All integrations
CRM & RevOps
Salesforce Revenue Cloud

Salesforce Revenue Cloud integration

Quote-to-cash for Agentforce Revenue Management (formerly Salesforce Revenue Cloud).

P
Connected to Salesforce Revenue Cloud
Live
Sync methodOAuth 2.0
CategoryCRM & RevOps

Agentforce Revenue Management — formerly Salesforce Revenue Cloud, part of Revenue Lifecycle Management (RLM) — runs the product catalog, price books, CPQ quoting, orders, and billing inside Salesforce. PeakCommerce is the modern commerce and self-service layer on top: it reads your Salesforce catalog and CPQ rules directly, so storefronts, customer portals, and AI agents can quote, order, and amend subscriptions without a duplicate catalog or middleware.

Explore PeakCommerce for Agentforce Revenue Management

What you can do

  • Render the Salesforce product catalog, price books, and bundles as live commerce experiences
  • Generate CPQ-priced quotes and convert them to orders from a branded storefront
  • Let customers self-serve upgrades, add-ons, and seat changes with native CPQ amendment quotes
  • Calculate proration and activate billing schedules in Revenue Cloud automatically
  • Give Agentforce and other AI agents first-class APIs to quote, transact, and amend

How it works

OAuth 2.0

Salesforce REST/Bulk APIs across the Revenue Lifecycle Management objects (catalog, price books, CPQ quotes, orders, billing schedules) + Platform Events for streaming sync. Authentication is configured once from the PeakCommerce console — no middleware or custom infrastructure required. Events flow bidirectionally in near real time, with retries and a full audit trail surfaced in the operations console.

Built on the same security foundation

Every integration runs on PeakCommerce's SOC 2 Type II–certified infrastructure with encrypted-at-rest credentials, scoped access tokens, audit logging, and granular permissioning. Tokens are stored in our hardened secrets vault and never exposed to customer-facing surfaces.