Quoting should be simple. In practice, sales teams get stuck in SKU lists, pricing rules, legal approvals, and long approval queues. Every mistake costs time and money, and delays slow down deal closures. Salesforce addresses this with Agentforce for Revenue– a new suite of AI agents embedded in Revenue Cloud that transforms the tedious quote-to-cash process into a fast, predictable workflow.
Salesforce itself uses this solution internally. The result? 75% shorter quoting time and 87% fewer clicks. Deals move faster, and sales teams spend less time on manual work.
What’s New
Agentforce for Revenue generates accurate quotes based on natural-language instructions, for example:
“Create a quote for 25 licenses with a 10% discount.”
The new Product Configurator in Revenue Cloud supports highly complex quotes, even with over a thousand line items. It combines traditional configuration rules with a guided constraint builder, which shortens both setup and maintenance.
An API-first architecture exposes every revenue process as an API – making integrations modular and simple. Over 90% of integrations are now just connecting building blocks. This makes it easier to plug in sales channels, connect agents, and scale automation.
Why It Matters
According to Deloitte, 71% of B2B decision-makers struggle with manual and fragmented processes, while 13% of transactions are lost due to disconnected tools. Hybrid monetization – mixing subscriptions, usage, and services is now standard. Sales teams no longer have time to manually tie these models together.
Revenue Cloud with Agentforce simplifies everything on a single quote document and carries consistent data through to orders and invoices.
How It Works
- Need definition: The sales rep describes the requirement. Agentforce selects products, pricing, and conditions.
- Configuration: The Product Configurator ensures valid combinations in real time, think of it as a GPS for quoting.
- Contract, order, invoice: API-first architecture transfers data seamlessly, while the Trust Layer ensures permissions, compliance, and security.
- Data Cloud insights: Purchase history, product catalogs, and connected insights fuel the agent’s decisions. This isn’t an assistant that “suggests” – Agentforce executes end-to-end.
Customer Voice
AdMed, Inc. is modernizing its sales process with Revenue Cloud and piloting the quoting agent.
“We expect the agent to radically reduce manual work, accelerate the cycle, and shorten quote delivery time. It’s not just about efficiency it’s about more wins and smarter scale.”
Bill Francy, President of Client Services, AdMed, Inc.
Key Features That Make the Difference
- Instant quoting: Generate quotes in seconds from prompts like “New generator with usage package.”
- Constraint-based logic: Fewer rigid rules, more flexibility, shorter authoring time.
- Support for thousands of lines: Handle complex configurations without the stress.
- Agent in every channel: API-first design means agents can operate in partner portals, self-service, field service, and direct sales.
- Trust Layer: Quotes remain compliant with company policies, pricing rules, and user permissions.
Add-ons That Complete the Process
- Seamless Workflows in Slack and CRM: Start, edit, and finalize quotes directly where you work – no duplication.
- Revenue Cloud Billing: One unified platform from quote to invoice, with dedicated agents for every stage of the lifecycle.
- Revenue Management Intelligence: Tableau Next inside Revenue Cloud provides real-time insights into pricing trends, order flow, and revenue performance.
Who It’s For
- Organizations with complex pricing and product configurations.
- Companies shifting to subscription or usage-based business models.
- Teams that need fast, compliant quoting with full audit trails.
What About Salesforce CPQ?
Salesforce CPQ remains fully supported – customers can renew contracts, add licenses, and rely on full functionality. For those ready to migrate to the agentic Revenue Cloud platform, Salesforce recommends partnering with its trusted ecosystem for a smooth transition.
Availability
All features are part of the Summer ’25 release for Revenue Cloud and are available today.
Summary
Agentforce for Revenue takes the manual effort out of quoting and rule-checking, giving sales teams back time to focus on customers. A 75% reduction in quote time and 87% fewer clicks isn’t just an improvement – it’s a new model for sales productivity, where AI agents work alongside humans, and the quote-to-cash process flows faster and more reliably across every channel.
