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Explore Agentforce Revenue Management Fundamentals
트레일

Explore Agentforce Revenue Management Fundamentals

Learn how Revenue Management supports your product catalog, pricing, contracts, and orders.

시작
Trailhead 학습 여정에 포함
이 트레일에는 영어로만 제공되는 콘텐츠가 존재할 수 있습니다. 자세히 알아보기
+3,600포인트
기초
최종 사용자
~5시간 45분

Build Your Foundation

Start with key concepts like business rules and context service that power automation across Revenue Management.

뱃지

Discover how to manage the full revenue lifecycle on a single, agile platform.

+100 포인트
~5분
뱃지

Automate complex decision making to streamline business processes for any industry.

+400 포인트
~35분
기사

Simplify the sharing and consumption of business application data using Context Service.

~20분 •
완료로 표시
기사

Package logic into reusable actions for flows, processes, and integrations.

~20분 •
완료로 표시
뱃지

Build digital-first experiences across different channels.

+300 포인트
~15분

Get Started with Revenue Management

Discover Revenue Management's core capabilities, architecture, and how it helps businesses manage revenue end-to-end.

뱃지

Solve revenue efficiency challenges using the unified product-to-cash platform.

+300 포인트
~20분
기사

Review a comprehensive list of terms related to Revenue Cloud.

~10분 •
완료로 표시
뱃지

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

+500 포인트
~35분

Set Up Products and Pricing

Learn how to structure your product catalog, configure pricing, and enable flexible quoting for complex selling scenarios.

뱃지

Create a catalog that acts as a single source of truth for product information.

+100 포인트
~5분
뱃지

Define a comprehensive pricing strategy to win deals and increase revenue.

+100 포인트
~5분
기사

Configure templates, rules, and constraints.

~10분 •
완료로 표시

Manage Contracts

Explore how contracts streamline deal closure and manage long-term customer agreements.

뱃지

Use digital contract management to simplify and expedite your sales process.

+400 포인트
~20분
뱃지

Simplify and automate document creation to streamline your sales process.

+400 포인트
~20분
기사

Support business use cases with Salesforce Contracts.

~20분 •
완료로 표시

Manage Transactions, Orders, and Fulfillment

Dive into transaction management and dynamic revenue orchestration to ensure smooth quote-to-order processes.

뱃지

Handle orders with accuracy and efficiency to transform your order-to-cash process.

+300 포인트
~25분
기사

Manage quotes, orders, and changes across the customer lifecycle.

~10분 •
완료로 표시
기사

Manage customer assets from purchase to renewal, upgrade, or cancellation.

~10분 •
완료로 표시

Simplify Billing and Support Usage Models

Automate billing, invoicing, and financial operations across one-time and recurring revenue streams.

뱃지

Automate invoicing, manage payments and credits, and track billing data.

+300 포인트
~30분
뱃지

Model, track, and manage usage-based products from setup to invoice-ready summaries.

+400 포인트
~30분

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