Agent Quotey - Setup & Integration

Published on February 19, 2026 Agentforce for Presales

This guide walks you through deploying and configuring Agentforce for Presales in your Salesforce environment to automate scoping, estimating, and timeline management.

Prerequisites

Required: QuoteX v1.75 or higher must be installed or verified before proceeding with Agentforce deployment.

Step 1: Deploy Agentforce for Presales

Once you have verified or installed QuoteX v1.75 (or higher), reach out to info@codeylabs.com for installation url to deploy Agentforce for Presales.

Step 2: Install and Initial Configuration

After successfully installing Agentforce for Presales, follow these configuration steps for optimal performance:

  1. Navigate to Setup in Salesforce.
  2. Go to Agents and click New Agent.
  3. Select Employee Agent and proceed with configuration details as needed.
  4. Click Open in Agent Builder.

Step 3: Configure Agent Topics

Deactivate the agent (if currently active) before adding topics.

  1. In the Asset Library, view all custom topics installed with the package.
  2. Review the reference image below for all available topics.
  3. Select and add all the topics shown in the reference screenshot to your agent configuration.

Agent Topics Reference

Reference: Available Agentforce topics shown in Asset Library

Step 4: Set Up Permissions and Access

Clone the QuoteX SE permission set to create a new permission set with agent access.

  1. Clone the QuoteX SE permission set and create a new permission set with a descriptive name.
  2. Add the newly created agent to the new permission set under the Agent Access Section.
  3. Assign this permission set to all users who require access to Agentforce for Presales.

Step 5: Activate and Deploy

Activate the Agent to enable Agentforce for your team.

Configuration Complete! Agentforce for Presales is now ready to automate scoping, estimating, and timeline management for your presales team.

What's Next?

Once Agentforce is activated and permissions are assigned, your team can begin using the agent to:

  1. Streamline presales workflows
  2. Automate quote generation and estimation
  3. Efficiently manage deal timelines and scope
  4. Leverage native Salesforce capabilities for AI-driven collaboration

Tip: Refer to the reference image in Step 3 to ensure all recommended topics are configured for maximum agent performance and accuracy.


Knowledge Article Number: KA-00182

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