Agentforce Revenue Management · Salesforce Revenue Cloud · Self-Service

Modern Commerce and Self-Service for Agentforce Revenue Management

PeakCommerce is the API-first commerce and self-service layer for Agentforce Revenue Management — formerly Salesforce Revenue Cloud, part of Revenue Lifecycle Management (RLM). Launch storefronts, customer portals, checkout, quotes, upgrades, and expansion workflows on top of your Salesforce product catalog, price books, CPQ, orders, and billing — without building and maintaining custom frontend infrastructure.

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The problem

Your quote-to-cash engine was never meant to be your commerce layer

Agentforce Revenue Management (formerly Salesforce Revenue Cloud) is powerful for the product catalog, CPQ quoting, orders, and billing that run revenue lifecycle management — but most companies still rely on sales-assisted motions, custom-built portals, and disconnected systems to support customer transactions. That friction shows up across new purchases, upgrades, downgrades, add-ons, seat management, renewals, and amendments.

Slower revenue execution

Every quote, pricing change, or new offer waits on sales ops, RevOps, and engineering cycles.

Higher cost to serve

Customers can't self-serve, so quotes, upgrades, and seat changes funnel into reps and support queues.

Operational bottlenecks

Manual quote generation, amendment requests, and order hand-offs slow every transaction.

Delayed monetization

New pricing models and expansion plays sit in backlog while custom UIs and CPQ integrations get built.

The solution

PeakCommerce extends Agentforce Revenue Management with a modern transaction layer

PeakCommerce provides the customer-facing commerce and self-service layer that sits on top of Agentforce Revenue Management. Customers, sales teams, partners, and AI agents can all configure products, generate quotes, place orders, and amend subscriptions through modern APIs and flexible frontend experiences — without re-platforming your Salesforce catalog, CPQ, or billing.

Launch self-service workflows faster

Ship branded storefronts, checkout, quoting, upgrades, and add-ons in weeks — not engineering quarters.

Eliminate manual handoffs

Move quoting, amendments, and renewals out of rep-led motions and into customer-driven flows.

Centralize transaction logic

One commerce layer powers every surface — storefront, portal, CSR, partner, and embedded experiences.

Headless and composable

Plug into your existing stack — frontend, CMS, identity, ERP, and the rest of Salesforce — through a clean API surface.

Accelerate expansion revenue

Surface upgrades, add-ons, and cross-sells directly inside the customer experience to lift NRR.

Ready for Agentforce

Every commerce capability is an API tool — Agentforce agents, copilots, and purchasing agents are first-class clients.

Built for modern Salesforce Revenue Cloud commerce use cases

Customer self-service, Revenue Cloud ecommerce, expansion workflows, and API-first transactions — all powered by one platform on top of your existing Salesforce catalog, CPQ, orders, and billing.

Customer Self-Service Portal

Give every Salesforce customer a branded portal where they can manage subscriptions, change plans, buy add-ons, and update billing — without filing a case or waiting on a rep. Every action generates the right CPQ amendment quote and order, with proration and billing handled by Agentforce Revenue Management.

Manage subscriptions, renewals, and cancellations
Upgrade, downgrade, and switch plans with native proration
Purchase add-ons and manage entitlements
Update payment methods and billing contacts
Manage seats, users, and account hierarchy
View quotes, orders, invoices, and account history
4–6 wk
Deployment time

Vs. months with custom CPQ integrations

0
Middleware layers

Direct native Salesforce connection

Real-time
Data sync

Bidirectional with Revenue Cloud

100%
Catalog & CPQ coverage

Full product, price book & billing support

How Salesforce Revenue Cloud ecommerce works with PeakCommerce

From connecting your Salesforce org to launching a live storefront — here's the process.

STEP 01

Connect to Salesforce

Link your Salesforce org to PeakCommerce. We read your product catalog, price books, bundles, and CPQ configuration automatically.

STEP 02

Configure your storefront

Choose which products and price books to display. Customize branding, layout, and checkout flows — no code required.

STEP 03

Go live

Deploy your Revenue Cloud ecommerce storefront on your domain. Quotes, orders, amendments, and billing flow through Salesforce natively.

STEP 04

Manage, iterate, and expand

Update pricing and offers in Salesforce — changes reflect in your storefront in real time. Add new surfaces — self-service portals, CSR and partner portals, conversational commerce, Agentforce agents — without re-platforming.

Headless subscription commerce

One Revenue Cloud ecommerce platform for every customer surface

PeakCommerce is the headless, API-first commerce layer powering every place your customers, partners, CSRs, and agents interact with your Agentforce Revenue Management subscriptions — storefronts, self-service portals, CSR consoles, partner workflows, conversational surfaces, and payment pages.

Storefront & Checkout

Branded subscription storefronts and checkout flows that configure, price, quote, and provision directly against your Salesforce product catalog and price books via CPQ.

Self-Service Portal

Let customers upgrade, downgrade, add-on, pause, and manage payment methods — every action generates the right CPQ amendment quote and order through Revenue Cloud billing.

CSR Portal

Give customer service reps a unified view of accounts, subscriptions, quotes, orders, and invoices — with the same Salesforce-native actions customers see.

Partner Portal

Resellers, distributors, and channel partners quote, transact, and manage end-customer subscriptions on your Salesforce org with role-aware pricing and price books.

Conversational Commerce

Embed quoting, checkout, and account management in chat, email, and messaging surfaces — backed by the same Salesforce Revenue Cloud APIs as your storefront.

Payment Pages

Hosted, embeddable payment pages for one-time charges, invoice settlement, and subscription updates — secured and reconciled through Salesforce billing.

Six surfaces, one platform, one Salesforce integration — so every customer, partner, and internal team works from the same source of truth.

Subscription commerce for Agentforce Revenue Management — built on your existing Salesforce data

Each capability is wired natively into your Salesforce catalog, price books, CPQ, and billing, so commerce moves at the speed of your revenue lifecycle — not at the speed of middleware.

Real-time Salesforce catalog & price book sync

PeakCommerce reads directly from your Salesforce product catalog, price books, bundles, and discount schedules. Products, pricing, and configuration rules are synchronized in real time — no batch jobs, no middleware, no duplicate data management.

Automatic product and price book import
Real-time pricing updates from Salesforce
Support for bundles and discount schedules
No duplicate catalog required
Revenue Cloud Catalog Sync
Live
Product CatalogSynced
Price BooksSynced
Product BundlesSynced
Discount SchedulesSynced

Self-service quote-to-order, powered by CPQ

Configure, price, and quote products with Salesforce CPQ directly in the storefront and portal — initiated by the customer, not the sales queue. PeakCommerce handles the commerce experience while Revenue Cloud handles quoting, orders, proration, and billing exactly as configured.

Native Salesforce CPQ quote generation
Quote-to-order-to-cash automation
Accurate proration from Revenue Cloud billing
Self-service upgrade, downgrade, and renewal flows
Quote-to-Order Workflow
1
Customer configures products & quantities
2
CPQ prices the quote from price books
3
Quote converts to an order
4
Billing schedule activated in Revenue Cloud

Order amendments and expansion, written back to Salesforce

Upgrades, add-ons, seat changes, and downgrades flow through CPQ amendment quotes and orders in Revenue Cloud. PeakCommerce surfaces expansion in the moment of intent and writes every transaction back to Salesforce as the system of record.

CPQ amendment quotes for every change
Seat, add-on, and entitlement expansion
Proration and billing handled by Revenue Cloud
Salesforce stays the system of record
Order Amendment Workflow
1
Customer requests an upgrade
2
Amendment quote generated via CPQ
3
Proration calculated in Revenue Cloud
4
Order updated and billing adjusted

Native Salesforce Revenue Cloud commerce vs. custom builds & middleware

Why a native Agentforce Revenue Management ecommerce platform outperforms building self-service commerce from scratch or stitching together middleware.

Custom build / middleware

Months of custom development on top of CPQ
Duplicate product catalog across systems
Custom code for every quote and amendment type
Pricing drift between storefront and Salesforce
3–6 month integration timelines
Ongoing middleware maintenance and monitoring

PeakCommerce (Native Salesforce Revenue Cloud)

4–6 week deployment timeline
Single source of truth — Salesforce catalog & price books
Native CPQ quote, order, and amendment workflows
Pricing always matches your Salesforce price books
Real-time bidirectional Revenue Cloud sync
Zero middleware — direct Salesforce connection
What's next

Built for what's next: Agentforce and custom commerce surfaces

Because PeakCommerce is headless and API-first on top of Agentforce Revenue Management, every storefront, portal, and payment page is just a client of the same commerce APIs. That means Agentforce agents and AI copilots can quote, transact, amend, and service Revenue Cloud subscriptions as first-class operators on your platform — not second-class scrapers bolted onto a UI. The same APIs power custom internal tools, embedded experiences in partner products, and any new surface you haven't imagined yet — without re-platforming your Salesforce integration.

Agentforce Revenue Management ecommerce — common questions

Learn more about Salesforce Revenue Cloud ecommerce

Explore how PeakCommerce's native integration with Agentforce Revenue Management compares to building self-service commerce from scratch.

Launch your Agentforce Revenue Management ecommerce storefront

See how PeakCommerce's native integration with Salesforce Revenue Cloud eliminates middleware complexity and accelerates time-to-market for self-service subscription commerce.