Agentforce Revenue Management ยท 14 Lessons
๐Ÿ“— Structured Learning Path

Agentforce Revenue
Management

Architect-level training for Salesforce Revenue Cloud Advanced. Grounded in the Comuniqa case study with real implementation scenarios, hands-on activities, and knowledge checks.

14Lessons
๐Ÿ‡ฆ๐Ÿ‡ทComuniqa Case
10Qs per Lesson
โˆžArchitect Depth
Case Company ๐Ÿ‡ฆ๐Ÿ‡ท Comuniqa
Argentine B2C telco ยท Mobile plans, bundles, streaming add-ons ยท 14 key products ยท Rich attribute & cardinality model
Learning Path Core Platform Modules
01
Core Platform
Product Catalog Management
Catalog design, attribute architecture, classifications, bundle structure, cardinality, selling models, and qualification rules.
02
Core Platform
Pricing Engine
Pricing procedures, price books, adjustment schedules, attribute-based pricing, and waterfall logic.
03
Core Platform
Rate Management
Usage-based pricing, rate cards, consumption anchors, packs, and commit models for telco-style metered services.
04
Core Platform
Product Configurator
Advanced configuration, compatibility rules, guided selling, and real-time validation at quote time.
05
Quote to Order
Transaction Management
Quote lifecycle, order creation, amendments, renewals, and asset-based ordering flows.
06
Quote to Order
Advanced Approvals
Approval policies, threshold-based routing, parallel approvals, and integration with discount governance.
07
Order Management
Dynamic Revenue Orchestrator
Order decomposition, fulfillment orchestration, asset creation, and lifecycle management via DRO.
08
Billing
Consumption Based Billing
Usage ingestion, aggregation, billing schedules, and consumption-driven invoice generation.
09
Billing
Billing
Billing schedules, invoice generation, payment runs, credit notes, and billing rule engine configuration.
10
AI & Automation
Agentforce
AI-powered quote agents, headless API consumption, autonomous revenue workflows, and prompt design for revenue scenarios.
11
Pricing
Promotions
Promotional pricing, campaign management, eligibility rules, and time-bounded discount application.
12
Platform Rules
Procedure Plan
Expression sets, decision tables, procedure plans, and how the rules engine orchestrates platform logic.
13
Channels
Experience Cloud
Self-service portals, customer-facing catalog browsing, order management, and community-based revenue journeys.
14
Operations
Operations Console
Revenue operations monitoring, order lifecycle visibility, exception management, and operational dashboards.