Salesforce Revenue Cloud Integrations

Gearset is the complete, enterprise-ready Salesforce DevOps platform, enabling teams to implement best practices across the entire DevOps lifecycle. With powerful solutions for metadata and CPQ deployments, CI/CD, testing, code scanning, sandbox seeding, backups, archiving, observability, and Org Intelligence — including the Gearset Agent — Gearset gives teams complete visibility, control, and confidence in every release. More than 3,000 enterprises, including McKesson, IBM and Zurich, trust Gearset to deliver securely at scale. Combining advanced governance, built‑in audit trails, SOX/ISO/HIPAA support, parallel pipelines, integrated security scans, and compliance with ISO 27001, SOC 2, GDPR, CCPA/CPRA, and HIPAA, Gearset provides enterprise‑grade controls, rapid onboarding, and a user‑friendly interface — all in one platform. Gearset delivers enterprise‑grade power without the overhead, which is why leading global organizations in finance, healthcare, and technology choose us,

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Create dynamic product bundles and specify internal rules and dependencies to prevent errors in configuring complex products compose quotes with products and configurable product bundles to make the best offers. Configure pricing rules and discount schedules to automate condition-based pricing apply special terms and get approvals to provide individual terms for your customers. Generate quotes PDFs using configurable branded templates, negotiate on terms, sign off deals automate recurrent quotes, and timely manage subscriptions. Visibility of all pricing and configuration rules applied. You'll be able to see how exactly was this price calculated at last! Automatic configuration capabilities for bundles and quotes. Configure conditional adding/removing products on the quote level, not just bundle.

Provide quotes faster, control pricing, and win deals with Salesforce CPQ. A CPQ solution built for the world's #1 CRM platform, Salesforce CPQ gives companies the tools they need to take control of the sales process--from quote to cash. Salesforce CPQ is offered in three editions, including full Quote-to-Cash that supports billing and collection.

Propel is a cloud-native Product Value Management platform that unifies PLM, QMS, and PIM in one connected system, giving manufacturers complete visibility and control across the entire product lifecycle. It provides a single source of truth for all product data, streamlines change management, strengthens quality and compliance processes, and accelerates time-to-market by eliminating the silos and manual steps that slow teams down. With a modern, flexible architecture and AI-driven automation, Propel helps organizations reduce errors, improve cross-functional alignment, and maintain a fully governed record of every decision, iteration, and release. From initial design through manufacturing, commercialization, and ongoing product improvements, Propel empowers companies to operate more efficiently, collaborate more effectively, and deliver innovative, high-quality products to customers faster and with greater confidence. Built for speed, clarity, and continuous innovation.

Collate is an AI‑driven metadata platform that empowers data teams with automated discovery, observability, quality, and governance through agent‑based workflows. Built on the open source OpenMetadata foundation and a unified metadata graph, it offers 90+ turnkey connectors to ingest metadata from databases, data warehouses, BI tools, and pipelines, delivering in‑depth column‑level lineage, data profiling, and no‑code quality tests. Its AI agents automate data discovery, permission‑aware querying, alerting, and incident‑management workflows at scale, while real‑time dashboards, interactive analyses, and a collaborative business glossary enable both technical and non‑technical users to steward high‑quality data assets. Continuous monitoring and governance automations enforce compliance with standards such as GDPR and CCPA, reducing mean time to resolution for data issues and lowering total cost of ownership.

CDS Visual enables leading CPQ solutions to deliver quotes faster with integrated visualization and dynamic CAD model generation. CDS Visual provides Visualization and Augmented Reality solutions for both standard and highly configured products. Founded in 2005 with headquarters in San Jose, CA, CDS Visual enables Manufacturers and Distributors to transform their digital customer experience with engaging and impactful visualization solutions. 60% of online buyers said they want to see products in 3D before they buy. Convert CAD models into interactive 3D visualization and connect to CPQ rules and logic through our web services API. Elevate brands with engaging visual experiences. We enrich Engineering CAD models with business and operational data to support the full product lifecycle. Talent shortage & aging workforce leave a knowledge gap. Increase training retention rate from 10% up to 75%.

Ledge is an AI-powered finance operations platform designed to help finance teams automate and accelerate their month-end close and high-volume operational workflows. Rather than starting with spreadsheets each cycle, Ledge’s intelligent agents automatically populate reconciliations, journal entries, cash-application matches, and working papers using connected bank, ERP, billing, and payment-processor data, so when your team opens the checklist, much of the heavy lifting is already done. It supports continuous reconciliation of accounts, daily cash-application, and a close-checklist that behaves like an intelligent workbench; tasks come pre-completed, exceptions get flagged, approvals are tracked and audit trails link every item back to source transactions. Finance teams can therefore move from a reactive, end-of-month crunch to a forwmplex jouard-looking, context-rich review process where controls are strong, auditors are satisfied, and decisions are timely.