Agentforce · Agent Builder18 tasks
Build Quoting Agents
Build Agentforce agents that turn product, pricing and opportunity data into quotes a sales rep can use. This covers the agent's topics, actions and the quote data it relies on.
Method
How MeshMesh does it
- Works from a phased plan, starting from the out-of-the-box Revenue quote management template where it fits.
- Syncs pricing data and turns on the features the agent needs, such as Agentforce Studio and Sales Emails.
- Builds the supporting Salesforce pieces: data model, Apex classes, an approval process, a flow that creates a PDF on approval and a branded PDF page.
- Creates the quoting agent with its subagents and publishes it.
- Refines how the agent matches and formats its output.
- Configures and assigns the agent's permission set.
- Tests by generating a quote in the agent chat panel and emailing it, falling back to Apex when the Email Quote action fails.
- Writes a README and a retrieve manifest for handover.
- Leaves activation and the Slack workspace install to an admin.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.