Horizontal Product

Spreadsheet Admin

Speed up administration and data migration. As ARM (formerly Revenue Cloud Advanced) adds capabilities, it adds settings, toggles, and fields – this solution moves data between environments fast and consolidates admin work in one place.
Rapid Migration Across Orgs
Move product and pricing data between Salesforce orgs through a spreadsheet, cutting the manual work of standing up a new environment.
Efficient Product and Pricing Setup
Configure products and pricing from a single spreadsheet interface, instead of clicking through multiple screens field by field.
Collaborative Administration
Teams administer configuration together from a shared spreadsheet layer, rather than one admin working object by object in the UI.
Less Errors with Rollback & Version Control
Versioning and rollback let admins track changes and revert safely, lowering the risk that a change introduces errors.
Templates, Cloning & Faster Troubleshooting
Reusable templates and cloning speed setup, while consolidated views make it quicker to locate and resolve configuration issues. Cleaner configuration data also improves AI Agent behavior.

Moving configuration between orgs usually means Git and deployment pipelines. This does it from a spreadsheet – no specialist tooling required.

ARM (formerly Revenue Cloud Advanced) is a more powerful system that handles more complex business problems. With greater capability and granularity, Agentforce Revenue Management comes with more places, fields, toggles, and parameters to set up increasing the time it takes to administer, maintain, promote changes, and test the system.

We developed a tool on our experience and our customer’s to improve administration, maintenance, and data migration. ARM administrators can now use a simple spreadsheet interface to increase visibility and speed work.

Key Use Cases:

  • Migrating product information into another org rapidly
  • Migrating and administering Advanced Configuration rules.

Move, version, and roll back your config with confidence. Free for one user in a dev environment.

AppExchange →