Reduce Setup Time for Usage Products with a Guided Workflow

Use the enhanced user interface to set up anchor and pack usage products. The guided workflow leads you through defining base products, resources, and policies. Built-in validations for each usage record help ensure data integrity before activating product and related records.

Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions of Agentforce Revenue Management, formerly Revenue Cloud, with the Revenue Cloud Advanced license or the Revenue Cloud Advanced and Revenue Cloud Billing licenses.

How: From a product list view or record page, select Configure Usage Properties. Follow the prompts, and then click Activate.