Agent Templates in Channel Revenue Management

Use agent templates in Channel Revenue Management to quickly deploy AI-powered agents for rebate management, payout processing, and responding to partner inquiries.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, and Unlimited 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.

agent Template	Topics	actions
Channel Revenue Management	Rebate Payout Insight	Summarize Rebate Payouts for a Member Get Rebate Type Payout Sources Get Aggregate Summary Get Payout Periods For a Member Get Aggregate Sources For a Member Get Rebate Type Payouts For a Member Summarize Rebate Type Payout Source Summarize Rebate Payouts by Period