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            Agentforce for Cart Operations in Communications, Media, and Energy & Utilities Managed Package

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            Agentforce for Cart Operations in Communications, Media, and Energy & Utilities Managed Package

            Perform essential cart operations by using out-of-the-box Industries CPQ Apex invocable actions and flows in Agentforce Actions. These actions simplify complex responses from the CPQ Cart API into a streamlined format optimized for Agentforce. Use Agentforce to perform essential cart operations, such as creating an order or a quote, browsing products, adding products to the cart, configuring product fields and attributes, applying adjustments, submitting a draft order, replacing plans for existing assets, and applying promotions to a quote or an order. This out-of-the-box solution eliminates the need for custom Apex, helps sales reps efficiently manage quotes and orders directly with Agentforce, and improves customer experience.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions

            The invocable methods are designed to expose Industries CPQ APIs in Agentforce for Agentforce Employee Agent. These methods simplify integrations and reduce manual effort.

            • Licenses Required for Cart Operations with Agentforce
              Use invocable actions and flows in Communications, Media, and Energy & Utilities managed package to increase seller efficiency and speed up sales with automated quoting and ordering. Create quotes and orders effortlessly, and save time with prebuilt, AI-powered automations that eliminate the need for complex custom coding.
            • Set Up Agentforce for Cart Operations
              To give sales reps and other users access to the powerful generative AI features, invocable methods, and flows across Communications, Media, and Energy & Utilities managed package, admins must set up Agentforce, invocable methods, and deploy Agentforce static resource files. Sales reps can work with the invocable actions and flows provided in Communications, Media, and Energy & Utilities managed package.
            • Invoke CPQ Invocable Methods by Using Agentforce Actions
              To use the Industries CPQ Apex invocable method as an agent action, add specific instructions to invoke the agent action associated with the invocable method. When you call invocable methods as Agentforce actions, Agentforce can interact with CPQ data and perform actions in CPQ. These actions can use CPQ invocable methods to create and update CPQ objects, such as quotes, products, and line items.
            • Invocable Actions for Cart Operations with Agentforce
              Use invocable actions to capture quotes and orders by using Agentforce for cart operations. Seamlessly integrate CPQ Cart APIs to simplify the quoting and ordering process for sales representatives. Admins and developers can directly invoke Industries CPQ invocable actions in Agentforce Builder, without the need for extensive coding knowledge. This enables faster deployment of conversational AI workflows.
            • Invoke Flows by Using Agentforce Actions
              To use the Industries CPQ flows as an agent action, add specific instructions to invoke the agent action associated with the flows. When you call flows as Agentforce actions, Agentforce can interact with CPQ data and perform actions in CPQ. These actions can use CPQ flows to retrieve offers for an asset, replace offers in a cart, and delete or disconnect a cart item.
            • Flows for Cart Operations with Agentforce
              Communications, Media, and Energy & Utilities managed package provides preconfigured flows to capture quotes and orders by using Agentforce. Seamlessly integrate CPQ Cart APIs to simplify the quoting and ordering process for sales representatives. Admins and developers can directly invoke flows in Agentforce Builder, without the need for extensive coding knowledge. This enables faster deployment of conversational AI workflows.
            • Configure Agentforce for Sales Config Template APIs
              Configure Agentforce to automate Sales Config Template API actions by creating agents, subagents, and specific agent actions.
             
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