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2 minute read
The Brief: Salesforce has unveiled Agentforce for Revenue, a new AI-powered tool integrated into Revenue Cloud to improve quoting efficiency and minimize manual workload. This solution allows sales representatives to generate quotes instantly by describing their requirements in natural language. With an API-first architecture, Agentforce enables automation across all revenue channels. Salesforce reports a 75% reduction in quoting time and an 87% decrease in clicks for its own team. The announcement also highlights a reimagined Product Configurator for handling complex quotes, and seamless integrations with Slack and CRM systems. These updates form part of Salesforce’s Summer ’25 release.
Read full details of the announcement about Agentforce for Revenue at salesforce.com.
Source: SalesforceSalesforce Introduces Agentforce for Revenue
Analyst Perspective: Salesforce Agentforce for Revenue addresses ongoing inefficiencies in the quoting process by embedding digital labor into Revenue Cloud. Rather than relying on static rules-based systems, it leverages AI agents to execute quoting tasks end-to-end. The product empowers sales reps to deliver quotes in seconds while automatically incorporating complex pricing, product, and legal data.
This focus on automation allows teams to reduce delays and inaccuracies. The added Product Configurator supports large-volume and customizable quotes, offering bidirectional rules and guided constraint logic. Through exposing every revenue process through an API, Agentforce connects seamlessly with external platforms.
The tool’s value extends beyond Salesforce’s internal use. It is designed to support customers in various industries, streamlining operations and enhancing quote-to-cash flows.
Accelerated Quoting with AI-Powered Agents
Agentforce enables sales teams to generate accurate quotes in near real time using natural language input. Requests such as “Quote 25 licenses with a 10% discount” or other product-specific instructions are processed by the AI agent, which automatically selects the appropriate products, applies pricing logic, and incorporates relevant terms—eliminating the need for manual intervention.
This quoting capability is embedded within Revenue Cloud and accessible via Slack, allowing sales representatives to operate within their existing workflows. Salesforce reports a 75% reduction in quoting time and an 87% decrease in required user actions during internal deployment. Designed for scalability, this functionality supports a wide range of industries and enhances overall deal velocity across sales channels.
Smarter Product Configuration for Complex Quotes
After a quote is initiated, sales reps can use Revenue Cloud’s reengineered Product Configurator to manage high-volume, complex product lines. Quotes exceeding a thousand line items are supported, and a new constraint builder helps reps navigate product logic with ease.
The system enhances traditional rules-based CPQ tools with bidirectional logic and visual templates. These features allow for real-time configuration guidance, reducing maintenance effort and ensuring accuracy. This results in faster and more accurate sales cycles, especially beneficial for enterprises with intricate pricing structures and large product catalogs.
A Composable, API-First Revenue Architecture
Salesforce has rebuilt its revenue operations infrastructure around composability and accessibility. Agentforce runs on top of APIs that expose every revenue-related function. This allows companies to create and deploy agents across quoting, billing, and invoicing workflows.
The Revenue Cloud platform also integrates with Data Cloud, enabling Agentforce to act on unified data such as purchase history and connected assets. With Tableau Next embedded, teams gain visibility into revenue performance and pricing trends in real time.
This modular framework supports omnichannel selling, including self-service, partner portals, and field service deployments.
The Takeaway - Agentforce for Revenue can move sales organizations from Manual Tasks to Intelligent Sales Execution
With Agentforce for Revenue, Salesforce is simplifying the quoting process, which is often one of the more complex stages in sales. The tool combines AI-driven agents, enhanced configuration features, and integration with Slack and CRM platforms to support quoting tasks with improved speed and accuracy. It enables automation across key steps, such as deal creation and pricing logic, while moving away from traditional rules-based systems. Built on an API-first framework, Agentforce offers flexibility to extend across quoting, billing, and analytics functions. The release also aligns with Salesforce’s broader focus on modular, composable solutions designed to accommodate various industries and sales environments. As part of the Summer ’25 release, Agentforce for Revenue reflects an effort to streamline quote-to-cash workflows through connected, intelligent technologies. For organizations evaluating ways to improve sales operations, it provides a practical option for greater efficiency and integration.
