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Salesforce Revenue Cloud – Agentforce Quoting Skills Setup and Testing

The Cloud Update

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Salesforce Revenue Cloud – Agentforce Quoting Skills Setup and Testing

2 945 просмотров · 1 г. назад
The Cloud Update
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2 945 просмотров · 1 г. назад
Blog Post : https://thecloudupdate.co/agentforce-... Salesforce Revenue Cloud – Agentforce Quoting Skills (Summer ’25) Learn how to spin up the built-in Agentforce quoting skills so users can create, amend, and discount quotes with natural-language prompts. We’ll enable Einstein, clone the packaged flows, wire them up as Agentforce actions, build a “Quote Management” topic, and finish with live demos. 👉 Help doc: https://help.salesforce.com/s/article... 👉 Blog post with copy-and-paste instructions: https://thecloudupdate.co/agentforce-... ⏱️ Key Timestamps Time Section 0:00 Intro & what the quoting skill can do 0:48 Setup checklist & prerequisites 1:20 Turn on Einstein + assign permission sets 3:25 Enable Agentforce & explore the default agent 4:00 Clone and activate the four packaged quoting flows 5:30 Create Agentforce actions from the cloned flows 10:40 Build the “Quote Management” topic and attach actions 15:30 Live demo: create quote, add products, apply discount, amend quote 21:50 Recap & next steps