---
schema_version: "1"
id: 0c49f6762e8d3ff3bd71df130c2bdbab343affcd98d70cc33252a9eea91c811f
title: Set Up Agentforce for Channel Revenue Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/chrm_genai_agentforce_setup_intro.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.chrm_genai_agentforce_setup_intro.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4b30944dbe34823bf36338ee0a2c48031f5fb04551663f3807158140aa743f21
description: Set up Agentforce for Channel Revenue Management and use agent templates to streamline rebate and payout management for efficient operations.
products:
  - Partner Cloud
  - Cross Cloud
  - Manufacturing
release: "264"
---
# Set Up Agentforce for Channel Revenue Management

Set up Agentforce for Channel Revenue Management and use agent templates to streamline rebate and payout management for efficient operations.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with the Agentforce for Manufacturing add-on license or included in Agentforce 1 Manufacturing and Agentforce 1 Automotive Editions. Requires each user to have the Agentforce for Manufacturing add-on to access the action.</td></tr></tbody></table>

- **[Set Up Agentforce in Channel Revenue Management](https://help.salesforce.com/s/articleView?id=xcloud.chrm_genai_setup_agentforce.htm&release=264.0.0&type=5)**  
    Build trusted, intelligent AI agents for your channel revenue operations with Agentforce. Create a new agent or enable an Agentforce template, define capabilities such as rebate management and payout processing, and tailor topics and actions to complete your setup.
- **[Agent Templates in Channel Revenue Management](https://help.salesforce.com/s/articleView?id=xcloud.chrm_genai_agentforce_templates.htm&release=264.0.0&type=5)**  
    Use agent templates in Channel Revenue Management to quickly deploy AI-powered agents for rebate management, payout processing, and responding to partner inquiries.
- **[Permissions for Agentforce for Channel Revenue Management](https://help.salesforce.com/s/articleView?id=xcloud.chrm_genai_agentforce_permissions.htm&release=264.0.0&type=5)**  
    Review the permissions and licenses that you must enable to set up and use Agentforce for Channel Revenue Management.
- **[Enable Features for Agentforce for Channel Revenue Management](https://help.salesforce.com/s/articleView?id=xcloud.chrm_genai_agentforce_enable_features.htm&release=264.0.0&type=5)**  
    Review the features to enable before using the agent templates for Channel Revenue Management.
- **[Considerations and Limitations for Agentforce in Channel Revenue Management](https://help.salesforce.com/s/articleView?id=xcloud.chrm_genai_agentforce_considerations.htm&release=264.0.0&type=5)**  
    To use Agentforce for Channel Revenue Management, consider supported functionality, usage, limitations and allowances, limits, and other issues.