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RevOptic Revenue Guardrails for Agentforce

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

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

Required Listings

RevOptic — Revenue Lifecycle Management for Sales and Finance

RevOptic

RevOptic closes the gap between CPQ and your General Ledger — enforcing revenue policy at the point of quoting, automating ASC 606 and IFRS 15 recognition, and delivering forecast-to-actual visibility across the full revenue lifecycle.

ProductivityAnalyticsFinance

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Agentforce
Sales Cloud
Compatible Salesforce Products
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
Supported Languages
English