Salesforce has introduced Agentforce for Revenue, a new feature embedded within Revenue Cloud, designed to significantly reduce the time and effort sales representatives spend on generating and managing quotes.
According to Salesforce, Agentforce for Revenue enables sales teams to produce accurate quotes in seconds by simply describing their requirements, such as "Quote 25 licenses with a 10% discount." The tool then automatically configures the relevant products, pricing, and legal terms. Internally, Salesforce reports that Agentforce has reduced quoting times by 75% and cut the number of required clicks by 87% for its own sales personnel.
Cutting manual work
The solution aims to relieve sellers of the administrative burden typical in quote generation. Sales representatives often need to navigate through multiple SKUs, interpret complex pricing, check legal conditions, and wait for various approvals, all of which can introduce errors or delays in the sales cycle. Salesforce states that these issues directly impact deal velocity and revenue growth.
"Revenue Cloud is transforming the way we do business," said Bill Francy, President of Client Services at AdMed, Inc. "We're currently piloting the new quoting agent, and we expect it to cut manual work, accelerate deal cycles, and get quotes to clients faster than ever. It's not just about efficiency. It's about unlocking more closed-won opportunities and scaling smarter."
AdMed, a provider of training in the pharmaceutical and biotech sectors, is among the customers already piloting the new tools. Bill Francy's comments reflect expectations that Agentforce will simplify work processes and help to accelerate outcomes in sales operations.
Product configuration enhancements
In addition to fast quote generation, Revenue Cloud now features an enhanced Product Configurator. This system allows sellers to tailor complex offerings, handling quotes with over a thousand line items. Salesforce notes that the configurator incorporates a constraint-based logic engine, supplementing the typical rules-based configuration to accommodate complex business needs. It uses bidirectional rules and templates intended to simplify maintenance and speed up the process of getting quotes to customers.
The company likens this new engine to a GPS for quoting, driving representatives towards valid configurations in real time and further reducing time-to-quote.
API-first architecture
Another major change highlighted by Salesforce is the platform's API-first design. Every revenue process is now embedded as an API, which allows businesses to easily connect revenue channels, deploy agents, and scale automation through various interfaces. This flexible architecture enables the deployment of Agentforce on any channel and integrates revenue processes across different segments of a business.
"Salesforce CPQ helped usher in the second wave of revenue management by enabling recurring revenue at scale," said Meredith Schmidt, EVP and GM of Revenue Cloud at Salesforce. "Now, with Revenue Cloud, we're delivering the third wave: revenue management powered by an API-first, composable, and agent-ready platform that lets revenue flow seamlessly across every channel, from sales reps and partner portals to self-service and field service."
Unified data and security
Agentforce and Revenue Cloud combine structured and unstructured data - such as purchase histories, product catalogues, and asset insights - into Salesforce's Data Cloud. The company states that this unified data powers Agentforce's artificial intelligence, allowing teams to automate tasks beyond simple suggestions, and to deploy agents that can carry out end-to-end sales activities autonomously.
Salesforce also emphasises security, with Agentforce operating within employee-specific permissions and adhering to internal policies and pricing rules via the Salesforce Trust Layer. This is designed to prevent unauthorised data access while ensuring compliance throughout the quoting process.
Additional features
The latest release of Revenue Cloud introduces several further capabilities. Sellers can use Agentforce within Slack and directly from Salesforce opportunity, quote, and account records. This integration aims to streamline workflows by allowing quotes to be generated, edited, and finalised without switching between different tools. Revenue Cloud Billing supports end-to-end processes from quote to invoice, while embedded analytics give real-time visibility into revenue operations via Tableau Next.
Salesforce confirms ongoing support for existing Salesforce CPQ customers, allowing them to continue using their current systems with full contract support and the ability to add licences. The company offers a network of partners to assist businesses interested in migrating to Revenue Cloud and adopting its new agent-assisted capabilities.
