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Opportunity Booking using Salesforce Agentforce
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Nov 13, 2024
We can handle Opportunity and Opportunity Product creations using the Salesforce Agentforce. In this Blog Post, I have used Apex Agent Action to handle the record creations. Blog Post: https://www.infallibletechie.com/2024/11/opportunity-booking-using-salesforce-agentforce.html
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0:06
hello everyone in this video we are
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going to use agent force from
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Salesforce to create opportunity and
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opportunity
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products let's look at the demo
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first so this is the site where I'm
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using messaging for inap and web along
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with
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agent
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force so it is um it is asking me how
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can I help you so this is the agent
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force agent which is asking me so I'm
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going to say I
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would like to book an order for and this
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is my email
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address uh the agent force will first
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verify me that an existing contact is
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available and after that uh
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uh it is asking me to select a product
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family so I'm going to say
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static the available so from the
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available I have selected static now it
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is asking me to enter the city I'm going
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to ask please share
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available cities
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okay so these are all the available
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cities I'm going to give
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Miami so it uh it is giving me 50
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products I'm going to select three of
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them for example I will say I need 1
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20 and maybe
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35 so one is example one and the next is
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20 example 116 and the other one is 35
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it is example 30
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there was some issue with the mailing
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address I'm saying proceed without that
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it's
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fine okay the order has been booked and
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uh it would have
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created so this is the
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opportunity this is the test contact and
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then it added the three opportunity
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products so using agent force agent I
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was able to book an
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opportunity let's look at
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the agent that was
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used I'm using this meow
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agent the topic which I created for this
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is order booking
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these are all the instructions I'm
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using and uh the actions are identify
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customer by email this is a standard
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from Salesforce I'm using uh two uh Apex
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action actions to get the product family
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pick list values and also the product
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custom field City pick list
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values in order to get the available
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products I'm using this flow for these
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two uh please check the video
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description I have shared my blog post
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from the blog post you should be able to
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get this APS action for your reference
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and uh here I'm going to show you what
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is happening when I am calling this kit
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available
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products so here I'm calling a
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flow the flow is expecting
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me City and as well as the
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family product family so I'm getting the
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product
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records this is custom field City what
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whatever the customer selected and also
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the family the customer selected in this
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case I was able to enter
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static I am sorting the records and then
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I'm getting only the 50 records as of
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now the limit is 50 records so that's
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the reason I'm limiting the number of
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available products to 50
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and uh in the finalized booking order
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I'm invoking
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Apex so this is the Apex
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class where I will be in need of product
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city the customer contact record and the
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list of products that were selected
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using that I'm creating the opportunity
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record and I'm creating opportunity
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product
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records please check the video
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description in the video description I
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have shared my blog post from the blog
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post you should be able to get the
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sample Apex code for your reference and
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also I will I have
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shared the instructions that were
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configured for your reference
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I hope it was
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helpful thank you for watching
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