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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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+15,200 points
Intermediate
Administrator
~16 hrs 45 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

Elevate Your Pricing Skills

Article

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

~5 mins •
Mark as Complete
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Expand your pricing skill set with derived, contract, and subscription-based pricing.

+1,300 Points
~2 hrs 15 mins

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

Skills you will gain

Complete the Trail to build your expertise. Learn More

Skills

  • System Design and Implementation
  • Data Management
  • Business Operations
  • Business Analysis
  • Data Integration
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  • System Design and Implementation
  • Data Management
  • Business Operations
  • Business Analysis
  • Data Integration
  • Product Management
  • Business Strategy
  • Cloud Solutions
  • Business Solutions
  • Product Development
  • Integration Management
  • Configuration Management
  • Process Improvement and Optimization
  • Specialized Sales
  • Customer Service
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Products

  • Industry Solutions
  • Agentforce Revenue Management

Industries

  • Manufacturing and Automotive
  • Healthcare and Life Sciences
  • Financial Services
  • Energy and Utilities
  • Communications and Media
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  • Manufacturing and Automotive
  • Healthcare and Life Sciences
  • Financial Services
  • Energy and Utilities
  • Communications and Media
  • High Tech
  • Retail and Consumer Goods
  • Public Sector
  • Show Less

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