Agentforce: Your AI Sales Rep on Revenue Cloud

9

chat messages from new customer to activated order

12

custom Apex actions, one job each

4

layers, 100% on the Salesforce platform

0

orders activated without a clear “yes”

💬 The rep types

Create an account for me

@InvocableVariable(label='Account Phone'
    description='Main phone number of the account. Mandatory.' required=true)
public String phone;
...
Account acc = new Account(Name = r.accountName, Phone = r.phone,
    BillingStreet = r.street, BillingCity = r.city, BillingState = r.state, ...);
insert as user acc;
Contact con = new Contact(AccountId = acc.Id, Email = r.contactEmail, ...);
insert as user con;

✅ What happens

✓The agent asks for all missing details in one message, not one at a time.

✓The contact’s full name is split into first and last name automatically.

✓The result: Account “Asme agent”, Contact “Asme Manager”, Account Reference ARN-0063.

💬 The rep types

Create a deal / opportunity for this account

one month from today

@InvocableVariable(label='Close Date' required=true
    description='Convert relative dates such as "one month from today" before calling.')
public Date closeDate;
...
Integer dealNo = [SELECT COUNT() FROM Opportunity WHERE AccountId = :acc.Id WITH USER_MODE] + 1;
Opportunity opp = new Opportunity(AccountId = acc.Id,
    Name = 'Deal ' + dealNo + ' for ' + acc.Name,
    StageName = 'Prospecting', CloseDate = r.closeDate);
insert as user opp;

✅ What happens

✓“one month from today” became 2026-09-27.

✓The deal is named “Deal 1 for Asme agent” and starts at Prospecting.

💬 The rep types

Create a quote

res.opportunities = [SELECT Id, Name, StageName, CloseDate, Account.Name
                     FROM Opportunity
                     WHERE Name LIKE :pattern AND IsClosed = false
                     WITH USER_MODE ORDER BY LastModifiedDate DESC LIMIT 10];
res.matchCount = res.opportunities.size();   // > 1 means: ask the rep

✅ What happens

✓Returning a list of Opportunity records lets Agentforce show them as a pick-list in the chat.

✓Create Quote also sets the deal’s price book if it is empty, which quote sync needs later.

✓The result: Quote 00000080 in Draft, linked to the right deal.

💬 The rep types

Add product to this quote

Blockgraph – $7.5/quarter, quantity 1

List<PricebookEntry> pbes = [SELECT Id, Product2Id, UnitPrice FROM PricebookEntry
    WHERE Pricebook2Id = :q.Pricebook2Id AND IsActive = true
    AND Product2.Name = :r.productName WITH USER_MODE LIMIT 2];
if (pbes.size() != 1) { /* no match or several: ask the rep to choose */ }
QuoteLineItem line = new QuoteLineItem(QuoteId = q.Id, PricebookEntryId = pbes[0].Id,
    Quantity = r.quantity, UnitPrice = pbes[0].UnitPrice);
insert as user line;

✅ What happens

✓Quantity is a required input, so the agent always asks for it.

✓The quote’s Grand Total updates to $7,500.00.

💬 The rep types

Apply a 10 percent discount to this product

List<QuoteLineItem> lines = [SELECT Id, Product2.Name FROM QuoteLineItem
    WHERE QuoteId = :r.quoteId AND Product2.Name LIKE :pattern WITH USER_MODE];
...
lines[0].Discount = r.discountPercent;   // e.g. 10 for 10%
update as user lines[0];

✅ What happens

✓The Discount (Percentage) column on the line now shows 10.00%.

✓Tip: if your org uses Revenue Cloud pricing procedures, write lines through the Place Sales Transaction API so prices recalculate automatically.

💬 The rep types

Submit this quote for approval

please approve

Approval.ProcessSubmitRequest req = new Approval.ProcessSubmitRequest();
req.setObjectId(r.quoteId);
req.setSubmitterId(UserInfo.getUserId());
if (String.isNotBlank(r.comments)) req.setComments(r.comments);
Approval.ProcessResult pr = Approval.process(req);

✅ What happens

✓The comment is optional, so the rulebook tells the agent to offer it rather than demand it.

✓If your org uses Advanced Approvals, start that approval flow here instead.

💬 The rep types

Sync this quote

Quote q = [SELECT Id, OpportunityId FROM Quote WHERE Id = :r.quoteId WITH USER_MODE];
update as user new Opportunity(Id = q.OpportunityId, SyncedQuoteId = q.Id);

✅ What happens

✓Sync only works when the quote and the deal use the same price book. That’s why Create Quote sets it in Step 3.

💬 The rep types

Create an order on this quote

Invocable.Action action = Invocable.Action.createStandardAction('createOrderFromQuote');
action.setInvocationParameter('quoteRecordId', r.quoteId);
Invocable.Action.Result result = action.invoke()[0];

// SOA_GetOrderForQuote.cls
List<Order> orders = [SELECT Id, OrderNumber, Name, Status FROM Order
    WHERE QuoteId = :r.quoteId WITH USER_MODE ORDER BY CreatedDate DESC LIMIT 1];

✅ What happens

✓Using the standard action means products, pricing and billing details carry over exactly as Revenue Cloud intends.

✓Use API version 57.0 or later for createOrderFromQuote (we used 65.0).

✓The result: Order 00000140 in Draft.

💬 The rep types

Activate the order

yes

@InvocableMethod(label='SalesOpp: Activate Order'
    description='Moves an order from Draft to Activated. Only call after the user explicitly confirms.')
...
update as user new Order(Id = r.orderId, Status = 'Activated');

✅ What happens

✓The order moves from Draft to Activated with an amount of $7,500.00.

✓Nine prompts, zero record pages opened by hand.

Written by

Shivam Shendre

Shivam writes about Agentforce and Salesforce Revenue Cloud implementations at Illustre Software Services, sharing how we turn multi-screen sales processes into simple conversations.