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Agentforce Revenue Management
Get Started
- Salesforce Go
  - Features and Feature Sets
  - Configure Dunning Orchestration Solution
- Functional Areas and Features by Licenses
- 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
- Get Ready
- Differences from Salesforce CPQ
- Migration Phases
  - Phase 1
  - Phase 2
  - Phase 3
- Operational Considerations
- Evaluate and Select a Migration Strategy
- Rollout and Cutover Strategy
  - Rollout Approaches
  - Cutover Planning
- Transactional Data Migration Scope and Strategy
- Reporting After Migration
  - Compare Prior Periods
  - Reporting Strategy Recommendations
- Data Dependencies
- Implementation Considerations
- Product Data
- Asset Data
- Billing Data
Upgrade Agentforce Revenue Management
- Upgrade Guidance for Summer ’26
- Known Issues for Summer ’26
  - Transaction Management
  - Dynamic Revenue Orchestrator
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 Attributes in Agentforce Revenue Management
  - Working with Product Attribute Fields
- 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...
- 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
- Move Your Pricing Data from One Salesforce Org to Another
- 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
  - Manage 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
  - Clone the Default Rating Discovery Procedure
  - Configure Your Rating Discovery Procedure
- 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
- Ramp Deals in Agentforce Revenue Management
- Sell Usage-Based Products
- Contracts in Agentforce Revenue Management
- Manage Asset Lifecycle in Agentforce Revenue Management
Advanced Approvals
- Begin Using Advanced Approvals
- Customize Pages for Approvals
  - Lightning Components
  - Related Lists
- Design an Approval Workflow
- Preview Approvals
  - Example: How Step Conditions Affect a Preview
  - Preview an Approval Workflow
- Use Advanced Approvals in a Quote
- 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 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
  - Self-Service Billing Portal
- Considerations When Setting Up and Using Billing
- Define Billing Policies and Billability Rules
  - Understand Billing Treatment Resolution
- 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
    - What are Accounting Periods?
    - Create Accounting Periods
  - Chart of Accounts and Journal Entries
  - 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 with the Invoice Preview API
- Manage Billing Schedules and Billing Schedule Groups
  - Generate Billing Schedules
    - Generate Billing Schedules from External Transactions or Salesforce...
    - Generated Billing Schedule Details
  - 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 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
- 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
- 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)
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
- Product Configurator Implementation Requirements for Experience Cloud
Revenue Management Intelligence for Agentforce Revenue Management
- Set Up Revenue Management Intelligence
- Install Revenue Management Intelligence Apps
- Revenue Management Intelligence Dashboards
Agentforce Revenue Management Operations Console
- Monitor and Troubleshoot Pricing Issues
- Troubleshoot Product Configurations
  - Set Up Product Configuration Logs
  - Turn On Configuration Logs

Turn On Promotions in Agentforce Revenue Management (Beta)

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Turn On Promotions in Agentforce Revenue Management (Beta)

Turn on promotions so that pricing designers can design promotions and define eligibility rules, and users can apply these promotions on transactions.

Required Editions

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.

User Permissions Needed
To turn on promotions:	Customize Application

Before turning on promotions:

Activate price waterfall for API responses and turn on price waterfall persistence.
Add the Transaction Line Editor component to quote and order page layouts.

Note The Sales Transaction Line Editor component doesn’t support promotions.

In Setup, find and select Revenue Settings.
Turn on Promotions for Transactions.
Select your rule library.
If you’re using channel-based promotions, select the promotion context mapping for product discovery.
1. In Setup, find and select Product Discovery Settings.
2. Select your promotion context mapping.

After you turn on promotions, provide record access to users who view and apply promotions.

Provide read access to records of these objects. See Sharing and Record Access Features.
- Promotion
- Promotion Execution Evaluation Group
- Promotion Execution Evaluation Group Item
- Coupon
Provide read access to records of the Rule Library object. See Object Permissions.