From setup and configuration to packaging, pricing, billing and payments, DealForge gives revenue teams the tools they need to accelerate revenue on Salesforce Revenue Cloud.
DealForge brings the tools revenue teams need into one connected experience on Salesforce, so work moves faster, stays consistent and scales with your business.
Built on the Salesforce platform, so your data stays in your org and works with the tools you already use.
Shared standards and repeatable processes help every team work the same way as you grow.
Each app focuses on one part of the revenue lifecycle, from setup to payments, and together they work as one.
Each guide explains what the app does, how to set it up, and how your team can get the most value from it every day.
Browse every context definition with its versions, references and related data.
Your entire product catalog in one workspace, with every related record close by.
Build reusable product packages once, then apply them to any quote in one click.
Manage licenses and seats in one place: install keys, assign users, track renewals.
Start with the install guide: package, permission sets and licensing. DealForge is currently in Salesforce Security Review and undergoing certification for listing on AppExchange.
