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Agentforce Revenue Management Tasks for Experience Cloud
Explore all Agentforce Revenue Management tasks and the licenses with which these tasks are available.
Product Catalog Management Tasks
Explore Product Catalog Management tasks and the licenses with which these tasks are available.
| Task | Partner Community License | Customer Community Plus License |
|---|---|---|
| Use the Product List component to view products, product categories, product eligibility, and pricing. | Available | Available |
| Use the Product Details component to view product images, price, and description. | Available | Available |
| Use the Product Bundle Details Component to view products in a bundle along with their quantity and pricing information. | Available | Available |
| Use the Product Attribute Details Component to view product attributes. | Available | Available |
| Use the View Catalogs quick action on account record pages. | Available | Available |
| View product eligibility and availability by using Qualification Rules. | Not Available | Not Available |
| Use Guided Product Selection to answer questions that capture requirements, and then see a personalized list of products that meet the requirements. | Not Available | Not Available |
Salesforce Pricing Tasks
Explore Salesforce Pricing tasks and the licenses with which these tasks are available.
| Task | Partner Community License | Customer Community Plus License |
|---|---|---|
| Run the Pricing API. | Available | Available |
| Run the Pricing Headless API. | Available | Available |
Product Configurator Tasks
Explore Product Configurator tasks and the licenses with which these tasks are available.
Note Additional tasks are required to enable Product Configurator for Experience Cloud users.
See Product Configurator Implementation Requirements for Experience Cloud.
| Task | Partner Community License | Customer Community Plus License |
|---|---|---|
| Configure products. | Available | Available |
Transaction Management Tasks
Explore Transaction Management tasks and the licenses with which these tasks are available.
| Task | Partner Community License | |
|---|---|---|
| Autopopulate default child lines and attributes when importing quote lines from CSV files. | Not Available | Not Available |
| Create multiple ramp schedule groups on a single quote or order. | Available | Available |
| Filter quote and order lines by using predefined or advanced filters. | Available | Available |
| View discount percentages with up to two decimal places in the price waterfall. | Available | Not Available |
| Track product swaps, upgrades, and downgrades as separate amendment types on quotes and orders. | Available | Available |
| Modify future-dated orders by applying amendments before the order start date. | Available | Available |
| Price quotes and orders without access to underlying data. | Available | Available |
| View and apply promotions from Transaction Line Editor. | Available | Available |
| View promotions applied to assets. | Not Available | Not Available |
| Manage quotes by using Agentforce. | Available | Not Available |
| Create quotes. | Available | Available |
| Import quote lines from CSV files. | Available | Available |
| Create orders. | Available | Available |
| Create multiple orders from a single quote. | Available | Available |
| Deep clone quotes and orders to save time and accelerate deal creation. | Available | Available |
| Use Transaction Line Editor to manage line items on quotes and orders. | Available | Available |
| Use Sales Transaction Line Editor to manage line items and groups on quotes and orders. | Available | Available |
| Organize complex quotes and orders by using nested line groups. | Available | Available |
| Use bulk actions in quotes and orders to edit, update, or delete multiple line items or groups. | Available | Available |
| Manage complex, long-term deals for multiple products by using ramp deals for groups. | Available | Not Available |
| Use Transaction Line Progress Indicator to see informational and error messages. | Available | Available |
| Browse catalogs. | Available | Available |
| Configure products. | Available | Available |
| Apply for partner discounts. | Available | Not Available |
| Apply discounts for line items. | Available | Not Available |
| Control how tiered or volume contractual discounts are applied to sales transactions by sequencing line items. | Available | Not Available |
| Apply additional discounts to the overall quote or order by using header adjustments. | Available | Not Available |
| View product eligibility and availability by using Qualification Rules. | Available | Not Available |
| Generate a PDF document from a quote. | Available | Available |
| Group quote and order line items on Transaction Line Editor. | Available | Available |
| Sync quotes and opportunities. | Available | Available |
| Create orders from quotes. | Available | Available |
| Use instant pricing to automatically recalculate prices. | Available | Not Available |
| View quote summary and order summary by using the Transaction Summary component. | Available | Not Available |
| Open the side panel for quote and order line items to view details. | Available | Not Available |
| Submit quotes for approval by using Advanced Approval flows. | Available | Available |
| Add consumption-based products and modify rates and tiers that are part of Usage Management. | Available | Available |
| Set and apply exact start and end times in your local time zone for subscription assets, from the initial quote line item and order item through to assetization. | Available | Available |
| Access Managed Asset Viewer to see a consolidated list of all lifecyle-managed assets. | Available | Available |
| Access side panel on Managed Asset Viewer to see additional details, including attributes. | Available | Available |
| Access the Asset State Period Chart component to see a chart that shows changes over time. | Available | Available |
| Access the Asset Summary component. | Available | Available |
| Amend, renew, and cancel assets from the assets page. | Available | Available |
| Update custom and standard fields on an asset based on quote line items or order items when the asset is created or amended. | Available | Available |
| Roll back the last transaction to undo previously scheduled asset transactions. | Available | Available |
| Amend assets to lengthen or shorten a subscription term. | Available | Available |
| Apply renewal price uplifts tied to the Consumer Price Index (CPI) during contract and subscription renewals. | Not Available | Not Available |
| Transfer assets between accounts, establishing accurate and consistent pricing and contract details. | Available | Not Available |
| Add assets. | Available | Not Available |
| Match and lock asset subscription end dates to the contract end date automatically by using the Cotermination field on the Contract object. | Available | Available |
| View taxes. | Available | Available |
| Estimate taxes for your transaction when the Transaction processing for quotes and orders setting is turned on. | Available | Available |
| Submit and track approval requests. | Available | Available |
| Preview approval workflows. | Available | Available |
| See pending approval work items. Approve, reject, or add comments to these work items. | Available | Available |
| Create contracts from a quote. | Available | Not Available |
Salesforce Contracts Tasks
Explore Salesforce Contracts tasks and the licenses with which these tasks are available.
| Task | Partner Community License | Customer Community Plus License |
|---|---|---|
| Manage contract lifecycle. | Not Available | Not Available |
| Generate contract documents. | Not Available | Not Available |
Dynamic Revenue Orchestrator Tasks
Explore Dynamic Revenue Orchestrator tasks and the licenses with which these tasks are available.
| Task | Partner Community License | Customer Community Plus License |
|---|---|---|
| Submit orders to Dynamic Revenue Orchestrator. | Available | Available |
Billing Tasks
Explore Billing tasks and the licenses with which these tasks are available.
| Task | Partner Community License | Customer Community Plus License |
|---|---|---|
| Manage invoices. | Available | Available |
| Manage invoice lines. | Available | Available |
| Manage credit memos. | Available | Available |
| Manage invoice address groups. | Available | Available |
| Manage payments. | Not Available | Not Available |
For additional details, see Self-Service Billing Portal.
Usage Selling Tasks
Explore Usage Selling tasks and the licenses with which these tasks are available.
| Task | Partner Community License | Customer Community Plus License |
|---|---|---|
| Run the Rate Plan (GET) API. | Available | Available |
| View Products for Usage Based Consumption | Available | Available |
| View Units of Measure | Available | Available |
| View Unit of Measure Class | Available | Available |
| View Usage Aggregation Policy | Available | Available |
| View Usage Grant Rollover Policy | Available | Available |
| View Usage Grant Refresh Policy | Available | Available |
| View Usage Resource | Available | Available |
| View Product Usage Resource | Available | Available |
| View Rating Frequency Policy | Available | Available |
| View Product Usage Grant | Available | Available |
| View Usage Product Grant Binding Policy | Available | Available |
| View and Edit Grant Binding Target | Available | Available |
| View Usage Commitment Asset Related Object | Available | Available |
| View Quote Line Item Usage Resource Grant | Available | Available |
| View Quote Line Item Usage Resource Policy | Available | Available |
| View Order Product Usage Resource Grant | Available | Available |
| View Order Product Usage Resource Policy | Available | Available |
| View Binding Object Usage Resource Policy | Available | Available |
| View Usage Commitment Asset Related Object | Available | Available |
Rate Management Tasks
Explore Rate Management tasks and the licenses with which these tasks are available.
| Task | Partner Community License | Customer Community Plus License |
|---|---|---|
| View Applicable Rates on Quotes/Orders | Available | Available |
Wallet Management Tasks
Explore Wallet Management tasks and the licenses with which these tasks are available.
| Task | Partner Community License | Customer Community Plus License |
|---|---|---|
| View Wallet Management Standard Flow Templates | Available | Available |
| View Wallet Management Dashboard | Available | Available |
| View Wallet Details | Available | Available |
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