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Configure Agentforce Revenue Management
트레일

Configure Agentforce Revenue Management

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

시작
Trailhead 학습 여정에 포함
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+13,900포인트
중급
관리자
~14시간 25분

Design Revenue Cloud

뱃지

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

+500 포인트
~35분
뱃지

Perform data abstraction to source and serve data in digital processes.

+200 포인트
~20분
기사

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

~5분 •
완료로 표시

Configure and Manage Products and Pricing

기사

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

~5분 •
완료로 표시
뱃지

Organize your catalog, products, and bundles with categories, classifications, and more.

+2,100 포인트
~1시간 35분
기사

Configure products with rules and constraints using rule engines.

~5분 •
완료로 표시
뱃지

Configure and validate products to enhance product selection.

+1,200 포인트
~1시간 15분
기사

Set up pricing essentials to build and customize solutions.

~5분 •
완료로 표시
뱃지

Use Salesforce Pricing to create custom pricing for your products.

+1,700 포인트
~2시간

Manage Contracts, Orders, and Fulfillment

기사

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

~5분 •
완료로 표시
기사

Configure setup steps help to get started with using DRO.

~5분 •
완료로 표시
뱃지

Automate order fulfillment processes using simple orchestration plans.

+600 포인트
~35분
기사

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

~5분 •
완료로 표시
뱃지

Automate order fulfillment processes using flexible orchestration plans.

+2,000 포인트
~1시간 40분
뱃지

Build efficient fulfillment processes with SLAs and fallout rules.

+1,000 포인트
~1시간

Manage Billing and Usage Consumption

기사

Enable billing, assign permission sets, set up features.

~5분 •
완료로 표시
뱃지

Configure billing and tax policies to generate billing schedules and invoices.

+2,500 포인트
~2시간 30분
기사

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

~5분 •
완료로 표시
뱃지

Set up consumption-based products, resources, and rates for usage selling.

+2,100 포인트
~2시간 5분
기사

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

~5분 •
완료로 표시

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