Explore Agentforce Communications Configuration
Learning Objectives
After completing this unit, you’ll be able to:
- Explain how Agentforce Communications supports sales and fulfillment operations.
- Describe the key Agentforce Revenue Management configuration areas for communications service providers.
- Identify the next steps for configuring Agentforce Revenue Management components in a telecom org.
Before You Start
Before you start this badge, make sure you complete Explore Agentforce Communications Fundamentals—what you learn here builds on the concepts presented in that badge. Also consider completing Agentforce Revenue Management for Communications: Quick Look
Agentforce Communications Configuration
In the Explore Agentforce Communications Fundamentals trail, you built a solid understanding of the challenges that modern communications service providers face, and how Agentforce Communications solves them. Use Communications to design products, capture orders, and deliver services faster, more efficiently, and with precision. This unified, platform-based solution combined with Agentforce Revenue Management data models, features, and tools, accelerates the order-to-cash process. The solution also simplifies the roles across your company, including sales reps and fulfillment teams.
Now it’s time to expand on that foundation.
In this next phase of your learning journey, you move from a basic understanding of the platform to learning how to set up your org. You also discover how to build the components and workflows that power your telecom business.
Configuration Roadmap
If you completed the Agentforce Revenue Management for Communications: Quick Look badge, you learned that Communications is built on the Revenue Management framework. Revenue Management provides the core data model and business logic, including the product catalog, pricing engine, and transaction management capabilities, while Communications adds telecom-specific layers on top.
With that in mind, it’s important to understand the basics of configuration in Agentforce Revenue Management before launching into setting up your communications org. The Configure Agentforce Revenue Management trail includes industry-agnostic steps for building out key components, including products, pricing, and fulfillment processes.
Here’s a quick preview of what that trail covers.
Products
Explore the building blocks of the product catalog, and design simple to highly complex products. Use attributes to capture product-specific details that drive configuration logic and downstream fulfillment.
Then dig deeper into creating qualification rules to control product eligibility and visibility to customers based on location, account attributes, and other context. You also learn how to set up configuration rules to ensure compatible products during the ordering process.
Customize templates for your products and product classifications so that sales reps can quickly shape orders to customer preferences using Product Configurator.
Pricing
Learn how to price your products using Salesforce Pricing to ensure consistent and accurate quotes and orders. Discover how to use price books to set the baseline prices for your products. Then learn how to apply price adjustments, including manual discounts, promotions, and volume-based tiers. Also understand how adjustment stacking and sequence affect final price calculations.
The next step is to explore how pricing procedures and price recipes work together to automate complex pricing logic, so you always apply the relevant prices at the appropriate time. Then, get hands-on experience with advanced pricing methods, including derived pricing, subscription pricing, and contract-based pricing.
Contracts, Orders, and Fulfillment
Dive into the details of Salesforce Contracts, and discover how to automate and digitize the full contract lifecycle—from authoring and negotiation to approval, e-signature, and activation.
Finally, discover how to use Dynamic Revenue Orchestrator to efficiently execute orders with defined sequences and dependencies. Learn how to set up your own product fulfillment processes, and discover important details and considerations for decomposition and orchestration.
Explore the steps for defining underlying technical products and mapping out the workflows for delivering those components, and breaking complex processes into smaller steps. Establish service level agreements (SLAs) and fallout rules to ensure orders are fulfilled correctly and timely.
Next Steps
You now have a clear picture of the overall Agentforce Revenue Management configuration workflow. With this foundation in place, you’re ready to move from design concepts to hands-on setup.
After completing this badge, navigate to the Configure Agentforce Revenue Management trail to go deeper on product hierarchies, order orchestration, and the other components this badge touched upon.