Revenue Management

Learn about new features and enhancements for Agentforce Revenue Management.

Revenue Cloud is now Agentforce Revenue Management. You may see references to Revenue Cloud in our application and documentation.

• Enhanced Setup Experience with Salesforce Go
  Expedite revenue recovery and minimize overdue payments by using automated dunning journeys. Improve your setup experience through new Price Management and Dynamic Revenue Orchestrator updates.
• Product Catalog Management
  Define ramp groups upfront to automate selections in Product Discovery and Configurator. Sales reps can create quotes and orders directly from the product catalog while viewing real-time updates and receiving recommendations of compatible products. By nesting products under a parent variation, sales reps can quickly view properties and add the correct product variant to the transaction.
• Salesforce Pricing
  Scale your pricing logic with CSV-based decision tables, sync decision tables at the recipe level, and map more variables in the Map Line Item element.
• Product Configurator
  Define constraints for quote groups or ramp segments to ensure accurate product combinations. Include product defaults such as attributes, attribute values, and fields when you import products from Product Catalog Management. Group Product Configurator messages together by a specific value, such as grouping constraint violations across a set of related line items.
• Transaction Management
  Manage quotes and orders more efficiently with improved performance and flexibility across the transaction lifecycle. Review product attributes in Sales Transaction Line Editor and work with highly configurable products by using increased attribute capacity and an improved layout in the editor. Simplify deal management by cloning transactions with all related records, managing ramp schedules, and selling product variations. Gain better insight into quote data and tax information, and control access to pricing processes.
• Advanced Approvals
  Improve approval workflows with Slack. Preview the dependency between approval steps for a submission. Invoke actions, such as Recall and Reassign Approval Work Item, by using Apex and autolaunched flows.
• Dynamic Revenue Orchestrator
  Accurately process complex, multi-segment amendments by using timeline-aware fulfillment. Trigger proactive orchestration steps before specific context dates or deadlines by using negative delays. Create reusable, dynamic templates by using custom parameters in auto tasks. Monitor orchestration processes with customizable fulfillment reports and migrate rule and condition data across environments.
• Usage Management
  Reduce setup errors with a guided interface that validates configuration steps before activation. Use a single API to activate a usage product and its related records.
• Billing
  Billing brings together every aspect of your revenue operations, keeping transactions accurate and up to date while handling cancellations, amendments, and milestone-based adjustments automatically. Stream invoices faster with invoice batch runs, and shift daily and weekly invoice schedules automatically to the next working day when they fall on a holiday or weekend. Payments consolidate across invoices and refunds process automatically, while additional payment methods together with one-click payment options elevate the entire payment experience. Pass level 2 and level 3 data to your payment gateways. Automate the end-to-end dunning lifecycle, from early reminders to manual escalation, while a 360° account view helps track balances. Speed up billing inquiry and dispute resolution with clearer visibility and guided case creation, and manage billing arrangements efficiently. Enhancements to Create Standalone Billing Schedules API simplify amendments, renewals, cancellations, and mid-subscription billing frequency changes.
• Salesforce Contracts
  Extract contract data at scale from external repositories by using bulk extraction pipelines designed for high-volume processing. Extract contract data from individual documents with flexible pipelines that support model selection and prompt templates. Route contract approvals through multilevel and conditional approval workflows by using Advanced Approvals. Generate localized documents that reflect user language, currency, and regional settings. Keep selected tokens unchanged in generated documents when no value is provided to support workflows such as e-signature processing.
• Salesforce Document Generation
  Represent complex business data with hierarchical bundles and grouped data. Protect documents and indicate their status with dynamic text watermarks. Navigate long documents efficiently with automatically updated tables of contents for DOCX and PDF outputs. Generate and preview documents from record pages and flows by using the Generate Document component. Add requests to active document generation batches without restarting batch jobs.
• Agentforce for Revenue Management
  Transform your collections and billing operations by identifying high-risk accounts and prioritizing overdue invoices. Improve your billing health with automated account summaries and data-backed dunning strategies. Provide instant support to your customers and partners by offering real-time insights into account balances, payment dates, and invoice details. Identify high-value opportunities by automatically converting resource usage into real-time financial impact within the Consumption Agent.