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            Set Up Agentforce for Enterprise Quoting in Enterprise Sales Management

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            Set Up Agentforce for Enterprise Quoting in Enterprise Sales Management

            Configure your environment to enable your team to build custom agent actions using ESM invocable actions optimized for complex quoting.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with Enterprise Sales Management and the Agentforce for Communications add-on
            User Permissions Needed
            To enable Agentforce:

            Manage AI Agents AND the admin user permission for the agent type that you want to create

            OR

            Customize Application

            For instructions on creating and configuring invocable actions in ESM, see Set Up Agentforce for Cart Operations — the steps are largely the same, with minor differences depending on your configuration.

             
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