From SteelBrick and Vlocity to Agentforce Revenue Management

from RevOps Roundtable · host Garvens Consulting

PanelistsJohn Garvens, Owner & Principal Architect, Garvens Consulting, Garvens Consulting on YouTubeMicah Gerger, Founder & Chief Technology Officer, Blue Robot DigitalGeorgii Saveliev, Founder & Salesforce Certified Technical Architect, Stratus CartaContent00:00 Introduction01:34 Participant Intros: John Garvens, Micah Gerger, Georgii Saveliev04:19 Origins: SteelBrick, Vlocity, & Agentforce Revenue Management History12:50 Prefab House vs. Home Depot: Out-of-the-Box vs. In-the-Box17:05 Agentforce Revenue Management Industry Accelerators23:12 The Importance of Human Experience in the Age of AI28:52 Strengths & Weaknesses: SteelBrick, Vlocity & RLM/RCA/ARM38:51 Deep Dive: Context Definitions, Expression Sets & Pricing Procedures47:38 What’s “In-the-Box”? — Key Revenue Cloud Modules54:37 DevOps & Data Migration Challenges: Deployments, Tooling & Legacy Data01:02:46 Favorite Features — OmniStudio/DRO, Advanced Approvals, Asset Model01:12:02 Tips for SteelBrick & Vlocity Veterans / Transformation Readiness & Closing

Episode metadata supplied by the publisher feed · Published May 20, 2026

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From SteelBrick and Vlocity to Agentforce Revenue Management

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