--- schema_version: "1" id: 4054b19cb6002b30da0f44e7b93d424f02cf58d1a07e8b59fa1a26932495b533 title: Revenue Management collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_revenue.md canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_revenue.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 53380f67192e6c4b547ccbe507a09231d8292500056e494c534a53e9632b1a41 description: Learn about new features and enhancements for Agentforce Revenue Management. products: - Cross Cloud release: "264" --- # Revenue Management Learn about new features and enhancements for Agentforce Revenue Management. Revenue Cloud is now Agentforce Revenue Management. You may see references to Revenue Cloud in our application and documentation. - **[Simplify Revenue Cloud Feature Discovery and Setup](https://help.salesforce.com/s/articleView?id=release-notes.rn_rev_salesforce_go.htm&release=264.0.0&type=5)** With Salesforce Go, you can discover, set up, and configure Revenue Management features, all from a single location in Setup. This release adds the ability to configure high tech order orchestration from a prebuilt template for common order scenarios. Discover and configure key Billing features such as Invoice Management, Tax Calculation, Invoice Document Delivery, and Accounting Sub-Ledger for Accounts Receivables with guided setup steps, videos, and help resources. - **[Revenue Cloud Accelerators](https://help.salesforce.com/s/articleView?id=release-notes.rn_revenue_management_accelerators.htm&release=264.0.0&type=5)** Start with prebuilt foundations and sample usage data. Create quotes with less data entry, and manage quote documents and e-signatures from Salesforce. Check orders before activation, and connect fulfillment to Field Service without building every process from scratch. - **[Promotions in Revenue Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_promotions.htm&release=264.0.0&type=5)** Pricing designers can set up promotions that users apply to transactions. Developers can use objects and APIs to manage promotions on sales transactions. - **[Large Transactions and Quote Processing](https://help.salesforce.com/s/articleView?id=release-notes.rn_large_txn.htm&release=264.0.0&type=5)** Process quotes and orders with up to 15,000 line items without timeouts or performance bottlenecks. Asynchronous processing keeps sales reps and billing teams working while calculations, synchronization, and document generation run in the background. Configure products, apply pricing rules, and generate documents for complex transactions with thousands of lines, nested bundles, and multilevel grouping. - **[Product Catalog Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_product_catalog_management.htm&release=264.0.0&type=5)** Set attribute display orders across levels to guide reps through configurations, and easily convert simple products into bundles without creating records. Replace the generic cog icon with a clear text button, and hide the Add button to prevent incorrect selections. Automate cache invalidation to maintain accurate product details, and cache list prices for instant updates. Quickly locate items by typing any part of a Product Name, Product Code, or Product SKU by using prefix and partial search. - **[Salesforce Pricing](https://help.salesforce.com/s/articleView?id=release-notes.rn_salesforce_pricing.htm&release=264.0.0&type=5)** Apply compounding uplifts to ramp deal segments, scale your pricing logic with pricing recipes and procedures for each cloud, and reusable list variables. Set weekly as a proration frequency, and get standard decimal notation in pricing API responses. - **[Product Configurator](https://help.salesforce.com/s/articleView?id=release-notes.rn_product_configurator.htm&release=264.0.0&type=5)** Prevent Constraint Rules Engine from altering specified attributes or relations when it satisfies a constraint. Calculate the quantity of child products per instance of the parent product, rather than the quantity of child products across all bundles. - **[Transaction Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_transaction_management.htm&release=264.0.0&type=5)** Improve flexibility and productivity when managing quotes, orders, and asset lifecycle changes. Configure procedure plans for specific industries, backdate asset transactions, maintain time zone accuracy throughout the asset lifecycle, and update prices through price amendments. Work more efficiently in Sales Transaction Line Editor with enhanced filtering, automatic refresh, and configurable action buttons. Tailor transaction pages with Dynamic Forms. - **[Ramp Deals](https://help.salesforce.com/s/articleView?id=release-notes.rn_ramp_deals.htm&release=264.0.0&type=5)** Enhance pricing accuracy and billing flexibility for multiyear ramp deals. Apply compound price uplifts to match enterprise escalation patterns, and backdate amendments, renewals, and cancellations to correct billing for past periods. - **[Advanced Approvals](https://help.salesforce.com/s/articleView?id=release-notes.rn_advanced_approvals.htm&release=264.0.0&type=5)** Reach every active member of an assigned group or queue in Slack through direct messages or channels. Keep approvals moving during planned absences with Advanced Approval Delegation. Protect sensitive approval work items in multistep approvals with separate sharing settings that limit reviewer visibility. - **[Dynamic Revenue Orchestrator](https://help.salesforce.com/s/articleView?id=release-notes.rn_dynamic_revenue_orchestrator.htm&release=264.0.0&type=5)** Orchestrate ramp deals. Submit amendments, renewals, and cancellations, and roll them back before they take effect. Keep actions, quantities, and dates accurate by using time-aware assets. Fulfill ramped asset amendments, apply staged assetization to ramped segments, sequence multiyear orchestration steps by time period, and align dependencies among fulfillment steps by using custom fulfillment scopes. Speed up design by cloning fulfillment workspaces, and gain visibility into multiyear orders with the enhanced Decomposition Viewer. - **[Usage Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_um_usage_management.htm&release=264.0.0&type=5)** Renew usage subscriptions at the right time to keep pace with your customers' changing needs. Start renewals early when the business expands, or restore a service after expiration to win back customers. Adjust rates and grant quantities for both standard and ramped pricing schedules while maintaining asset continuity. - **[Billing](https://help.salesforce.com/s/articleView?id=release-notes.rn_billing.htm&release=264.0.0&type=5)** Billing introduces key enhancements for flexible revenue operations such as weekly billing, new-sale ramp details, billing frequency changes during amendments, alongside catch-up bill runs and billing forecasts. Accelerate cash collections and recover bad debts by using tracking and visualization tools for collections. Expand payment capabilities and enhance payment flows by using self-service digital wallets, regional payment options, Lightning Web Runtime (LWR) and Aura Experience Cloud components, payment reconciliation, and credit balance refunds. Extend the Revenue Standard Tax Engine for custom tax rules and orchestrate the entire checkout flow with the Checkout API. - **[Salesforce Contracts](https://help.salesforce.com/s/articleView?id=release-notes.rn_salesforce_contracts.htm&release=264.0.0&type=5)** Improve contract governance by bringing existing business guidelines and rules into Salesforce Contracts with document playbooks. Run a risk analysis to identify deviations from your guidelines in redlined contracts. Simplify contract operations by reducing runtime user permission requirements and track recipient signing progress for document envelopes. Salesforce Contracts is now available in Government Cloud environments. Add clauses from your clause library to quotes as Quote Special Terms. - **[Salesforce Document Generation](https://help.salesforce.com/s/articleView?id=release-notes.rn_salesforce_document_generation.htm&release=264.0.0&type=5)** Build consistent, accurate documents by using reusable clauses for Salesforce Document Generation. Clauses in the Clause Library support both merge tokens and placeholder tokens. Quote Special Terms support placeholder tokens only. Reference clauses in document templates so templates stay current as clause content changes. Rich text tables now retain their formatting in generated Word documents, including pricing tables, comparison charts, and data summaries. - **[Agentforce for Revenue Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_rev_agentforce.htm&release=264.0.0&type=5)** Manage approval workflows more efficiently with the Approval Agent. - **[Review and Complete Actions for Salesforce CPQ and Advanced Approvals Managed Package Security Enhancements](https://help.salesforce.com/s/articleView?id=release-notes.rn_salesforce_cpq_and_advanced_approvals_managed_package.htm&release=264.0.0&type=5)** Security enhancements for the Salesforce CPQ and Advanced Approvals managed packages address vulnerabilities that could affect your implementation. Review the enhancements and complete any applicable actions to keep your implementation secure and functional. - **[Go from Setup to Approvals in Revenue Management Faster with an AI Agent (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_revenue_set_up_with_ai_agents.htm&release=264.0.0&type=5)** Instead of clicking through Setup by hand, configure Revenue Management, formerly Revenue Cloud, through a conversation with an AI agent. The agent sets up your org; builds a product catalog; configures pricing, discounts, and product rules; and sets up discount approvals. The agent reads your org's state and confirms a plan before writing, then verifies the result. ## Revenue Management Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - **Billing**: [See Product Charges Together on an Invoice](https://help.salesforce.com/s/articleView?id=release-notes.rn_billing_invoice_line_summary.htm&release=264.0.0&type=5 "See invoice lines grouped by product, including usage resources that belong to the same usage product. Invoice Line Summary rolls related lines into one hierarchy, so you can understand and explain one-time, recurring, usage, overage, and milestone charges without scanning the invoice line by line.") (Added the week of October 12, 2026) - **Billing**: [Automate Billing Schedule Reconciliations for Early Renewals of Future-Dated Orders](https://help.salesforce.com/s/articleView?id=release-notes.rn_billing_billing_schedule_reconciliations_for_early_renewals.htm&release=264.0.0&type=5 "Eliminate manual financial reconciliation when customer contracts undergo early renewals for future-dated orders. Billing automatically detects transactions with superseded timelines and issues a negative billing schedule to eliminate the risk of double-billing. Simultaneously, Billing generates a new positive billing schedule for the updated renewal to maintain billing accuracy.") (Added the week of October 12, 2026) - **Billing**: [Manage Saved Payment Methods in Aura Experience Sites](https://help.salesforce.com/s/articleView?id=release-notes.rn_billing_saved_payment_method_aura_component.htm&release=264.0.0&type=5 "Add the Saved Payment Methods for Aura component to any Experience Cloud site built by using Aura templates. Your customers can add, view, delete, or set a saved payment method as the default for their account on the site for faster and frictionless payments.") (Added the week of October 12, 2026) - **Salesforce Go Accelerators for Revenue Cloud**: [Revenue Cloud Accelerators](https://help.salesforce.com/s/articleView?id=release-notes.rn_revenue_management_accelerators.htm&release=264.0.0&type=5 "Start with prebuilt foundations and sample usage data. Create quotes with less data entry, and manage quote documents and e-signatures from Salesforce. Check orders before activation, and connect fulfillment to Field Service without building every process from scratch.") (Added the week of October 12, 2026) - **Product Catalog Management**: [Reuse Existing Simple Products as Bundles](https://help.salesforce.com/s/articleView?id=release-notes.rn_product_catalog_reuse_existing_simple_products_as_bundles.htm&release=264.0.0&type=5 "Convert your existing simple products into bundles with a quick update to the product type. Previously, transitioning a simple product into a bundle required building a separate product record.") (Added the week of September 29, 2026) - **Product Configurator**: Let Constraint Rules Assign Child Product Quantities in Bundles (Removed the week of October 5, 2026) - **Transaction Management**: [Generate Documents for Quotes via CLM](https://help.salesforce.com/s/articleView?id=release-notes.rn_transaction_management_docgen_clm.htm&release=264.0.0&type=5 "Generate quote documents that mirror what your reps see on screen, including nested product groups up to 5 levels deep. CLM Document Generation now displays groups, subgroups, and bundles in the same order and structure as your quote, even for quotes with up to 15,000 line items and 1,000 bundles. Configure your quote template to show group hierarchy using indentation, bullets, or color, so proposals are easy for customers to follow") (Updated the week of October 5, 2026) - **Transaction Management**: [Stack Renewals on Termed Assets with an Active Future-Dated Renewal](https://help.salesforce.com/s/articleView?id=release-notes.rn_transaction_management_renewal_stacking_of_termed_assets.htm&release=264.0.0&type=5 "Renew a termed asset even when it has an active future-dated renewal. Each new renewal quote and order builds on the end date of the most recently created renewal, so you can stack multiple renewals for a single asset. Previously, when a future-dated renewal existed on an asset, sales reps waited for the renewal activation before renewing that asset again.") (Updated the week of October 5, 2026) - **Large Transactions**: [Clone Large Quotes and Orders](https://help.salesforce.com/s/articleView?id=release-notes.rn_large_txn_clone_quotes_orders.htm&release=264.0.0&type=5 "Sales reps no longer run into a line-item ceiling when cloning their biggest quotes and orders. The Clone API processes these large-scale clones asynchronously, returning a context ID and an async operation tracker ID so you can follow progress. When a clone finishes, reps see a completion alert, and any failures show a specific, actionable error message instead of a generic one.") (Updated the week of October 5, 2026) - **Salesforce Go for Revenue Cloud**: [Launch the Revenue Cloud Solution for Subscription Selling](https://help.salesforce.com/s/articleView?id=release-notes.rn_launch_the_revenue_cloud_solution_for_subscription_selling.htm&release=264.0.0&type=5 "Install the Revenue Management Subscription Selling solution in an empty sandbox from Salesforce Go with a working reference configuration. The installation turns on Revenue Cloud foundations and configures your org with sample subscription products, price books, and more, giving you the experience of a Revenue Cloud implementation for subscription-selling use cases. Start quoting and placing orders immediately with a baseline configuration. Use this solution as a starting point, and then refine the configuration for your production rollout.") (Updated the week of September 29, 2026) - **Set Up Revenue Cloud with AI Agents**: [Set Up Revenue Management in Minutes with an AI Agent (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_revenue_setup_with_ai_agent.htm&release=264.0.0&type=5 "Ask an AI agent to set up Revenue Management in a new org through a guided conversation. The agent enables Revenue Management and sets up the Context Service, Salesforce Pricing, and Product Discovery foundation. It also activates the standard price book and assigns the admin the permission sets that their role requires. What normally takes hours of clicking through Setup now takes about 15 minutes.") (Added the week of October 5, 2026) - **Set Up Revenue Cloud with AI Agents**: [Build a Revenue Management Product Catalog Just by Describing It to an AI Agent (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_revenue_build_product_catalog_with_ai_agent.htm&release=264.0.0&type=5 "Tell an AI agent what you want in a product catalog, and skip building each catalog record by hand. From a plain-language request, the agent creates a catalog, a category to organize your products, the products themselves, a selling model that sets how you sell each product, and a list price for each product on the standard price book. The agent works in order, reuses selling models and categories, and flags prices that don't match a product's selling model before creating the records. When you ask the agent to check its work, it reads the catalog back from your org and reports which products are ready to sell.") (Added the week of October 5, 2026) - **Set Up Revenue Cloud with AI Agents**: [Set Up Revenue Management Pricing in Plain Language with an AI Agent (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_revenue_setup_pricing_with_ai_agent.htm&release=264.0.0&type=5 "Price an existing product by describing what you want to an AI agent instead of clicking through price books, selling model options, and price adjustment schedules across separate objects. Working through the Revenue Management Pricing API, the agent surfaces a product's current pricing and adds a second way to sell the product, such as by offering a one-time product as a monthly subscription. The agent also authors a volume discount and handles ongoing price and tier changes. To prove that the discount applies, the agent prices the product at several quantities and reads the pricing waterfall for each.") (Added the week of October 5, 2026) - **Set Up Revenue Cloud with AI Agents**: [Set Up Product Configuration Rules Conversationally with an AI Agent (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_revenue_setup_config_rules_with_ai_agent.htm&release=264.0.0&type=5 "Author product configuration rules on a standalone product by describing what you want in plain language. An AI agent writes, validates, and activates each rule for you in CML Editor so reps configure and sell your products correctly.") (Added the week of October 5, 2026) - **Set Up Revenue Cloud with AI Agents**: [Protect Margins by Routing Discount Approvals on Quotes with an AI Agent (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_revenue_discount_approval_routing_with_ai_agent.htm&release=264.0.0&type=5 "Use an AI agent to build a discount-approval process on quotes in Revenue Management with Advanced Approvals so every deal gets the right sign-off before it closes. The agent routes deals by discount size, escalates the largest discounts to a second approver, and auto-approves deals within policy. Before any submission, the agent previews routing at several discount levels so you can confirm that each deal reaches the right approver.") (Added the week of October 5, 2026) ### September 2026 - **Salesforce Document Generation**: [Handle Document Generation Timeouts with Configurable Retry](https://help.salesforce.com/s/articleView?id=release-notes.rn_salesforce_document_generation_retry_timeout.htm&release=264.0.0&type=5 "When document generation takes longer than expected, users can retry the request from Omniscript or the Generate Document experience instead of starting over. Admins can set a custom timeout on the generate-and-preview Lightning web component so users see a retry option within a predictable window.") (Added the week of September 28, 2026) - **Salesforce Contracts**: [Use Salesforce Contracts with Lightning Platform Licenses](https://help.salesforce.com/s/articleView?id=release-notes.rn_sf_contracts_lpp_licenses.htm&release=264.0.0&type=5 "Now you can pair Salesforce Contracts with Lightning Platform Starter or Lightning Platform Plus, reducing licensing costs for organizations that need contract lifecycle management without full CRM capabilities. Some Salesforce Contracts capabilities depend on features that aren't included with Lightning Platform licenses. Previously, Salesforce Contracts required a Core CRM license, such as Sales Cloud or Service Cloud.") (Added the week of September 21, 2026) - **Product Catalog Management**: [runtime\_industries\_cpq Namespace](https://help.salesforce.com/s/articleView?id=release-notes.rn_runtime_industries_cpq_namespace.htm&release=264.0.0&type=5 "Work with product variations and units of measure during product discovery and selection. The runtime_industries_cpq namespace includes new classes and properties that represent a product's variation attributes, variation class, child variations, and units of measure.") (Updated the week of September 7, 2026) - Added new classes and properties for working with a product's units of measure. - **Salesforce CPQ and Advanced Approvals Managed Packages**: [Review and Complete Actions for Salesforce CPQ and Advanced Approvals Managed Package Security Enhancements](https://help.salesforce.com/s/articleView?id=release-notes.rn_salesforce_cpq_and_advanced_approvals_managed_package.htm&release=264.0.0&type=5 "Security enhancements for the Salesforce CPQ and Advanced Approvals managed packages address vulnerabilities that could affect your implementation. Review the enhancements and complete any applicable actions to keep your implementation secure and functional.") (Added the week of August 31, 2026) - Security enhancements will be available effective September 3, 2026. ### August 2026 - **Product Catalog Management**: Reuse Existing Simple Products as Bundles (Removed the week of August 31, 2026) - This feature isn't quite ready yet, so we removed it for now.