AI-Powered Quote Creation with Salesforce Agentforce

Customer Overview

A leading fragrance retailer uses Salesforce Retail Cloud to manage B2B sales operations for wholesale distributors, corporate clients, and retail partners. Sales representatives frequently receive large purchase requests containing more than 100 products through email, phone calls, and spreadsheets. Creating estimates for these high-volume orders was a time-consuming, manual process that impacted sales productivity, delayed customer responses, and increased the risk of data entry errors.

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Business Challenge

The sales team regularly received bulk product requests in various formats, including:

• Product codes with quantities
• Product names with requested quantities
• Product names along with fragrance family and target gender
• Product names that did not exactly match Salesforce product master data
• Spreadsheet extracts
• Plain text copied from customer emails

To prepare an estimate, sales representatives had to:

• Search for each product individually.
• Add products one at a time to the quote.
• Enter quantities manually.
• Validate customer-specific pricing.
• Review the completed estimate for accuracy.

For large orders containing more than 150 products, the standard Salesforce quote creation processbecame a significant productivity bottleneck. In many cases, customers expected an estimated priceimmediately during a phone conversation, making the manual process impractical.

Initial Process

Although the custom Lightning Web Component significantly simplified data entry, preparing largeestimates still required approximately 30 minutes, limiting the sales team's ability to respond quickly.

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Opportunity

After seeing the capabilities of AI assistants in other business applications, the customer envisioned a conversational experience within Salesforce that could eliminate manual quote creation.The objective was to enable sales representatives to simply paste a customer's order or type itnaturally and allow Salesforce to automatically generate the estimate

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Solution

An AI-powered sales assistant was built using Salesforce Agentforce to automate estimate creation from unstructured customer requests. Instead of manually creating quote line items, sales representatives interact with the agent using natural language.

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How It Works

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Step 1: Start the Conversation

The sales representative opens the Agentforce panel in Salesforce.

Example:

Create an estimate for this customer.

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‍Step 2: Paste the Customer Order

The sales representative pastes the order directly from the customer's email.

Example:

Please quote:
Product Name - 24
Product Name - 18
Product Name - 6
Product Name - 40
...
(150+ products)

Users can also type product requests manually if needed.

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Step 3: Agent Understands the Request

Agentforce automatically:

• Parses the email content.
• Identifies the customer and store location.
• Validates the customer against Salesforce Accounts.
• Identifies product codes and product names.
• Extracts requested quantities.
• Validates products against the Salesforce product catalog.
• Flags invalid or ambiguous products.
• Maps products to the correct Price Book Entries.

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Step 4: Quote Creation

The agent automatically:

• Creates the Quote (Estimate).
• Associates the correct Account and Opportunity.
• Adds all Quote Line Items.
• Applies customer-specific pricing.
• Calculates totals.

No manual product selection or line item entry is required.

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Step 5: Review and Send

The sales representative reviews the generated estimate, makes any necessary adjustments, and sends itto the customer. The entire process typically takes less than five minutes.

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Agentforce Capabilities

The AI agent performs multiple business actions during a single conversation.

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‍Intelligent Order Parsing

• Understands structured and unstructured customer requests.
• Extracts products and quantities.
• Recognizes product codes and product names.
• Handles large orders containing hundreds of line items.

Salesforce Actions

The agent automatically:

• Searches for the customer Account.
• Searches the product catalog.
• Retrieves Price Book Entries.
• Creates the Quote.
• Creates Quote Line Items.
• Applies customer-specific pricing.
• Reports missing or invalid products for user review.

Conversational Experience

Example request:

Please create an estimate for Aamir Ansari
Designer Perfume
Schaumburg, IL
Michael Malul Men
Ocean Noir – 48 pcs + 2 Testers
Citizen Jack Parfum – 48 pcs + 2 Testers
Citizen Jack Absolute – 12 pcs
Jet Black Intense – 12 pcs
Sangria + Embers – 12 pcs
Citizen Jack Mohave – 12 pcs
Michael Malul Women
Vanilla + Crème – 12 pcs
Electric Heart – 24 pcs
Sangria + Saffron – 24 pcs
Latte + Nectar – 12 pcs
Citizen Jill Sunkissed – 12 pcs
Siesta Key – 12 pcs
Joie de Vie Blush – 12 pcs
Saffron + Sugar – 12 pcs
Sabrina
Sweet Tooth – 12 pcs
Me Espresso – 12 pcs
Cherry Baby – 12 pcs
Caramel Dream – 12 pcs
Gift Sets
Ocean Noir Gift Set – 6 pcs

The entire interaction takes place through natural language, eliminating the need to navigate multipleSalesforce screens.

Solution Architecture

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Salesforce Technologies

• Salesforce Sales Cloud
• Salesforce Agentforce
• Apex for passing Product IDs, Price Book Entry IDs, quantities, and Quote IDs during Quote Line Itemcreation
• Salesforce Flow
• Custom Agent Actions for quote creation and business validations

AI Workflow

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Business Outcomes

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Key Benefits

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For Sales Representatives

• Eliminated repetitive manual data entry.
• Create large estimates in minutes instead of nearly an hour.
• Spend more time engaging with customers instead of entering data.
• Reduce errors caused by manual product selection and quantity entry.

For the Business

• Faster turnaround for customer quote requests.
• Improved sales productivity without increasing headcount.
• Consistent and accurate quote creation.
• Enhanced customer experience through faster response times.

For Customers

• Receive estimates much faster.
• Improved quote accuracy.
• Reduced delays for large order processing.

Innovation Highlights

• Natural language quote creation within Salesforce.
• Automatic parsing of unstructured customer requests.
• AI-driven product matching and validation.
• End-to-end quote generation through a single conversation.
• Scalable solution capable of processing high-volume orders containing hundreds of products.

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See It In Action

Watch how a 150-product order  the kind that once took an hour to quote  gets turned into a ready-to-send estimate in under five minutes. This walkthrough shows the actual conversation inside Salesforce: pasting a raw customer order, watching Agentforce parse it, validate it against the product catalog, and generate a fully priced quote, no manual line-item entry required.

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Conclusion

By leveraging Salesforce Agentforce, the retailer transformed a manual, hour-long quote creation process into an AI-assisted workflow completed in under five minutes.

Sales representatives can now generate complex estimates simply by pasting customer order details into a conversational interface, eliminating repetitive manual effort while improving accuracy and consistency.

The solution significantly increased sales productivity, reduced order processing time, minimized data entry errors, and accelerated customer response times, demonstrating how generative AI can streamline core sales operations beyond traditional customer service use cases.