Building Quoting Agents with Agentforce

In modern sales operations, speed and accuracy in generating quotes make the difference between winning and losing a deal. This text-based course guides you through the process of setting up automated, intelligent quoting assistants that streamline your sales pipeline. You will learn how to transition from slow manual calculations to responsive, autonomous quoting systems that leverage real-time business data. By completing this course, you will be able to design, configure, and refine a digital quoting assistant that helps sales teams deliver accurate, personalized pricing instantly. What you'll learn: - Understand the core architecture of Agentforce and how AI agents handle customer interactions - Configure conversational paths and decision-making logic for quoting scenarios - Connect your agent to product catalogs and pricing rules for precise calculations - Apply guardrails and safety parameters to ensure quotes remain compliant with business policies - Test and debug agent interactions using structured written scenarios before deployment You will begin with foundational concepts of digital agents, exploring how they interpret user requests and access business data. Next, you will progress through practical step-by-step setup guides, learning to define actions, manage variables, and refine conversational boundaries. This course is designed for sales operations professionals, business analysts, and CRM administrators who are new to autonomous agents. No prior coding experience or advanced programming knowledge is required. Start reading today to transform your sales workflow with automated quoting intelligence.