Agentforce
Revenue Management
Training
Five days of technical mastery, from architecture to execution.
This 5-day technical deep dive considers a practical probe of the foundation supporting Agentforce Revenue Management. Over a full week, the course moves from foundational data structures to the deployment of complex logic, covering the entire lifecycle from product setup and pricing through to final invoice generation.
Certificates Included
Industry-recognized validation of your technical expertise.
Max 10 Attendees
Intimate, focused learning environment for personalized mentorship.
5-Day Intensive
A full week of hands-on architecture and execution mastery.
Prerequisites
- Salesforce Administration experience (Intermediate level recommended)
- Familiarity with CPQ or Billing concepts is a plus
Key Benefits
- Master the Agentforce Revenue Management data model
- Hands-on experience with Pricing Waterfalls and Ramps
- Direct networking with expert Salesforce implementation leads
- Ready-to-use templates for real-world deployment
Course Modules: Day-by-Day Structure
A comprehensive 5-day technical deep dive
Foundations, Product Catalog, and Product Discovery
Establish a strong understanding of Revenue Cloud fundamentals including core data model (Product, Price Book, Quote, Order, Contract).
Set up the Product Catalog by creating products, bundles, attributes, and classifications.
Explore Product Discovery using search filters, categories, and guided selling techniques.
Configuration & Pricing
Deep dive into Product Configuration using rules, constraints, and attribute-based configurations.
Understand and implement Pricing using the Pricing Waterfall model including list price, discounts, adjustments, and net price calculations. Also custom field pricing using Context Definition and Pricing Procedure.
Explore advanced pricing strategies like attribute based, bundle based and tier based adjustments.
Ramps, OmniStudio Document Generation, and Usage Management
Implement Ramp Deals (multi-period pricing and quantity changes over time).
Configure Usage Management including rating, aggregation, and billing frequency.
Generate documents using OmniStudio Document Generation for quotes and proposals.
Transaction Management and Invoice
Manage the complete lifecycle including Order creation, Contract Creation and Asset Creation Asset Lifecycle management (Which includes Amendment, Renewal, Cancellation, Swapping, Transfer, and Rollback).
Understand Contract Management and asset-based changes.
Handle Billing & Invoicing, including invoice generation.
Open Question and Discussion
Resolve open questions related to Revenue Cloud features and limitations.
Discuss real-world implementation scenarios, best practices, and design considerations.
Review common challenges and solution approaches with expert guidance.
Impact Stories
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