Get Help for Salesforce Subscription Management

Set up and maintain automated processes for managing both one-time sales and subscription sales. Create and categorize product catalogs, including product bundles. Manage pricing, quote products, generate invoices, process payments and refunds, issue credit memos, and track customer purchases over time. Use the Buy Now flow template to automate order processes while you control your customer channels. Use Einstein Collections (beta) to evaluate the risk of late payment.

To use Subscription Management to administer storefronts in Experience Cloud sites, a Subscription Management license, an Experience Cloud license, and the Subscription Management User permission are required.

For the admin documentation, go to Get Help for Salesforce Subscription Management.

Important Subscription Management continues to be available for existing customers, however, there is no longer any new feature development. For a more comprehensive, next-generation revenue management solution, we recommend exploring Agentforce Revenue Management.