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Configure Agentforce Revenue Management
Trilha

Configure Agentforce Revenue Management

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

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Parte de uma jornada do Trailhead
Esta trilha pode incluir conteúdo disponível somente em inglês. Saiba mais
+13.900 pontos
Intermediário
Administrador
~14 h 25 min

Design Revenue Cloud

Emblema

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

+500 pontos
~35 min
Emblema

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

+200 pontos
~20 min
Artigo

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

~5 min •
Marcar como concluída

Configure and Manage Products and Pricing

Artigo

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

~5 min •
Marcar como concluída
Emblema

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

+2.100 pontos
~1 h 35 min
Artigo

Configure products with rules and constraints using rule engines.

~5 min •
Marcar como concluída
Emblema

Configure and validate products to enhance product selection.

+1.200 pontos
~1 h 15 min
Artigo

Set up pricing essentials to build and customize solutions.

~5 min •
Marcar como concluída
Emblema

Use Salesforce Pricing to create custom pricing for your products.

+1.700 pontos
~2 h

Manage Contracts, Orders, and Fulfillment

Artigo

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

~5 min •
Marcar como concluída
Artigo

Configure setup steps help to get started with using DRO.

~5 min •
Marcar como concluída
Emblema

Automate order fulfillment processes using simple orchestration plans.

+600 pontos
~35 min
Artigo

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

~5 min •
Marcar como concluída
Emblema

Automate order fulfillment processes using flexible orchestration plans.

+2.000 pontos
~1 h 40 min
Emblema

Build efficient fulfillment processes with SLAs and fallout rules.

+1.000 pontos
~1 h

Manage Billing and Usage Consumption

Artigo

Enable billing, assign permission sets, set up features.

~5 min •
Marcar como concluída
Emblema

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

+2.500 pontos
~2 h 30 min
Artigo

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

~5 min •
Marcar como concluída
Emblema

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

+2.100 pontos
~2 h 5 min
Artigo

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

~5 min •
Marcar como concluída

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