CRM

Quoting should be simple. But for most sales reps, it’s anything but. They are forced to hunt for the right combination of SKUs, interpret complex pricing rules, check legal terms, and wait on approvals, all while under pressure to move fast. A single mistake can lead to delays, rework, or worse: sending an incorrect quote. This inefficiency directly slows down deal velocity and revenue. That’s why Salesforce is introducing Agentforce for Revenue. It brings digital labor that takes on routine work like quoting, follow-ups, and data entry, so every rep can focus on building relationships and driving revenue. Embedded in Revenue Cloud, this solution combines the power of humans and AI agents to streamline the entire quote-to-cash process, from quoting and contracting to ordering and invoicing, with greater speed, accuracy, and confidence. Instant quotes with Agentforce for Revenue Agentforce empowers reps to create accurate, customized quotes in seconds. Reps simply describe what they need — like “Quote a new generator with the usage-based energy pack” — and Agentforce instantly generates the quote, automatically pulling the correct products, pricing, and terms. Salesforce is already using Agentforce internally and has seen a 75% decrease in quoting time along with an 87% reduction in clicks for its own sales team. And it’s not just Salesforce seeing results. Agentforce is designed to deliver quoting speed and accuracy to customers across any industry, from manufacturing to healthcare. Take AdMed, Inc., a leader in pharmaceutical and biotech training, which is now leveraging Revenue Cloud to modernize its sales process. “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.”  Block Quote Faster, smarter product configuration Generating a quote is only the first step. To truly unlock speed and accuracy across the entire quoting journey, sellers also need a smarter way to configure products. After a quote is kicked off by Agentforce, sellers use Revenue Cloud’s enhanced Product Configurator to quickly tailor complex offerings, including quotes with more than a thousand line items. Unlike traditional CPQ tools that rely solely on rigid, rule-heavy systems, Salesforce’s new constraint-based logic engine augments those traditional approaches, giving customers the flexibility to handle whatever complexity their business demands. It uses bidirectional rules and point-and-click templates to dramatically reduce rule maintenance and authoring time. Think of it as a GPS for quoting that guides reps to valid configurations in real time, speeding up time-to-quote. Why it matters Today’s revenue operations are more complex than ever. According to Deloitte, 71% of B2B executives struggle with manual, fragmented sales processes — and 13% of deals are lost because of disconnected tools. As hybrid monetization models become the norm, reps don’t have time to manually piece together subscriptions, usage-based pricing, and service offerings. Revenue Cloud, powered by Agentforce, eliminates that complexity, unifying all transaction types on a single quote, and carrying the transaction data through to the order and invoice. How it works To make this possible, Salesforce rebuilt its CPQ solution as the all-new Revenue Cloud: the industry’s first composable, AI agent-powered revenue platform. Its API-first architecture embeds every revenue business process within accessible APIs, making it easy for agents to sit atop and interact with those processes. “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.” Agentforce and Revenue Cloud unify structured and unstructured data (purchase history, product catalogs, connected asset insights) for timely, accurate actions. This data, harmonized in Data Cloud, powers Agentforce’s agentic AI, enabling teams to deploy autonomous, goal-oriented agents that can reason and act. Unlike traditional AI assistants that merely suggest next steps, Agentforce executes tasks end-to-end, freeing sellers for higher-value work. Throughout the entire process, data is protected by the Salesforce Trust Layer. Agents operate securely within employee-specific permissions, helping to ensure both agent and employee access only authorized data and actions. This allows every quote to comply with company policies, pricing rules, and customer data, significantly reducing time-to-quote. Dig deeper These innovations are part of Salesforce’s Summer ’25 release, the biggest yet for Revenue Cloud, and all are available today. With this release, Revenue Cloud provides teams with greater power, flexibility, and speed than ever before. Additional capabilities include: Seamless Workflows with Slack and CRM: Agentforce is available in Slack via API, as well as from the opportunity, quote, and account records within Salesforce. This means sellers can start, edit, and finalize quotes from wherever they are, all within the same flow of work. Quotes follow the transaction, so there’s no rekeying or duplication. Revenue Cloud Billing: As a complete revenue platform, Revenue Cloud’s API-first architecture empowers users to create their own agents to support any process across the quote-to-cash lifecycle, including billing. With all data from quote to invoice on a single platform, Revenue Cloud Billing facilitates accurate and transparent invoicing. Revenue Management Intelligence: Sales, finance, and operations teams can accelerate decision-making with real-time visibility into their entire revenue lifecycle. Tableau Next, embedded in Revenue Cloud, provides a clear view of key metrics like pricing trends, order flow, and revenue performance, empowering teams to act instantly on insights. For current customers Salesforce remains committed to supporting current Salesforce CPQ customers, as it continues to be a robust solution for many businesses. Customers can renew contracts, add licenses, and count on full support. For those ready to begin their migration to Revenue Cloud as their complete, agentic revenue platform, Salesforce offers a strong ecosystem of trusted partners to help guide the transition.

AgentExchange empowers partners, developers, and the Agentblazer community to build and monetize agentic AI components, fueling the next generation of businesses in the $6 trillion digital labor market AgentExchange includes more than 200 partners, including Google Cloud, Docusign, and Box, building trusted Agentforce solutions that businesses can use to rapidly build AI agents Developers can discover, try, and buy hundreds of prebuilt partner actions, topics, and templates on the marketplace or surfaced directly within Salesforce’s agent building tools SAN FRANCISCO – March 4, 2025 – Salesforce (NYSE: CRM), the #1 AI CRM, today launched AgentExchange, the trusted marketplace and community for Agentforce that is built into Salesforce, opening up new opportunities for partners, developers, and Agentblazers to participate in the rapidly expanding $6 trillion digital labor market.  Building on the success of Salesforce AppExchange — the first and world’s largest enterprise cloud marketplace, which has grown to more than 13 million app installs — AgentExchange expands the capabilities and ecosystem of Agentforce, Salesforce’s digital labor platform. AgentExchange launches with more than 200 initial partners and hundreds of ready-made actions, topics, and templates that have passed rigorous security and customer reviews. Combined, these solutions will help organizations quickly create and deploy AI agents to improve productivity, efficiency, and innovation in any profession or industry.  “Accelerating our speed of execution is critical to Goodyear’s ability to deliver for our customers and maximize our end-to-end value proposition. We’re excited about the potential of the ready-to-use solutions from AgentExchange to enhance our speed, efficiency, and customer experience,” shared Goodyear CEO and President Mark Stewart.  Block Quote Partners are already building Agentforce components for AgentExchange. For example: Google Cloud: Build Agentforce agents, grounded in Google Search via Vertex AI and with the ability to reference up-to-the-minute data, news, and current events.  Box: Enable Agentforce agents to extract insights from unstructured data and power actions with that information, using natural language to interact with content in Box.  Docusign: Generate agreements, route for signatures, track status, and gain key insights‌ — ‌automating workflows and boosting efficiency.  Workday: Streamline critical employee self-service workflows such as onboarding, benefits management, and career development, freeing up HR teams and significantly enhancing the employee experience. “When we launched AppExchange in 2005, it helped our customers get even more value from our platform with prebuilt apps, workflows, and integrations. It also gave our partners an opportunity to participate in the emerging cloud economy and build thriving businesses,” said Brian Landsman, EVP & GM, Global Business Development & Partnerships at Salesforce. “With AgentExchange, we’re doing much the same — opening up Agentforce for partners, startups, and Agentblazers to participate in the digital labor market and build agentic AI on Salesforce.”  “AgentExchange empowers customers to seamlessly integrate trusted AI solutions within their workflow,” said Alice Steinglass, EVP & GM of Platform, Integration and Automation at Salesforce. “Now our developer community can directly tap the expertise of our partner ecosystem to get the right industry-specific solutions so they can build and implement AI agents, and be the pioneers turning their businesses into Agentforce companies.”  New AgentExchange and Agentforce features include: New partner-built components: Partners and Agentblazers can now offer four types of agentic components: Actions: Expand the jobs agents built with Agentforce can do by adding new integrations — ranging from Apex, flows, APIs, and prompts — to tailor industry-specific components. Prompt templates: Use pre-written, reusable prompts that ensure consistent interactions and help agents gather information, assist users, and achieve specific goals.  Topics: Focus and refine agent behavior by grouping actions and instructions around a single task or job. This helps to ensure agents deliver consistent results and stay within guardrails. Agent templates: Deliver comprehensive AI solutions by combining multiple topics and using the powerful actions partners have created, complete with metadata and global instructions that span across topics.  Easily discover, try, and buy AI solutions: AgentExchange simplifies the process of finding and deploying the right trusted AI solutions. Customers can explore AgentExchange solutions directly on the marketplace or within Salesforce’s Agent Builder tool to identify the right solutions for their use case, product, or industry. Use standard and Slack actions: Partners and Agentblazers can now offer out-of-the-box Agentforce actions, including Slack, in packaged Agentforce topics and templates on the AgentExchange. These actions empower partner-delivered agents with built-in CRM and Slack capabilities, such as creating a case, canceling an order, updating a Slack canvas, searching Slack, or sending direct messages. Access trusted, industry-specific agent solutions: AgentExchange connects businesses with Salesforce partners who have deep expertise in specific industries. Businesses can implement pre-built, customizable solutions that address unique challenges, accelerating AI adoption and maximizing its impact. Rigorous security reviews and customer feedback ensure trust in every solution listed on AgentExchange. Collaborate and innovate with Agentblazers: AgentExchange fosters a collaborative ecosystem where businesses, partners, and individual Agentblazers can connect, share best practices, and innovate together, accelerating the adoption of agentic AI. Block Quote AgentExchange solutions Partners who have AgentExchange listings or are actively developing Agentforce components include: Sales & service Appiphony: Offers document generation fully integrated with Agentforce.  Bucher + Suter: Enables seamless escalation from agent to human within Agentforce, preserving context for smooth transitions. Docusign: Generates documents, routes for signature, and tracks doc and signature status.  Highspot: Provides Agentforce users with curated sales content and AI-powered analytics to increase buyer engagement and close more deals.  Neuron 7: Directs enterprise service teams through optimal resolution paths for swift, accurate problem-solving. SalesWings: Integrates customer intent data to enhance prospect engagement and sales performance. Seismic: Delivers AI-powered personalized content at scale from Salesforce, ensuring the right content for every opportunity stage and accelerating sales. TechSee: Empowers sales, service, and field service teams with AI-driven visual intelligence to enhance remote assistance and customer support. Finance, operations, and talent  Asymbl: Offers AI-powered recruiting solutions to streamline talent workflows. Bullhorn: Recruitment Cloud Agents leverage over 90 actions to accelerate the entire recruiting lifecycle, improving key processes such as candidate matching, talent engagement, and hiring recommendations. Certinia: Enables managers to monitor a client’s health score, diagnose potential issues, and recommend remedies to customer issues. FinDock: Integrates payment and CRM data, empowering payment agents. InvestorFlow: Simplifies prospect targeting and opportunity aggregation for financial deals. OpenText: Automates document management, reducing storage costs and errors, for better efficiency and management.