One revenue foundation for every way your buyers transact. Whether that's in-app, on your website, or through a digital storefront, Agentforce Revenue Management is the revenue engine that ties it all together. Every transaction stays consistent, every invoice is accurate, and every buying signal reaches the right team.
Govern every transaction from one product catalog, pricing engine, and billing system, whether a customer buys in-app, on your storefront, or through a rep. Every signal reaches the right team and what you sell is exactly what you invoice.
Connect pricing, ordering, contracting, and billing with business process APIs that run the full revenue workflow end to end, not just read and write records.
Run every API call through Salesforce's enterprise security, compliance controls, and data model. Audit, trace, and rely on every transaction.
Extend enterprise-grade security, compliance and Salesforce's data model to every API call, so every transaction is auditable and reliable, regardless of where it runs.
Connect Agentforce, Slackbot, Claude, or your own agent. Run every governed revenue transaction through the same rules, no matter which agent calls it.
Give buyers a consistent experience across your storefront and direct sales motion. Power both with shared product data and a connected pricing engine, no custom build required. Let customers self-serve, subscribe, or hand off to a rep without losing context.
Convert free trials, upgrade plans, and expand usage right inside your product. Skip the sales rep. Run every transaction on the same governed revenue engine as your direct sales motion.
Embed self-service buying on any website or storefront, custom-built or third-party. Use revenue APIs to deliver governed products, pricing, and billing. No need to rebuild revenue logic from scratch.
Sell through any channel that supports API calls like marketplace, partner portal, or messaging platform. Run every transaction through the same governed pricing, ordering, and billing engine.
Surface usage signals as product-qualified leads and route them to the right rep with Agentforce. Attach product context, purchase history, and account data automatically.
Spot when multiple users from the same company buy separately. Surface the consolidation opportunity to sales with spend data and account context attached.
See exactly what every customer owns, how they use it, and when contracts expire. Spot churn risks early, find expansion opportunities, and give your team everything they need to renew, amend, or cancel from one single source of truth.
Connect every revenue event, trial activation, or purchase, to a personalized Agentforce Marketing journey automatically. Launch onboarding sequences, upsell prompts, and reengagement campaigns at exactly the right moment.
Generate invoices and collect payment automatically the moment a self-service purchase is completed. Resolve billing exceptions, answer balance inquiries, and process payments. No service rep needed.
Bill for any product type: per seat, per consumption event, or any combination. Connect billing across self-service and direct sales so every invoice is accurate, every time.
Provide customers a consistent, accurate invoicing experience regardless of how they bought. Move between buying motions without losing billing accuracy or creating reconciliation work at month-end.
Agents embedded in revenue workflows enforce the rules behind every deal - so what you sell is exactly what you invoice. Agents handle the busy work. Humans make the decisions.
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Agentforce Revenue Management is a complete revenue platform that runs pricing, quoting, contracting, and billing across every sales channel — so what you sell is exactly what you invoice. Unlike standalone CPQ or billing tools, ARM operates on a unified revenue data model, meaning every team and every agent works from the same trusted source of truth. Deals stay intact as they move from quote to contract to billing — without rework, reconciliation, or revenue leakage.
Agentforce Revenue Management is built for every buying motion — not just checkout. Whether a buyer is completing an initial purchase, upgrading a plan mid-contract, reordering supplies, or renewing — all of it can happen without a rep, on any surface, running on the same revenue engine as your direct sales motion. Companies can power self-service in-app, on a website, or through a digital storefront without rebuilding their revenue stack. And when a self-service signal indicates expansion — usage limits hit, seats added, credits running low — Agentforce Revenue Management works with Agentforce to surface that back to your direct sales team automatically. The buying motion is self-service. The revenue motion is fully governed.
Agentforce Revenue Management was built from the ground up with a headless architecture, exposing nearly 100 revenue workflows as business process APIs. Revenue workflows — pricing, quoting, contracting, billing, renewals — are not tied to the Salesforce UI. Companies can bring their revenue process to any surface: in-app purchases, digital storefronts, partner portals, custom interfaces, or AI agents. One governed revenue engine. Any experience on top. The user experience changes. The system doesn't.
AI is embedded in governed revenue workflows — not layered on top of them. This is a critical distinction: layering AI on top of fragmented systems doesn't fix the underlying process — it just accelerates the same broken one. With ARM, agents operate inside revenue workflows and can act on real signals — what customers buy, use, bill, and renew — with every decision executed, enforced, and auditable. Any agent — Agentforce, Claude, Vertex AI, or your own — can connect via MCP and run every governed revenue transaction through the same rules, no matter which agent calls it.
ARM connects pricing, ordering, contracting, and billing with business process APIs that run the full revenue workflow end to end — not just read and write records. This includes lifecycle events like order creation, contract initiation, renewals, and amendments; billing operations like usage-based rating and pricing runs; and product catalog management including configuration rules and bundling. Every API call runs through Salesforce's enterprise security, compliance controls, and data model — so every transaction is auditable and reliable, regardless of where it runs.
The revenue process is often fragmented by design — quoting in one system, contracts in another, billing somewhere else. That fragmentation creates manual work, errors, and delays between each handoff. ARM solves this with a unified data model and connected workflows, so deals don't break as they move from quote to contract to invoice. Sales cycles shorten because approvals and pricing rules are enforced by the system, not by people chasing down answers. Billing runs automatically from the same data model that powered the sale.
ARM is designed to handle the full range of modern pricing complexity — per seat, per consumption event, subscription, usage-based, or any combination. Configuration rules, discount thresholds, contract terms, and invoice calculations are encoded into the platform, not managed in spreadsheets or enforced manually. This means companies can bring new offers to market faster, support complex deals and hybrid pricing without rework or downstream breakdowns, and scale revenue without adding operational overhead.
No. ARM's headless architecture and composable API design make it flexible enough to support any sales channel and open enough to work across your existing tech stack. Revenue APIs can be used to deliver governed products, pricing, and billing on any website, storefront, marketplace, partner portal, or messaging platform — including Slack. There's no need to rebuild revenue logic from scratch or force buyers through a single interface. One set of governed workflows. Any system of engagement on top.
