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Set Up Multisite Quote with AI Tools

Use these steps to set up multisite quoting with Claude or Agentforce Vibes and the Salesforce CLI.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions

Before you begin, confirm that Claude or Agentforce Vibes and the Salesforce CLI are installed and that the agent is connected to your org as an authenticated admin user with the required permissions. See Requirements.

  1. Read the org state and confirm prerequisites.

    Let the agent read the org state for Sales for Energy & Utilities Cloud, Multisite Quoting, permissions, pricing, and context service prerequisites before changing any configuration.

  2. Turn on Sales for Energy & Utilities and Multisite Quoting.
    1. Let the agent turn on Sales for Energy & Utilities Cloud.
    2. Let the agent assign admin and standard-user permissions for multisite quoting operations.
    3. Let the agent configure sharing settings and validate Revenue Management dependencies.
    4. Let the agent turn on the multisite quoting feature under Sales for Energy & Utilities Cloud.
  3. Configure the dependency stack.
    1. Let the agent add the required fields and related lists to the Product page layout, create product record types and their supporting permission set, then create the decision tables from templates or CSV.
    2. Let the agent add a constraint engine status field to the relevant quote and order objects, and grant the admin access to the field.
    3. Let the agent activate the standard price book.
    4. Let the agent extend and configure the Sales Transaction Context Definition, update revenue settings, and refresh the context definition. Configure the product discovery context path.
  4. Configure and publish the Multisite Quoting screen flow.

    Add the Opportunity Product Recipients related list to the Opportunity object layout.

  5. Verify the end state.

    Have the agent verify the toggles, access, integration, data, context, procedures, and flow launch.

    • Sales for Energy & Utilities enabled
    • Multisite Quoting enabled
    • External Pricing enabled
    • Salesforce Pricing enabled
    • Quote settings enabled
    • Order settings enabled
    • Context service enabled
    • Standard user setup
    • Admin and standard-user permissions assigned
    • Sharing settings validated
    • Product page updated with required fields and related lists
    • Decision tables created and active
    • Quote/Order objects configured with a custom field
    • Price book active
    • Sales transaction context extended, mapped, and activated
    • Product discovery context definition is configured
    • Revenue settings updated
    • Opportunity layout updated with related list
    • Standard user created and required permission set assigned