System Requirements
Published on February 19, 2026 Agentforce for Presales
Agentforce for Presales (grounded by QuoteX) is an agentic AI add-on designed to bridge the gap between complex quoting and rapid sales execution. By leveraging native Salesforce Agentforce capabilities, it empowers your team to automate high-touch presales workflows and accelerate deal closure.
Core Capabilities
Agentforce for Presales delivers three key capabilities to streamline your sales process:
- Intelligent QuotingGenerate and refine quotes through conversational AI. The agent understands complex product configurations and creates accurate, professional quotes in real time.
- Dynamic Timeline BuildingAutomatically create project or delivery schedules based on quote data. Timelines adjust dynamically as quote parameters change.
- Presales SupportProvide real-time assistance navigating product configurations and requirements. The agent answers questions and guides users through complex presales scenarios.
Prerequisites
Before beginning the configuration, ensure your environment meets the following technical and administrative requirements:
| Category | Requirement |
| Package Version | PSC QuoteX v1.75 or higher must be installed in your Salesforce Org. |
| Platform Access | Permissions to use Salesforce Sales Cloud |
| Object Permissions | "Create," "Edit," and "Clone" permissions for the PSC Quote object. |
| System Permissions | Administrative access to modify Lightning Record Pages and manage Agentforce configurations. |
Note: Verify that your organization meets all prerequisites before beginning Agentforce for Presales configuration. Contact your Salesforce administrator if you lack required permissions.
Verification Steps
Follow these steps to verify your environment is properly configured for Agentforce for Presales:
- Check QuoteX Version Navigate to Setup > Installed Packages in your Salesforce org. Locate the PSC QuoteX package and verify the version is v1.75 or higher. If your version is older, contact your administrator to schedule an upgrade.
- Enable Agentforce Go to Setup > Feature Settings > Service and confirm the Agentforce toggle is enabled. This setting activates Agentforce capabilities across your Salesforce environment.
- Validate Record Layouts Navigate to the active PSC Quote record page assigned to your user profile. Confirm that the page layout displays all necessary fields and supports agent interactions. If needed, contact your administrator to update the layout.
Ready to Continue: Once all verification steps are complete, your environment is prepared for Agentforce for Presales configuration. Proceed to the next section in your implementation guide.
Support & Resources
If you encounter any issues during prerequisites verification or configuration, reference these resources:
- Salesforce Help: Visit help.salesforce.com for comprehensive platform documentation.
- Agentforce Documentation: Refer to the official Agentforce setup guide for advanced configuration options.
- QuoteX Support: Contact your package vendor for QuoteX-specific questions or upgrade assistance.
- Administrator Support: Reach out to your Salesforce administrator for permission or configuration questions.
Knowledge Article Number: KA-00181