Make sure that transactions are transparent and accurately track the intent of every sale change. Agentforce Revenue Management now natively supports Swaps, Upgrades, and Downgrades as distinct amendment types, which boosts the efficiency of your sales reps. New connections among the related quote line items, order items, and asset actions make sure that these transactions are recognizable and auditable. Sales reps save time and effort used in the previous method that simply recorded them as a cancellation and new product sale.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions of Agentforce Revenue Management, formerly Revenue Cloud, with the Revenue Cloud Growth or the Revenue Cloud Advanced license.
Who: To process product swaps, upgrades, and downgrades, users need the Amend Assets user permission.