Build Your First Agentforce Quoting Agent

Learning Objectives

In this badge, you’ll:

• Set up the Quote Management subagent and Quoting AI features.
  
• Enable your Quoting Agent.
  

Agentforce for Sales Can Help You Quote Faster

Built on the Salesforce trusted AI platform, Agentforce Sales helps you quickly generate quotes with accurate products and pricing. You can close deals faster by instantly generating personalized customer quotes and using unified transaction data and CRM. Agentforce creates, modifies, and summarizes quotes while maintaining role-based access permissions, ensuring seamless and secure collaboration between teams. It also follows product catalog and fulfillment rules to quote valid products, while pricing and discounting within system guardrails. This saves you time by cutting out extra work so you can focus on reviewing final quotes and sending them to your customers.

Sign Up for a Developer Edition Org for Quoting Agent

To complete this badge, you need a special Developer Edition org that has Agentforce enabled. Get the free Developer Edition and connect it to Trailhead now so you can complete the challenges in this badge. Note that this Developer Edition is designed to work with the challenges in this badge, and might not work for other badges. Always check that you’re using the Trailhead Playground or the special Developer Edition org that we recommend.

1. Sign up for a free Developer Edition org for Quoting Agent.
   
2. Fill out the form.
   
   1. For Email, enter an active email address.
      
   2. For Username, enter a username that looks like an email address and is unique, but it doesn’t need to be a valid email account (for example, yourname@agentquoting.com).
      
3. After you fill out the form, click Sign me up. A confirmation message appears.
   
4. When you receive the activation email (this might take a few minutes), open it and click Verify Account.
   
5. Complete your registration by completing the verification and setting your password and challenge question.
   
6. You are logged in to your Developer Edition.
   

Now connect your new Developer Edition org to Trailhead.

1. Make sure you’re logged in to your Trailhead account.
   
2. In the Verify Step section at the bottom of this page, click the playground name and then click Connect Org.
   
3. On the login screen, enter the username (the username is listed in the email you just received) and password for the Developer Edition you just set up.
   
4. On the Allow Access? screen, click Allow.
   
5. On the Want to connect this org for hands-on challenges? screen, click Yes! Save it. You are redirected back to the challenge page and ready to use your new Developer Edition to earn this badge.
   

Enable Quoting Agent Supporting Features

Before being able to generate quotes, you need to set up the Quoting Agent. First, you need to sync your pricing data in Agentforce Revenue to ensure that the latest pricing information is available in all decision tables and for all users.

1. From the home page, click and click Setup.
   
2. In the Quick Find box, search for and select Salesforce Pricing Setup.
   
3. In the Sync Pricing Data section, click Sync.
   

4. Click Confirm.
   

Next, Agentforce Studio in Salesforce Go.

1. In the Setup Quick Find, search for and select Salesforce Go.
   
2. In the Search features... textbox, enter and select Agentforce Studio.
   

3. Click Get Started.
   
4. Click Turn On.
   
5. Click Confirm.
   
6. Refresh your browser window.
   

Enable Sales Emails

1. In the Quick Find box, search for and select Einstein for Sales.
   
2. Click the Turn on Sales Emails toggle to the Enabled position. While you’re waiting for the data to load, you can move on to the next step.
   

3. Refresh your browser window.
   

Create the Quoting Agent

1. Click to open the App Launcher, then search for and select Agentforce Studio.
   
2. Click New Agent. Agentforce Builder opens in a new tab.
   
3. Click Select in the Agentforce Employee Agent tile.
   

4. On the Name your agent screen, enter these details:
   
   • Name: Quoting Agent
   • API Name: Quoting_Agent
     
5. Click Let’s Go.
   

Adjust the Subagents

Next, you need to add the Quote Management subagent to your agent and remove the General FAQ subagent. Agentforce Quoting uses the instructions in the Quote Management subagent and actions based on Salesforce flows to generate and manage quotes.

1. In the Explorer panel, click the plus icon next to Subagents.
   

2. Select Add from Asset Library.
   
3. Enter quote in the Search subagents… input.
   
4. Click Select under Quote Management.
   
5. Click Add to Agent.
   

The General FAQ subagent is not needed so the next step is to remove it from the agent.

1. Click the three dots next to the General FAQ subagent.
   

2. Select Delete.
   
3. Click Yes, Delete.
   
4. Click Save (upper right corner of the screen).
   
5. Click Commit Version and then click Commit Version again to confirm.
   

6. Click Activate and then click Activate again to confirm.
   

Your agent is now active. Test the agent before you begin using it in the next step.

Test the Agent

1. Click Preview.
   

2. Refresh your browser window and if need be, re-open Preview.
   
3. Enter this text into the Conversation Preview window: Please create a quote for the EdgeMX account for Laptop Basic Bundle for 2 units for the Office Upgrade opportunity. If prompted, specify Laptop Basic Bundle and confirm to proceed. If you don’t see the quote, try: Please show me the quote. If the agent fails to present the quote, ask for it again.
   
4. Copy and paste this prompt into the conversation window: Great, can you please add 5 units of Headset to this change quote too? You should now see an adjusted quote including the 5 units of Headset as requested.
   
5. Continue making any adjustments, and when you are done, click the back arrow back arrow to leave Agentforce Builder.
   

Great job! Your agent is ready to use. The last step is to grant your sales reps access to the agent.

Provide Sales Reps Access to the Agent

Now that your agent is ready to go, it’s time to make sure your sales reps have access to use it. You can update the permissions within an existing custom permission set assigned to these users. But for this exercise, you create a new custom permission set that you assign to yourself.

1. If you’re still in the Agentforce Builder screen, click the back arrow to return to the home page.
   
2. From the home page, click and click Setup.
   
3. In the Quick Find box, search for and select Permission Sets.
   
4. Click New.
   

5. Enter Agentforce User for the Label. The API should autopopulate to Agentforce_User.
   
6. Leave the description blank.
   
7. Leave the License as None.
   

8. Click Save.
   
9. To assign it to your user, scroll to the bottom of the page and click Agent Access.
   

10. Click Edit.
    

11. Select Quoting Agent and click Add.
    

12. Click Save.
    
13. Click Manage Assignments and click Add Assignment.
    
14. Select the check box for the system admin you’re logged in as and click Next.
    
15. Click Assign.
    
16. Click Done.
    

Great work! You set up and enabled your Quoting Agent.

Generate a Quote

Agentforce Quoting uses the user’s responses to create quotes for new business and quotes for amendments to assets. It can also be used to update quotes, using the actions in the Quote Management subagent. It’s time to use the agent.

For this activity, using Agentforce Quoting, you create two versions of a quote with different discount amounts on a single product.

1. Click to open the App Launcher. Search for and select Revenue Cloud.
   
2. From the Revenue Cloud home page, click the Accounts tab. Change the view to All Accounts.
   
3. Select EdgeMX from the list of accounts.
   
4. Click the Agentforce icon in the top right corner of the screen. The Agentforce conversation panel opens.
   
5. Copy and paste this into the conversation panel:
   
   • Hi! Can you please create a quote for this account with 15 units of the Headset product. Please apply a 15% discount.
   • If prompted, select Office Upgrade as the Opportunity for the Agent and answer the prompts to proceed.
     
   • Enter Please show me the quote. If you would like to review the quote, click the Quote Name. If the agent fails to present the quote, ask for it again.
     
6. Copy and paste this into the conversation panel to update the discounts: Please change the discount to 10% for the first product.
   
7. Close the Agentforce conversation panel.
   
8. In the org search bar, enter Office Upgrade to search for the Office Upgrade Opportunity.
   

12. Click the Related tab to review the quote.
    
13. Scroll down to the Quotes section and select the last quote listed.
    
14. Click the down arrow in the upper right corner and select Email Quote.
    

15. When prompted, click No, Send through Salesforce.
    

Send Your Quote to the Customer

1. Enter the following information for the email:
   
   • In the To input box, search and select Rose Gonzalez.
     
   • Subject: New quote for your office upgrade
2. Click Draft with AI.
   
3. In the Use pre-made instructions… search, select Create Quote Email from the dropdown list of email templates.
   
4. Select the most recent quote for Office Upgrade as your quote.
   
5. Click Continue to draft the email using generative AI. If you don’t see anything in the email body, that might just mean it’s taking time to load. Continue to the next step to send. This will not prevent you from passing the challenge.
   
6. Review the content and click Done to confirm.
   
7. Click Send.
   

Great work! Using Agentforce, you built your first Quoting Agent and used it to generate two new quotes that you emailed directly to the customer. Now you’re ready to streamline your sales process with fast and easy quoting!

Resources

• Video: Agentforce Sales