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.
- Set Up Revenue Management in Minutes with an AI Agent (Beta)
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. - Build a Revenue Management Product Catalog Just by Describing It to an AI Agent (Beta)
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. - Set Up Revenue Management Pricing in Plain Language with an AI Agent (Beta)
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. - Set Up Product Configuration Rules Conversationally with an AI Agent (Beta)
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. - Protect Margins by Routing Discount Approvals on Quotes with an AI Agent (Beta)
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.