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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
Trailhead 学习之旅的一部分
此学习路径可能包含仅以英文提供的内容。 了解更多
+3,600 分
Foundational
最终用户
~5 小时 45 分钟

Build Your Foundation

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

徽章

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

+100 分
~5 分钟
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

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