If your sales team uses Salesforce CPQ, you know that some products need special setups before they can be sold. Some require specific add-ons, others must be bundled together, and getting everything right in a quote can be confusing.
A big question is: Can Agentforce help with this?
The answer? Yes, but it needs some setup.
Right now, Agentforce does not come with built-in tools for CPQ. But with some work, you can train it to help sales reps pick the right products and set up quotes correctly.
“There’s nothing built-in for configuring products, but you can train Agentforce to understand your product catalog.” — Devyn Smith, SOLVD Consultant
With the right setup, Agentforce can:
✅ Follow product rules (e.g., which add-ons are required)
✅ Check the product catalog and suggest options
✅ Help sales reps create accurate quotes
It won’t do everything automatically, but it can guide your team through the process.
You can start today by setting up Agentforce to:
1. Learn Your Product Catalog
2. Guide Sales Reps Through Quotes
3. Suggest Add-ons Automatically
“Agentforce can check your product library and help sales reps quote products correctly.” — Devyn Smith, SOLVD Consultant
Salesforce has announced a new Quoting Agent launching in February 2025. This could bring built-in CPQ support, making it even easier to set up quotes.
“Salesforce is working on a quoting agent that could help with complex configurations. We’ll see what it can do. — Devyn Smith, SOLVD Consultant
Companies that start using Agentforce now will be ready when this new tool is released.
At SOLVD, we help businesses set up Agentforce to make CPQ faster and easier. Whether you need help training the AI, setting up product rules, or preparing for new Salesforce features, we’ve got you covered.
🚀 Want to make quoting easier for your team?
📞 Book a Free Call and let’s get started!
From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!
SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.
As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.
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