Implementing Subscription Pricing and Proration in Agentforce

Managing recurring revenue requires precise billing logic to handle upgrades, downgrades, and mid-cycle changes smoothly. This text-based course teaches you how to design, configure, and validate subscription pricing structures that keep your customers happy and your books accurate. By working through clear written explanations, practical configuration examples, and structured exercises, you will develop the skills to implement flexible subscription strategies. You will move from understanding basic billing concepts to deploying automated proration rules that adapt to real-world customer lifecycles. What you'll learn: Understand core subscription metrics, billing cycles, and recurring revenue models; Configure pricing procedures and subscription terms within Agentforce; Apply automated proration rules to handle mid-cycle plan changes accurately; Design usage-based billing strategies and hybrid subscription models; Test and validate pricing calculations using structured simulation scenarios; Align billing logic with modern SaaS finance and accounting standards. The course begins with foundational subscription terminology and billing concepts before guiding you through step-by-step configuration setups, testing workflows, and common troubleshooting scenarios. This course is designed for business analysts, administrators, and operations professionals who are new to subscription management, with no advanced programming or billing experience required. Start reading today to streamline your subscription billing workflows and master automated proration.