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Explore Agentforce Revenue Management Fundamentals
学习路径

Explore Agentforce Revenue Management Fundamentals

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

开始
此学习路径可能包含仅以英文提供的内容。 了解更多
+3,500 分
基础级
最终用户
~5 小时 40 分钟

Build Your Foundation

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

徽章

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

+400 分
~35 分钟
文章

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

~20 分钟 •
标记为完成
文章

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

~20 分钟 •
标记为完成
徽章

Build digital-first experiences across different channels.

+300 分
~15 分钟

Get Started with Revenue Management

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

徽章

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

+300 分
~20 分钟
文章

Review a comprehensive list of terms related to Revenue Cloud.

~10 分钟 •
标记为完成
徽章

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

+500 分
~35 分钟

Set Up Products and Pricing

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

徽章

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

+100 分
~5 分钟
徽章

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

+100 分
~5 分钟
文章

Configure templates, rules, and constraints.

~10 分钟 •
标记为完成

Manage Contracts

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

徽章

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

+400 分
~20 分钟
徽章

Simplify and automate document creation to streamline your sales process.

+400 分
~20 分钟
文章

Support business use cases with Salesforce Contracts.

~20 分钟 •
标记为完成

Manage Transactions, Orders, and Fulfillment

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

徽章

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

+300 分
~25 分钟
文章

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

~10 分钟 •
标记为完成
文章

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

~10 分钟 •
标记为完成

Simplify Billing and Support Usage Models

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

徽章

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

+300 分
~30 分钟
徽章

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

+400 分
~30 分钟

您将获得的技能

完成学习路径以构建您的专业技能。 了解更多

技能

  • 流程改进和优化
  • IT 自动化
  • 批判性思维和解决问题
  • 商业智能
  • 销售管理
  • 显示更多
  • 流程改进和优化
  • IT 自动化
  • 批判性思维和解决问题
  • 商业智能
  • 销售管理
  • 生成式人工智能
  • 商业运营
  • 生产力
  • 业务解决方案
  • 企业战略
  • 云解决方案
  • 客户管理
  • 业务分析
  • 配置管理
  • 整合管理
  • 产品管理
  • 显示更少

产品

  • Industry Solutions
  • Agentforce Revenue Management
  • Agentforce 360 Platform

行业

  • 制造业和汽车业
  • 零售和消费品
  • 医疗保健和生命科学
  • 金融服务
  • 能源和公共事业
  • 显示更多
  • 制造业和汽车业
  • 零售和消费品
  • 医疗保健和生命科学
  • 金融服务
  • 能源和公共事业
  • 通信和媒体
  • 教育
  • 非盈利
  • 公共部门
  • 高科技
  • 显示更少

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