Agentforce Revenue Management
(formerly Salesforce Revenue Cloud)

Automate the full "Product-to-Cash" lifecycle with unified product catalog management, quoting, contracts, orchestration, and revenue insights on one Agentic Revenue Platform.

Connecting Revenue Operations from Front to Back Office

Why Product Catalog + Pricing?

Centralize product data and pricing logic so every quote, order, and invoice starts from a trusted, governed foundation.

Why CPQ with Agentforce?

Supercharge Revenue Cloud CPQ with agent-driven quoting so sellers move faster, pricing stays compliant, and quote-to-cash stays connected across teams and systems.

Why Contract Lifecycle Management?

Manage recurring revenue and consumption-based models with cleaner renewals, more accurate entitlements, and less revenue leakage.

Why Order Orchestration?

Reduce order fallout by orchestrating complex fulfillment paths with clear dependencies, visibility, and exception handling.

Why Asset Lifecycle Management?

Give sales, service, and finance a single, reliable view of your customers' assets so you can support, amend, and renew cleanly across the post-sale lifecycle.

Why Revenue Visibility?

Improve billing accuracy and visibility so finance can reduce disputes, shorten cash cycles, and trust the numbers.

Product Catalog Managment

When your catalog is fragmented and pricing lives in spreadsheets, every deal feels like a one-off negotiation, and every order becomes a risk. A unified catalog and pricing engine gives your teams the confidence that “what we sold” matches “what we can fulfill” and “what we can bill,” without heroics or late-stage surprises.
Ready to start?
One source of truth for SKUs, bundles, attributes, and commercial rules
Consistent pricing logic applied across channels and teams
Fewer pricing exceptions through structured rules and approvals
Faster product launches by reusing attributes and offer patterns
Reduced quote/order rework caused by inconsistent product data
Better margin control with transparent pricing logic and guardrails
Cleaner downstream billing because upstream data is validated

Configure-Price-Quote with Agentforce

Your sellers shouldn’t spend most of their week searching catalogs, stitching together pricing, and fixing avoidable quote mistakes. When CPQ is powered by Agentforce, quoting becomes a guided, dependable experience, so reps focus on customers, finance trusts the deal data, and leadership stops worrying about “what broke after the quote went out.”
Ready to start?
Give sellers time back by automating manual quoting work and repetitive admin tasks
Generate accurate, compliant quotes by applying pricing rules, bundles, and dependencies consistently
Speed approvals with automated workflows so deals don’t stall waiting on exceptions
Support any pricing model (one-time, subscription, consumption) without redesigning your process every quarter
Reduce “bloated toolstack” friction by centering CPQ inside a connected revenue platform
Improve CRM + ERP alignment with native CRM integration and easier ERP integration for downstream execution
Extend beyond quoting into the rest of quote-to-cash: contracts, order management, and billing with guardrails
Improve invoice accuracy and speed cash collection by keeping quote/contract/invoice data harmonized

Contract Lifecycle Management

Contracts are where good deals go to die if you don't bring order to the chaos. When legal, finance, and sales share a governed contracting process, you stop losing momentum in negotiations and start closing with confidence, clarity, and compliance.
Ready to start?
Faster contract creation using standardized templates and clause libraries
Shorter negotiation cycles with consistent playbooks and redline patterns
Reduced risk through governed approvals and auditability
Fewer “custom contract” exceptions that increase complexity and cost
Better visibility into obligations, terms, and renewal triggers
Cleaner alignment between deal terms and downstream billing realities
Less friction between sales and legal through shared process clarity

Order Orchestration

Customers don’t care about fulfillment complexity. They care about smooth delivery. When orders break after signature, trust breaks with them. Orchestration makes fulfillment feel predictable by designing the path up front and responding intelligently when reality changes.
Ready to start?
Fewer post-sale escalations caused by broken handoffs and missing data
Reduced order fallout with clearer dependencies and orchestration logic
Faster fulfillment cycles through better coordination across teams/systems
Improved accuracy when decomposing commercial orders into fulfillment actions
Better handling of changes/exceptions without manual chaos
Increased visibility into status, blockers, and downstream impacts
More consistent customer experience after the deal closes

Asset Lifecycle Management

The sale is just the beginning. If your teams can’t confidently answer “what does the customer own?” then renewals become scrambles, support becomes guesswork, and billing issues feel inevitable. Asset Lifecycle Management turns your installed base into a source of clarity so customer relationships continue to grow long after the first signature.
Ready to start?
Create a dependable “customer-owned products and services” view to support better service and growth conversations
Streamline amendments, renewals, and cancellations with lifecycle flows instead of manual workarounds
Order workflows so what you sold automatically becomes what you manage and support
Automate renewal motions using flow templates that create renewal opportunities for forecasting and renew assets with less effort
Reduce revenue leakage caused by missed renewals, unmanaged changes, and inconsistent lifecycle tracking
Improve cross-functional alignment by giving sales, service, and operations a shared post-sale source of truth
Strengthen customer trust by minimizing entitlement confusion and lifecycle surprises

Revenue Visibility

Nothing erodes confidence like invoices customers don’t understand or orders that don’t match what was sold. When billing is connected to clean upstream data, you stop arguing about invoices and start accelerating cash. Your teams get out of reconciliation mode and back into growth mode.
Ready to start?
Fewer billing disputes from mismatched deal terms or missing details
Improved invoice accuracy through cleaner upstream quote/contract alignment
Better visibility into billing health and collection risks
Shorter cash cycles by reducing rework and exceptions
Reduced revenue leakage caused by process gaps and manual billing fixes
Cleaner reporting for revenue performance across lifecycle stages
Stronger trust between sales and finance through shared data consistency

Frequently Asked Questions

Every journey looks a little different. If you have questions beyond this FAQ, please contact us through the form below.

What is Agentforce Revenue Management?

Open

Agentforce Revenue Management (formerly Revenue Cloud) is Salesforce’s unified revenue platform where AI agents can generate quotes, manage renewals, monitor consumption, and explain invoices. It’s designed to reduce friction across the revenue lifecycle while supporting different channels and revenue models.

Is Agentforce Revenue Management the same as Salesforce Revenue Cloud?

Open

Agentforce Revenue Management is the current branding Salesforce uses for Revenue Cloud. With quickly evolving feature sets, "Agentforce Revenue Management is Revenue Cloud like you’ve never seen it before."

What is Revenue Lifecycle Management (RLM) in Salesforce?

Open

Revenue Lifecycle Management refers to the connected capabilities that take revenue from quote to contract to fulfillment to billing and insights. Salesforce positions it as a unified approach to product-to-cash on one platform.

What problems does Revenue Lifecycle Management solve?

Open

It helps eliminate manual handoffs, inconsistent pricing, contract bottlenecks, and order fallout by connecting quoting, contracting, orchestration, and billing. The result is faster cycles and fewer downstream corrections.

What is RevOps and how does it relate to RLM?

Open

RevOps is a strategic framework aligning marketing, sales, customer success, and finance around consistent processes and technology. RLM is the system capability set that operationalizes that alignment across product-to-cash.

What data should we consolidate before an RLM implementation?

Open

Start with revenue-critical data in one place: product data, account data, quotes, orders, contracts, invoices, and payments. This is the foundation for automation and reliable reporting.

How do we integrate Salesforce RLM with ERP?

Open

A practical approach is to consolidate key systems—like product catalog, forecasting, and CRM—into a platform that’s integrated with your ERP. This supports a customer-centric view of billing, collections, and data management.

How does Agentforce help with CPQ and quoting?

Open

Agentforce can generate, update, and send quotes, supported by guided workflows and pricing rules. This reduces manual work while protecting revenue with correct bundling and pricing.

What is Constraint Builder and why does it matter?

Open

Constraint Builder is used to define rules and constraints for product configuration so sellers can build accurate quotes—even for complex products. It supports point-and-click rule definition and can be customized further with code.

How does Salesforce handle contracts in the revenue lifecycle?

Open

Salesforce positions Contract Lifecycle Management on CRM to unify sales, finance, and legal. It includes templates and clause libraries, plus AI-powered clause generation/redlining, approvals, and e-signature.

What is order orchestration in Revenue Lifecycle Management?

Open

Order orchestration breaks commercial orders into technical fulfillment orders using a design canvas and orchestration plans that can adapt in real time. It’s intended to reduce order fallout and manual interventions by improving visibility and coordination.

How can RLM reduce order fallout?

Open

Salesforce highlights “reduced order fallout” through better visibility into orders, dependencies, and fulfillment—keeping teams aligned and responsive. Validations and event-driven workflows help prevent avoidable failures and delays.

What revenue analytics does Salesforce support for RLM?

Open

Salesforce outlines pricing analytics (margin/profitability), subscription analytics (ARR/MRR), order analytics (delay/risk), and billing analytics (DSO and invoice health). These help teams identify risk and opportunities across the lifecycle.

What should we automate first in RevOps?

Open

A practical starting point is automating repetitive tasks like lead-to-opportunity transitions, quote generation, and processing orders and billing. This frees teams to focus on insights and growth actions.

What happens in a Revenue Lifecycle Assessment with Mountain Point?

Open

You’ll get a clear view of where your product-to-cash flow breaks (data, systems, approvals, exceptions) and a prioritized plan to fix it in phases. The deliverable is a blueprint for governance, integrations, automation, and quick wins aligned to RevOps outcomes.

Ready to supercharge your Quote-to-Cash workflow?

We turn complex requirements into streamlined, working solutions through a proven methodology. Our approach reduces friction by maintaining alignment through transparency and engagement.

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