Your users can use the Product Configurator to easily configure the product options during the purchase process and view the relevant pricing.
• Rules and Constraints in Configurator With Constraint Rules Engine
  To create configuration rules and constraints that can validate large and complex product configurations, use Constraint Rules Engine.
• Define Configuration Rules with Business Rules Engine
  When you configure products for sale, make sure that all your products have valid attributes and are compatible with other products in the offering. With configuration rules, make sure that the product configuration aligns with the business needs and standards and that your sales reps select the right set of products.
• Third-Party Configurator
  Agentforce Revenue Management provides extensibility options to third-party users seeking to build integrations with the Agentforce Revenue Management product. Agentforce Revenue Management supports various third-party use cases. The support includes replacing the first-party configurator with the third-party configurator, integrating third-party UI components into the first-party configurator, and creating custom configurator UI using headless configurator APIs.
• Product Configurator Limits
  Review the default limits for Product Configurator before you configure products, define configuration rules, or create constraint models.