Agentforce for Enterprise Quoting in Enterprise Sales Management (Managed Package)

Use Agentforce for Enterprise Quoting to automate the most time-consuming parts of creating complex deals. Build tailored Agentforce actions for any customer implementation by leveraging Enterprise Sales Management APIs through invocable actions and methods. Automate tasks like location grouping, bulk settings, and quote copying to eliminate manual entry, reducing overhead and accelerating deal velocity.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions with Enterprise Sales Management and the Agentforce for Communications add-on

Managed Package Icon This feature is part of the Communications Cloud managed package.

Licenses Required for Enterprise Quoting with Agentforce
To implement Enterprise Sales Management with Agentforce and use the prebuilt invocable actions, you must ensure your organization meets specific licensing and platform requirements.
Set Up Agentforce for Enterprise Quoting in Enterprise Sales Management
Configure your environment to enable your team to build custom agent actions using ESM invocable actions optimized for complex quoting.
Invoke Enterprise Sales Management Invocable Methods by Using Agentforce Actions
Expose your Enterprise Sales Management invocable methods as Agentforce actions so that agents can trigger enterprise service workflows directly within a conversation.
Invocable Actions for Enterprise Quoting with Agentforce
Use preconfigured invocable actions like Create Enterprise Quote and Add Offer Configuration to build custom agent actions. By simplifying multi-location grouping and deal duplication, you can accelerate sales cycles while maintaining strategic control.