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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
Get Ready for Your Agentforce Revenue Management Implementation
- Plan Your Agentforce Revenue Management Implementation
- Build Your Agentforce Revenue Management Implementation Team
- Agentforce Revenue Management Limits and Considerations
- Preconfiguration Steps
- Set Up Agentforce Revenue Management
- Agentforce Revenue Management Glossary
- Explore the Agentforce Revenue Management Data Model
- Predefined Context Definitions in Agentforce Revenue Management
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 Agentforce Revenue Management
- Upgrade Guidance for Summer ’26
- Known Issues for Summer ’26
Product Catalog Management
- Begin Using Product Catalog Management
  - Product Catalog Management Editions and Permission Sets
  - Product Catalog Management Personas for Agentforce Revenue Management
- Product Catalog Management Set Up
- Plan Your Product Catalog
- Organize Your Products with Catalogs and Categories
- Manage Dynamic Attributes in Agentforce Revenue Management
- Create Product Templates Using Product Classifications
- Create Products and Product Bundles in Agentforce Revenue Management
- Create Product Variants in Agentforce Revenue Management
- Manage Qualification Rules for Products in Agentforce Revenue...
- Manage Product Selling Model in Agentforce Revenue Management
  - Create a Product Selling Model
  - Assign a Product Selling Model to a Product
- Product Discovery and Guided Product Selection
- Product Catalog Management Limits
Salesforce Pricing
- Begin Using Salesforce Pricing
  - Turn On Salesforce Pricing
  - Salesforce Pricing Editions, Permission Sets, and Personas
- Salesforce Pricing Basic Setup
- Salesforce Pricing Advanced Setup
- Considerations for Importing and Exporting Pricing Data
  - Export and Import Your Pricing Data
- Cost Books and Price Books
  - Define Costs in Cost Books
  - Define Prices in Price Books
- Explore Price Adjustment Schedules
  - Create and Manage Price Adjustment Schedules
  - Pricing Adjustment Batch Jobs
- Build Your Pricing Procedures Using Salesforce Pricing
- Use Pricing Elements in Pricing Procedures
- Unique Pricing Scenarios
- Access Your Pricing Information
  - Pricing Discount Calendar
  - View Pricing Data Using Lightning Components
- Salesforce Pricing Limits
Rate Management
- Explore Rate Management in Agentforce Revenue Management
- Rate Management Setup
- Rating Procedures
- Rating Discovery Procedures
- Rate Management Limits
Product Configurator
- Get Started
  - Turn On
  - Permission Sets
- Set Up
- Explore the Product Configurator Flow
- Configure Products with Product Configurator
- Rules and Constraints in Configurator With Constraint Rules Engine
- Define Configuration Rules with Business Rules Engine
- Third-Party Configurator
- Product Configurator Limits
Transaction Management
- Begin Using Transaction Management
- Transaction Management Features
- Quotes and Orders in the Agentforce Revenue Management
Sell Usage-Based Products
- Set Up Usage Selling in Agentforce Revenue Management
- Usage Selling Advanced Concepts
- Build a Quote for Usage-Based Products
- Sell Commitment-Based Usage Products
- Ramp Deals for Usage Products
  - Set Up Ramp Deals for Groups
Contracts in Agentforce Revenue Management
- Set Up Contract Features
- Contract Management Essentials
- Contract Pricing Agreements
Manage Asset Lifecycle in Agentforce Revenue Management
- Asset Lifecycle Management Principles and Permissions
- Set Up Asset Management in Agentforce Revenue Management
- View and Manage Assets in Agentforce Revenue Management
  - Manage Assets in Agentforce Revenue Management
- Amending, Renewing, and Canceling Assets
- Asset Lifecycle Considerations
Ramp Deals in Agentforce Revenue Management
- Understanding Ramp Deals
- Configure 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
- Configure Ramp Segments in Ramp Deals for Lines
  - Create a Product Ramp Segment
- 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 Agentforce 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
  - 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 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
- 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 Agentforce Revenue Management (Beta)
- Set Up Promotions in Agentforce Revenue Management (Beta)
- Design Promotions in Agentforce Revenue Management (Beta)
- View or Apply Promotions in Agentforce 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
Agentforce Revenue Management Support for Experience Cloud
- Permission Set Licenses for Experience Cloud Site Users
- Supported Experience Cloud Templates
- Agentforce Revenue Management Tasks for Experience Cloud
- Product Configurator Implementation Requirements for Experience Cloud
- Transaction Management Tasks Supported on LWR Sites
Revenue Management Intelligence for Agentforce 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

Create a Quote Template with Document Builder

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Create a Quote Template with Document Builder

Design a template that defines how information appears on your quote documents. Use this template to generate customized quotes for your customers.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud where Quotes are enabled

From Setup, in the Quick Find box, enter Document Builder, and then select Document Builder.
Click New Template.
Enter a label for your template, select Quote, and then click Next.
Select a starting point, and then click Done.
Design your layout by using template builder and standard components.
After you save the template, click Activate.
During activation, you can assign the template as the org default. The default template applies when a user generates a quote PDF unless they select an alternative option.