Promotions in Agentforce Revenue Management (Beta)

Pricing designers can set up promotions that users apply to transactions. Developers can use objects and APIs to manage promotions on sales transactions.

Note
Note Promotions in Agentforce Revenue Management (Beta) is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer. Use of this pilot or beta service is at the Customer's sole discretion.
  • Increase Sales by Using Promotions in Agentforce Revenue Management (Beta)
    Empower pricing designers to create manual and automatic promotions that offer discounts on products and categories. Designers define promotion eligibility based on rules and sales channels, and specify how to evaluate multiple applied promotions. Show your users, such as sales reps, partners, and customers, these promotions when they browse products and catalogs. Apply automatic promotions to lines when users add products to transactions. Users can apply manual promotions when they configure products and manage lines. They can see applied discounts in the price waterfall and the applied promotions on assets. They can also apply promotions when they amend or renew assets.
  • New and Changed Objects for Promotions in Agentforce Revenue Management (Beta)
    Store and access promotion-related data with these new objects and changes to existing Agentforce Revenue Management, formerly Revenue Cloud, objects.
  • New and Updated Connect REST APIs for Promotions (Beta)
    Simplify the sales workflow by verifying and applying discounts accurately by using details of eligible promotions.