Get Started with Revenue Lifecycle Management

Get a single, unified system to automate your CRM processes. Use the developer sources of Revenue Lifecycle Management to automate the backend work to support the end-to-end revenue solution.

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions with a Revenue Lifecycle Management license in Sales Cloud and Service Cloud

Revenue Management Lifecycle solution provides extensible and API-first business components of the product-to-cash processes. Learn more about the developer resources that are available for these components.

Product Catalog Management

Create and manage an entire product portfolio with components such as attributes, product classifications, simple and bundled products, and rules.

Use standard objects and fields to manage products, rules, and catalogs.
Use business APIs to serve catalog definitions to the runtime users or applications.
Use metadata API types to access and manage the metadata types, such as product specification type and product specification record types.
Use tooling API objects to retrieve and manage smaller pieces of metadata types through SOQL capabilities. Use REST or SOAP to access metadata.
Use Product Discovery business APIs, which are composite APIs, to search products or to discover catalogs, products, and categories.

Salesforce Pricing

Create a reliable pricing solution for your users through customized price adjustment schedules. Get accurate pricing for your entire product portfolio.

Use standard objects and fields to manage pricing processes such as product management, and the calculation and application of discounts.
Use business APIs to get unified pricing experiences across product lines.
Use invocable actions to invoke the pricing Connect API by providing the pricing, context, and price waterfall details.
Use metadata API types to work with the metadata associated with Flows and Salesforce Pricing settings.
Use tooling API objects to retrieve and manage smaller pieces of metadata types through SOQL capabilities such as pricing action parameters, pricing procedure output map, and pricing recipe details. Use REST or SOAP to access metadata.

Product Configurator

Customize the components and attributes of a product to meet the business requirement expectations.

Use standard objects to manage product-related information.
Use the business APIs to retrieve and update a product’s configuration from a configurator or to access configurator capabilities by integrating with any front-end application.

Quote and Order Capture

Manage subscription lifecycles from quotes and orders to contracts, assets, amendments, and renewals.

Use standard objects and fields to manage transactions. Use the QuoteSaveEvent platform event to notify subscribers after saving of a quote is processed.
Use business APIs to place an order or a quote.
Use invocable actions to create and activate an order from a quote.
Use metadata API types to work with the metadata associated with Flows.
Use built-in Apex classes and interfaces grouped by namespace.

Asset Lifecycle

Get insights into customer assets and see a consolidated list of all assets that belong to an account.

Use standard objects to manage details of a customer asset.
Use invocable actions to create or update an asset from an order or an order item. You can also initiate amendment, renewal, or cancellation of assets.
Use metadata API types to work with the metadata associated with Flows.

Dynamic Revenue Orchestrator

Get visibility into a product’s fulfillment journey. Also, get a view of the entire fulfillment design processes.

Use standard objects to manage details of a product’s fulfillment.
Use invocable action to submit an order to Dynamic Revenue Orchestrator for fulfillment.
Use metadata API types to work with the metadata associated with Flows.
Use callout step types to make ‌HTTP calls to an external system.

Revenue Lifecycle Management Developer Guide