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Configure Agentforce Revenue Management
Trail

Configure Agentforce Revenue Management

Configure product catalog, pricing, and orchestration for your company's revenue teams.

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+17,400 points
Intermediate
Administrator
~17 hrs 25 mins

Design Revenue Cloud

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Unite the solution components for a seamless, end-to-end revenue-creation workflow.

+500 Points
~35 mins
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Perform data abstraction to source and serve data in digital processes.

+200 Points
~20 mins
Article

Explore resources and methodologies to help you plan and execute a successful Revenue Cloud implementation.

~5 mins •
Mark as Complete

Configure and Manage Products and Pricing

Article

Adjust product object layout and field access to complete Product Catalog Management setup.

~5 mins •
Mark as Complete
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Organize your catalog, products, and bundles with categories, classifications, and more.

+2,100 Points
~1 hr 35 mins
Article

Configure products with rules and constraints using rule engines.

~5 mins •
Mark as Complete
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Configure and validate products to enhance product selection.

+1,200 Points
~1 hr 15 mins
Article

Set up pricing essentials to build and customize solutions.

~5 mins •
Mark as Complete
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Use Salesforce Pricing to create custom pricing for your products.

+1,700 Points
~2 hrs

Manage Contracts, Orders, and Fulfillment

Article

Configure setup steps help to get started with using Salesforce Contracts.

~5 mins •
Mark as Complete
Article

Configure setup steps help to get started with using DRO.

~5 mins •
Mark as Complete
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Automate order fulfillment processes using simple orchestration plans.

+600 Points
~35 mins
Article

Customize and extend core functionalities to leverage the product's full power.

~5 mins •
Mark as Complete
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Automate order fulfillment processes using flexible orchestration plans.

+2,000 Points
~1 hr 40 mins
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Build efficient fulfillment processes with SLAs and fallout rules.

+1,000 Points
~1 hr

Manage Billing and Usage Consumption

Article

Enable billing, assign permission sets, set up features.

~5 mins •
Mark as Complete
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Configure billing and tax policies to generate billing schedules and invoices.

+2,500 Points
~2 hrs 30 mins
Article

Configure setup steps help to get started with using Usage Management.

~5 mins •
Mark as Complete
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Set up consumption-based products, resources, and rates for usage selling.

+2,100 Points
~2 hrs 5 mins
Article

Configure setup steps help to get started with using Rate Management.

~5 mins •
Mark as Complete
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Implement token-driven sales to boost revenue.

+2,500 Points
~2 hrs 25 mins
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Ensure efficient resource distribution with grant binding and wallets.

+1,000 Points
~35 mins