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            Agentforce for Revenue Management

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            Agentforce for Revenue Management

            Agentforce for Revenue Management is a suite of AI-powered agents designed to streamline product-to-cash operations. These agents help users manage every step of the revenue lifecycle, from quote creation and management to deriving overage consumption and handling billing inquiries with clear invoice line breakdowns. By using generative AI for both reasoning and orchestration, the agents cut down on manual work so that users drive more revenue with greater speed and accuracy.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions of Agentforce Revenue Management Advanced license with the Agentforce Employee Agent add-on.
            • Agent Templates in Revenue Management
              Quickly deploy AI-powered agents for your product-to-cash operations using Revenue Management agent templates. All Agentforce templates and topics within Revenue Management are Agentforce Employee Agent (AEA) templates. You must have access to the Revenue solutions to use them.
            • Set Up Agentforce for Revenue Management
              To use the Revenue agent templates, configure the required Revenue and manage agent features and assign permissions.
            • Set Up Community and Partner Access for Agentforce in Revenue Management
              Make an Agentforce for Revenue agent available to customers or partners by configuring community or partner sites and enabling Embedded Messaging. You can create a community site for the Billing Service Assistance agent and a partner site for the Revenue Quote Management agent.
            • Considerations for Agentforce in Revenue Management
              To use Agentforce for Revenue, consider supported functionality, usage, limitations and allowances, limits, and other issues.
            • Agentforce for Revenue Quote Management
              With the new Revenue Quote Management template, your sales reps can streamline quoting workflows and accelerate the sales cycle. This template comes with a suite of advanced Agentforce actions that automate routine tasks like product selection, quote creation, and management, helping sales reps create and update quotes and line items within minutes. By leveraging simple prompts, sales reps can easily create initial, renewal, and amendment quotes. This allows them to respond to customer needs more quickly and accurately, ultimately improving productivity and driving more meaningful customer interactions.
            • Agentforce for Billing Employee Assistance
              When internal finance or billing teams need clarity on billing data for customer accounts, Billing Employee Assistance gives them a conversational way to understand charges and retrieve billing information. Employees can ask questions about invoice charge explanations, payment plans, outstanding account balances, or upcoming payment due dates. They get clear explanations powered by generative AI, without navigating multiple billing records or systems.
            • Agentforce for Billing Service Assistance Agent
              Use Billing Service Assistance Agent to give customers fast, conversational explanations for invoice charges directly in your Experience Cloud billing portal.
            • Revenue Subagent Reference
              To optimize common revenue use cases, explore the standard agent topics available in Revenue Management. While these agent topics aren't included with a Revenue agent template, you can add them to any Agentforce Employee Agent template.
             
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