To use the Industries CPQ flows as an agent action, add specific instructions to invoke the agent action associated with the flows. When you call flows as Agentforce actions, Agentforce can interact with CPQ data and perform actions in CPQ. These actions can use CPQ flows to retrieve offers for an asset, replace offers in a cart, and delete or disconnect a cart item.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To use invocable methods as Agentforce actions: | Customize Application |
Before you begin, Set up Agentforce for cart operations.
- From Setup, in the Quick Find box, enter Agent and select Agentforce Agents.
-
To open an existing agent, select an agent, and click Open in
Builder.
Note To create an agent, click New Agent. -
To create a subagent, click New, and select New
Subagent.
Note To add a subagent from the asset library, click New and select Add from Asset Library.
- Enter the subagent label, description, scope, and instructions based on your business requirements.
- Click Next, and then select Finish.
- To create an agent action by using an invocable method, open the subagent that you created.
- On the This Subagent’s Actions tab, click New, and select Create New Action.
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On the Create an Agent Action page, select Flow as the reference
action type and select the flow for reference action.
Note To see flows, make sure that you’ve Set Up Agentforce for Cart Operations.
- Click Next.
- Select Require input for parameters to get input from the user.
- To show the response in conversation, select Show in Conversation for the output parameters.
- To save your changes, click Finish.
- To use agent actions, enter the instructions based on your requirements in the conversation preview.