Salesforce Revenue Cloud (CPQ): Create and modify quotes with Agentforce
Revenue Cloud lets reps create, modify, and summarize quotes with Agentforce while keeping role-based access permissions.
How to do it
- Open the opportunity
- Ask Agentforce to create or change the quote
- Review pricing and send
Source
Source: Salesforce · https://www.salesforce.com/sales/cpq/ · Checked Oct 24, 2026
Related use cases
- Salesforce Agentforce Sales: Get a daily prospect list ranked by intent signals · Salesforce Agentforce Sales
- Salesforce Agentforce Sales: Research and enrich prospects from CRM, calls, and the web · Salesforce Agentforce Sales
- Salesforce Agentforce Sales: Generate personalized, on-brand outreach for each prospect · Salesforce Agentforce Sales
- Salesforce Agentforce Sales: Greet website visitors and capture leads · Salesforce Agentforce Sales
- Salesforce Agentforce Sales: Follow up on every inbound lead within guardrails · Salesforce Agentforce Sales
- Salesforce Agentforce Sales: Answer lead questions and objections from CRM data · Salesforce Agentforce Sales
- Salesforce Agentforce Sales: Keep opportunity stage and next steps updated automatically · Salesforce Agentforce Sales
- Salesforce Agentforce Sales: Research accounts and update account plans · Salesforce Agentforce Sales
Get The Sales Prompt Playbook free, plus The Next Best Action weekly email (optional; the hub stays open)