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RevOptic Revenue Guardrails for Agentforce

By RevOptic

Revenue policy in the hands of sellers — before deals close.

No Ratings
$5,000   USD/company/month

Discounts available for nonprofits

Industries
Horizontal Product
Business Need
Analytics
Finance
Commerce
Requires
Agentforce
Sales Cloud
AppExchange Partner Products
Compatible With
Sales Cloud
Service Cloud
Revenue Cloud

RevOptic's Revenue Guardrails agent surfaces compliance and margin alerts inside the quoting process — so sellers structure compliant deals, avoid pricing risks, and close without finance rework.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Agentforce
Sales Cloud
AppExchange Partner Products
To use this solution, you need this AppExchange partner product.
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Revenue Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Ayara Agent/ver 0.1 0.2.0
Listed On
10/29/2025
Latest Release
10/29/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.2.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
02/20/2025

Additional Details

Revenue Guardrails for Agentforce RevOptic's Revenue Guardrails agent brings real-time revenue compliance into the quoting process — surfacing margin risks, pricing violations, and deal structure issues directly inside Agentforce before a deal closes. The Problem It Solves Sellers structure deals without visibility into revenue policy or ASC 606 compliance. Finance reviews the problem after close — triggering rework, approval delays, and revenue recognition issues downstream. What You Get Revenue Guardrails Agent — flags non-compliant deal structures and pricing violations in real time during quoting. Margin Risk Alerts — surfaces gross margin and discount issues at the deal level before submission. Compliance Guidance — routes only exception deals to finance, keeping standard deals moving. Policy Enforcement — applies revenue recognition rules at the point of quoting, not after close. Who It's For Sales reps, deal desk teams, and RevOps leaders at enterprises using Salesforce Revenue Cloud who need revenue policy enforced without slowing down the sales process. Recognition 2024 Ventana Research Digital Innovation Award. MGI Research Rising Star.

Need help?

RevOptic

Milpitas, CA, United States

Please contact us for support at sales@revoptic.io

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