Feature Walkthroughs

Published on February 19, 2026 Agentforce for Presales

Agentforce for Presales: A Complete Use Case

Overview: This demonstration shows how a presales professional uses Agentforce to generate a preliminary quote and capacity plan—transforming a multi-day manual process into minutes of conversational workflow.

Step 1: Set the Context

The workflow begins in Salesforce, not in the chat window. Navigate to the specific Opportunity record you want to work on. This is a critical first step—it automatically sets the agent's context, giving it access to all associated data including notes and customer details.

Step 2: Generate Potential Scopes

With the opportunity record open and the chat window launched, your first task is to define the project scope. Instead of manually brainstorming, ask Agentforce to analyze the opportunity and suggest a starting point.

Your prompt:

"Based on the details in this opportunity, please suggest a list of potential scopes of work we can propose to the customer."

Agent response: Agentforce analyzes the opportunity information and returns a list of suggested scopes, complete with estimated effort hours (LOE) and assigned roles based on your organization's rate cards.

Step 3: Refine and Customize

Review the suggestions and add standard services specific to your organization's typical process.

Your prompt:

"Please add the following point to the suggested scopes: 'Provide 2 weeks of post-go-live support'."

Agent response: Agentforce updates the list, adding the new item and calculating its associated effort hours.

Step 4: Create a Quote Record

With the scope finalized, create a new quote to house the scope details and pricing. This action is performed directly through the chat, eliminating manual navigation.

Your prompt:

"Please create a new quote on this opportunity."

Agent response: Agentforce performs the action and confirms that a new quote record has been created in Salesforce.

Step 5: Add Scopes to the Quote

Instruct the agent to populate the newly created quote with the agreed-upon scopes.

Your prompt:

"Please add the suggested scopes to the newly created quote."

Agent response: Agentforce takes the refined list of scopes from the chat history and transfers the data—including roles and effort hours—directly into the quote record.

Step 6: Confirm the Scopes

For verification, ask the agent to confirm that the scopes were added successfully.

Your prompt:

"Please list the active scopes on this opportunity."

Agent response: The agent responds with a list of all scopes currently active on the opportunity, confirming successful transfer of information.

Step 7: Determine Capacity Needed

With scopes and effort hours in the system, get a detailed capacity breakdown for resource planning.

Your prompt:

"What is the capacity needed?"

Agent response: Agentforce aggregates effort from all scopes and provides a summary of total hours required, broken down by role (e.g., Solution Architect, Delivery Lead, Technical Consultant).

Step 8: Apply a Risk Buffer

Account for project uncertainties by applying a risk buffer to total hours.

Your prompt:

"Please apply a 25% risk buffer."

Agent response: The agent instantly calculates and displays the new, adjusted total hours reflecting the added contingency.

Step 9: Apply a Blended Rate

For a rough order of magnitude (ROM) estimate, apply a monetary value to the hours using a blended rate—an optimized, average rate specific to a region or team.

Your prompt:

"Please apply a blended rate."

Agent response: Agentforce retrieves available blended rates and prompts you to select the appropriate one.

Step 10: Get the Final Estimate

With all necessary variables in place, request the conclusive number.

Your prompt:

"Get me a rough estimate."

Agent response: Agentforce combines total hours with the risk buffer and selected blended rate to provide a final, high-level ROM estimate for the project's cost.

The Complete Workflow

Conclusion

Agentforce for Presales transforms a multi-day, manual process into a concise, conversational workflow. By leveraging natural language commands, you can quickly:

1. Generate relevant content based on opportunity data
2. Perform Salesforce actions directly through chat
3. Retrieve and aggregate data instantly
4. Calculate financial estimates with multiple scenarios

Result: Your presales team can deliver high-quality, preliminary estimates in a fraction of traditional time—all without leaving the chat interface. This dramatic efficiency gain allows more time for strategic value-add activities.

Knowledge Article Number: KA-00184