To give sales reps and other users access to the powerful generative AI features,
invocable methods, and flows across Communications, Media, and Energy & Utilities managed
package, admins must set up Agentforce, invocable methods, and deploy Agentforce static resource
files. Sales reps can work with the invocable actions and flows provided in Communications, Media,
and Energy & Utilities managed package.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer
Editions |
| User Permissions Needed |
| To enable Agentforce: |
Manage AI Agents AND the admin user permission for the agent type that you want to
create
OR
Customize Application
|
| To add invocable method configuration: |
Salesforce CPQ Admin User
AND
Salesforce CPQ Admin User Access
|
-
From the App Launcher, find and select Vlocity CMT
Administration.
-
Select CPQ Configuration Setup under custom settings. .
-
To add a custom configuration, click Add.
-
Enter CpqCartAgentInvocableAction as the name and
ON as the setup value.
-
Save your changes.
-
From Setup, in the Quick Find box, enter Agent and select
Agentforce Agents.
-
Turn on Agentforce.
-
Download and deploy static resource files to use preconfigured flows.
