If you’ve ever sat on a sales call thinking, “There has to be a better way to scope this project,” you’re not alone.

In our world of Salesforce implementations and RevOps strategy, the handoff between sales and delivery often feels like a game of telephone. One person’s “quickstart” is another’s six-week sprint. And by the time a solution engineer finally sends over a quote, the momentum’s cooled—or worse, the deal’s gone cold.

That’s why we built this in Agentforce.

What is Agentforce?

Agentforce is a Salesforce-native AI assistant that helps your sales team generate real-time implementation quotes—no spreadsheets, no bottlenecks, no guesswork.

It’s designed to live inside your Salesforce org and act like a mini RevOps consultant, guiding reps through a structured set of questions and instantly producing pricing guidance that’s actually rooted in your delivery model.

You know how reps love to say, “I just need a ballpark”?
Now they can get one—accurately and instantly.

Why We Built It

We kept running into the same problems:

• Sales needed scoping help, but delivery teams were slammed.
• Every quote looked different, even for identical projects.
• Nobody had a single source of truth for what a “quickstart” or “complex” effort meant.

So we asked ourselves:
What if we could embed all that RevOps wisdom—pricing rules, effort tiers, product complexity—into a guided assistant inside Salesforce?

Spoiler: we did it.

How Agentforce Works

Here’s how it plays out:

1. Sales rep opens Agentforce inside Salesforce.
   They select the product the client is interested in—Sales Cloud, CPQ, Service Cloud, Marketing Cloud, etc.
2. They define complexity.
   Quickstart, Standard, or Complex. Each comes with pre-defined effort levels and assumptions.
3. Agentforce calculates a scoped range.
   Behind the scenes, it maps that input to your delivery model and outputs a pricing estimate (e.g., $12–18k) and a recommended delivery approach.
4. Internal team is notified.
   Slack integration pings your RevOps or Solutions team to review, refine, or approve if needed.

The result? A quote that’s accurate enough to move the deal forward, fast enough to keep momentum, and aligned enough to deliver with confidence.

What’s Under the Hood

We built Agentforce using native Salesforce tools (and a little creativity):

• Flow Builder for logic and UI
• Custom Metadata to store pricing models and effort mappings
• Slack webhooks for notifications
• Optional Apex or LWC for more customization (depending on your org)

There’s no need for a separate app or third-party tool—it lives where your team already works.

What It Solves for RevOps

This isn’t just a sales enablement tool. Agentforce is a RevOps engine.

It eliminates quote inconsistencies.
It makes Sales feel supported without overloading your Solutions team.
It speeds up the path from interest to signed deal—without sacrificing accuracy.

In other words:
Agentforce scales your expertise without scaling your headcount.

What’s Next

We’re already expanding Agentforce to handle more nuanced scenarios—think integrations, add-ons, and even CPQ logic.

Eventually, it’ll plug directly into Slack conversations and respond to natural language prompts like, “What would a standard Marketing Cloud setup cost for a 200-person company?”

But even in its current form, Agentforce is changing the way we sell, scope, and staff.

Want One?

If your team is stuck in the slow lane of scoping hell, let’s talk. We can help you build your own version of Agentforce—or customize ours to match your delivery model. Let’s make quoting a little easier.