Feature Walkthroughs

A Use Case Demonstration

This document demonstrates how a presales professional can use Agentforce, an intelligent assistant seamlessly integrated into Salesforce, to quickly generate a preliminary quote and capacity plan for an opportunity.

Step 1: Set the Context

The workflow begins in Salesforce, not in the Agentforce chat window. The user first navigates to the specific Opportunity record they want to work on. This is a critical first step as it automatically sets the context for the agent. The agent is now aware of all the data associated with this opportunity, including existing notes and customer details.

Step 2: Generate Potential Scopes

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

Prompt:

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

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

Step 3: Refine and Customize

The user reviews the suggestions and decides to add a standard service that is part of their organization's typical process.

Prompt:

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

Agentforce updates the list, adding the new item and its associated effort hours.

Step 4: Create a Quote Record

With the scope finalized, the user needs to create a new quote to house the scope details and pricing. This action is performed directly through the chat, saving the user from manually navigating and creating the record.

Prompt:

"Please create a new quote on this opportunity."

Agentforce performs the action and confirms that a new quote record has been created.

Step 5: Add Scopes to the Quote

Now, the user instructs the agent to populate the newly created quote with the agreed-upon scopes.

Prompt:

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

Agentforce takes the final, 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, the user asks the agent to confirm that the scopes were added successfully.

Prompt:

"Please list the active scopes on this opportunity."

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

Step 7: Determine Capacity Needed

With the scopes and effort hours in the system, the user can now get a detailed capacity breakdown to help with resource planning.

Prompt:

"What is the capacity needed?"

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

Step 8: Apply a Risk Buffer

To account for project uncertainties, the user applies a risk buffer to the total hours.

Prompt:

"Please apply a 25% risk buffer."

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, the user needs to apply a monetary value to the hours. They ask the agent to apply a blended rate, which is an optimized, average rate for a specific region or team.

Prompt:

"Please apply a blended rate."

Agentforce retrieves the available blended rates and prompts the user to select the appropriate one.

Step 10: Get the Final Estimate

Finally, with all the necessary variables in place, the user asks for the conclusive number.

Prompt:

"Get me a rough estimate."

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

Conclusion

This use case demonstrates how Agentforce for Presales transforms a multi-day, manual process into a concise, conversational workflow. By leveraging natural language commands, users can quickly generate content, perform Salesforce actions, retrieve data, and calculate financial estimates, all without leaving the chat interface. This dramatically improves efficiency and allows the presales team to deliver high-quality estimates in a fraction of the time.