Salesforce Revenue Cloud – Agentforce Quoting Skills Setup and Testing
Автор: The Cloud Update
Загружено: 2025-07-11
Просмотров: 1451
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
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