All videos
0:00 / 0:00
ai

Your AI-Powered Revenue Engine for CPQ, Billing & Contracts (SUMMER '26) | Agentforce Revenue Demo

Salesforce Product Center25 June 2026Watch on YouTube

Part of series

Ep. 1 · Agentforce: AI voor sales

Salesforce demonstreert hoe Agentforce Revenue Management prijsstelling en offertes automatiseert.

View the series

What you'll learn

  • Agentforce Revenue Management unifies quoting, contracts, billing, and collections in one platform to improve alignment and operational efficiency
  • AI agents automatically enforce pricing rules, discount thresholds, and promotions in real-time to protect margins and ensure compliance
  • Defining a deal once automatically synchronizes all terms, contracts, and billing, eliminating most manual work
  • Automated contract generation from deal data and AI-powered collections scoring ensure what you sell is exactly what you invoice and gets paid faster

Frequently asked questions

What core problem does Agentforce Revenue Management solve?
Fragmented revenue systems cannot keep pace with business growth, leaving quotes, contracts, and billing misaligned. Agentforce unifies these processes so what you sell is exactly what you invoice.
How do AI agents help with deal evaluation and price protection?
AI agents evaluate deals in real-time and automatically enforce pricing rules, discount thresholds, and promotions. This protects margins, ensures compliance, and speeds decision-making, even through Slack with full deal context.
What happens automatically after you define a deal once?
Agentforce automatically generates contracts from deal data and synchronizes all terms, schedules, and billing. Changes to deal terms are automatically reflected in contracts and invoices without manual intervention.
How does Agentforce accelerate billing and collections?
The platform automatically generates invoices from closed deals and uses AI-powered scoring to prioritize collections efforts. This ensures faster payment and optimized collections execution.

Topics

Description from the channel

Discover how Agentforce Revenue Management unifies your entire revenue stack — from quoting and contracts to billing and collections — on one complete revenue platform. Most revenue systems can't keep pace with business growth, leaving quotes, contracts, and billing out of alignment and revenue on the table. Agentforce Revenue Management is the headless revenue engine that connects every way you sell, so what you sell is exactly what you invoice, and what you invoice gets paid. In this video, you'll learn how to: • Evaluate deals in real time using AI agents that enforce pricing rules, discount thresholds, and promotions to protect margin and stay compliant • Define a deal once and let Agentforce Revenue Management automatically update terms, schedules, and contracts — with no manual work • Generate contracts directly from the deal, fully aligned to what was sold, and keep everything in sync when terms change • Automate renewals and expansions so nothing slips through the cracks as contracts renew or usage exceeds limits • Streamline billing and collections with automatic invoice generation and AI-powered scoring so you get paid faster *TIMESTAMPS* 0:00 - Why fragmented revenue systems sabotage AI 0:23 - Introducing Agentforce Revenue Management 0:30 - Revenue decisions in Slack: full deal context for agents 0:43 - Real-time deal evaluation: pricing rules, discounts & promotions 0:57 - Define the deal once — Agentforce handles the rest 1:08 - Automated contract generation from the deal 1:23 - Automated renewals and expansion deals 1:35 - Billing and collections: from closed deal to paid invoice 1:53 - How agents execute within your revenue workflows 2:09 - Agentforce Revenue Management: the complete revenue platform *RESOURCES & LINKS* Explore Revenue Lifecycle Management: salesforce.com/sales/revenue-lifecycle-management Learn more about Revenue Management Software: salesforce.com/sales/revenue-lifecycle-management/revenue-management-software Read the guide on CPQ: salesforce.com/sales/cpq/what-is-cpq #Salesforce #AgentforceRevenue #RevenueManagement #RevenueLifecycleManagement #SalesforceCPQ #AgenticEnterprise #Agentforce #DigitalTransformation --------- Subscribe to Salesforce’s YouTube Channel: http://bit.ly/SalesforceSubscribe Learn more about Salesforce: https://www.salesforce.com Facebook: https://www.facebook.com/salesforce Twitter: https://www.twitter.com/salesforce Instagram: https://www.instagram.com/salesforce LinkedIn: https://www.linkedin.com/company/salesforce About Salesforce: Improve customer relationships with Salesforce, the #1 AI CRM where humans with agents drive customer success together. Our integrated platform pairs your unified customer data with trusted agents that can assist, take action autonomously, and hand off seamlessly to your employees in sales, service, marketing, commerce, and more. Disclaimer: This video is for demonstration purposes only. All account data depicted is fictional and does not contain personally identifiable information (PII). This content is intended solely to illustrate product functionality in a simulated environment.